Daniel Mitchell is a financial advisor at Fiorile & Associates, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at TF Cornerstone and Burns Management. Outside of his advisory role, he is involved in residential apartment leasing as a leasing consultant. Fiorile & Associates is an independent investment advisory firm serving individual investors and high-net-worth households through wealth management and consulting. The firm manages client portfolios on a non-discretionary basis, integrating tax planning and estate coordination, and offers services primarily on flat and fixed fee arrangements.

Joseph Fiorile is a financial advisor with Fiorile & Associates, LLC in Saranac Lake, NY. He holds the PFS™ designation and Series 66 license and has 27 years of experience in accounting and financial advisory services, including 15 years with his current firm. In addition to his advisory work, he operates an accounting and bookkeeping business. Fiorile & Associates is an independent investment advisory firm serving individual and high-net-worth clients through wealth management and consulting. The firm manages portfolios on a non-discretionary basis, integrating tax planning and estate coordination, and employs a mix of fundamental and technical analysis alongside asset allocation and option strategies.

Stephen Duttenhofer is a financial advisor at Renaissance Macro Research LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple Renaissance-affiliated entities since 2011. Duttenhofer is also an owner and employee of RenMac Integrated Alpha, a hedge fund focused on large-cap U.S. equities. Renaissance Macro Research provides macroeconomic research products to institutional clients and sophisticated individual investors through a tiered subscription service. The firm uses a proprietary methodology combining economic, policy, portfolio strategy, and quantitative analysis to deliver customized reports and multimedia content without managing client assets.

Jeffrey Degraaf is a CFA® charterholder with 33 years of industry experience, currently serving at Renaissance Macro Research LLC. He has held roles at various Renaissance Macro entities since 2011 and is involved as CIO and founding member of Sentry Capital LLC, a family investment fund. Degraaf also owns JSD Consulting, advising on business strategy and planning. Renaissance Macro Research provides macro-economic research products to institutional and sophisticated individual clients through subscription services. The firm employs a proprietary methodology combining economic, policy, portfolio-strategy, technical, and quantitative analysis to deliver frequent research reports and multimedia content without managing client assets.

Indraneil Dutta is a financial advisor at Renaissance Macro Research LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with affiliated firms including Renmac Advisory, LLC and Renaissance Macro Securities, LLC. Renaissance Macro Research provides macroeconomic research products to institutional and sophisticated individual clients through a subscription model. The firm integrates economic, policy, portfolio-strategy, and technical analysis with quantitative factors to deliver daily reports, weekly analysis, and multimedia content, without managing client assets or offering individual security recommendations.

Eric Boucher is a financial advisor with Renaissance Macro Research LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Renaissance Macro Research since 2011 and is currently employed at Renmac Advisory, LLC. Boucher is also an owner and employee of Renmac Integrated Alpha, a hedge fund investing in large-cap U.S. equities. Renaissance Macro Research provides macroeconomic research products to institutional clients and offers a tiered subscription service for sophisticated individual investors. The firm uses a proprietary methodology combining economic, policy, portfolio-strategy, technical, and quantitative analysis to deliver daily reports, weekly analysis, and multimedia content without managing client assets or providing individual security recommendations.

Adam Sharvit is a financial advisor at Renaissance Macro Research LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Rosenberg Research and several advisory firms. Renaissance Macro Research provides macro-economic research products to institutional clients and sophisticated individual subscribers through tiered subscription services, delivering customized reports and multimedia content without managing client assets.

Richard Cerminara Sr. is a financial advisor with Silver Grove Advisory Services, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at GWN Securities Inc. and operating his own advisory entities since 2005. Outside of advisory work, he is an independent sales representative for United Healthcare and licensed in insurance sales. Silver Grove Advisory Services is a multi-advisor firm managing approximately $326.6 million for nearly 1,929 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm offers discretionary portfolio management with a long-term, client-specific approach utilizing diversified mutual funds, ETFs, and individual securities, supported by a range of third-party model portfolios and sponsored platforms.

Stephen Pavlick is a financial advisor at Renaissance Macro Research LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at the U.S. Department of the Treasury, the Presidential Transition Team, and The Cypress Group. Renaissance Macro Research provides macroeconomic research products to institutional clients and offers a tiered subscription service for sophisticated individual investors. The firm uses a proprietary methodology combining economic, policy, portfolio-strategy, technical, and quantitative analysis to deliver daily and weekly research content, focusing on market insights rather than individual security recommendations.

Christopher Miller is a financial advisor at Long Run Wealth Advisors, LLC with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Edward Jones, Olden Lane Securities, and Consultant Relations Group. Long Run Wealth Advisors serves individuals, business owners, non-profits, endowments, foundations, and retirement plans with comprehensive wealth management and financial planning. The firm uses a balanced, low-turnover investment approach that incorporates fundamental, cyclical, and behavioral analysis within an asset-allocation framework based on Modern Portfolio Theory.

Kevin Brady is a CFP® and CFA® with 22 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Long Run Wealth Advisors, LLC and Raymond James Financial Services. Brady serves as a board member of Champlain National Bank, providing strategic guidance and governance oversight. Mercer Global Advisors provides investment advisory and planning services to individuals, families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management.

Galen Crane is a financial advisor at Long Run Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services, Inc. and Mercer Global Advisors Inc. His career includes over a decade at Long Run Wealth Advisors, where he is part of a seven-advisor team. Long Run Wealth Advisors serves individuals, business owners, non-profits, endowments, foundations, and retirement plans with comprehensive wealth management and financial planning. The firm employs a balanced, low-turnover investment approach combining fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Kaila Kelleher is a CFP® with seven years of industry experience, currently serving at Long Run Wealth Advisors, LLC. Her prior experience includes roles at Mercer Global Advisors Inc. and Raymond James Financial Services. Outside of financial advising, she is a co-owner of Adirondack Field, a small batch apparel business based in Lake Placid, NY. Long Run Wealth Advisors provides holistic wealth management and financial planning to individuals, business owners, non-profits, and retirement plans. The firm employs a balanced, low-turnover investment approach grounded in Modern Portfolio Theory and serves a diverse client base with discretionary portfolio management and retirement plan consulting.

Brandon Haase is a CFP® with 21 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His prior roles include positions at Raymond James Financial Services, City National Bank, and RBC Capital Markets. Outside of his advisory work, he serves as a trustee and is the secondary health care proxy for a family member. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets and serves a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management through proprietary strategies and third-party money managers across a broad range of asset classes.

Lynn Magnus is a CFP® and Series 65-registered financial advisor at Mercer Global Advisors Inc. with four years of industry experience. Prior to joining Mercer, Lynn worked at Goldman, Sachs & Co. for five years and spent six years with Long Run Wealth Advisors, LLC. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios and offers a range of portfolio management and planning services.

Cynthia Van Dien is a financial advisor with Ameriprise in Bloomingdale, NY, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. In addition to her advisory role, she is involved with CNMK Operational Support, LLC, focusing on retirement planning and financial advising. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Edward Dempsey Jr. is a CFP® professional affiliated with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 39 years of industry experience and has worked at Private Advisor Group since 2013 and LPL Financial since 2006. In addition to his advisory roles, he is involved in a separate entity, D&D Wealth Management LLC, which is not investment related. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services through both wrap and non-wrap platforms.

Emily Martz is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and eight years of industry experience. She has worked at Cetera and related entities since 2025 and was previously employed by the Sagamore Institute of the Adirondacks for seven years. Outside of her advisory role, she is co-manager and part owner of Altamont Ventures, LLC, a real estate business. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions, along with retirement and fiduciary capabilities integrated into its institutional platform.

Timothy Forman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 34 years of industry experience. His career includes roles at Community Bank, Sunmark Federal Credit Union, INVEST Financial Corporation, and LPL Financial. 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 operations with insurance and credit services.

Nicholas Eells is a financial advisor with Cetera, holding a Series 63 designation and 12 years of industry experience. He is also the managing partner of The Hoffman Eells Group CPAs, P.C., an accounting and tax preparation firm, and owns HEG Advisory Services LLC. Outside of financial advising, he is involved in real estate as the owner of 31 Elm Inc., which operates a commercial office building. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement and institutional capabilities with access to multiple investment programs and custodial arrangements.

Gwynanne Bissonette is a CFP®-certified financial advisor with 31 years of industry experience. She is currently affiliated with Cetera and has a long tenure at Curtis & Bissonette dating back to 1988, including ownership since 1993. Additionally, she serves as treasurer for the Zonta Club of the Adirondacks, managing the club’s cash flow. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients, offering a range of portfolio management and fiduciary solutions through a large network of independent advisors.

Joseph Brennan is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Renaissance Baton Rouge and Bank of America/Merrill Lynch. Outside of finance, he has been involved with 5 Tool Sports Science. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment options, and tax-efficient services through a large nationwide network of financial advisors and branch offices.

Matthew Theis is a financial advisor with Edward Jones in Saranac Lake, NY, holding a Series 63 designation and 28 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment options supported by a large national network of advisors and branch offices.

Kaytlin Gochenaur is a financial advisor at Ameriprise with a Series 66 credential and four years of industry experience. She has worked with Ameriprise Financial Services LLC since 2020 and has prior experience in various roles, including client-facing and advisory positions. Outside of her advisory work, she submits paintings to local art shows. Ameriprise is a large institutional firm that offers a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports.

Drew Brown is a financial advisor at OSAIC with Series 63 and Series 65 credentials and over seven years of professional experience. Prior to joining OSAIC in 2025, he worked at the American Management Association and the Mirror Lake Inn Resort & Spa. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs and investment options, utilizing technology-driven asset allocation and portfolio management tools across a large network of financial advisers.

J Freeman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has more than 35 years of experience providing financial and wealth management advice and services. J Freeman's areas of focus include asset allocation, portfolio construction, risk management, pension plan consulting, divorce transition planning, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income. He holds a bachelor's degree from The Jones School of Business at The State University of New York at Geneseo. J Freeman has completed advanced graduate-level studies at The Wharton School of The University of Pennsylvania, Syracuse University School of Management, The Booth School of Business at The University of Chicago, Argosy University, The New England College of Business and Finance, and Capella University. He earned the Certified Investment Management Analyst (CIMA) designation in 1999, the Certified Plan Fiduciary Advisor (CPFA) designation in 2018, and the Chartered Retirement Planning Counselor (CRPC) designation in 2020. Before joining Merrill Lynch Wealth Management in 2007, he spent 20 years at Morgan Stanley as a Senior Vice-President, Senior Consultant, and Corporate Trainer. In addition to his financial advisory role, J Freeman serves on the Board of Directors of The Goodwill Theater, Mirror Lake Watershed Association, and The Chenango Valley Cemetery Association. His personal interests include biking, boating, fishing, golfing, hiking, photography, reading, spending time with family, tennis, and traveling.

Bradley Varner is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Saranac Lake Central School District and was self-employed for several periods. Outside of his advisory work, he instructs square dancing locally and is listed as a partner in a handmade decal business. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a variety of investment strategies and fiduciary advisory services, supported by a nationwide network of more than 23,700 financial advisors.

Corbin Lucy is a financial advisor at Edward Jones in Saranac Lake, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he served three years in the U.S. Air Force and currently participates in the U.S. Air National Guard as a logistics technician. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs, including managed solutions and separately managed accounts, supported by a large nationwide network of advisors and branch offices.

Jeffrey Keyes is a financial advisor with OSAIC, holding a Series 63 designation and 35 years of industry experience. His prior roles include positions at Royal Alliance, Mass Mutual Investors Services, MassMutual Life Insurance Co, and MetLife Securities Inc. He is a partner at BK Capital LLC, focusing on client origination and service. OSAIC is a large investment advisory and broker-dealer firm serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a range of investment strategies and tools, offering advisory services through thousands of financial advisors nationwide.

Brian Penrose is a financial advisor with Edward Jones in Lake Placid, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Specialty Fabricators and spent 27 years at Corporate Service Solutions Inc., a construction business he continues to oversee on an as-needed basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor and branch network as well as its affiliated capabilities beyond advisory services.