Terence Coholan is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 designations and offering 42 years of industry experience. His prior roles include positions at Commonwealth Financial, Cadaret, Grant & Co., Inc., and 1717 Capital Management Company. He is also involved with Financial Quest Retirement Plan Services, an entity related to his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives and offers various investment programs and platforms supported by advanced operational and research tools.

Kimberly Miller is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Janney Montgomery Scott, Cetera Investment Services, and Seneca Federal Savings & Loan Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions with offerings that include financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gregory Boshart is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Cetera Investment Services. He is also involved with Financial Quest Retirement Plan Services, a business related to his work at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary account management.