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 with Tailored Wealth Solutions in Saratoga Springs, NY. He holds a Series 66 designation and has three years of industry experience. Prior to joining Tailored Wealth Solutions, he worked at Eagle Strategies LLC, NYLife Securities LLC, and Equitable Advisors, LLC. Outside of advisory work, he is also involved in insurance brokering with outside carriers. 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 variety of investment strategies and emphasizes client education through newsletters, online content, and seminars.

James Durkee Jr. is a CFP® with 13 years of industry experience, currently serving as an advisor at Tailored Wealth Solutions. His prior work experience includes roles at Target Corp, Bank of America, Merrill, LPL Financial, and Atlas Private Wealth Management. 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 range of investment strategies, including strategic and tactical asset allocation, and incorporates various instruments such as alternative investments and crypto-related securities.