Dennis Colavito is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at PKS Advisory Services since 2005 and has been associated with Purshe Kaplan Sterling Investments since 1997. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on risk tolerance, time horizon, and objectives using a combination of mutual funds, ETFs, independent managers, and individual securities.

Keith Flood is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 1997 and with PKS Advisory Services since 2007. In addition to his advisory role, he writes fixed annuity policies as a licensed fixed insurance agent. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities, managing approximately $905 million in assets for over 4,400 clients. The firm tailors portfolios to client objectives using mutual funds, ETFs, independent managers, and individual securities, with regular account reviews.

Michael Dejulio is a Series 66 licensed financial advisor with 15 years of industry experience. He has been with PKS Advisory Services, LLC since 2017 and previously worked at The Ayco Company L.P. from 2008 to 2017. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on risk tolerance, time horizon, and objectives using a mix of mutual funds, ETFs, independent managers, and individual securities.

Carl Kipper is a financial advisor with PKS Advisory Services, LLC, holding Series 66 and Series 65 licenses and bringing 25 years of industry experience. He has worked at PKS Advisory Services and Purshe Kaplan Sterling Investments since 2012. PKS Advisory Services, LLC offers financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm designs portfolios based on client risk tolerance and time horizon, employing a range of strategies including mutual funds, ETFs, individual securities, independent managers, model portfolios, and alternative investments.

Scott Cahill is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with PKS Advisory Services and Purshe Kaplan Sterling Investments since 2006 and previously worked with The Murray Group. Cahill is also a referring agent for The Moore Insurance Agency. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios using mutual funds, ETFs, independent managers, and individual securities based on fundamental and technical analysis.

Lawrence Natale is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Steward Partners Global Advisory. Outside of advisory duties, he is involved in managing a lake house rental property. PKS Advisory Services provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm employs a tailored approach based on client risk tolerance and time horizon, utilizing a variety of investment strategies including no-load mutual funds, ETFs, individual securities, independent managers, model portfolios, and alternative investments.

Elliott Stanley is a financial advisor at PKS Advisory Services, LLC with 10 years of industry experience and holds the Series 66 designation. He has been with Purshe Kaplan Sterling Investments since 2015. Outside of his advisory role, he is a boxing coach at Schotts Boxing, where he teaches classes and provides private lessons. PKS Advisory Services, LLC offers financial planning, consulting, and investment management services to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on clients’ risk tolerance, time horizon, and objectives using a mix of mutual funds, ETFs, independent managers, and individual securities.

Joseph Marsh is a financial advisor at PKS Advisory Services, LLC in Albany, NY, holding a Series 66 designation. He has worked at PKS Investments since 2022, with prior experience at Fischer Investments and roles outside the financial industry. Marsh attended St. John Fisher University from 2020 to 2024. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, using tailored portfolios and a combination of fundamental and technical analysis.

Brian Purcell is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with PKS Advisory Services since 2013 and has worked with Purshe Kaplan Sterling Investments since 2005. Outside of investment advisory, he is also an independent insurance agent involved in the sale of insurance products and fixed annuities. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, including high net worth clients, as well as trusts, estates, and business entities. The firm manages approximately $905 million in assets and uses a combination of fundamental and technical analysis to tailor portfolios according to client risk tolerance, time horizon, and objectives.

Alex Jefferson is a financial advisor at PKS Advisory Services, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PKS Advisory Services and Purshe Kaplan Sterling Investments since 2010. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities, managing approximately $905 million in assets for over 4,400 clients. The firm customizes portfolios based on client risk tolerance and objectives, employing a mix of mutual funds, ETFs, independent managers, and individual securities.

Jarrid Wilkinson is a financial advisor at PKS Advisory Services, LLC in Albany, NY, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Berkeley Country Club, and the Social Security Administration. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm employs tailored investment strategies based on client profiles and uses a range of vehicles including mutual funds, ETFs, individual securities, model portfolios, and alternative investments.

Roger Brinks is a financial advisor with PKS Advisory Services, LLC, holding a Series 65 credential and 10 years of industry experience. He previously worked at Michigan Advisors, Inc. before joining PKS Advisory Services in 2020. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, using a combination of fundamental and technical analysis to tailor portfolios across mutual funds, ETFs, independent managers, and individual securities.

David Connors is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at PKS Advisory and Purshe Kaplan Sterling Investments since 2018 and previously at RBC Capital Markets from 2012 to 2018. Connors serves on the Board of Directors and Finance Committee for the Pride Center of the Capital Region. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities, managing approximately $905 million in assets for over 4,400 clients. The firm customizes portfolios based on clients’ risk tolerance and goals, utilizing a mix of mutual funds, ETFs, independent managers, and individual securities.

Joseph Macaluso is a financial advisor at PKS Advisory Services, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with PKS Advisory Services and Purshe Kaplan Sterling Investments since 2016. PKS Advisory Services, LLC offers financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm customizes portfolios based on client risk tolerance and time horizon, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, independent managers, model portfolios, and alternative investments.

John Goldman is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at PKS Advisory Services since 2007 and at Purshe Kaplan Sterling Investments since 1997. Outside of advisory work, he is involved in the sales and service of fixed life insurance and annuity contracts through PKS Financial. PKS Advisory Services provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios to risk tolerance and objectives using mutual funds, ETFs, independent managers, and individual securities, with account reviews conducted at least quarterly.

John Rooney is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked with PKS Advisory Services since 2007 and Purshe Kaplan Sterling Investments since 1996. PKS Advisory Services provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, using a blend of mutual funds, ETFs, independent managers, and individual securities tailored to clients’ risk tolerance and objectives.

Mikayla Gabriel is a financial advisor with PKS Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. She has worked at World Equity Group, Inc. since 2025 and has been associated with Purshe Kaplan Sterling Investments, Inc. since 2020. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on risk tolerance, time horizon, and objectives through a combination of mutual funds, ETFs, independent managers, and individual securities.

Dino Macaluso is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 designations and possessing 39 years of industry experience. He has been with PKS Advisory Services since 2007 and with Purshe Kaplan Sterling Investments since 1997. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities, managing approximately $905 million in assets for over 4,400 clients. The firm customizes portfolios based on client risk tolerance and objectives, utilizing a range of investment vehicles and conducting regular account reviews.

Joseph Natale is a financial advisor at PKS Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Steward Partners Global Advisory. He has also been involved in educational roles at Siena College and La Salle Institute. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios to clients’ risk tolerance, time horizon, and objectives through a diversified approach including mutual funds, ETFs, independent managers, and individual securities.

Christopher Soltis is a CFP® professional with 19 years of industry experience, currently serving at PKS Advisory Services, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, LLC, and MetLife Securities INC. Outside of finance, he is a musician partnered in a live music entertainment business and an author. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets, tailoring portfolios based on client risk tolerance and objectives using a mix of mutual funds, ETFs, independent managers, and individual securities.

Wyatt Yennard is a financial advisor at PKS Advisory Services, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments since 2023. Prior to his current role, he held positions across various industries including biosciences, accounting, and logistics. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets and tailors portfolios based on clients’ risk tolerance, time horizon, and objectives using a combination of mutual funds, ETFs, independent managers, and individual securities.

Zachary Mann is a financial advisor with PKS Advisory Services, LLC in Albany, NY. He holds a Series 66 designation and joined the firm in 2026. His prior experience includes roles at PKS Investments, Financial Benefits Group, United Wholesale Mortgage, and The Mather Group, along with several periods of full-time education. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm offers tailored portfolio solutions using a variety of investment vehicles and third-party models, managing assets on both discretionary and non-discretionary bases.

Mary Daoust is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with PKS Advisory Services and Purshe Kaplan Sterling Investments since 2010. PKS Advisory Services provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, using tailored portfolios that combine mutual funds, ETFs, independent managers, and individual securities based on fundamental and technical analysis.

Pamela Young is a financial advisor at PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 66 licenses with 28 years of industry experience. She has been with PKS Advisory Services and Purshe Kaplan Sterling Investments since 2000. In addition to her advisory role, she is an ambassador for Plexus Worldwide, selling health and beauty products. PKS Advisory Services provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities, managing approximately $905 million in assets for over 4,400 clients. The firm customizes portfolios based on client risk tolerance and objectives, utilizing a mix of mutual funds, ETFs, independent managers, and individual securities.

James Patrick III is a financial advisor at PKS Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and Knox Equity Corporation. Outside of his advisory work, he serves on the board of the Country Club of Troy. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm tailors portfolios based on client risk tolerance and time horizon, using a range of investment vehicles and third-party managers while managing various operational and conflict-of-interest considerations through established policies.