Brian Young is a financial advisor with Equitable Advisors in Syracuse, NY, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2003. Equitable Advisors serves a wide range of clients including individuals, high-net-worth individuals, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party money managers.

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 an advisor at R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors with four years of industry experience. She holds a Series 65 designation and has a legal background, practicing as a sole proprietor attorney specializing in business and tax consulting. Prior to her current role, she worked at Bond, Schoeneck & King for 18 years. Strategic Wealth Advisors provides financial planning and portfolio management focused on risk management for individuals, trusts, estates, retirement plans, and business entities. The firm utilizes 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.

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.