Broker Check

Our Team

Our team of advisors is as diverse as the clients we serve. Each has his or her own specialties, and many hold professional designations. You can choose your advisor based on your current financial situation, life stage or business needs

Tom Burdick

Tom Burdick, CFP®, ChFC, CLU

President, LPL Financial Advisor

(518) 608-1117

(518) 608-1111

Gilbert T. Chase

Gilbert T. Chase

Executive Vice President

(518) 608-1112

(518) 608-1111

Erin Czupil

Erin Czupil

Operations Manager

518-608-1100

518-608-1111

Burt Apfelbaum

Burt Apfelbaum

LPL Financial Advisor

518-608-0774

518-608-1111

Shelley Bullock

Shelley Bullock, LUTCF

Wealth Manager

518-608-1101

518-608-1111

Joe Careccia

Joe Careccia

Wealth Strategist

518-608-0781

518-608-1111

Roger  Clarkson

Roger Clarkson CFP(R)

Senior Wealth Advisor

607-316-7878

607-334-4665

Jay Connolly

Jay Connolly

Client Services Associate

518-608-0773

518-608-1111

Paul Donato

Paul Donato

LPL Financial Advisor

845-345-2001

518-608-1111

Thomas  Gregg

Thomas Gregg

LPL Financial Advisor

518-608-0776

518-608-1111

Brooks Hastings

Brooks Hastings

LPL Financial Advisor

518-608-0778

518-608-1111

Brad Hayslette

Brad Hayslette

LPL Financial Advisor

(518) 608-1108

(518) 608-1111

Renu Kallianpur

Renu Kallianpur, Ph.D.

Vice President, Legacy Planning

518-608-1104

518-608-1111

Janet Labella

Janet Labella, LUTCF

LPL Financial Advisor

518-608-1113

518-608-1111

Pierce Mahar

Pierce Mahar

LPL Financial Advisor

518-608-1115

518-608-1111

Gretchen Meyer-Thornton

Gretchen Meyer-Thornton

Financial Consultant, Owner and President - Gretchen Meyer Financial

518-608-1110

518-608-1111

Brigitte  Murphy

Brigitte Murphy

Senior Wealth Advisor

518-608-1119

518-608-1111

Mark Papuzza

Mark Papuzza

LPL Financial Advisor

(518) 608-1107

(518) 608-1111

Rudi F. Seligman

Rudi F. Seligman

Investment Specialist

(732) 718-0139

(732) 718-0139

Andy Siegel

Andy Siegel

LPL Financial Advisor

5714514067

518-608-1111

Lisa Tennant

Lisa Tennant, CFP®

Vice President, Senior Wealth Advisor

518-608-1109

518-608-1111