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Eric S

CFP®, ChFC®, Series 63

Baldwinsville, NY

LPL Financial

Eric Strickland is a financial advisor with LPL Financial in Baldwinsville, NY, holding the CFP® and ChFC® designations and bringing 32 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 22 years and founded Strickland Wealth Management, LLC in 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Bethany N

Series 66

Constantia, NY

LPL Financial

Bethany Nassimos is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She has worked with firms including BNY Mellon, Cadaret, Grant & Co., Inc., and Ic Advisory Services Inc. Outside of her advisory role, she volunteers as a Girl Scout troop leader in the NYPENN region. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm provides financial planning, advisory programs, and retirement consulting, offering both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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Andrew M

Series 63, Series 66

Liverpool, NY

LPL Financial

Andrew Mangano is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at LPL Financial since 2018 and previously with INVEST Financial Corporation and Community BANK. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-based risk management tools.

College savings (529s, UTMA, etc.)
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Neil P

Series 66

Baldwinsville, NY

Cetera

Neil Pecka is a financial advisor with Cetera who holds a Series 66 designation and has 19 years of industry experience. He has previously worked at Cadaret, Grant & Co., Inc., and currently manages operations at Horan Wealth Management. Outside of finance, he serves as a soccer referee for the United States Soccer Federation. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various investment approaches and account structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jamie J

Series 66

Cicero, NY

Edward Jones

Jamie Johnson is a financial advisor at Edward Jones with three years of industry experience. Jamie holds a Series 66 designation and previously worked in beauty sales at Seint Beauty and in retail at Best Buy Mobile. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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Paul S

Series 63

Liverpool, NY

LPL Financial

Paul Spero is a financial advisor with LPL Financial based in Liverpool, NY, holding a Series 63 designation and nearly four decades of industry experience. Prior to joining LPL Financial in 2025, he worked for Cadaret, Grant & Co., Inc. for 36 years and has been involved with United Financial Services since 1985. He also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement services, utilizing both discretionary and non-discretionary management supported by research and diversified strategies.

College savings (529s, UTMA, etc.)
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Luke F

Series 66

Liverpool, NY

LPL Financial

Luke Ferree is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. His prior work includes roles at Cadaret Grant & Co., Inc and Solvay Bank, as well as earlier positions in the hospitality sector. Outside of advisory work, he is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Michael F

CFP®, Series 66

Baldwinsville, NY

Raymond James & Associates

Michael Fitzgerald is a CFP® credentialed financial advisor with Raymond James & Associates who has 11 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2014 to 2024 before joining Raymond James. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by comprehensive research and a variety of portfolio management strategies.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Daniel D

CFP®, ChFC®, Series 63, Series 66

Liverpool, NY

LPL Financial

Daniel D'andreano is a financial advisor at LPL Financial with 30 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 66 licenses. His prior roles include positions at Cadaret Grant & Co., Inc. and TIAA-CREF. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside proprietary and third-party research.

College savings (529s, UTMA, etc.)
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