Ballston Lake, NY Rosell Dr Office

Whitney Walker is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, Whitney worked at Goldman Sachs & Co LLC for three years and KeyBank for three years. Whitney is also involved with Tennant Financial, an entity related to their LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by research and model portfolios.

Ryan Wade is a CFA® charterholder and holds a Series 66 license, with 21 years of industry experience. He has worked at LPL Financial since 2025 and previously spent 18 years with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. He also operates Steven Tennant, a business he has been involved with since 2005. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Steven Tennant is a CFP® professional affiliated with LPL Financial, with 29 years of industry experience. Prior to joining LPL Financial in 2025, he spent nearly three decades at Northwestern Mutual in various capacities, including wealth management and investment management. Tennant is also involved in business activities through TBW Holdings, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs and financial planning services using both discretionary and non-discretionary management strategies supported by extensive research and model portfolios.

Tyler Lesniewski is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Holistic Wealth Advisors and Kensington Investment Company. 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, employing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Jason Blair is a financial advisor at LPL Financial with 18 years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial in 2025, he worked at Northwestern Mutual Wealth Management Company and The Ayco Company. He is also involved with Tennant Financial, an investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers, offering a broad range of advisory programs and financial services.