Lisa Marie O'connor

Christopher Crocker is a financial advisor with Cetera, holding Series 63 and Series 66 designations and seven years of industry experience. His work history includes roles at Cetera since 2019 and prior experience at Foresters Financial Services and Siena College. Outside of his advisory duties, Crocker is involved in soccer officiating, serving as a US Soccer referee since 2009 and holding voting positions on multiple soccer officials' executive committees. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services with a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Joshua Moraski is the principal advisor at Nightgale Wealth Management LLC, an independent firm based in Schenectady, NY. He holds Series 65 and Series 66 licenses and began his advisory career in 2025 after prior experience as an independent insurance agent with RIA Insurance Solutions, a division of Financial Independence Group. Outside of advisory work, he has experience in homemaking and extended travel. Nightingale Wealth Management 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 and risk tolerances, utilizing fundamental and technical analysis as well as Modern Portfolio Theory, and may employ options, derivatives, and margin strategies in separately managed accounts.

Robert Holbrook is a financial advisor with Bob Holbrook Holdings LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at G.A. Repple & Company for 14 years and has operated as a sole proprietor since 2009. Outside of his advisory work, he runs a retail store on eBay selling fishing equipment. Bob Holbrook Holdings is a solo-registered investment adviser serving individual clients and retirement plans, managing about $10 million across 68 accounts. The firm employs fundamental analysis combined with hedging strategies, including options trading and margin, and provides ERISA plan services with both limited-scope and discretionary fiduciary roles.

Nathan Tomkiewicz is a CFP® certificant with eight years of industry experience. He is the owner and principal of Tomkiewicz Wealth Management, LLC, an independent, fee-only registered investment adviser based in Wynantskill, NY. Prior to founding his firm in 2025, he worked at Berkshire Money Management, Inc. and Berkshire Management, Inc., and spent ten years in full-time education. Tomkiewicz Wealth Management provides discretionary wealth management and integrated financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental and technical analysis with modern portfolio theory principles, using both passive and active strategies across various investment types.

I am financial consultant/advisor who has been in the financial services industry for the last 8+ years and a business owner specialist for the past 5 years. I've gained experience in several different industries over of the years, however most of my experience has been with construction & tech companies. Inside of your business we offer CFO services, business consulting and/or valuation services for a monthly retainer or a flat fee. Outside of your business we offer investment advice, tax strategy, real estate investing, asset protection strategy, insurance review, estate planning & more for an hourly fee, monthly retainer, flat fee or AUM fee. In one example, we were able to help one of our clients go from $1.74million of annual revenue to $10.003million in 1 year. More importantly, we were able to strategically use the profits of the business to buy $3mill worth of investment real estate in 1 year. In addition, by structuring the real estate purchases strategically and implementing a tax strategy, we were able to save the client an additional $200k+ in taxes for that tax year.

James Marshall is the sole advisor at JM Advisors, LLC, an independent firm based in Albany, NY. He holds Series 63 and Series 65 credentials and has 13 years of industry experience, having founded JM Advisors in 2011. JM Advisors provides fee-only financial planning and investment advisory services to individuals, trusts, and estates, focusing on areas such as cash management, risk management, education funding, retirement planning, estate and charitable giving, tax planning, and capital needs planning. The firm offers written investment recommendations and supplemental reporting while clients retain control over trade execution, operating on a retainer basis without discretionary portfolio management or percentage-of-AUM fees.