Wappingers Falls, NY Marshall Rd Office

Lisa Tevnan is a financial advisor with LPL Financial who holds a Series 63 designation and has nine years of industry experience. She has worked at LPL Financial since 2016 and has been associated with Hudson Valley Federal Credit Union since 2009. Outside of her advisory role, she works as a yoga and Pilates instructor in Poughkeepsie, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Alexandra Lasky is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has previously worked at Globex International Group and Hudson Valley Credit Union. Alexandra also has experience with Younglife and has been involved in wealth management through a credit union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by model portfolios, research, and various investment management options.

Brendynn Kelly is a financial advisor at LPL Financial with Series 66 credentials and one year of industry experience. Prior to joining LPL Financial, Kelly worked at Hudson Valley Credit Union and spent over a decade at Stop and Shop. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Jennifer Delaney is a financial advisor with LPL Financial, holding a Series 63 designation and 13 years of industry experience. She has been with LPL Financial since 2012 and also serves at Hudson Valley Federal Credit Union, where she has worked for over 25 years. Outside of advisory work, she is a notary public. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio strategies.

Mauro Parra is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Hudson Valley Federal Credit Union, Banker's Life Conseco, and Equitable Advisors, LLC. Outside of finance, he worked with Catholic Charities Community Services for five years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of financial planning and advisory services, including discretionary and non-discretionary management supported by research and model portfolios.