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.

Peter Franz is a financial advisor with LPL Financial in Clinton, NY, holding a Series 66 designation and 19 years of industry experience. He has previously worked at Merrill and Cadaret, Grant & Co., and he has been involved with Mohawk Valley Capital Management since 2009. In addition to his advisory work, Franz provides tax preparation and accounting services through his CPA practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by its network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

Schuyler Dombroske is a CFP® professional with 31 years of industry experience, currently affiliated with LPL Financial since 2019. His prior experience includes roles at Mohawk Valley Capital Management, Cadaret, Grant & Co., Inc., Ridgeway Conger Advisory Services, and Merrill. Outside of his advisory work, he serves as president of the Salt City Dart League and contributes as a staff writer for INSIDERBASEBALL.COM. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, and other institutions. The firm supports a broad range of investment strategies through a large network of advisors and integrates various financial activities, including insurance and credit services, alongside its advisory platform.

Michael Hennessy is a financial advisor with LPL Financial in Clinton, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Cadaret, Grant & Co., Wells Fargo Clearing, A. G. Edwards & Sons, HSBC Securities, and Merrill. He also operates MJ Hennessy & Associates and Mohawk Valley Capital Management. 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 and model portfolio programs, utilizing both proprietary research and third-party subadvisors.

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.