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.

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.

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.

Christopher Zito is a Series 66 credentialed financial advisor with 24 years of industry experience, currently affiliated with UBS Financial Services in Glens Falls, NY since 2014. In addition to his advisory role, he is a partner in a real estate investment partnership, EL MONDO LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Timothy Gusek is a financial advisor with OSAIC in Glen Falls, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining OSAIC in 2024, he spent 15 years with American Portfolios Financial Services, Inc. He is involved in the sales and marketing of fixed annuities and non-variable insurance through a sole proprietorship and an LLC. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services to a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a data-driven investment process and offers a range of programs and custodial platforms, supporting thousands of advisors and managing approximately $200 billion in assets.

Anthony Braico is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. He has been with Raymond James Financial since 2009 and previously served as CEO of Valley Financial Group, LLC. Outside of advisory work, he owns a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice and a broad suite of implementation options while maintaining substantial non-discretionary advisory assets.

Albert Fredette is a financial advisor with Equitable Advisors in Glens Falls, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he is involved as a partner in a family foundation and supports a local athletic training facility associated with his son. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Christopher Nelson is a financial advisor with Edward Jones, holding a Series 63 designation and over 20 years of industry experience. He has been with Edward Jones since 2005. In addition to his advisory role, Nelson serves as a captain in the U.S. Army Reserve, where he has worked as an assistant petroleum officer and petroleum liaison. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.