Keystone Financial Management - Advisor Network

For 25 years, we’ve helped advisors do what they do best—serve clients, grow their businesses, and plan for what’s next.

Our Time Well Invested Series is here to showcase Keystone Financial Management Advisors – sharing their Keystone Experience.

Today, I am happy to introduce to you Jonathan LaParl, Financial Advisor at THREESIXTY Wealth & Financial Management, located in Malta, NY.

For Jon, financial planning starts with understanding what matters most to each client. He knows that no two financial journeys are alike, which is why he takes the time to listen, learn, and develop strategies tailored to each individual's goals and aspirations.

With experience spanning retirement planning, investment management, insurance strategies, and estate planning guidance, Jon helps individuals, families, and business owners navigate important financial decisions with confidence. His commitment to lifelong learning is reflected in the professional designations he has earned.

Recognized among the nation's fastest-growing wealth management advisors, Jon remains focused on what he values most, building meaningful relationships and helping clients create financial plans that support the lives they want to live.

Our approach hasn’t changed: real support, honest partnership, and time well invested in you.

Rebecca Roman joined the Keystone Operational Team in April of this year and we are excited to formally introduce her to all of you! Rebecca’s role will be to bring her experience in process improvement initiatives, training, education and user-friendly solutions to our network of Advisors and Support Staff.

We are so very excited to have her as a part of our team! Please join me in welcoming Rebecca to Keystone!



For 25 years, we’ve helped advisors do what they do best — serve clients, grow their businesses, and plan for what’s next.

At Keystone Financial Management, we pride ourselves on providing Support That Feels Personal, combining professional expertise with genuine connection.

Our mission is simple: remove roadblocks, deliver the right resources, and give you the time and freedom to run your business your way.

For 25 years, we’ve helped advisors do what they do best—serve clients, grow their businesses, and plan for what’s next.

As we continue our Time Well Invested Series, featuring Keystone Financial Management Advisors – sharing their Keystone Experience – we are proud to introduce you to Brian McKee, Investment Adviser Representative.

Brian McKee is focused on delivering a personalized experience to his clients. Helping them realize the goals they most want to achieve in life is at the core of our business. Developing and maintaining long-standing, mutually beneficial relationships based on trust is the process he is committed to each and every day in support of his valued clients.

Our approach hasn’t changed: real support, honest partnership, and time well invested in you.