Top annuities financial advisors in Auburn, NY

Wendy Morasco is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Lincoln Financial Advisors Corporation, LPL Financial, and N B T Bank. She is involved in a family-owned siding business, where she handles financial record keeping. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools and third-party solutions to construct portfolios that may include a range of investment types and offers both discretionary and non-discretionary management options.

Louis Tabone is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He has held roles at Mass Mutual Investors Services since 2017 and previously worked at Metlife Securities, Inc. for 13 years. His career also includes longstanding experience with Agway, Inc. since 1983. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved analytical tools to develop written recommendations tailored to client goals.

Christopher Rheaume is a financial advisor at Edward Jones in Auburn, NY, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is the sole member of two LLCs. Edward Jones is a wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, and maintains affiliated capabilities such as a trust company and mutual funds.

Charles Shaw is a financial advisor with Equitable Advisors in Auburn, NY, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors. Shaw serves as Treasurer for the Knights of Columbus Home Corp in Auburn, NY. Equitable Advisors provides financial planning, retirement-plan support, and asset management access to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model utilizing LPL programs and third-party asset managers, offering both advisory and brokerage channels to clients.

Daniel Cuddy is a CFP® with 33 years of industry experience, currently affiliated with Cetera since 2025. He has operated Cuddy Financial Services since 2003 and owns Daniel R. Cuddy, CPA, LLC, providing tax preparation and accounting services. Cuddy serves as Secretary and a board member of Champions for Life, a nonprofit focused on character development for children through sports. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform including discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.