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Parker C

Series 65

Thendara, NY

Gerhardt Clemans Wealth Management, Inc.

Parker Clemans is a financial advisor at Gerhardt Clemans Wealth Management, Inc. with over five years of industry experience. He holds a Series 65 designation and has a background as president of AdironTax, LLC, an accounting firm, and as president and vice president of two property-related companies. Gerhardt Clemans Wealth Management, an independent firm, provides portfolio management and integrated financial planning primarily for individual clients. The firm employs multiple analytical approaches across a broad range of investment instruments and reviews accounts monthly to align with client goals and risk tolerance.

Active portfolio management Options & derivatives strategies Real estate investing Wealth management
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Lisa S

Series 66

Boonville, NY

Money Concepts Capital Corp

Lisa Stanford is a Series 66-licensed financial advisor with Money Concepts Capital Corp, bringing 17 years of industry experience. She has been with Money Concepts since 2006. Outside of her advisory role, Lisa is involved as a board member and secretary of the Boonville Area Chamber of Commerce, works with Flack Broadcasting, and owns a DJ business called DJ Unicorn Chaos. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory to manage assets and rebalance accounts.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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David O

Series 66

Lyon Falls, NY

LPL Financial

David O'neil Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked with LPL Financial since 2018 and previously spent seven years at INVEST Financial Corporation, alongside a longstanding role at Community Bank, NA since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

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

Series 63

Port Leyden, NY

Cambridge Investment Research Advisors

Timothy Fraser is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 40 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018 and previously worked with Cambridge Investment Research since 2016. Outside of his advisory role, Fraser is involved in coaching others to ride motorcycles through Go Motorcycling Inc. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services delivered by independent professionals, utilizing multiple custodial platforms and a variety of investment strategies, including proprietary models and third-party solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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