Patrick Sheelar is a CFP® professional at Countryside Financial LLC with two years of industry experience. He has worked concurrently at several firms including Blackridge Asset Management and Countryside Financial NY since 2023. Outside of his advisory role, he serves as a soccer referee. Countryside Financial LLC serves individual and high-net-worth clients, providing discretionary portfolio management, financial planning, and account management through traditional brokerage accounts and specialized vehicles. The firm uses model portfolios and third-party sub-advisors on the AssetMark platform, and offers financial planning as a separate service alongside portfolio management.

Abbey Gwin is a CFP® and ChFC® with 19 years of industry experience, currently serving as an advisor at Countryside Financial LLC. She previously worked with Blackridge Asset Management, LLC, and Peak Brokerage Services, LLC for a decade. Gwin is also a licensed life insurance agent. Countryside Financial LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and account management across traditional brokerage accounts and specialized vehicles such as advisory-based annuities. The firm commonly employs model portfolios and third-party sub-advisors on the AssetMark platform and offers financial planning as a separate service.

Trevor Cahill is a financial advisor at Countryside Financial LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Blackridge Asset Management, Peak Brokerage Services, and Equitable Advisors. In addition to his advisory role, Cahill serves as a volunteer firefighter in Getzville, NY. Countryside Financial serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and account management. The firm uses model portfolios and third-party sub-advisors within the AssetMark platform and combines advisory services with licensed insurance offerings, including annuity management.