Stephen Waite is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 66 designation and 13 years of industry experience. He previously worked at LPL Financial and Cantella & Co., Inc. Waite provides investment advisory services through Great Valley Advisor Group, an independent registered investment adviser. Great Valley Advisor Group manages approximately $9.7 billion in client assets, serving individual and high-net-worth clients, retirement plans, and trusts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party advisory programs, tailoring portfolios to client objectives using both in-house and external strategies.

Patrick McGinn is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior work includes 15 years at Key Investment Services LLC before joining Independent Financial Partners and IFP Securities LLC in 2020. Outside of his advisory role, he is a co-owner of Valcour Vista LLC, a short-term rental property in Plattsburgh, NY. Independent Financial Partners is a nationwide network of independent Investment Adviser Representatives managing over $12.5 billion in assets. The firm offers a decentralized advisory model with services including investment advisory, financial planning, trust, and retirement-plan consulting, notable for its formal retirement-plan advisory and pension consulting capabilities.

Hannah Provost is a CFP® professional with 11 years of experience in the financial services industry. She is currently affiliated with Lomanto Provost Financial Advisors and Commonwealth Financial Network. Her prior experience includes roles at Securities America Inc., OSAIC, INVEST Financial Corp., and Community Bank. Provost is also co-owner of Lomanto & Company, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a variety of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, while allowing advisors discretion in portfolio construction across a broad range of securities and insurance products.

Andrew Lomanto is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Securities America Advisors and Invest Financial Corporation. He is co-owner of Lomanto & Company, LLC, a private entity facilitating 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, wealth management, and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Ian Brockhouse is a financial advisor with Sanctuary Advisors, LLC in Plattsburgh, NY, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Raymond James Financial Services and Morgan Stanley. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes affiliated broker-dealer services, sub-advisors, and third-party model platforms to implement diverse investment strategies.

Stephen Mcfadden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include seven years at LPL Financial and ongoing positions with Community Bank, NA and INVEST Financial Corp. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Debby Mellenger is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is investment policy statement-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Leslie Ranger is a financial advisor at Osaic with nine years of industry experience and holds a Series 66 designation. Prior to joining Osaic, Ranger worked at Edward Jones from 2013 to 2024. Ranger is a member of the Clinton County Enhanced-Multidisciplinary Team, which meets monthly to address financial exploitation cases involving individuals over 60. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Susan Mousseau is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. She has 25 years of experience in the industry and has been with Cambridge since 2007. In addition to her advisory work, she is a licensed CPA providing tax preparation, bookkeeping, and consulting services, and serves as a licensed real estate broker and owner. She is also a board member of the Juno Beach Centre Association. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary management approaches.

Robert Donlan is a CFP® professional with 42 years of experience in the financial industry. He is currently affiliated with LPL Financial and previously worked at IC Advisory Services Inc. and The Investment Center, Inc. He is also a volunteer with the Rotary Club of Plattsburgh, NY. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings.

Alice Weir is a financial advisor with LPL Financial in Plattsburgh, NY, holding a Series 63 license and 13 years of industry experience. She has been affiliated with NBT Financial Services and LPL Financial since 2016 and previously worked at NBT-Mang Insurance Agency. Outside of her advisory role, she serves as a notary public for Clinton County. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory services with non-advisory products such as insurance and annuities.

Aaron Cross is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2025 and concurrently operates Donlan Wealth Management, LLC. His prior experience includes roles at The Investment Center, Inc., CBNA, Diamond Comics, and SUBWAY. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Clark Forster is a financial advisor with Osaic Wealth Inc and holds a Series 63 license. He has 31 years of industry experience, including 18 years at Cadaret, Grant & Co., Inc., and has been involved in the insurance business through CFA Insurance Agency LLC since 1986, where he serves as owner and president. Outside of advisory work, he manages an independent insurance agency. Osaic Wealth Inc is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies supported by technology-driven asset allocation and portfolio management tools, and it operates one of the largest advisory networks in the industry.

Adam King is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at NBT Bank and LPL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

April Bingel is a financial advisor with Wells Fargo Clearing in Plattsburgh, NY, holding Series 63, Series 65, and Series 66 designations. She has 27 years of industry experience, including seven years at Wells Fargo Advisors LLC prior to joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Loren Sullivan is a financial advisor with OSAIC, holding a Series 63 designation and 14 years of industry experience. He previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Co, and Metlife Securities. Outside of his advisory role, he is involved in the insurance business, marketing and selling life, disability, long-term care, and fixed annuity products through Futurity First Insurance Group. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs an investment process that integrates risk tolerance assessments, asset allocation software, and portfolio optimization tools.

Peter Cadieux is a financial advisor with Mass Mutual Investors Services in Plattsburgh, NY, holding a Series 63 designation and 30 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2015. Outside of his advisory role, he is involved in music as a performer and writer through his ownership of Hamagret Publishing. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm focuses on collaborative, annual planning engagements and offers event-driven planning services such as estate settlement and divorce planning.

Justin Hooper is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at INVEST Financial Corp. and Community Bank, NA. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, institutions, charities, and high-net-worth households, offering a range of financial planning and model-portfolio advisory programs supported by an in-house research team.

Christian Blue is a financial advisor with Edward Jones in Plattsburgh, NY, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at the Adirondack Park Agency, Mountain Lake Academy, and Adirondack Watershed Institute. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices.

Adam Robert is a CFP®-designated financial advisor with LPL Financial, based in Chazy, NY, and has 12 years of industry experience. He has been with LPL Financial since 2010 and has worked at Clute Wealth Management since 2018. Outside of his advisory work, he contributes as an article author. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

James Stinson is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He is based in Plattsburgh, NY. Outside of his advisory work, he co-owns a professionally managed two-unit residential rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of advisors and branch offices.

James Barcomb is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 31 years of industry experience. His prior roles include positions at Cantella & Co., Inc., IC Advisory Services Inc., and The Investment Center, Inc. He serves as Vice President and board member of the Plattsburgh Housing Authority and is also a board member of Hospice of the North Country. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent Financial Professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory, utilizing various account platforms and third-party sub-advisers.

Alex Davison is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. Prior to that, he was employed at Community Bank NA and has experience in consulting through INETWORK NY LLC. Davison serves on the Board of Directors for the CCC Foundation. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-efficient strategies and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Nicole Parker is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. for 17 years before joining Cetera in 2024. Outside of her advisory role, she owns and manages a family seasonal sealcoating and striping business and serves as an elected board member of a condominium association. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed solutions.

Daniela Fortier is a financial advisor at LPL Financial with a Series 66 designation and approximately nine years of industry experience. Her career includes roles at Donlan Wealth Management, Shelburne Bank, Trust Company of Vermont, First Trust Company, Bergan KDV, Western Dakota Insurers, and National American University. LPL Financial provides advisory and brokerage services to individual investors, retirement plan sponsors, financial institutions, and other organizations nationwide. The firm offers a wide range of investment programs and consulting services supported by research, technology, and a large network of investment adviser representatives.

Robert Beaulieu is a financial advisor with LPL Financial holding a Series 65 designation and 17 years of industry experience. His prior roles include positions at Lincoln Investment Planning, LLC, Regal Investment Advisors, LLC, and Bankers Life Securities, Inc. Beaulieu is also involved with Level Four, where he has maintained an ongoing role since 2018. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Vasso Laforest is a financial advisor with Cetera, holding a Series 63 designation and bringing 29 years of industry experience. Her career includes extensive tenure with Avantax Advisory Services and Avantax Investment Services, and she currently operates accounting and tax preparation businesses as well as a real estate brokerage. Laforest also serves as an elected member of the Zoning Board of Appeals in Plattsburgh, NY, and manages a website lead-generation business targeting service industries. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth investors, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary solutions, and access to various managed programs, combining retirement and fiduciary services with a broad institutional platform.

Steven Maicus is a financial advisor with OSAIC, holding a Series 63 designation and bringing 41 years of industry experience. His prior roles include positions at Securities America, Inc., Lincoln Investment, and Brooke & Irwin Insurance, Inc. Maicus is also a licensed insurance agent offering life, health, property, and casualty insurance products and services to clients. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides advisory and brokerage services through a large network of financial advisers, utilizing technology-driven investment processes and offering access to a wide range of investment products and platforms.

Jared Burns is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Ic Advisory Services Inc and The Investment Center Inc. Outside of his advisory role, he serves on the boards of two nonprofit organizations in Plattsburgh, NY, including Lake Forest Senior Living and Plattsburgh Professional Connections, and volunteers with the Rotary Club of Plattsburgh. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and flexible delivery options tailored to client needs.

Jonathan Schneiderman is a CFP® with 35 years of industry experience, currently serving at Raymond James Financial Services Advisors since 2009. He is also the owner of Adirondack Wealth Management, LLC, a service company based in Plattsburgh, NY. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by extensive research and a broad affiliate network.

Paul Seymour is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Prior to joining Cetera in 2024, he worked at Cadaret, Grant & Co., Inc. for 18 years. Outside of his advisory role, he serves on the board of directors for Champlain Technology Group, a telecommunications company. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored and third-party managed investment programs.

Tristan Parrotte is a financial advisor with Mass Mutual Investors Services in Plattsburgh, NY, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2015 and previously worked at Financial Guides of the Northeast and Zachary's Original. Outside of his advisory role, he is also an insurance broker involved in soliciting sales of fixed annuity contracts. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements that use approved analytical tools to generate written recommendations without investment discretion.

Joseph Connor is a financial advisor at Mass Mutual Investors Services with 43 years of industry experience. He has been with Mass Mutual Investors Services since 1983 and also has a longstanding affiliation with MassMutual Life Insurance Company beginning in 1982. Outside of advising, he is involved in insurance agency activities focusing on fixed annuities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, employing a collaborative and software-driven approach to client goal analysis and strategy recommendations.

Christina Ubl is a CFP® professional with 22 years of experience in financial advising. She has been with LPL Financial since 2003 and is also co-owner of Clute Wealth Management, which she has been involved with since 2000. LPL Financial provides advisory and brokerage services to a wide range of clients including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

David Brown is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked at firms including CUNA Brokerage Services, CUNA Mutual Group, TD Ameritrade, Edward Jones, Equity Services, and National Life Group. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a comprehensive platform that integrates advisory and brokerage services.