Sabrina Chilson is a CFP® professional with 11 years of experience in the financial services industry. She is affiliated with LPL Financial and has concurrently worked for Chemung Canal Trust Company since 2016. Outside of her advisory roles, she serves as a notary and acts in a fiduciary capacity for The Brown Family Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide through a network of investment adviser representatives. The firm offers financial planning, various advisory programs, and retirement plan consulting, supporting both discretionary and non-discretionary management with access to research and model portfolios.

John Brand is a financial advisor with Raymond James Financial Services Advisors, Inc. in Elmira, NY, holding a Series 63 license and 12 years of industry experience. He has been with Raymond James since 2015. Brand serves on the Board of Trustees for Elmira College and chairs its investment committee. He is also chairman of the Board of Directors for Arnot Realty and its holding company, Rathbone Corporation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports specialized municipal and public-finance advisory services.

Paul Sypher is a financial advisor with LPL Enterprise and holds the CFP® and ChFC® designations. He has 37 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he serves on the board of Grace Christian Fellowship, a nonprofit organization. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans and institutions. The firm offers a broad range of services including financial planning, model portfolio management, and access to brokerage and insurance products through an integrated platform.

Sydney Carvotta is a financial advisor with LPL Financial in Elmira, NY, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Carvotta worked at Chemung Canal Trust Company and AML Rightsource. Outside of advisory roles, Carvotta has experience in the food service industry and higher education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Peter Schweizer is a financial advisor at Raymond James Financial Services Advisors, Inc. with 16 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2013. Schweizer is co-owner of Guardian Wealth Management, LLC, a business related to his Raymond James practice. Raymond James Financial Services Advisors, Inc. provides financial planning and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary investment consulting using analytical tools and supports a broad advisor network with specialized programs in municipal finance and SIMPLE IRA consulting.

Peter Mcevoy is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney LLC since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes structured discovery processes and various modeling tools to assist clients in planning their financial futures.

Jill Boyce is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as treasurer for Called to Love Outreach Inc., a nonprofit organization. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jonathan Lerche is a financial advisor at LPL Financial with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Allstate Financial Advisors and First Heritage Federal Credit Union. Outside of financial advising, he has been involved with Five Star Real Estate Services Inc. for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory services, utilizing both discretionary and non-discretionary management, model portfolios, and various technologies to support its investment strategies.