Thomas W Dubois

Neal Solomon is a CFP® and ChFC® with 41 years of experience in financial services. He is the founder and managing member of WealthPro, LLC and has held roles at The Strategic Financial Alliance, Inc. since 2005. Outside of advising, he occasionally sells internet domain names and serves as an expert witness and consultant in litigation matters. He is also involved in an audiology practice as a chief financial officer and manager. WealthPro, LLC provides financial planning, investment consulting, and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily recommends and monitors independent investment managers and strategist-driven model portfolios, with a significant portion of assets managed on the AssetMark platform.

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.

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.

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.

Paul Gemmiti is a CFP® and Series 63 credentialed financial advisor with four years of industry experience. He is the principal of Portfolio Allocators LLC, an independent advisory firm based in Saratoga Springs, NY. In addition to his advisory role, he operates a CPA tax preparation practice, Paul J Gemmiti CPA PLLC, which he has owned since 1985, primarily preparing individual, corporate, nonprofit, and trust tax returns. Portfolio Allocators LLC serves a small group of individual clients and a charitable foundation by providing tax consultation and related advisory services connected to clients’ investment portfolios. The firm does not manage portfolios directly but refers clients to unaffiliated investment advisors while focusing on coordinating tax-related matters and advising on investment risk.

Charles Mopsik is a financial advisor with Even Keel Advisors in Saratoga Springs, NY, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Encore Vet Group, Continuum Wealth Advisors, Transamerica Financial Advisors, and Pet Partners LLC. Outside of advisory work, he owns Nimble Nano Inc., a company that manufactures magnetic aquarium glass cleaners, and serves on the boards of the Palamountain Scholarship Benefit Executive Planning Committee and Saratoga Springs Temple Sinai. Even Keel Advisors provides investment management, financial planning, business consulting, and employee benefit consulting to individuals, high-net-worth clients, corporations, and plan sponsors. The firm combines fundamental analysis with modern portfolio theory, integrating passive and active strategies tailored to client objectives and risk tolerance, and offers educational programs and pension consulting services.