Dominick Panetta is a Certified Financial Planner (CFP®) with 38 years of industry experience, currently serving at Independent Financial Partners. His career includes roles at IFP Securities, LLC and LPL Financial. Panetta is also involved in community organizations, holding board positions with the Guilderland Chamber of Commerce and the Society of Financial Service Professionals, Northeast New York Chapter. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a wide range of clients, offering decentralized investment strategies alongside centralized asset management and specialized retirement-plan consulting services.

Susan Schell is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with Independent Financial Partners since 2011 and was previously affiliated with LPL Financial. Outside of her advisory role, she is a part-owner of Warbler Brewery, LLC, and serves on the boards of the Hartwick College Alumni Association, Westminster Presbyterian Church, and the Financial Planning Association of Northeastern New York. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a decentralized multi-advisor platform. The firm supports a wide range of clients with customizable investment strategies and notable retirement-plan advisory and pension consulting services.

Michael Rosenthal is a financial advisor with Independent Financial Partners in Albany, NY. He holds Series 63 and Series 65 licenses and has two years of industry experience, having previously worked at Upskill Wealth Management, Berthel, Fisher & Company Financial Services, and BFC Planning. Outside of financial advising, he is the owner of Upskill Tax Services, which provides tax preparation and bookkeeping, and serves as a board member of the Capital Region Vegan Network, organizing vegan networking events. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.