Luis Romano is a financial advisor with LPL Financial in Fayetteville, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. Before joining LPL Financial in 2021, he worked at M&T Securities from 2015 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations, offering a wide range of advisory programs and brokerage services through a national network of investment adviser representatives.

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 Series 66-licensed advisor at LPL Enterprise with two years of industry experience. Prior to joining LPL Enterprise, he worked at PRUCO Securities, LLC. He has also been involved with Marquardt Switches Inc. for over two decades. Additionally, John serves as a vendor for the Manufacturers Association of Central New York. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through its integrated platform.

Stefano Selenu is a financial advisor at J.P. Morgan Securities with two years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan, he worked at Edward Jones for three years and owns Chef Services of New York Inc. in Syracuse, where he serves as owner, president, and chef. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Stephanie Garlock is a CFP®-certified financial advisor with 17 years of industry experience. She is currently with LPL Financial and has held roles at Securities & Investment Advisors and Cadaret, Grant & Co., Inc. since 2008. In addition to her advisory work, she is involved in tax preparation and accounting services and is a notary. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations through a national network of advisors. The firm offers a range of financial planning and advisory programs, leveraging model portfolios, third-party research, and advanced technologies to support discretionary and non-discretionary management strategies.

Gregory Foster is a financial advisor with Equitable Advisors, holding a Series 66 credential and five years of industry experience. He previously worked at BNY Mellon for 13 years before joining Equitable Advisors in 2020. Outside of his advisory role, he serves as the executor of his parents’ will. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations, utilizing a hybrid referral and implementation model with access to multiple third-party asset managers and advisory programs.

Michael Sidello is a financial advisor with LPL Financial in Manlius, NY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Cadaret, Grant & Co., Inc. from 2012 to 2018, while also operating Sidello Associates since 2012. Outside of his advisory work, Sidello is involved in music and owns the entertainment-related business UpForLive Music.com, as well as a nonprofit organization, YourVoiceBeHeard.org. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and retirement consulting through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management with access to proprietary and third-party model portfolios and employs various investment strategies supported by research and technology.

Carla Palamone is a financial advisor at Edward Jones with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward D. Jones & Co., L.P. since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Shannon Brown is a financial advisor at Edward Jones with Series 66 credentials. Brown has been with Edward Jones since 2025. Prior to entering the financial industry, Brown was involved with Helping Celebrate Abilities/Handicapped Children's Association and worked as a birth doula. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management.

Daniel Michel is a financial advisor with Osaic Wealth, Inc. He holds a Series 63 designation and has 26 years of industry experience. His prior roles include positions at MassMutual, Metlife Securities, and Securities America. Outside of advisory work, he serves as General Manager of Futurity First Insurance Group and is involved in fixed insurance sales. Osaic Wealth, Inc. serves a diverse range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services supported by various investment tools, third-party managers, and unified managed accounts.

Ryan Kowadla is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 2008 as a financial advisor and works closely with individuals and families to develop clear financial objectives and implement customized strategies tailored to their needs. Ryan's areas of expertise include employee benefits planning, family wealth management strategies, institutional consulting, and personal retirement planning. He holds several professional designations including Certified 401(k) Professional (C(k)P®), Chartered Retirement Plans Specialist™ (CRPS™), Certified Plan Fiduciary Advisor® (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Ryan earned his bachelor's degree in business from Florida Atlantic University and a master's degree in business administration with a distinction in finance from Florida Gulf Coast University. As a native of Southwest Florida, Ryan and his family reside in Lakewood Ranch where they enjoy spending time outdoors and visiting Disney World.

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.

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.