ADVISOR BIO

Benjamin Hussong is a financial advisor at Cadaret, Grant & Co., Inc. Benjamin has been working in the financial services industry since December 2013. Benjamin holds the Series 6, 7, and 66 licenses and has experience in various financial services including investment advising, insurance sales, and podcast hosting. Benjamin previously worked at Park Avenue Securities LLC and AXA Advisors LLC. Benjamin is registered with the Financial Industry Regulatory Authority (FINRA) and the state of New York.

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ADVISOR BIO

Brandon A Barba is a financial advisor registered with Edward Jones. Brandon has been in the financial industry since 2016 and holds multiple industry licenses and certifications. Brandon is a registered Investment Advisor Representative. Brandon has also worked with Equitable Advisors and Purshe Kaplan Sterling Investments. Brandon is a highly experienced financial advisor who offers a wide range of financial services to individuals and businesses.

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ADVISOR BIO

Brian Stinson is an investment advisor representative registered with Edward Jones since August 2018. Brian's firm manages over $800 billion in assets. Edward Jones provides financial planning, pension consulting, portfolio management services for individuals and businesses. They offer advice to individual investors, high net worth individuals, insurance companies, corporations and pension plans.

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ADVISOR BIO

Christopher Bruna is a financial advisor with LPL Financial LLC in CAMILLUS, NY. Christopher has been in the financial services industry since July 26, 2000. Christopher has passed the Series 6, 7, 24, and 63 exams, and is registered with the state of New York. Christopher is a Registered Representative with LPL Financial LLC and has been with the firm since July 2004.

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ADVISOR BIO

James Vincent Connell is a financial advisor registered with TLG Advisors, Inc.. James has been in the industry since September 10, 1992 and is a registered representative in multiple states. James is currently licensed to provide investment advice in New York and has passed the Series 6, 7, 24 and SIE exams. Connell is a licensed insurance agent. In addition to his role with TLG Advisors, Inc., James also works with other financial companies.

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ADVISOR BIO

Matthew Kelsey is a financial advisor who has been in the industry since October 2022. Matthew is registered with Cetera Investment Advisers LLC and has Series 66, Series 7, Series 24 and SIE licenses. Matthew also holds a registration as a registered representative in 20 states and is licensed as an investment advisor representative in New York. Matthew has previously worked with Equitable Advisors, LLC.

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ADVISOR BIO

Robert Goodhill Rood is a financial advisor with over 40 years of experience in the industry. Robert currently works with LPL Financial LLC. Prior to this role, Robert has held positions at Hawthorne Securities Corporation, J. T. Moran & Co., Inc. and Buttonwood Securities Corporation of Massachusetts. Robert is registered with FINRA and holds Series 7, Series 24 and SIE licenses. Robert is also registered as an Investment Advisor Representative in 43 states and is registered with FINRA, the Financial Industry Regulatory Authority.

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ADVISOR BIO

Ryan Keegan is a financial advisor with over 4 years of experience in the industry. Ryan is currently registered with LPL Financial LLC in New York and Pennsylvania and has previously been registered with M&T Securities, Inc. and Citizens Securities, Inc. Ryan holds Series 7, 63, and 65 securities licenses and has a background in the financial services industry, having worked at Citizens Bank and Pacer Financial, Inc. Ryan has a strong commitment to providing his clients with personalized financial advice and guidance.

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ADVISOR BIO

Shelly Terzolo is a financial advisor who has been in the industry since 2002. Shelly is currently registered with Cetera Investment Advisers LLC and has been registered with the firm since 2021. Shelly is also registered with the state of New York as an Investment Advisor Representative. Shelly has a Series 6, Series 7TO, and Series 63 license. Shelly is a member of FINRA. Shelly provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.

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ADVISOR BIO

Timothy Morgan is a financial advisor at Equitable Advisors, LLC. Timothy Morgan is registered with FINRA and licensed in 9 states including California, Florida, Massachusetts, Michigan, New York, North Carolina, Pennsylvania, South Carolina and Texas. Timothy Morgan has been in the financial services industry since June 27, 2000. Timothy Morgan holds the Series 66, Series 7, and SIE licenses. Timothy Morgan has experience working with individuals, families, and businesses.

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