Seasoned financial advisors 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.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.