George Urist is a financial advisor with LPL Financial in East Syracuse, NY, holding a Series 63 designation and 42 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/Private Ledger Corp., since 1989. Urist is also a licensed notary and has been involved in selling fixed annuities under related business entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supported by model portfolios, third-party subadvisors, and proprietary research.

Jeremy Caza is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior experience includes roles at Community Bank, NA and INVEST Financial Corporation. He also serves as a disability insurance agent with Hanleigh Insurance and Guardian. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, combining discretionary and non-discretionary management with access to model portfolios and research.

Francesco Papa is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at Niagara Frontier Orthopedic Supplies and Sherwin Williams. He also has a background with SUNY Oswego. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nicholas Gacioch is a financial advisor at LPL Enterprise with two years of industry experience. He holds Series 65 and Series 63 licenses. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services alongside access to model portfolios and third-party asset management programs. The firm integrates adviser programs with financial products such as insurance and offers discretionary and non-discretionary financial planning through a comprehensive platform.

Alizabeth Erskine is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning her advisory career in 2026. Her work history includes roles at nonprofit organizations such as the YWCA and YMCA Cortland, as well as involvement with SUNY Cortland's alumni engagement and recreation departments. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and participates in LPL-sponsored programs and third-party asset management platforms.

Brian Young is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2003. Equitable Advisors serves a wide range of clients including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party money managers.

Julie Garcia is a financial advisor with RBC Capital Markets in Syracuse, NY. She holds a Series 66 designation and has 15 years of industry experience, having worked at RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and combines in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Courtney Wellar is an advisor at R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors with four years of industry experience. She holds a Series 65 designation and has a legal background, practicing as a sole proprietor attorney specializing in business and tax consulting. Prior to her current role, she worked at Bond, Schoeneck & King for 18 years. Strategic Wealth Advisors provides financial planning and portfolio management focused on risk management for individuals, trusts, estates, retirement plans, and business entities. The firm utilizes 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.

Stephen Abbe is a financial advisor at Orchard Advisors with four years of industry experience. He holds a Series 65 credential and has been associated with SRC, Inc. since 1996. Orchard Advisors provides investment services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and business entities. The firm offers discretionary portfolio management and standalone investment consulting, using a multi-method investment approach tailored to each client’s objectives and risk tolerance.

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 Cardinal Capital Management LLC since 2011. He joined Orchard Advisors in 2021, one of three advisors at the firm. Orchard Advisors provides investment services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, trusts, and business entities. The firm combines discretionary portfolio management with hourly consulting and manages all client assets internally, employing multiple analysis methods and both long- and short-term strategies aligned with client objectives.

Richard Petrell is a financial advisor with R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has been with RS Petrell & Associates since 2007. Strategic Wealth Advisors provides financial planning and portfolio management 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 strategy.

Andrew Nardella is a financial advisor at Orchard Advisors with 33 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Orchard Advisors since 2016. Orchard Advisors provides investment services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, trusts, and business entities. The firm offers discretionary portfolio management and standalone investment consulting, employing a multi-method investment process and managing all client assets in-house.

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.