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LPL Registered Team

Central New York

LPL Registered Team

Karen E. Ashley

Wealth Management Assistant

 

LPL Registered Team

Robert E. Bittner

Assistant Vice President
Wealth Advisor

 

LPL Registered Team

Matthew Forney

Assistant Vice President
Wealth Advisor

 

LPL Registered Team

Marilyn Keating

Wealth Management Assistant

 

LPL Registered Team

William Murphy, CFP®

Vice President
Sr. Wealth Advisor

 

LPL Registered Team

Joseph Outzen

Wealth Advisor

 

LPL Registered Team

Michael J. Zoanetti

CFP®, CExP™

Vice President
Sr. Wealth Advisor

 

Hudson Valley

LPL Registered Team

William D. Winters

Senior Vice President
Managing Director

 

LPL Registered Team

Dimitrios Alissandratos

Wealth Management Assistant

 

LPL Registered Team

Steven K. Shepherd

Wealth Advisor

 

LPL Registered Team

Nilshika Weerasinghe

Wealth Management Assistant

 

Southeastern Pennsylvania

LPL Registered Team

Debra K. Kemmerer

Wealth Management Associate

 

LPL Registered Team

Ryan McCallum, CRPC®, AIFs

Assistant Vice President
Wealth Advisor

 

LPL Registered Team

Gwen Werner

Wealth Management Assistant

 

LPL Registered Team

Timothy West

Wealth Advisor

 

Western New York

Wealth Management Team

James Sperry

Senior Vice President
Managing Director

 

LPL Registered Team

Eileen R. Burke

Wealth Management Assistant

 

LPL Registered Team

Megan E. Burke, CFP®

Vice President
Sr. Wealth Advisor

 

LPL Registered Team

Lois Bush, RP®, AWMA®

Financial Planning Specialist

 

LPL Registered Team

Valerie Derosia

Wealth Management Assistant

 

LPL Registered Team

Janice C. Donovan, RP®, AAMS®

Wealth Management Operations Supervisor

 

LPL Registered Team

Anthony L. Gugino, CFP®

Executive Vice President
Sr. Wealth Advisor

 

LPL Registered Team

Elizabeth Hakiel

Vice President
Wealth Advisor

 

LPL Registered Team

Susan M. Herendeen, CFP®

Vice President
Financial Planning Manager

 

LPL Registered Team

Colleen Jeffers

Wealth Management Assistant

 

LPL Registered Team

Stephen C. Krauss, CFA®

Sr. Wealth Advisor

 

LPL Registered Team

Christine Lane

Vice President
Wealth Advisor

 

LPL Registered Team

Joseph Monteleone

Assistant Vice President
Financial Consultant

 

LPL Registered Team

Timothy H. Olsen, AWMA®

Assistant Vice President
Wealth Advisor

 

LPL Registered Team

Pamela Rudolph

Financial Consultant

 

LPL Registered Team

Kathryn L. Shirer, CFP®

Vice President
Sr. Wealth Advisor

 

LPL Registered Team

Kristina Smith

Wealth Management Assistant

 

LPL Registered Team

Timothy Squire

Vice President
Wealth Advisor

 

This website is for informational purposes only and not an offer to buy or sell securities. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Tompkins Trust Company deposits and are not FDIC insured. These products are not obligations of Tompkins Trust Company and are not endorsed, recommended or guaranteed by Tompkins Trust Company or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Tompkins Wealth Advisors, Tompkins Financial Advisors, and Tompkins Trust Company are not registered broker/dealers and are not affiliated with LPL Financial.

The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.