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 in Syracuse, NY, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and Ameriprise Financial. He is also involved in a Prudential-sponsored non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and insurance products 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.

Elijah Geariety is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses. He began his advisory career in 2023 and has worked with several firms, including Commonwealth Financial Network and Northwestern Mutual. Outside of his advisory roles, he has experience in education and business operations, having worked at Le Moyne College and GPW Property Care. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, leveraging model portfolios, third-party subadvisors, and advanced technology tools to support investment management.

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.

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 in Dewitt, NY. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 19 years with his current firm. R.S. Petrell & Associates provides financial planning and portfolio management focused on risk management for individuals, trusts, estates, retirement plans, and business entities. The firm uses 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.

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.