Endicott, NY McKinley Ave Office

Kahlil Adames is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. His career includes roles at Cadaret, Grant & Co., Bank of America, Merrill, HSBC Securities, and Chase Investment Services. He is currently involved with Visions Analysis LLC and Visions Federal Credit Union alongside his work at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies, and supports its advisors with advanced operational and research tools.

Rachael Kettle is a financial advisor with LPL Financial in Endicott, NY, holding Series 63 and Series 65 credentials and having five years of industry experience. She has worked with LPL Financial since 2020 and is also associated with Visions Analysis LLC and Visions Federal Credit Union. Additionally, she is a commissioned notary in the State of New York. 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 provides a range of advisory and brokerage services, including financial planning and access to various investment programs, supported by extensive advisor resources and a broad platform of non-advisory financial activities.

Alyssa Clark is a financial advisor with LPL Financial in Endicott, NY, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Visions Analysis LLC and the New York State Gaming Commission, where she serves as a Licensing Assistant for the Presiding Judge. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management options, including model portfolios and third-party asset management, supported by operational tools and a broad non-advisory financial services platform.

Caitlin Kuhnen is a CFP® professional with eight years of experience in the financial services industry, currently serving with LPL Financial. Her background includes roles at Wells Fargo Clearing and NBT Bank, alongside entrepreneurial involvement with Visions Analysis LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools.

Jeffrey Thatcher is a CFP® professional with 37 years of experience, currently associated with LPL Financial. He has worked at LPL Financial since 2005 and has operated Visions Analysis LLC since 2017. He serves as a board member for ProCu, a credit union educational nonprofit. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a range of account management options, including model portfolios, third-party subadvisors, and customized strategies.

Christa Perry is a financial advisor with LPL Financial in Endicott, NY, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has been with LPL Financial since 2008 and also has a long tenure at Visions Federal Credit Union beginning in 2004. Perry is involved with Visions Analysis LLC, an investment-related business connected to her advisory activities. 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 a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, with investment strategies implemented by its network of advisers.

Kevin Klingbeil is a financial advisor with LPL Financial in Endicott, NY, holding a Series 66 license and 18 years of industry experience. His career includes roles at M&T Securities, Inc. and a longstanding affiliation with Visions Federal Credit Union since 2012. He is also associated with Visions Analysis LLC, a separate business entity for tax and investment purposes. 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 access to third-party asset management, utilizing various portfolio strategies and operational tools.