Michael Testa is a financial advisor with Tailored Wealth Solutions, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Tarella and Testa Financial Group and Eagle Strategies (NY Life). Tailored Wealth Solutions provides discretionary asset management and comprehensive financial planning for individuals, high-net-worth clients, businesses, and retirement plans. The firm employs customized investment strategies with a focus on client education and utilizes a range of investment instruments, managing approximately $271.8 million in discretionary assets.

John Papielion Jr. is a CFP® and holds a Series 66 license, with three years of experience in the financial advisory industry. He is currently with Tailored Wealth Solutions in Saratoga Springs, NY, and has prior experience at Eagle Strategies LLC and NYLIFE Securities LLC. Outside of financial services, he works part time as a fitness coach at Crossfit Schenectady, where he leads group fitness classes. Tailored Wealth Solutions provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, businesses, and retirement plans. The firm employs a range of investment strategies, including strategic and tactical asset allocation, and offers client education through newsletters and seminars.

Nicolas Carbone is a financial advisor at Tailored Wealth Solutions with two years of industry experience. He holds a Series 66 designation and has prior experience with Eagle Strategies LLC, NYLife Securities LLC, and Equitable Advisors, LLC. Outside of his advisory role, Carbone is appointed as an insurance broker for non-registered products with outside carriers. Tailored Wealth Solutions provides discretionary asset management and comprehensive financial planning services to individuals, high-net-worth clients, businesses, and retirement plans. The firm employs a combination of fundamental, technical, and tactical asset-allocation strategies and offers a broad range of investment instruments while emphasizing client education through newsletters and seminars.

James Durkee Jr. is a CFP® professional with 13 years of industry experience, currently serving at Tailored Wealth Solutions since 2026. Prior to joining Tailored Wealth Solutions, he worked at Target Corp for nine years and had brief tenures at Bank of America and Merrill in 2016. Tailored Wealth Solutions, LLC offers discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, businesses, and retirement plans. The firm employs a combination of fundamental, technical, and charting analysis with both strategic and tactical asset allocation, incorporating a broad range of investment instruments while emphasizing client education through newsletters and seminars.