I'm a fee-only fiduciary financial advisor in Chittenango, NY, serving Syracuse and Central New York. I grew up here and I work with my neighbors: married couples who are good savers, within five years of retirement or newly retired. I specialize in pension decisions, including lump sum versus monthly payments and survivor options, along with Social Security timing, Roth conversions, and 403(b)/457 rollovers.

Judson Ames is a financial advisor with Dark Horse Wealth LLC in Cazenovia, NY. He holds Series 63, 65, and 66 licenses and has 5 years of industry experience. Prior to founding Dark Horse Wealth in 2011, he worked at 1 St Discount Brokerage, Inc. for one year. Outside of his advisory work, he serves as a referee during the months of September and October. Dark Horse Wealth LLC advises individuals, pension and profit-sharing plans, and corporate entities. The firm constructs portfolios primarily from low-cost mutual funds and ETFs, supplemented by tactical stock or bond selections, and emphasizes retirement plan services with a mix of long-term strategies and tactical positioning.

Maggie Sayers is a CFP® and Series 65-licensed advisor with over 13 years of industry experience. She is the principal of Tendful Wealth Planning, an independent firm based in Rome, NY, and previously worked at Gunther Wealth Management from 2011 to 2024. In addition to advising, she provides virtual paraplanning support through Method Financial Planning. Tendful Wealth Planning offers fee-only financial planning and discretionary investment management to individuals and high-net-worth clients. The firm combines fundamental analysis with Modern Portfolio Theory to construct diversified portfolios using active and passive funds, and incorporates ESG options upon request.

Maxwell Moore is a financial advisor at Birch Wealth Management in Rome, NY, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Citigroup and Manning & Napier. Birch Wealth Management provides discretionary portfolio management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm employs a variety of analytical approaches and focuses on equities, ETFs, and money-market funds in managing client portfolios.

Iris Buczkowski is a financial advisor at Birch Wealth Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cadaret, Grant & Co., Inc., Alan R. Leist Planning Group, Inc., and Strategic Financial Services Inc. Outside of her advisory role, she is a notary public and an independent insurance agent. Birch Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting. The firm combines diversification principles with technical and fundamental analysis to deliver tailored investment solutions.

Alicia Testani is a financial advisor at Leigh Baldwin & Co., LLC with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Order.co and WB Mason. Alicia is based in Cazenovia, NY. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm combines fundamental and technical analysis in its investment approach and manages accounts primarily on a discretionary basis, offering access to third-party advisory programs and systematic investment solutions.

Leigh Baldwin is the principal of Leigh Baldwin & Co., LLC in Cazenovia, NY, holding Series 63 and Series 65 licenses with 36 years of industry experience. He has led his firm since 1995. Outside of his advisory role, Baldwin is a minority owner of the Syracuse Crunch hockey team, serves on the boards of Community Memorial Hospital and the Cazenovia School Board, and holds a strategic director position with Midwestern Securities Trading Company, LLC. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual and institutional clients, managing approximately $285 million in assets through a team of 18 advisors. The firm employs a combination of fundamental and technical analysis, utilizing both long- and short-term positions and options strategies, and integrates third-party programs and external managers within its investment approach.

Daniel Parkin is a financial advisor with Leigh Baldwin & CO., LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Leigh Baldwin & CO. since 2007 and at Newman Ladd Capital Advisors, LLC from 2007 to 2022. Leigh Baldwin & CO., LLC provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and trusts. The firm combines fundamental and technical analysis using a variety of investment strategies and offers both proprietary and third-party advisory programs.

Michael Woltman is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Leigh Baldwin since 1995. Outside of his advisory role, he serves on the board of the Hamilton Emerald Association, participates in the finance committee of Saint James Church, and is treasurer of the Cazenovia Tennis Club. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis, uses various investment strategies including options, and manages approximately $285 million in discretionary assets through a team of 18 advisors.

Charles Sovik is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Leigh Baldwin since 1995. Outside of his advisory role, he is a 50% owner of The Sovik Group, Inc., which provides health, life, disability, and long-term care insurance, and he volunteers with Historic Boat Tours on Cazenovia Lake. Leigh Baldwin & Co., LLC offers discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutions such as pension plans and municipalities. The firm employs a combination of fundamental and technical analysis and manages approximately $285 million in discretionary assets through a team of 18 advisors.

Erich Fradenburg is a financial advisor at Leigh Baldwin & Co., LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Congress Wealth Management LLC, FNEX Capital, Beaumont Capital Management, Bank of America, Merrill, and Pioneer Investment Management. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and foundations. The firm employs a combination of fundamental and technical analysis, utilizes both long- and short-term positions, and incorporates options strategies when appropriate.

Alan Baldwin is a financial advisor at Leigh Baldwin & Co., LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Riverfront Investment Group, ALPS Distributors, Inc., and Putnam Retail Management. Baldwin is also licensed in insurance for fixed non-variable annuity business. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and trusts. The firm employs a blend of fundamental and technical analysis, offering long- and short-term positions, options strategies, and systematic ETF/mutual fund allocations, typically managing accounts on a discretionary basis with access to third-party advisory programs and custodial platform services.

Peter Carchedi is a financial advisor at Leigh Baldwin & Co., LLC with 43 years of industry experience. He has been with Leigh Baldwin since 1997 and holds a Series 65 designation. Outside of his advisory role, he teaches pre-licensing and continuing education courses and serves as treasurer for several local organizations, including the Knights of Pythias and Upstate Sports Charities. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual and institutional clients. The firm employs a combination of fundamental and technical analysis and utilizes various strategies, including options and third-party managed programs, to serve a diverse client base.

Amy Jones is a financial advisor at Leigh Baldwin & CO., LLC with 27 years of industry experience. She has held her current position at the firm since 2005 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she dedicates time weekly to fixed annuities, life insurance, and long-term care activities without ownership involvement. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, foundations, and trusts. The firm’s investment approach combines fundamental and technical analysis with a variety of strategies and integrates third-party advisory programs and custodial platforms into its services.

William Dolly is a financial advisor with Leigh Baldwin & Co., LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Leigh Baldwin & Co. since 1995. Outside of his advisory role, he is involved in fixed life insurance sales on a limited basis. Leigh Baldwin & Co., LLC provides discretionary portfolio management and financial planning services to individual clients, including high-net-worth individuals, as well as institutional clients such as pension plans and municipalities. The firm employs a combination of fundamental and technical analysis and offers access to third-party programs and manager sleeves alongside in-house strategies.

William Mccormick Jr. is a CFA® charterholder with seven years at Belpointe Asset Management LLC and five years of industry experience overall. Prior to joining Belpointe in 2019, he worked with Advisory Services Network from 2016 to 2019. Outside of his advisory role, he is involved with St. Peter’s Church as a Finance Committee Member and provides CFO consulting services through Chatham Street Consulting Services, LLC. Belpointe Asset Management is a multi-team registered investment adviser managing approximately $7.6 billion in client assets through 174 advisors. The firm serves individuals, retirement plans, corporations, trusts, and other advisers, employing customized portfolios that combine passive, active, tactical, and blended strategies, typically managed on a discretionary basis.

Ronald Drake is a financial advisor with Lifemark Securities Corp. holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at Lifemark Securities Corp. since 2012 and has also been an independent insurance agent since 2013. Prior to joining Lifemark, he held accounting positions at Teague Accounting Xperts, Inc. and PUMA Accounting. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of programs including Unified Managed Accounts and Separately Managed Accounts, delivering suitability-driven advice tailored through risk assessments with accounts managed on both discretionary and non-discretionary bases.

Bryan Mc Cormick is a financial advisor at Belpointe Asset Management LLC with a Series 65 credential and two years of industry experience. He previously worked at Chatham Street Advisors and Granite City Electric. Outside of his advisory role, Bryan owns and operates Rome Lightery Company, a lighting design and lamp repair business. Belpointe Asset Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, trusts, and other advisers. The firm offers discretionary investment management and financial planning, using a combination of passive, active, tactical, and blended strategies tailored to client objectives.

Joseph Gunther is a financial advisor at IFG Advisory, LLC with 38 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at LPL Financial and Securities America Advisors, Inc. Outside of advisory services, he is involved in non-variable insurance sales including life, health, disability, long-term care, and fixed annuities. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a range of investment strategies and third-party managers, offering portfolio management and consulting services tailored to client objectives.

Jared Houseman is a CFP® with 14 years of industry experience, currently serving at Creative Financial Designs, Inc. He previously worked at Cadaret, Grant & Co., Inc. and Chandler & Edem Financial Consultants. In addition to his advisory role, he is a board member of New Life Christian School, contributing to its mission and strategic direction. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, and corporate clients, offering investment management and comprehensive financial planning. The firm employs an asset-class model allocation approach informed by third-party research and provides a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Alan Chandler is a financial advisor at Creative Financial Designs, Inc. with 36 years of industry experience. He holds a Series 63 designation and has worked at firms including Cadaret, Grant & Co., Inc. for 30 years and Sound Mind Financial, LLC since 2019. Outside of his advisory work, he occasionally preaches at local churches. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, businesses, and employer retirement plans, offering investment management and financial planning services. The firm’s investment approach utilizes asset-class model allocations informed by third-party research and includes a range of strategies from passive to tactically managed portfolios, as well as Biblical Responsible Investing options.

Alec Hoke is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 66 licenses and has 30 years of industry experience. His prior work includes roles at National Life Group, Prudential Insurance Company of America, Pruco Securities LLC, and First Allied Advisory Services, Inc. He is also president and principal of Beacon Wealth Strategies, LLC, an insurance-related business. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often using third-party asset managers and model portfolios, and combines predominantly long-term strategies with options for shorter-term trading and specialized instruments.

David Beam is a financial advisor at Key Investment Services LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Key Investment Services since 2020, following five years at TIAA-CREF. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and operates a multi-provider model with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates.

Mechell Ryan is a financial advisor at Empower Advisory Group with 12 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at THE Vanguard Group, Inc. for 10 years before joining Empower in 2024. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and client savings rates.

Ronald Labella is a financial advisor at Lincoln Investment with 32 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment Planning, Inc. since 1994. Additionally, he has been affiliated with Utica College since 1982. Outside of advising, he owns R&D Enterprises, a computer consulting business. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic portfolios and adaptive strategies.

Alexander Gere is a financial advisor with Key Investment Services LLC in Rome, NY, holding Series 63 and Series 66 licenses and three years of industry experience. His career includes multiple roles at Key Investment Services LLC and KeyBank, as well as previous positions at Oakley and Fire Brothers Masonry. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers various wrap programs and integrates with KeyCorp affiliates for investment due diligence and related services, employing a multi-provider model with a focus on non-discretionary portfolio management.

Jason Harris is a financial advisor with Eagle Strategies (NY Life) based in Canastota, NY, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with NYLife Securities, LLC, and New York Life insurance since 2010 and also operates Crystal Clear Financial Group, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services with a focus on tailored, primarily non-discretionary solutions within an integrated New York Life affiliate structure.

John Slifka is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds a Series 63 designation and has held roles at LPL Financial, The Prudential Insurance Company of America, PRUCO Securities, LLC, Cadaret, Grant & Co., Inc., and Securities America Advisor, Inc. Outside of financial services, he was involved with Three Sisters Farm for 11 years. 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 uses a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Jonathan Pawlika is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Raymond James since 1999 and is also associated with Planned Results, Inc., where he serves as a financial advisor and insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm delivers tailored, non-discretionary planning and consulting using analytical tools to support client goals, and it maintains unique municipal advisory capabilities and specialized retirement plan advisory services.

Joseph Mazzaferro is a CFP® certificant with 14 years of industry experience. He is currently with LPL Enterprise and has prior experience at the Prudential Insurance Company of America and Pruco Securities, LLC. Mazzaferro serves as a board member for the RFA Scholar Leader Fund, where he helps evaluate scholarship candidates. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities, offering advisory and brokerage services through a network of investment adviser representatives. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and includes access to third-party asset managers and insurance products.

Jack Stevens is a financial advisor with MassMutual Investors Services in Cazenovia, NY, holding a Series 63 license and 17 years of industry experience. He has been with MML Investors Services and MassMutual Financial Group since 2008. Stevens also owns and operates his MassMutual financial services practice and works as an insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using firm-approved analytical tools, with a focus on recommending investment categories and strategies rather than specific products.

Richard Presky is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 41 years of industry experience, including a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Presky has served as past president of Mohawk Valley Economic Development and is on the Board of Directors for the Genesis Group of Mohawk Valley. He also holds the position of Treasurer for the Cornell University Cooperative Extension in Oneida County. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach with access to third-party asset managers and offers financial planning, brokerage, insurance products, and affiliated trust and lending services.

Jacqueline Rudenis is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at various Raymond James entities since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities with a range of financial planning and consulting services, emphasizing non-discretionary relationships supported by firm research and diverse portfolio management options.

Robert Eckermann is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at LPL Financial since 2018 and previously worked at Community Bank, NA and INVEST Financial Corporation. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michelle Shauger is a financial advisor with Primerica Advisors in Rome, NY, holding Series 63 and Series 65 licenses with 24 years of experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. Outside of her advisory role, she has been involved in part-time sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers a range of model-based investment strategies supported by third-party asset managers and custodial services.

Jeffrey Dunseath is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 15 years of industry experience. He previously worked at IBN Financial Services, Inc. for nine years before joining Cambridge in 2025. Dunseath is also active as an insurance agent through M&D Financial Agency. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organization clients. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms.

Adam Parente is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley from 2010 to 2012. Outside of his advisory role, he is involved in managing private real estate investments through ownership and decision-making roles in multiple rental properties and Woodlawn Holdings Group, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and combines quantitative and qualitative research to create model asset allocations.

Raymond Acosta is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CUNA Brokerage Services, Lifemark Securities Corp., and AmeriCU Credit Union, where he continues to serve in an investment-related role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by LPL Research and third-party subadvisors.

David Waters is a financial advisor at LPL Enterprise with 12 years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved with EagleRock Holdings, LLC, a business entity for investing in real estate and private equity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, complemented by financial planning and access to third-party asset managers.

Kevin Brown is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 63 designation and has worked at Edward Jones since 2019, following five years at Lesko Securities Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Ryan is a Series 66-licensed financial advisor with LPL Enterprise, bringing two years of industry experience. Prior to joining LPL Enterprise, he worked at PRUCO Securities, LLC, and has a long-standing role at Marquardt Switches Inc. John is also involved with the Manufacturers Association of Central New York in a vendor capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment implementation and offering access to third-party asset managers, financial planning, and a range of affiliated financial services.

Stefano Selenu is a Series 66 licensed advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked at Edward Jones for three years. Outside of finance, he owns and operates Chef Services of New York Inc. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm employs a manager solutions team that integrates quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Stephanie Garlock is a CFP® professional with 18 years of industry experience, currently with LPL Financial since 2025. She previously worked at Cadaret, Grant & Co., Inc. for 17 years. In addition to her advisory role, she is involved in tax preparation and accounting services and is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Joseph Alnutt is a financial advisor with LPL Financial in Rome, NY, holding a Series 66 designation and three years of industry experience. He has worked at AmeriCU Credit Union and Primerica prior to joining LPL Financial. Outside of advising, his background includes roles in the food service industry, such as managing at Trappers Pizza Pub and Stingers Pizza Pub. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology tools and a broad platform that oversees over $819 billion in discretionary assets.

Shannon Brown is a financial advisor at Edward Jones with Series 66 credentials. Brown has been with Edward Jones since 2025. Prior to entering the financial industry, Brown was involved with Helping Celebrate Abilities/Handicapped Children's Association and worked as a birth doula. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management.

Joseph Nestler is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His prior firms include Cadaret Grant & Co., Inc., Pruco Securities, and MCC Financial Services. He is also a notary and acts in a fiduciary capacity for the John Nestler & Mary Nestler Family Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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.

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.