Top financial advisors working with clients approaching retirement in Binghamton, NY

Peyton Hawkes is a financial advisor at Cetera Planning Partners with five years of industry experience. He previously worked at Alternativ Wealth and operated Hawkes Wealth Management. Peyton also has experience at Syntax Research. Cetera Planning Partners offers investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process that results in personalized financial plans, emphasizing diversified allocations using mutual funds and ETFs aligned with client risk tolerance.

Lisa Anderson is a financial advisor at Stifel with 18 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus & Co, Inc. since 2006. Outside of her advisory role, she is a notary public authorized to operate during security trading hours. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies developed by its Investment Strategy Group.

Jacob Martin is a financial advisor with S.E.E.D. Planning Group, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining S.E.E.D. Planning Group, he worked at Roth Capital and has a background that includes positions at SUNY Binghamton and Brooklyn Prospect Charter School. S.E.E.D. Planning Group provides wealth management, investment management, and consulting services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs fundamental analysis with a long-term investment strategy, offering diversified portfolio management through its investment division, Sift Investment Management.

Edward Yetsko is a CFP® with 38 years of industry experience, currently serving at William Joseph Capital Management, Inc. since 2024. His prior work includes roles at OSAIC, American Portfolios Financial Services, Inc., Aspire Financial Group, LLC, The Partners, and Cadaret, Grant & Co., Inc. He is a 50% owner of Aspire Financial Group, LLC, a holding company unrelated to investment activities. William Joseph Capital Management, Inc. is a multi-advisor investment advisory firm that provides wealth management services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm integrates customized portfolio construction with third-party sub-advisors through the AssetMark platform, combining various analytical methods to develop tailored investment policy statements and asset-allocation plans.

Kevin Duke is a financial advisor with LPL Financial in Binghamton, NY, holding a Series 63 license and 40 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 22 years and has operated his own firm, Kevin J. Duke Financial Services, since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Richard Martin is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has a background that includes nearly three decades at Avantax Advisory Services and eight years at Avantax Insurance Agency. Outside of his advisory work, he is the owner and sole proprietor of Martin & Pellegrin, CPAs, a tax preparation and accounting firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.