Jeremy Caza is a financial advisor with LPL Financial in Syracuse, NY, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His prior roles include positions at Community Bank, NA, and INVEST Financial Corporation. He is also licensed as a non-variable insurance agent, specializing in disability insurance. 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 a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

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.

Daniel D'andreano is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations and possessing 31 years of industry experience. His prior roles include positions at Cadaret Grant & Co., Inc., S.E.E.D. Planning Group, LLC, TIAA-CREF, Chase Investment Services Corp., and HSBC Securities (USA) Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning, asset management, and institutional platform solutions supported by advanced advisor tools and oversight of substantial discretionary assets.

Nicholas Gacioch is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has two years of industry experience. His prior experience includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of insurance and trust services through affiliated entities.

Alizabeth Erskine is a financial advisor with Equitable Advisors, holding a Series 66 credential and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she was involved in various roles at SUNY Cortland and community organizations such as the YWCA and YMCA Cortland. Equitable Advisors serves a diverse client base including individuals, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Gregory Boshart is a financial advisor at Ameriprise with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial, Seneca Federal Savings & Loan Association, Cetera Investment Services, and Janney Montgomery Scott. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Brian Young is a Series 66-licensed financial advisor with Equitable Advisors in Syracuse, NY, where he has worked for 23 years. Prior to the firm’s rebranding, he was part of Axa Advisors for 17 years. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers. The firm employs a client-centered approach that includes risk assessment and portfolio construction using various investment vehicles and ERISA fiduciary services.

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 a financial advisor at R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors with five years of industry experience. She holds a Series 65 designation and has previous work history at Realta Investment Advisors, Inc. and Bond, Schoeneck & King. Outside of advising, she operates a law practice specializing in business and tax consulting. Strategic Wealth Advisors provides financial planning and portfolio management focused on risk management for individuals, trusts, estates, retirement plans, and business entities. The firm employs structured portfolios using institutional mutual funds and Dimensional Fund Advisors models, guided by client-specific Investment Policy Statements and disciplined rebalancing.

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.

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.