Broker Check

Our Team

Jeffrey Jock

Jeffrey Jock, CFP®

Senior Wealth Advisor, LPL Financial

315.728.3435

315.426.5767

Kevin Witmer, CRPC™

Kevin Witmer, CRPC™

Wealth Advisor, LPL Financial

315.728.5353

315.426.5767

Brandon Mimas-Weeks, CRPC™

Brandon Mimas-Weeks, CRPC™

Wealth Advisor, LPL Financial

315.728.3593

315.426.5767

Frank Mazzilli, CRPC™

Frank Mazzilli, CRPC™

Wealth Advisor, LPL Financial

315.728.5195

315.426.5767

Scott Harris

Scott L. Harris, CWS®

Vice President LPL Branch Manager, LPL Financial

315.728.5273

315.426.5767

Kate  Milligan

Kate Milligan

Investment Services Assistant

315.728.3617

315.426.5767

Ashley  Trombley

Ashley Trombley

Investment Services Assistant

315.728.3563

315.426.5767

Shannon Avery

Shannon Avery

Operations Manager

315.728.3460

315.426.5767