Orchard Park, NY New Taylor Road Office

Andrew Adelman is a financial advisor with LPL Financial, holding a Series 63 designation and 35 years of industry experience. Prior to joining LPL in 2025, he was with Cadaret, Grant & Co., Inc. for 35 years. Outside of his advisory role, he serves as a high school soccer referee in Orchard Park, NY. 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. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple investment strategies.

Christopher Urban is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His previous roles include positions at WNY Asset Management, Cadaret, Grant & Co., Inc., and AxA Advisors. Outside of advisory work, he is an insurance agent, tax preparer, and notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary portfolio management supported by proprietary and third-party research.

Bryan Carr is a financial advisor at LPL Financial with Series 66 credentials and one year of industry experience. Prior to joining LPL, he worked at Cadaret Grant for one year and has a background that includes over two decades at The Buffalo News Inc., a Berkshire Hathaway company. He also owned and operated WNY Learning Solutions Inc., a Mathnasium franchise, for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Jacob Strusa is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc., Park Avenue Securities, and Guardian Life Insurance Company. He has also worked in non-financial roles, including time at Crickets Coffee Company and Campus Auxiliary Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with access to model portfolios and research from multiple sources.