ADVISOR BIO

Alyssa Jordan Clark is a registered representative with LPL Financial LLC in Endicott, New York. Alyssa has been in the securities industry since 2020. Alyssa holds Series 63, Series 65, Series 7TO, and SIE licenses and is registered in multiple states, including New York, California, Florida, Michigan, and Pennsylvania.

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ADVISOR BIO

Benjamin Thomas Herrick is a financial advisor currently registered with Cetera Investment Advisers LLC. Benjamin has been in the financial industry since 2019 and previously worked for Edward Jones. Benjamin holds a Series 66, Series 7TO and SIE licenses. Benjamin is registered in 17 states, including Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, Mississippi, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia and Washington.

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ADVISOR BIO

Brian Matthew Teta is a financial professional with over 20 years of experience in the financial services industry. Brian is a Certified Financial Planner™ and a Chartered Financial Consultant. Brian is currently registered as a Registered Representative with Cetera Investment Advisers LLC. Brian has a strong track record of helping clients achieve their financial goals. Brian specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and charitable organizations. Brian is committed to providing his clients with personalized, comprehensive, and objective financial advice.

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ADVISOR BIO

Caitlin Kuhnen is a financial advisor at LPL Financial LLC. Caitlin has been in the financial industry since April 2018 and holds the Series 7, Series 66, and SIE licenses. Caitlin also holds the Certified Financial Planner designation. Caitlin is registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Maine, Maryland, New Hampshire, New York, North Carolina, Pennsylvania, South Carolina, Vermont, and Wisconsin. Caitlin provides a range of financial services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Christa Perry is a financial advisor with over 14 years of experience in the industry. Christa is currently registered with LPL Financial LLC, and has been with the firm since 2008. Christa has a wide range of experience in financial planning, portfolio management, and consulting services. Christa holds Series 6, 7, 24, 63, and 65 licenses. Christa is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Christine Gumaer is a financial advisor with over 20 years of experience in the financial services industry. Christine is currently registered with LPL Financial LLC. Christine has a strong track record of providing personalized financial advice to individuals, families, and businesses.

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ADVISOR BIO

Christopher Yurko is a financial advisor registered with Cetera Investment Advisers LLC. Christopher is a registered representative in New York with Cetera Investment Advisers LLC. Christopher has been in the industry since March 15, 2010. Christopher has passed the Series 63, SIE and Series 6 exams and is registered to provide investment advice in Connecticut, Florida, Kentucky, New York, North Carolina, Pennsylvania, South Carolina, Tennessee and Virginia.

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Crystal Gail Demarco is a financial advisor with Cetera Investment Advisers LLC based in Endicott, NY. Crystal has over 20 years of experience in the financial services industry. She is registered with the state of New York and Texas as an investment advisor representative. Crystal's primary focus is on providing financial planning and portfolio management for individuals and businesses. She is also a board member for the American Cancer Society, and owns and manages rental properties.

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ADVISOR BIO

Daniel Patrick Guilfoyle is a registered representative with LPL Financial LLC. Daniel has been in the securities industry since 2022 and is currently registered in New York and Pennsylvania. Daniel is also a licensed banker with Visions Federal Credit Union. Daniel provides financial planning, portfolio management, and other non-discretionary advisory services to individuals, corporations, and charitable organizations.

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ADVISOR BIO

David Christopher Roche is a financial advisor with Cetera Investment Advisers LLC. David has been in the financial industry since June 20, 2000. Cetera Investment Advisers LLC is an investment advisor firm headquartered in Schaumburg, Illinois. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Cetera Investment Advisers LLC has approximately 104.5 billion dollars in regulatory assets under management.

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