John Mendrysa

Professional Biography

With over three decades of experience in financial services, I have dedicated my career to helping clients achieve their financial goals and secure their financial futures. My extensive background spans multiple facets of the industry, providing me with a comprehensive understanding of wealth management, investment strategies, and financial planning.

Professional Experience

My career began in 1994 at Phoenix Home Life, where I developed a strong foundation in insurance and financial products. This early experience taught me the importance of protection planning and long-term financial security for families and individuals.

In 1997, I joined Amsterdam Savings Bank, where I expanded my expertise in banking services and developed deeper relationships with clients seeking traditional savings and lending solutions. This role enhanced my understanding of the banking sector and its role in comprehensive financial planning.

From 2000 to 2007, I served at Paine Webber, which later became UBS, one of the world's premier wealth management firms. During this seven-year tenure, I honed my investment management skills and worked with diverse portfolios, gaining valuable experience in navigating both bull and bear markets, including the challenges of the early 2000s market correction.

I spent nearly two decades at LPL Financial Services from 2007 to 2025, one of the nation's leading independent broker-dealers. This extended period allowed me to build lasting client relationships and develop sophisticated financial strategies tailored to individual needs. My time at LPL reinforced my commitment to independent, client-centered advice.

Currently, I am proud to serve clients as part of Broadway Advisor Group, an SEC Registered Investment Advisor firm. This transition represents my continued commitment to providing objective, fiduciary-level guidance and personalized wealth management solutions in a client focused, conflict free advisory environment.

Commitment to Clients

Throughout my 30+ year career, I have remained committed to putting clients' interests first, staying current with industry developments, and providing sound financial guidance through all market conditions. My diverse experience across multiple financial institutions has equipped me with the knowledge and perspective to serve as a trusted advisor for individuals, families, and businesses navigating their financial journeys.