Judson Ames is the sole advisor at Dark Horse Wealth LLC in Cazenovia, NY, holding Series 63, 65, and 66 licenses with 15 years at the firm and four years of industry experience. Outside of his advisory work, he serves as a referee during the fall months. Dark Horse Wealth LLC provides wealth management, financial planning, and portfolio management services to individual investors, corporations, and retirement plans, employing a strategy centered on low-cost passive funds complemented by tactical individual securities and supported by institutional custody and trade-allocation tools.

Jessica Champion is the principal of Champion Method LLC, a registered investment adviser, with seven years of industry experience. She has worked at multiple financial firms, including LPL Financial and Ameriprise Financial Services LLC. Champion holds Series 63 and Series 66 licenses. Champion Method LLC provides wealth management and financial planning services to individual and high-net-worth clients. The firm uses a combination of fundamental, technical, and charting analysis within a Modern Portfolio Theory framework, offering both active and passive investment options while accommodating socially responsible preferences.

Clinton Kane is a financial advisor at Kane Financial with 17 years of industry experience. He holds the Series 66 designation and has worked at Kane Financial since 2017, following five years at Cadaret, Grant & Co., Inc. and Strategic Financial Services. Kane Financial serves individual clients, pension and profit-sharing plans, and small businesses by offering discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a primarily passive investment approach, combining fundamental analysis with index mutual funds and ETFs, and provides financial planning to all investment management clients without additional charge.

Maxwell Moore is a financial advisor at Birch Wealth Management in Rome, NY, holding Series 63 and Series 65 licenses. He works at a firm with two advisors and provides services including discretionary portfolio management, financial planning, and consulting. Birch Wealth Management serves individual and high-net-worth clients, managing approximately $62 million across about 176 accounts. The firm uses a combination of analytical approaches and focuses on equities, ETFs, and money-market funds, typically managing accounts on a discretionary basis.

Paige Nashton is a financial advisor at Birch Wealth Management in Rome, NY, holding a Series 65 credential with less than one year of industry experience. Prior to her current role, she has held various positions including work at Best Times Financial and other non-financial roles. She is also a notary public. Birch Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individual and high-net-worth clients. The firm combines diversification principles with technical and fundamental analysis to tailor investment strategies based on clients’ financial goals and risk tolerance.

Iris Buczkowski is a financial advisor at Birch Wealth Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cadaret, Grant & Co., Inc., Alan R. Leist Planning Group, Inc., and Strategic Financial Services Inc. Outside of her advisory role, she is a notary public and an independent insurance agent. Birch Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting. The firm combines diversification principles with technical and fundamental analysis to deliver tailored investment solutions.

Leigh Baldwin is the principal of Leigh Baldwin & Co., LLC in Cazenovia, NY, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has led his firm since 1995. Outside of his advisory role, Baldwin is a minority owner of the Syracuse Crunch hockey team, serves on the boards of Community Memorial Hospital and the Cazenovia School Board, and holds a strategic director position with Midwestern Securities Trading Company, LLC. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual and institutional clients, managing approximately $285 million in assets through a team of 18 advisors. The firm employs a combination of fundamental and technical analysis, utilizing both long- and short-term positions and options strategies, and integrates third-party programs and external managers within its investment approach.

Daniel Parkin is a financial advisor with Leigh Baldwin & CO., LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Leigh Baldwin & CO. since 2007 and also spent 15 years with Newman Ladd Capital Advisors, LLC. Leigh Baldwin & CO., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutions such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis and may use options strategies, managing approximately $285 million in discretionary assets through a team of 18 advisors.

Michael Woltman is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Leigh Baldwin since 1995. Outside of his advisory role, he serves on the board of the Hamilton Emerald Association, participates in the finance committee of Saint James Church, and is treasurer of the Cazenovia Tennis Club. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis, uses various investment strategies including options, and manages approximately $285 million in discretionary assets through a team of 18 advisors.

Maggie Sayers is a CFP® and Series 65-licensed financial advisor with over 13 years of industry experience. She currently works at Investor FAN and Visible Wealth Planning, having previously spent 13 years at Gunther Wealth Management. Outside of advising, she is involved with Method Financial Planning, providing back office operations and support. Investor FAN serves a diverse client base including individuals, employer-sponsored retirement plans, trusts, foundations, and charitable organizations. The firm employs a multi-strategy investment approach that incorporates Modern Portfolio Theory and various analytical methods, managing over $427 million in discretionary assets as of the end of 2024.

Charles Sovik is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Leigh Baldwin since 1995. Outside of his advisory role, he is a 50% owner of The Sovik Group, Inc., which provides health, life, disability, and long-term care insurance, and he volunteers with Historic Boat Tours on Cazenovia Lake. Leigh Baldwin & Co., LLC offers discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and municipalities. The firm employs a combination of fundamental and technical analysis and manages approximately $285 million in discretionary assets through a team of 18 advisors.

Erich Fradenburg is a financial advisor at Leigh Baldwin & Co., LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Congress Wealth Management LLC, FNEX Capital, Beaumont Capital Management, Bank of America, Merrill, and Pioneer Investment Management. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis, utilizes both long- and short-term positions, and incorporates options strategies when appropriate.

Alan Baldwin is a financial advisor at Leigh Baldwin & Co., LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Riverfront Investment Group, ALPS Distributors, Inc., and Putnam Retail Management. Outside of his advisory role, he maintains a fixed non-variable annuity insurance license. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutions such as pension plans and municipalities. The firm employs a blend of fundamental and technical analysis, uses a variety of investment strategies including options, and offers both in-house and third-party managed accounts.

Peter Carchedi is a financial advisor at Leigh Baldwin & Co., LLC with 43 years of industry experience. He has been with Leigh Baldwin since 1997 and holds a Series 65 designation. Outside of his advisory role, he teaches pre-licensing and continuing education courses and serves as treasurer for several local organizations, including the Knights of Pythias and Upstate Sports Charities. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual and institutional clients. The firm employs a combination of fundamental and technical analysis and utilizes various strategies, including options and third-party managed programs, to serve a diverse client base.

Amy Jones is a financial advisor at Leigh Baldwin & CO., LLC with 26 years of industry experience. She has been with Leigh Baldwin since 2005 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she dedicates part of her time to activities related to fixed annuities, life insurance, and long-term care. Leigh Baldwin & CO., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutions such as pension plans, foundations, and municipalities. The firm employs a combination of fundamental and technical analysis, uses both long- and short-term positions, and incorporates options strategies when appropriate.

William Dolly is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Leigh Baldwin & Co. since 1995. Outside of his advisory role, he is involved in fixed life insurance sales on a limited basis. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutional clients such as pension plans and municipalities. The firm employs a combination of fundamental and technical analysis and offers access to third-party programs and manager sleeves alongside in-house strategies.

William Mccormick Jr. is a CFA® charterholder with seven years at Belpointe Asset Management LLC and a total of four years in the financial industry. Prior to joining Belpointe in 2019, he worked at Advisory Services Network from 2016 to 2019. Outside of his advisory role, he is involved in CFO consulting through Chatham Street Consulting Services, LLC, and serves on the finance committee of St. Peter's Church in Rome, NY. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing both active and passive strategies tailored to client objectives and risk tolerance, while also supporting various affiliated businesses and proprietary investment products.

Ronald Drake is a financial advisor with Lifemark Securities Corp. holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at Lifemark Securities Corp. since 2012 and has also been an independent insurance agent since 2013. Prior to joining Lifemark, he held accounting positions at Teague Accounting Xperts, Inc. and PUMA Accounting. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of programs including Unified Managed Accounts and Separately Managed Accounts, delivering suitability-driven advice tailored through risk assessments with accounts managed on both discretionary and non-discretionary bases.

Bryan Mc Cormick is a financial advisor at Belpointe Asset Management LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Chatham Street Advisors and Granite City Electric. Outside of advising, he owns and operates Rome Lightery Company, a lighting design and lamp repair business. Belpointe serves a diverse client base, including individual investors, retirement plans, corporations, and other advisers, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolios with a range of investment strategies and supports its advisory practice with affiliated businesses and product sponsorships.

Joseph Gunther is a financial advisor with IFG Advisory, LLC and holds Series 63, 65, and 66 licenses. He has 37 years of industry experience, including 15 years at LPL Financial. He also maintains a Certified Financial Planner (CFP) designation and is involved in non-variable insurance sales. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a multifaceted investment process combining fundamental, technical, and cyclical analysis and offers comprehensive portfolio management and financial planning services.

Jared Houseman is a CFP® with 14 years of industry experience, currently serving at Creative Financial Designs, Inc. He previously worked at Cadaret, Grant & Co., Inc. and Chandler & Edem Financial Consultants. In addition to his advisory role, he is a board member of New Life Christian School, contributing to its mission and strategic direction. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, and corporate clients, offering investment management and comprehensive financial planning. The firm employs an asset-class model allocation approach informed by third-party research and provides a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Monica Coles is a financial advisor at Thurston Springer Advisors with over 11 years of experience in the industry. She holds Series 63 and Series 65 licenses and has previously worked at firms including Pinnacle Investments, Cadaret, Grant & Co., Inc., AmeriCU Credit Union, and Morgan Stanley. Thurston Springer Advisors serves a diverse client base, including high-net-worth individuals, corporations, and charitable institutions, offering financial planning, portfolio management, retirement-plan consulting, and sub-advisory services. The firm employs a variety of investment strategies such as Tactical Momentum and Earnings Momentum, and manages accounts through discretionary agreements and wrap fee programs.

Alan Chandler is a financial advisor at Creative Financial Designs, Inc. with 36 years of industry experience. He holds a Series 63 designation and has worked at firms including Cadaret, Grant & Co., Inc. for 30 years and Sound Mind Financial, LLC since 2019. Outside of his advisory work, he occasionally preaches at local churches. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, businesses, and employer retirement plans, offering investment management and financial planning services. The firm’s investment approach utilizes asset-class model allocations informed by third-party research and includes a range of strategies from passive to tactically managed portfolios, as well as Biblical Responsible Investing options.

Alec Hoke is a financial advisor with Equity Services, Inc. and National Life Group, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and First Allied Advisory Services. Outside of his advisory work, he serves as president of Beacon Wealth Strategies, LLC, and provides home health aide services to assist physically disabled family members. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management. The firm combines advisory services with broker-dealer product distribution and employs a range of proprietary and third-party platforms to deliver both discretionary and non-discretionary investment management.

David Beam is a financial advisor at Key Investment Services LLC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at TIAA-CREF and Tiaa. 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 utilizes affiliated bank-developed model suites alongside third-party managers.

Ronald Labella is a financial advisor with Lincoln Investment in Rome, NY, holding a Series 63 designation and over 31 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994 and has also been affiliated with Utica College since 1982. Outside of his advisory role, he owns R&D Enterprises, a computer consulting business advising clients on computer problems and procedures. Lincoln Investment is an SEC-registered investment adviser and broker-dealer with approximately $18.9 billion in assets under management and nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a range of financial planning and investment management services through both discretionary and non-discretionary accounts.

Alexander Gere is a financial advisor with Key Investment Services LLC based in Rome, NY. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes roles at KeyBank and Oakley, as well as earlier employment outside the financial sector. 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 its investment models.

Jason Harris is a financial advisor with Eagle Strategies (NY Life) and Crystal Clear Financial Group, LLC, holding Series 63 and Series 65 licenses. He has 15 years of industry experience, including roles at NYLife Securities, LLC and New York Life Insurance since 2010. In addition to his advisory work, he operates as an insurance broker, brokering non-registered insurance products for clients. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than firm-controlled discretionary mandates.

John Slifka is a financial advisor with LPL Enterprise, holding a Series 63 designation and bringing 33 years of industry experience. His career includes roles at The Prudential Insurance Company of America, PRUCO Securities, LLC, LPL Financial, Cadaret, Grant & Co., Inc., and Securities America, Inc. He also spent over a decade involved with Three Sisters Farm. LPL Enterprise provides advisory services through a large network of investment adviser representatives serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios and third-party asset management programs, and a broad range of securities and insurance products through affiliated broker-dealer and insurance agencies.

Jonathan Pawlika is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Raymond James Financial Services Advisors Inc. since 2017, and with Raymond James Financial Services, Inc. since 1999. He is also associated with Planned Results Inc., where he serves as a financial advisor and insurance agent. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a distinctive focus on advisory and implementation-support services.

Joseph Mazzaferro is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Enterprise. He has held roles at Prudential Insurance Company of America and Pruco Securities, LLC. Mazzaferro serves on the board of the RFA Scholar Leader Fund, where he assists in evaluating scholarship candidates. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.

Jack Stevens is a financial advisor with MassMutual Investors Services in Cazenovia, NY, holding a Series 63 license and 17 years of industry experience. He has been with MML Investors Services and MassMutual Financial Group since 2008. Stevens also owns and operates his MassMutual financial services practice and works as an insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools, with a focus on recommending investment categories and strategies rather than specific products.

Brianna Komondor is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has worked previously at AmeriCU Credit Union and Northern Credit Union. Outside of her advisory role, she is a commissioned notary in Lowville, NY. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Richard Presky is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Pruco Securities, LLC and Prudential Insurance Company of America since 1985. Outside of his advisory work, Presky serves on the Board of Directors for the Genesis Group of Mohawk Valley and is involved with the Mohawk Valley Economic Development organization. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs.

Robert Eckermann is a financial advisor with LPL Financial in Camden, NY, holding a Series 63 designation and bringing 32 years of industry experience. His prior roles include positions at Community Bank, NA, INVEST Financial Corporation, Oneida Wealth Management, Inc., and Cadaret, Grant & Co., Inc. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and a broad platform that integrates various investment strategies and product offerings.

Michelle Shauger is a financial advisor with Primerica Advisors in Rome, NY, holding Series 63 and Series 65 licenses and with 23 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. Outside of her advisory role, she has been involved in sales of loan products, home security referrals, and previously worked as a consultant for Arbonne International. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Adam Parente is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012 and is also a partial owner of Woodlawn Holdings Group, LLC, where he participates in real estate investment decisions. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Raymond Acosta is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at several firms, including Lifemark Securities Corp. and CUNA Brokerage Services, Inc., and has been involved with AmeriCU Credit Union since 2008. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and combines advisory services with non-advisory product offerings such as insurance and lending options.

David Waters is a financial advisor with LPL Enterprise in Rome, NY, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Prudential Insurance Company of America since 2013 and was affiliated with Pruco Securities, LLC from 2013 to 2024. Outside of his advisory role, he is involved with EagleRock Holdings, LLC, an entity used for investing in real estate and private equity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, consulting, and access to model wealth portfolios and third-party asset management programs, combining advisory services with brokerage and insurance products.

Kevin Brown is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 63 designation and has worked at Edward Jones since 2019, following five years at Lesko Securities Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Ryan is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. He previously worked at PRUCO Securities, LLC and has been involved with Marquardt Switches Inc. for over two decades. Outside of advising, he serves as a vendor with the Manufacturers Association of Central New York. LPL Enterprise provides advisory services through a large network of representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios, and third-party asset management programs, combining advisory and brokerage services.

Stephanie Garlock is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial. She previously worked at Cadaret, Grant & Co., Inc. for 17 years and has maintained involvement with Securities & Investment Advisors, including providing tax preparation and accounting services. Garlock also holds a notary commission. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a broad network of investment adviser representatives.

Joseph Alnutt is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at AmeriCU Credit Union, Primerica Advisors, and Empower FCU. Outside of financial services, he has experience working in the restaurant industry, including at Stingers Pizza Pub and Trappers Pizza Pub. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, 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.

Shannon Brown is a Series 66 licensed financial advisor with Edward Jones, based in Oneida, NY, and has been with the firm since 2025. Prior to joining Edward Jones, Shannon was involved with Helping Celebrate Abilities/Handicapped Children's Association for 12 years and also worked as a birth doula for 12 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide array of advisory programs and affiliated investment offerings. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Stephen Abbe is a financial advisor at Orchard Advisors with three years of industry experience. He holds a Series 65 designation and has worked at SRC, Inc. since 1996. Orchard Advisors provides investment advisory services to individual and institutional clients, offering discretionary portfolio management, customized investment policy statements, and hourly investment consulting. The firm manages client assets internally and employs a multi-faceted investment approach that integrates economic, cycle, fundamental, and technical analysis.

David Connelly is a financial advisor at Orchard Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Orchard Advisors since 2021 and Cardinal Capital Management LLC since 2011. Orchard Advisors provides investment advisory services to individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm manages client assets in-house, uses a documented investment process involving multiple analysis methods, and offers both discretionary portfolio management and hourly consulting services.

Andrew Nardella is a financial advisor with Orchard Advisors, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Orchard Advisors since 2016. Orchard Advisors provides investment advisory services to individual and institutional clients, managing assets in-house and offering both discretionary portfolio management and hourly investment consulting. The firm’s investment process incorporates various analytical methods to construct portfolios aligned with client goals and maintains continuous account monitoring.