ADVISOR BIO

Andre Jerome Brassard is a financial advisor currently registered with LPL Financial LLC. Andre has been working in the financial services industry since June 5, 1991. Previously Andre worked at M&T SECURITIES, INC. and LIBERTY SECURITIES CORPORATION. Andre is currently registered with FINRA as a Registered Representative and is licensed in 20 states. Andre has passed the Series 6, 7, 24, 63, and 66 exams.

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ADVISOR BIO

Chasity Salvatore is a financial advisor with Edward Jones, a firm with over 20,000 financial advisors across the United States. Chasity Salvatore has been in the financial industry since 2012. Her main office is located in Lancaster, NY. Edward Jones has a strong focus on financial planning and portfolio management for individuals and businesses. They also offer pension consulting and selection of other advisors.

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ADVISOR BIO

Craig Steven Clark is an investment advisor representative at Commonwealth Financial Network. Craig Steven Clark has been in the securities industry since July 2002 and has been associated with Commonwealth Financial Network since March 2024. Craig Steven Clark has experience working with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and state or municipal government entities. Craig Steven Clark specializes in financial planning, portfolio management, and pension consulting. Craig Steven Clark is a Certified Financial Planner. Craig Steven Clark is registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wisconsin.

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ADVISOR BIO

Edward Carlsen is a financial professional with over 30 years of experience in the industry. Edward is currently registered as an Investment Advisor Representative with Osaic Wealth, Inc. Edward has previously held positions with SAGEPOINT FINANCIAL, INC. and ADVEST, INC., and Dean Witter Reynolds Inc.. Edward is dedicated to providing personalized financial guidance and investment management services to individuals, families, and businesses. Edward specializes in financial planning, portfolio management, pension consulting, and educational seminars.

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ADVISOR BIO

Guy W. Porter is a financial advisor with Edward Jones, a firm with over 22,000 financial advisors and over $1 trillion in assets under management. Guy has been in the financial industry since December 2011. Guy is licensed to sell securities in several states, including New York, Missouri, Florida, Georgia, Kentucky, Louisiana, New Hampshire, North Carolina, Pennsylvania and Rhode Island. Guy has been registered with the Securities and Exchange Commission (SEC) since January 2012. Guy specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

John Scott Birkby is a financial advisor registered with Commonwealth Financial Network. John has been in the financial services industry since 1983. He has a broad range of experience and holds licenses for Series 6, 7, 22, and SIE exams. John also holds a Certified Financial Planner designation. John has held previous positions with Lincoln Financial Securities Corporation and NYLIFE Securities Inc.. John has a background in fixed insurance sales, and real estate ownership and management. John can help you with various financial planning needs.

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Lindsey Perry is a financial professional with over 17 years of experience in the financial services industry. Lindsey is currently registered with LPL Financial LLC in Lancaster, NY. Lindsey previously worked for M&T Securities, Inc. in Lancaster, NY and CitiCorp Investment Services in Long Island City, NY. Lindsey holds the Series 6, Series 63, and SIE licenses. Lindsey specializes in helping individuals and families with their financial planning needs.

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ADVISOR BIO

Michael Gary Bergum is a financial advisor with Fidelity Personal And Workplace Advisors. Michael has been in the industry since December 2006. Michael is registered with the Securities and Exchange Commission (SEC) and FINRA, as well as in multiple states.

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ADVISOR BIO

Michael James Muffoletto is a financial advisor with Commonwealth Financial Network, a registered investment advisor. Michael is also a Certified Financial Planner. Michael has been active in the financial services industry since 2018 and is registered with the state of New York, along with several other states, including Pennsylvania, Florida, and Texas. Before joining Commonwealth Financial Network, Michael previously worked with Lincoln Financial Securities Corporation, MML Investors Services, LLC, and St. Bonaventure University.

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ADVISOR BIO

Nels Clifford Nelson is a financial advisor with over 20 years of experience in the financial services industry. Nels is currently registered with Commonwealth Financial Network, a registered investment advisor (RIA). Nels is a Series 6, 7, 63 and 65 licensed professional and holds a Series SIE license. Prior to joining Commonwealth Financial Network, Nels worked for Lincoln Financial Securities Corporation and MML Investors Services, LLC.

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