Douglas Bauer is a CFP® and ChFC® with 37 years of industry experience, currently serving as an advisor at AllSquare Wealth Management, LLC since 2010. He holds Series 63 and Series 65 licenses and is based in Albany, NY. AllSquare Wealth Management provides integrated wealth management and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental analysis framework combined with an efficient-market philosophy, primarily using passively managed investments tailored to clients’ risk tolerance and investment policy statements.

Daniel Bauer is a CFP® and holds a Series 66 designation with 25 years of experience in the financial industry. He has been with AllSquare Wealth Management, LLC since 2010 and also worked at Purshe Kaplan Sterling Investments from 2014 to present. In addition to his advisory role, he serves as an independent insurance agent. AllSquare Wealth Management provides integrated wealth management and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental analysis framework combined with an efficient-market philosophy, primarily using passively managed investment vehicles and tailoring portfolios to client risk tolerance without imposing account minimums.

Daniel Weinberg is a financial advisor at AllSquare Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments since 2014. Outside of his advisory role, Weinberg serves on the board of the Albany Jewish Community Center and is vice-chair of the investment committee for the Endowment Board of Governors at the Jewish Federation of Northeastern New York. AllSquare Wealth Management provides integrated wealth management and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses a fundamental analysis framework combined with an efficient-market philosophy, primarily implementing asset allocation through passively managed vehicles, and offers discretionary portfolio management tailored to client risk tolerance without an account minimum.

Brett Harris is a financial advisor at AllSquare Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with AllSquare Wealth Management and Purshe Kaplan Sterling Investments since 2016. Harris serves on the board and finance committee of Liberty ARC, a charitable organization. AllSquare Wealth Management provides integrated wealth management and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental analysis framework paired with an efficient-market philosophy, focusing on passively managed investment vehicles tailored to clients’ risk tolerance and preferences.