Megan Merriam

Adam Mc Neill is the sole advisor at McNeill Capital, LLC, an independent advisory firm based in Saratoga Springs, NY. He holds a Series 66 designation and has four years of industry experience. Prior to founding McNeill Capital, he was with McNeill Financial Group, LLC from 2010 to the present. McNeill Capital, LLC is an SEC-registered, fee-only firm serving high-net-worth individuals, trustees, charitable organizations, and employer-sponsored retirement plans. The firm focuses on strategic asset allocation using a core-and-satellite approach with actively managed mutual funds and passive ETFs, offering comprehensive financial planning, discretionary investment management, and retirement-plan consulting.

Joshua Moraski is the sole advisor at Nightgale Wealth Management LLC in Schenectady, NY. He holds Series 65 and Series 66 licenses and began his advisory career in 2025 after prior experience at RIA Insurance Solutions, a division of Financial Independence Group, where he also works as an independent insurance agent. Before entering the financial industry, his background includes roles in education and extended travel. Nightingale Wealth Management provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and Modern Portfolio Theory analyses and offers portfolio strategies that may include options trading and the use of margin.

Robert Holbrook is the principal advisor at Bob Holbrook Holdings LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at G.A. Repple & Company, as well as operating his own sole proprietorship. Outside of advising, he runs Weekend Walleye Warrior, a retail business selling fishing equipment on eBay. Bob Holbrook Holdings LLC is a solo-registered investment adviser serving primarily individual clients and retirement plans. The firm combines fundamental analysis with various strategies including options trading and hedging, offering both discretionary and non-discretionary asset management along with specialized ERISA plan services.

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.

Darren Leader is a CFA® charterholder with seven years of experience in the financial industry. He is the sole advisor at Acacia Grove Wealth Management, an independent firm where he has worked since 2024. His prior experience includes roles at Simmons Capital Group, LPL Financial, and Purshe Kaplan Sterling Investments. Acacia Grove Wealth Management provides fee-based investment management, financial planning, and project-based consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation approach using fundamental and cyclical analysis and manages approximately $33.3 million across about 36 client relationships, offering both discretionary portfolio management and hourly, non-discretionary consulting engagements.

Cynthia Zalewsky is a CFP®-certified financial advisor with Saratoga Investment Solutions Inc. in Saratoga Springs, NY, bringing 4 years of industry experience. She has been affiliated with Saratoga Investment Solutions and Commonwealth Financial Network since 2000. Outside of finance, she has long-term involvement with several health and fitness businesses, including Total Body Infecta, Golds Gym, Visions Health & Fitness, and Training Unlimited. Saratoga Investment Solutions provides financial life planning and investment advisory services to individuals and certain businesses, focusing on retirement, income distribution, estate, and elder-care planning. The firm offers individualized portfolio management and operates on a non-discretionary, client-directed basis using retainer and hourly billing without commissions or percentage-of-AUM fees.