Joseph W Scanlan

Joshua Moraski is a financial advisor at Nightgale Wealth Management LLC in Schenectady, NY, holding Series 65 and Series 66 designations with one year of industry experience. Prior to his current role, he worked as an independent insurance agent for RIA Insurance Solutions, a division of Financial Independence Group (FIG). Nightingale Wealth Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes investment programs based on clients’ goals, time horizons, and risk tolerances, utilizing fundamental and technical analysis along with Modern Portfolio Theory.

Darren Leader is a CFA® charterholder with eight years of industry experience, currently serving as the sole advisor at Acacia Grove Wealth Management in Schenectady, NY. His prior experience includes roles at Simmons Capital Group and Purshe Kaplan Sterling Investments. Acacia Grove Wealth Management provides discretionary investment management, financial planning, and project-based investment consulting to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a tactical allocation approach focused on risk reduction and performance enhancement, primarily using ETFs, mutual funds, and certificates of deposit, and manages approximately $41.6 million for a select client base.

Peter Psaras is a financial advisor with Conservative Equity Investment Advisors in Gloversville, NY, holding a Series 65 credential and 16 years of industry experience. He has worked at Sia Capital Management Inc. since 2013 and is CEO of Mycroft Mall LLC, which operates an online retail directory. Psaras is also a compensated writer for Seeking Alpha, where he publishes articles on stocks, politics, and the economy. Conservative Equity Investment Advisors provides discretionary portfolio management focused on publicly traded equities for individuals, high-net-worth clients, and family trusts. The firm uses a proprietary "Friedrich Algorithm" combined with fundamental, qualitative, and quantitative analysis to guide long-term investment decisions and maintains individualized investment policy statements for clients.

Lanny Rosenbaum is a financial advisor at SIP Financial Services with 4 years of industry experience. He holds a Series 66 designation and has been with SIP Financial Services since 2007. SIP Financial Services provides financial planning, portfolio management, and pension consulting to a diverse client base, including pension and profit-sharing plans, charitable organizations, trusts, estates, corporations, and other business entities. The firm offers customized investment advice primarily on a non-discretionary basis, utilizing fundamental, technical, and cyclical analysis, and incorporates a range of trading strategies tailored to client objectives and risk tolerance.

Scott Griffin is the principal of Griffin Financial Services, an independent advisory firm based in Rotterdam Junction, NY. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Griffin has been with Griffin Financial Services since 1996 and has also worked at APW Capital, Inc. since 2005. Griffin Financial Services provides investment advisory services to individuals, trusts, estates, charitable organizations, and small businesses, managing approximately $7.25 million in discretionary assets. The firm utilizes a combination of fundamental and technical analysis alongside third-party research, offering portfolio management across a variety of securities with regular account reviews.

Ann Arceo is a financial advisor at Happiness in Retirement with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Del Sette Capital Management, Rooted Planning Group, and Savvy Duo Financial Planning. Happiness in Retirement serves individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management, discretionary portfolio management, and financial planning. The firm employs a primarily long-term investment approach focused on diversified, low-cost mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis.