Member News

For Release: Immediate – Wednesday, March 19, 2025

Pioneer Wealth Management Executive Joseph Geis Named to the LPL Ambassador Council

As one of 60 members selected from among 29,000 LPL advisors nationwide, Geis to join group that serves as a voice for LPL’s broad advisor base

Albany, NY – Pioneer Bancorp, Inc. (NASDAQ: PBFS) (“Pioneer”), a leading financial institution in New York’s Capital Region, today announced that Joseph Geis, Senior Vice President of Pioneer Wealth Management, has been named by LPL Financial as a new member of the LPL Ambassador Council Program. He is one of 60 members selected from among approximately 29,000 LPL advisors and institution leaders nationwide for one of three councils designated by the members’ affiliation with LPL.

The Ambassador Council serves as a voice for LPL’s broad advisor base and helps deepen relationships with a cross-section of highly dedicated financial professionals. These established and respected business leaders serve as valuable and well-informed extended community advocates for LPL. Ambassador Council members are important assets to LPL, closely connected to LPL’s strategic roadmap and key executives – sharing their industry experience, offering beneficial feedback and supporting peers of various affiliation types.

With 28 years of experience in the financial services industry, Geis is a respected leader whose extensive knowledge allows him to guide his team in providing exceptional service, helping clients confidently pursue their financial goals. He holds an impressive array of credentials, including his FINRA Series 7, 9, 10, 26, 63, and 66 registrations, all held through LPL Financial, as well as his NYS Life and Health license.

“I am honored to join the LPL Ambassador Council, and to represent Pioneer Wealth Management,” said Geis. “My service with this prestigious body will enhance the positive impact my team can have on our clients’ lives, which is a truly rewarding aspect of my career.”

LPL Ambassador Council members serve a multi-year term and attend a series of in-person meetings during their tenure. They also contribute year-round through ad hoc participation supporting LPL communications, events and initiatives, and by connecting with LPL colleagues on an ongoing basis to ensure the perspectives of financial advisors and their clients are heard.

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About Pioneer
As a leading financial institution in New York’s Capital Region, Pioneer has more than $1.8 billion in assets and operates 22 branches locally. Recognized as a “Best Places to Work” by the Albany Business Review for 12 years running, Pioneer delivers a world-class working environment for its employees and is continually evolving to meet the needs of its customers by offering new products, services and leading technologies. Pioneer is committed to giving back to the communities in which it serves through the Pioneer Bank Charitable Foundation, which provides resources to nonprofit organizations that help improve the quality of life for children in the Capital Region. For more information on Pioneer, please visit www.pioneerny.com.

About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions, servicing and custodying approximately $1.7 trillion in brokerage and advisory assets on behalf of approximately 6 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker dealer, member FINRA/SIPC. Pioneer Bancorp Inc. and LPL Financial are separate entities.

Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.

We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and brokerdealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Pioneer Bank, National Association (“Pioneer”) and Pioneer Wealth Management are not registered as a broker-dealers or investment advisor.
Registered representatives of LPL offer products and services using Pioneer Wealth Management, and may also be employees of Pioneer. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Pioneer or Pioneer Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other
Government Agency.
Not Bank Guaranteed.
Not Bank Deposits
or Obligations.
May Lose Value.

Pioneer Bank, National Association (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lplrelationship-disclosure.html for more detailed information.