Clinton, NY State Route 5 Office

Graham Nelson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with LPL Financial since 2019 and has prior experience at Mohawk Valley Capital Management and Cadaret, Grant & Co., Inc. Outside of advising, Nelson is the owner of a construction business, McGinnis Nelson Construction Inc. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms supported by advanced research and operational tools.

Allison Major is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 63 designation and has worked previously at Cadaret, Grant & Co., Inc. for 11 years. Additionally, she has been affiliated with Mohawk Valley Capital Management for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, utilizing model portfolios and customized strategies supported by advanced research and operational tools.

Peter Franz is a financial advisor with LPL Financial in Clinton, NY, holding a Series 66 designation and 19 years of industry experience. He has previously worked at Merrill and Cadaret, Grant & Co., and he has been involved with Mohawk Valley Capital Management since 2009. In addition to his advisory work, Franz provides tax preparation and accounting services through his CPA practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by its network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

Schuyler Dombroske is a CFP® professional with 31 years of industry experience, currently affiliated with LPL Financial since 2019. His prior experience includes roles at Mohawk Valley Capital Management, Cadaret, Grant & Co., Inc., Ridgeway Conger Advisory Services, and Merrill. Outside of his advisory work, he serves as president of the Salt City Dart League and contributes as a staff writer for INSIDERBASEBALL.COM. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and other institutions. The firm supports a broad range of investment strategies through a large network of advisors and integrates various financial activities, including insurance and credit services, alongside its advisory platform.

Michael Hennessy is a financial advisor with LPL Financial in Clinton, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Cadaret, Grant & Co., Wells Fargo Clearing, A. G. Edwards & Sons, HSBC Securities, and Merrill. He also operates MJ Hennessy & Associates and Mohawk Valley Capital Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, utilizing both proprietary research and third-party subadvisors.