Nicholas Robertson

Peter Borello is a CFA® charterholder affiliated with OneSeven, bringing two years of industry experience. He worked at Manning & Napier from 2009 to 2022 before joining MGO One Seven LLC dba Stone Creek Advisors, LLC in 2023. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management, financial planning, retirement-plan advisory, and consulting services. The firm employs a primarily long-term investment approach and utilizes diversified portfolios including mutual funds, ETFs, individual securities, and access to alternative investments and private placements.

Daniel Stoll is a financial advisor with Eagle Strategies (NY Life) based in Erie, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been associated with Eagle Strategies since 2011 and also operates Stoll and Weller Insurance Services and Financial Group, LLC. Outside of his advisory work, he is active as a musician on a part-time basis. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions through third-party managers and model portfolios, managing approximately $25.4 billion in regulatory assets as of December 2024.

Robert Rice is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Key Investment Services since 2015 and previously spent five years at Key Bank NA. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and provides custody and execution services via Pershing.

Terri Torregrossa is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with Key Investment Services and Key Bank in various roles since 2010. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and is affiliated with KeyBank/KeyCorp, which develops many of the investment models used in its offerings.

Brooke Gypson is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and 11 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation from 2012 to 2023 and briefly at SagePoint Financial, Inc. in 2023 before joining OSAIC. Outside of her advisory role, she serves as President of Michelle's Memorial, a nonprofit organization, and is involved in her local school district as a musical stage manager, producer, and coach for cross country and track and field. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process using risk-tolerance assessments and portfolio optimization tools and supports thousands of advisors with access to diverse investment products and custodial platforms.

Dean Waldron is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He has been with LPL Financial and Waldron Financial Group since 1998. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.