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.

Rachel Sloan is a CFP® professional with 21 years of experience in financial advising. She has led Sloan Advisory Group, Inc. since 2009. The firm offers discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, managing approximately $63.6 million in assets. Its investment approach focuses on asset-class allocation and Modern Portfolio Theory to create diversified portfolios tailored to client objectives, with periodic reviews and discretionary implementation. The firm also provides educational seminars and workshops on general financial topics to organizations and the public.

Jonathan Mandwelle is the principal of J. Mandwelle Capital Management and holds Series 63 and Series 65 licenses. He has over 35 years of experience as a CPA and financial planner, with additional roles including adjunct college instructor at SUNY Adirondack and owner of an accounting and tax preparation firm. J. Mandwelle Capital Management provides discretionary investment supervisory services and hourly financial planning to individuals, high-net-worth clients, and retirement accounts. The firm employs a blend of charting, fundamental, technical, and cyclical analysis, utilizing both long- and short-term trading strategies with discretionary trading authority.

First Step Wealth Planning is a firm that serves people seeking guidance on retiring with financial and emotional confidence. Our clients are nearing or already retired, looking for advice on retirement income, tax planning, and investments, and typically have accumulated over $1.5 million. The traditional method of retirement planning is broken. It's about facts and figures as a means to sell products. A traditional firm's business model relies on managing investments for a percentage fee, and they dedicate their time and resources to convincing you that their investment opinions are superior to those of other firms. After over 20 years of working for those firms, I broke away and started First Step Wealth Planning to provide people with the guidance they seek without feeling pressured to purchase investment and insurance products. Guided Planning is a method that helps people clarify their emotional goals and align them with their money. It’s a way to help people figure out for themselves what really matters to them and how money will play a role in those relationships. By the end of the process, they feel confident that their plan accurately reflects who they are, what they want to do, and why. They are clear on their goals, the reasons behind them, and what they need to do to move forward. Guided Planning aligns all aspects of your wealth with how you want to spend your time in retirement and is offered at a flat rate. Half up front, the rest at completion. Implementation of the plan and ongoing guidance include tax planning, investment management, income maximization, and wealth transfer planning. All provided for a flat monthly rate. If this sounds like the type of relationship you would like to have with a financial planner, visit the website to set up a complimentary consultation to see how Guided Planning may be a good fit for you.

Connie Walsh Toler is a CFP® professional with five years of industry experience, currently serving as the sole advisor at Adirondack Retirement Strategies. Her prior work includes roles at H&R Block, multiple school districts, and J Mandwelle Capital Management. Adirondack Retirement Strategies provides investment management and financial planning services to individual clients, including high-net-worth individuals, with a focus on tailored portfolios and project-based planning. The firm employs a primarily passive investment approach combined with fundamental and technical analysis and manages discretionary accounts totaling over $18 million in assets.

Thomas Chambers is a financial advisor with Valic Financial Advisors in Queensbury, NY, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Valic Financial Advisors since 2008 and is also an agent with Agia, where he offers non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and offering various overlay services.

Patrick Mylod is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Equitable, AXA Advisors, and Beebe Financial Services. He is also co-owner of Beebe Group, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Maxwell Beebe is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Equitable Advisors and Axa Advisors LLC before joining Commonwealth in 2023. Beebe is also a co-owner of Beebe Group, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Clayton Wilhelm is a financial advisor with Wealth Enhancement Advisory Services, LLC and holds a Series 65 designation. He has less than one year of industry experience and previously worked in various roles including at Cedarville University and Beyond Angels Venture Capital. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Matthew Beebe is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and 27 years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC for over two decades before joining Commonwealth and founding Beebe Financial Services. Beebe is also co-owner of Beebe Group, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and supports affiliated advisors with operations, technology, compliance, and practice management.

Michael Seeley is a financial advisor with Equity Services, Inc. in Glens Falls, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Equity Services since 2003. Outside of his advisory role, he is involved in insurance sales as a career agent and owns a vehicle rental business. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm offers investment management through proprietary and third-party platforms, combining advisory services with broker-dealer product distribution.

Nicholas Taylor is a financial advisor with Equity Services, Inc. in Glens Falls, NY, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Equity Services since 1987 and also maintains a long-standing affiliation with Independent Brokers Associates. Outside of his advisory work, Taylor serves on the board of directors for the Indian Grandstanders of Glens Falls Inc., a nonprofit supporting local high school athletics and students. Equity Services, Inc. serves individuals, corporations, trusts, estates, charitable organizations, and retirement plans with financial planning, consulting, and asset management services. The firm combines advisory services with broker-dealer product distribution and utilizes a range of proprietary and third-party investment platforms to tailor long-term and flexible investment strategies for its clients.

Nathan Lafrance is a financial advisor with key Investment Services LLC, holding a Series 66 designation and 25 years of industry experience. He has been with key Investment Services LLC since 2007. key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and utilizes third-party managers for trade implementation, supported by internal committees that oversee product due diligence and program suitability.

Sean Berger is a CFP® professional with 38 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His career includes roles at LPL Financial, American Portfolios Financial Services, and Adirondack Retirement Specialists. Outside of advisory work, he owns racehorses through a business entity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal committee.

Nicholas Taylor Jr. is a financial advisor at Equity Services, Inc. with 18 years of industry experience. He holds a Series 63 designation and has been with Equity Services since 2008. He also has experience with National Life and Taylor and Leonard, where he is involved in insurance product sales and management. He serves on the board of the Glens Falls Independent Living Center. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and retirement plans through a network of investment adviser representatives and multiple advisory programs. The firm employs a mix of fundamental and technical analysis with primarily long-term asset allocation strategies and offers both discretionary and non-discretionary investment management.

Ronald Gruber Jr. is a financial advisor with Eagle Strategies (NY Life) in Queensbury, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Eagle Strategies since 2016 and has concurrently worked with Nylife Securities LLC and New York Life Insurance Company since 2003. Outside of his advisory role, he is involved in insurance brokering as an independent contractor for non-registered insurance products. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions using third-party managers and model portfolios rather than discretionary mandates and operates as an indirect subsidiary of New York Life, coordinating advisory services with affiliated insurance and broker-dealer entities.

Connor Chambers is a financial advisor with Valic Financial Advisors in Corinth, NY, holding a Series 66 designation and five years of industry experience. He has worked at Valic Financial Advisors since 2020 and is also associated with Agia, where he serves as an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Mark Jackowitz is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at VOYA Financial Advisors and Voya Financial Partners since 2014. VOYA Financial Advisors, Inc. provides a broad range of investment advisory, brokerage, financial planning, and retirement plan services to individuals, charitable organizations, corporations, and plan sponsors. The firm offers adviser-led programs with a mix of model portfolios and manager-driven sleeves, supporting both discretionary and non-discretionary investment approaches.

Jonathan Danise is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. His career includes roles at LPL Financial, American Portfolios Financial Services Inc, and New York Life Insurance Company. Outside of advisory duties, he is also a notary. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation using a combination of passive and active managers and offers a range of financial planning, asset management, and retirement consulting services.

Elliot Howard is a financial advisor at Morgan Stanley with two years of industry experience and holds a Series 66 designation. Before joining Morgan Stanley, he worked at Equitable Advisors and gained diverse experience in various roles including positions in hospitality and community organizations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market models.