Patrick Case is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing nine years of industry experience. Prior to joining LPL Enterprise in 2026, he spent ten years at Northwestern Mutual in various roles, including wealth management, investment services, and life insurance. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through a platform that integrates model portfolios, third-party asset management, and a range of financial products including insurance.

Sandy Romeo Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2019. In addition to his advisory role, he is involved in several related business activities, including non-variable insurance and partnership interests outside the core advisory business. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a wide range of financial planning, advisory programs, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support its investment strategies.

Sandra Mantione is a CFP®-certified financial advisor with Capital Designs in Rochester, NY, and holds a Series 63 license. She has 4 years of industry experience and has been associated with Capital Designs of Rochester, Inc. since 1988. Capital Designs primarily serves high-net-worth individuals, trusts, and similar clients, focusing on financial planning, asset allocation advice, and investment strategy recommendations rather than discretionary portfolio management. The firm employs a consultative approach and uses a fee model that does not rely on assets under management.