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Nina G
CFP®, Series 63, Series 65
Corning, NY
Cambridge Investment Research Advisors
Nina Graham is a CFP® professional with nine years of experience in the financial advisory industry. She is currently with Cambridge Investment Research Advisors and previously worked at Socha Financial Group and E3 Financial Planning. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a variety of investment solutions, including proprietary models and access to third-party managers, with both discretionary and non-discretionary management options.
Bradley S
Series 63, Series 65
Elmira, NY
LPL Financial
Bradley Sparbanie is a financial advisor at LPL Financial in Elmira, NY, holding Series 63 and Series 65 licenses with six years of industry experience. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Eagle Strategies LLC, and Cadaret, Grant & Co., Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Marco H
Series 66
Corning, NY
Merrill
Marco Hickey is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been a member of the Cornfield Group since June 2010. He holds the Chartered Financial Analyst (CFA) designation, earned in August 2014, as well as FINRA Series 7, Series 66, and Series 9 securities registrations, and a State Insurance License. With over 15 years of experience, Marco focuses on goals-based wealth management, delivering tailored and tax-efficient asset allocation strategies for individuals and small businesses. His areas of expertise include college education planning, philanthropic planning, managing new wealth, socially responsible and ESG investing, tax minimization, retirement income, and small business strategies. Marco holds a Bachelor of Science degree in Economics from Elmira College. He is an active member of Rotary International and participates in community service through Meals on Wheels. Marco is proficient in English and Italian.
Paul B
Series 66
Elmira, NY
LPL Financial
Paul Brown II is a financial advisor with LPL Financial in Elmira, NY, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Broadview Federal Credit Union, KeyBank, Citizens Bank, and Edward Jones. He is also a commissioned notary public in New York. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a broad array of financial planning and asset management solutions.
Aaron M
Series 63, Series 65
Corning, NY
Raymond James Financial
Aaron Manchester is a financial advisor with Raymond James Financial in Corning, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been employed since 2011 at both Raymond James Financial Services Advisors, Inc. and Corning Credit Union. Manchester is also associated with Wealth Strategies, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique affiliations.
Noah H
Series 66
Elmira, NY
Morgan Stanley
Noah Hunkele is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked with Soccer Shots Franchising. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and investment committee analyses.
Sabrina C
CFP®, Series 63
Pine Valley, NY
LPL Financial
Sabrina Chilson is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial and Chemung Canal Trust Company. She has served at LPL Financial since 2015 and Chemung Canal Trust Company since 2016. Chilson holds Series 63 licensure and is based in Pine Valley, NY. She also acts in a fiduciary capacity for The Brown Family Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, and third-party asset management through a large network of investment adviser representatives.
Madison E
CFP®, Series 63, Series 65
Corning, NY
Raymond James Financial
Madison Eighmey is a CFP® professional with seven years of experience, currently serving at Raymond James Financial Services Advisors in Corning, NY. Prior to joining Raymond James in 2019, Madison held positions in tax accounting and education. She is also associated with Corning Federal Credit Union Wealth Strategies in a financial advisor role. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm employs non-discretionary planning and risk-profiling tools tailored to client goals and offers specialized programs such as municipal and public-finance advisory services.
John B
Series 63
Elmira, NY
Raymond James Financial
John Brand is a financial advisor with Raymond James Financial Services Advisors, Inc. in Elmira, NY, holding a Series 63 license and 12 years of industry experience. He has been with Raymond James since 2015. Brand serves on the Board of Trustees for Elmira College and chairs its investment committee. He is also chairman of the Board of Directors for Arnot Realty and its holding company, Rathbone Corporation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports specialized municipal and public-finance advisory services.
Paul S
CFP®, ChFC®, Series 63, Series 65
Horseheads, NY
LPL Enterprise
Paul Sypher is a financial advisor with LPL Enterprise, holding the CFP® and ChFC® designations, and has 38 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Sypher serves as a board member for Grace Christian Fellowship, a nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and financial planning services.
Sydney C
Series 66
Elmira, NY
LPL Financial
Sydney Carvotta is a financial advisor with LPL Financial and holds a Series 66 designation. With one year of industry experience, Carvotta’s work history includes roles at Chemung Canal Trust Company and AML Rightsource. Outside of finance, Carvotta has experience in the hospitality industry, including managing at MacGregor's Grill & Taproom and Pizza D's. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology and broad non-advisory financial activities.
Peter S
Series 66
Elmira, NY
Raymond James Financial
Peter Schweizer is a financial advisor at Raymond James Financial Services Advisors, Inc. with 16 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2013. Schweizer is co-owner of Guardian Wealth Management, LLC, a business related to his Raymond James practice. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports a broad advisor network with specialized programs in municipal finance and SIMPLE IRA consulting.
William R
CFP®, Series 63
Corning, NY
Raymond James Financial
William Roe is a CFP® with five years of experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He has held roles at multiple affiliated entities since 2016, including Cheming Canal Trust Company and several credit unions. Roe also works as an associate at Wealth Strategies/CCU Wealth Strategies in Corning, NY. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and tailored consulting to support client goals and offers specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.
Peter M
Series 66
Elmira, NY
Morgan Stanley
Peter Mcevoy is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery processes and various modeling tools to assist clients in planning their financial futures.
Jonathan L
Series 63, Series 65
Elmira Heights, NY
LPL Financial
Jonathan Lerche is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at Allstate Financial Advisors, First Heritage Federal Credit Union, and Allstate Insurance Co. Outside of finance, he has a long-standing involvement with Five Star Real Estate Services Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset management, combining a broad range of advisory services with extensive non-advisory financial products.
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