Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Courtney W
Series 65
Dewitt, NY
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors
Courtney Wellar is a financial advisor at R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors with five years of industry experience. She holds a Series 65 designation and has previous work history at Realta Investment Advisors, Inc. and Bond, Schoeneck & King. Outside of advising, she operates a law practice specializing in business and tax consulting. Strategic Wealth Advisors provides financial planning and portfolio management focused on risk management for individuals, trusts, estates, retirement plans, and business entities. The firm employs structured portfolios using institutional mutual funds and Dimensional Fund Advisors models, guided by client-specific Investment Policy Statements and disciplined rebalancing.
Richard P
Series 63, Series 65
Dewitt, NY
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors
Richard Petrell is a financial advisor with R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors in Dewitt, NY. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 19 years with his current firm. R.S. Petrell & Associates provides financial planning and portfolio management focused on risk management for individuals, trusts, estates, retirement plans, and business entities. The firm uses structured, market-participation portfolios primarily composed of institutional mutual funds and Dimensional Fund Advisors models, guided by client-specific investment policy statements and disciplined rebalancing.
Marybeth P
Series 63, Series 65
Dewitt, NY
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors
Marybeth Petrell is a financial advisor at R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors in Dewitt, NY, holding Series 63 and Series 65 licenses with 32 years of industry experience. She has worked at Realta Equities, Inc. since 2015 and has been with Strategic Wealth Advisors since 2011. Strategic Wealth Advisors provides financial planning and portfolio management services focused on risk management for individuals, trusts, estates, retirement plans, and business entities. The firm uses structured portfolios primarily composed of institutional mutual funds and Dimensional Fund Advisors models, guided by client-specific Investment Policy Statements and a disciplined rebalancing approach.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters