Rochester, NY Chestnut St Office

Scott Shattuck is a financial advisor with LPL Financial in Rochester, NY, holding a Series 65 designation and having two years of industry experience. He previously worked for Manning & Napier Advisors for 15 years and is also affiliated with ESL Federal Credit Union. 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 provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Thomas Schultz is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 65 designations and seven years of industry experience. He has worked at ESL Investment Services, LLC and Citizens Bank, among other firms. Outside of his advisory role, Schultz is a licensed notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology and a large network of over 22,800 advisors.

Omer Yildiz is a CFA® charterholder and Series 65 licensed financial advisor with two years of industry experience. He is currently with LPL Financial and has held prior roles at Cooper/Haims Advisors, LLC, and Conserve. Outside of his advisory work, he has involvement in real estate rental activities in Rochester, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and technology tools.

Sean Miller is a financial advisor with LPL Financial based in Rochester, NY, holding the Series 66 designation and four years of industry experience. His prior roles include positions at ESL Investment Services, ESL Federal Credit Union, and Equitable Advisors. Outside of finance, he has experience in the restaurant industry, having worked at Smoking Hot Chicks BBQ in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, with a focus on model portfolios, third-party asset management, and institutional platforms.

Frank Piacente is a financial advisor with LPL Financial based in Rochester, NY, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior experience includes roles at ESL Investment Services, Eagle Strategies, New York Life, Mass Mutual, Hornor Townsend & Kent, and Penn Mutual Life Insurance. 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 financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advisor-facing technology tools.

Yi Weng is a financial advisor with LPL Financial in Rochester, NY, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2016, Yi Weng was associated with ESL Investment Services, LLC and Cudlipp Advisor Services, LLC. Outside of advisory services, Yi Weng is a commissioned Notary Public. 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 that include financial planning, model portfolio programs, and institutional platforms, utilizing a variety of investment strategies implemented by its network of investment adviser representatives.

Todd Mazzo is a financial advisor with LPL Financial in Rochester, NY, holding Series 65 and Series 66 designations and five years of industry experience. He has worked at firms including ESL Investment Services, LLC and Equitable Advisors. Outside of his advisory role, he tutors students and professionals online through Wyzant. 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.

Erik Schwarz is a CFP® professional affiliated with LPL Financial in Rochester, NY, with 21 years of industry experience. He has worked at ESL Investment Services, LLC and LPL Financial since 2010, and previously at M&T Securities, Inc. from 2009 to 2010. Outside of his advisory work, he is also a self-employed musician. 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 financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms.

Joelle Donahoe is a financial advisor with LPL Financial based in Rochester, NY, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with LPL Financial since 2006 and also serves as Chief Compliance Officer for Cooper/Haims Advisors, LLC and ESL Investment Services, LLC. 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 other institutions. The firm offers a range of financial planning and investment management solutions, including third-party asset management and institutional platforms.

Joseph Cappello is a financial advisor with LPL Financial in Rochester, NY, holding a Series 63 designation and 23 years of industry experience. He has been associated with ESL Investment Services, LLC and LPL Financial since 2009. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad range of non-advisory financial services.

Brian Masker is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Financial in Rochester, NY. His prior roles include positions at ESL Investment Services, LLC, ESL Federal Credit Union, and Citizens Bank. 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 financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Leo Iacobelli is a financial advisor with LPL Financial based in Rochester, NY, holding Series 63 and Series 65 credentials and with 39 years of industry experience. He has held roles at ESL Federal Credit Union since 2015 and at ESL Investment Services, LLC since 1997, where he serves as President and COO. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary research and third-party strategies across various investment approaches.

Paul Winkler is a financial advisor with LPL Financial in Rochester, NY, holding Series 63 and Series 66 designations and having 18 years of industry experience. He has been with LPL Financial since 2010 and is also involved with ESL Investment Services. 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 services including financial planning and access to model portfolios, supported by a large network of advisors and extensive operational resources.

Robert Walker III is a financial advisor with LPL Financial in Rochester, NY, holding the CFP®, ChFC®, and Series 66 designations. He has 25 years of industry experience and has worked at firms including ESL Investment Services, LLC, Key Investment Services LLC, and HSBC Securities (USA) Inc. Outside of his advisory role, he provides non-variable insurance services such as life, disability, and long-term care insurance. 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, model portfolios, third-party asset management access, and institutional platforms.

Robert Wright is a financial advisor at LPL Financial with 17 years of industry experience and holds Series 63 and Series 66 licenses. His work history includes roles at CUNA Brokerage Services, CUNA Mutual Group, and Key Bank. He is also involved with ESL Investment Services LLC. 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, model portfolios, third-party asset management, and institutional platforms.