Christopher Crocker is a financial advisor & wealth manager with Cetera Investors. Cetera Investors LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services with a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Joshua Moraski is a financial advisor at Nightgale Wealth Management LLC in Schenectady, NY, holding Series 65 and Series 66 designations with one year of industry experience. Prior to his current role, he worked as an independent insurance agent for RIA Insurance Solutions, a division of Financial Independence Group (FIG). Nightingale Wealth Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes investment programs based on clients’ goals, time horizons, and risk tolerances, utilizing fundamental and technical analysis along with Modern Portfolio Theory.

Robert Holbrook is a financial advisor with Bob Holbrook Holdings LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at G.A. Repple & Company for 14 years and has operated as a sole proprietor since 2009. Outside of his advisory work, he runs a retail store on eBay selling fishing equipment. Bob Holbrook Holdings is a solo-registered investment adviser serving individual clients and retirement plans, managing about $10 million across 68 accounts. The firm employs fundamental analysis combined with hedging strategies, including options trading and margin, and provides ERISA plan services with both limited-scope and discretionary fiduciary roles.

Nathan Tomkiewicz is the principal of Tomkiewicz Wealth Management and holds the CFP® designation and Series 65 license. He has nine years of industry experience, including seven years at Berkshire Money Management and full-time work in education prior to his financial advisory career. Tomkiewicz Wealth Management, LLC is an independent, fee-only registered investment adviser providing discretionary wealth management and integrated financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a combination of fundamental and technical analysis with modern portfolio theory, using both passive and active investment strategies.

James Marshall Jr. is the sole advisor at JM Advisors, LLC, an independent firm based in Albany, NY. He holds Series 63 and Series 65 designations and has 14 years of industry experience. He has led JM Advisors since 2011. JM Advisors provides fee-only financial planning and investment advisory services to individuals, trusts, and estates, focusing on areas such as cash management, risk management, retirement and estate planning, and tax strategy. The firm offers written investment recommendations without discretionary trading authority and employs fundamental analysis and third-party research to guide client decisions.

Darren Leader is a CFA® charterholder with eight years of industry experience, currently serving as the sole advisor at Acacia Grove Wealth Management in Schenectady, NY. His prior experience includes roles at Simmons Capital Group and Purshe Kaplan Sterling Investments. Acacia Grove Wealth Management provides discretionary investment management, financial planning, and project-based investment consulting to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a tactical allocation approach focused on risk reduction and performance enhancement, primarily using ETFs, mutual funds, and certificates of deposit, and manages approximately $41.6 million for a select client base.

Lanny Rosenbaum is a financial advisor at SIP Financial Services with 4 years of industry experience. He holds a Series 66 designation and has been with SIP Financial Services since 2007. SIP Financial Services provides financial planning, portfolio management, and pension consulting to a diverse client base, including pension and profit-sharing plans, charitable organizations, trusts, estates, corporations, and other business entities. The firm offers customized investment advice primarily on a non-discretionary basis, utilizing fundamental, technical, and cyclical analysis, and incorporates a range of trading strategies tailored to client objectives and risk tolerance.

Scott Griffin is the principal of Griffin Financial Services, an independent advisory firm based in Rotterdam Junction, NY. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Griffin has been with Griffin Financial Services since 1996 and has also worked at APW Capital, Inc. since 2005. Griffin Financial Services provides investment advisory services to individuals, trusts, estates, charitable organizations, and small businesses, managing approximately $7.25 million in discretionary assets. The firm utilizes a combination of fundamental and technical analysis alongside third-party research, offering portfolio management across a variety of securities with regular account reviews.

Timothy Wilson is a financial advisor at Wilson Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Goldman Sachs Wealth Services for seven years. Wilson has led his independent advisory practice since 2007. Wilson Advisors, LLC serves senior corporate executives and high-net-worth individuals by providing comprehensive financial counseling focused on tax and estate planning, retirement and cash-flow modeling, and coordinating with external professionals. The firm emphasizes tailored financial planning rather than portfolio management, offering analyses and recommendations while outsourcing execution and custody.

James Reale is the president of Reale Managed Assets, Inc. in Clifton Park, NY, with 38 years of industry experience. He has held roles at StoneX Securities Inc. since 2014 and has led his own firm since 2003. In addition to his advisory work, he is a licensed financial representative and insurance agent involved in investments, life insurance, long-term care, and fixed annuities. Reale Managed Assets, Inc. serves individual investors, high-net-worth clients, retirement plan participants, and trusts by providing discretionary mutual fund timing and exchange services. The firm focuses on shifting assets between aggressive and defensive mutual fund positions based on technical, fundamental, and cyclical market indicators through daily implemented signals.

Joseph Ribis Jr. is a financial advisor with Sibir Investment Advisors in Latham, NY, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He has served at Sibir Investment Advisors since 2019 and previously worked with Independent Financial Partners and LPL Financial from 2013 to 2019. Sibir Investment Advisors provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, offering access to third-party managers and alternative investments. The firm employs a combination of charting and fundamental analysis with long-term trading strategies and operates as a portfolio manager within a wrap fee program, requiring clients to custody assets at Fidelity or AssetMark.

Carl Kempf is a CFP® professional and Series 63 license holder with one year of experience in financial advisory services. He is the principal of Carissima Capital LLC and has a background that includes legal practice as a solo attorney since 2019, as well as prior roles with the County of Rensselaer and The Research Foundation for SUNY. Kempf maintains an active solo law practice alongside his advisory work. Carissima Capital LLC serves individuals, trusts, estates, charitable organizations, family foundations, family offices, corporations, and other entities by providing investment advisory, financial planning, co-advisory services, and evaluation of unaffiliated private funds. The firm’s approach involves top-down macroeconomic analysis to guide asset allocation and constructs client-specific portfolios with ongoing monitoring, often including discretionary management. It integrates financial planning with legal and tax coordination, and uniquely offers separate legal services when requested.

Douglas Bauer is a CFP® and ChFC® with 37 years of industry experience, currently serving as an advisor at AllSquare Wealth Management, LLC since 2010. He holds Series 63 and Series 65 licenses and is based in Albany, NY. AllSquare Wealth Management provides integrated wealth management and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental analysis framework combined with an efficient-market philosophy, primarily using passively managed investments tailored to clients’ risk tolerance and investment policy statements.

Joseph Polsinelli is a financial advisor at Nottingham Wealth Partners, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial, OneGroup Wealth Partners, and Cetera. He also serves as a trustee for a family member's irrevocable trust and is the owner of Empire State Asset Management LLC. Nottingham Wealth Partners provides fee-based discretionary investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term, fundamental analysis-based portfolio construction using low-cost, diversified funds and operates as a fiduciary with multiple affiliated businesses.

Timothy Pehl is a financial advisor at Luther Forest Wealth Advisors, L.L.C. He holds the CFP® and Series 63 designations and has two years of industry experience. He has worked at Luther Forest Wealth Advisors since 2006 and is also a member of Kumlander, Donofrio, Hay & Pehl, CPAs, LLP, an accounting firm specializing in personal, estate, and trust tax services. Luther Forest Wealth Advisors provides investment consulting, discretionary portfolio management, and financial planning for individuals, trusts, retirement plans, corporations, and charitable organizations. The firm manages diversified portfolios using fundamental, technical, and cyclical analysis and maintains a relationship with a local accounting firm to occasionally offer tax planning and preparation services.

Evan Ryan is a Series 65-credentialed advisor at Marathon Mission, Inc. with one year of industry experience. Prior to joining Marathon Mission, he worked in logistics and financial services roles, including positions at Shaker Logistics, UPS, and Symmetry Financial Group. He also has an academic background linked to Florida Gulf Coast University. Marathon Mission, Inc. provides discretionary portfolio management, pension consulting, and standalone financial planning services to individual and high-net-worth clients, as well as retirement plans. The firm uses a combination of fundamental and technical investment methods, manages client assets in-house, and supports estate-plan implementation by coordinating with third-party legal providers.

Bernard Murphy is a CFP® professional with 12 years of industry experience, currently serving as the sole advisor at Arista Advisory Group, LLC in Albany, NY. He owns and operates HoisTech Kft., a small business in Budapest that sells and installs fall protection equipment. Arista Advisory Group is a boutique firm that provides portfolio management, pension consulting, and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a disciplined investment approach using fundamental analysis, modern portfolio theory, and quantitative methods, with strategies that include long-term investing alongside the use of margin and options across diverse asset classes.

Nicholas Preddice is a financial advisor at The Affinity Group, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BST Wealth Management, LLC and MML Investors Services, LLC/MassMutual Life Insurance Co. Outside of advising, he serves as Chair of the Foundation Board for Access Supports for Living, a nonprofit organization. The Affinity Group primarily serves individual investors and participant-directed retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach focuses on long-term asset allocation using passive mutual funds and ETFs, supported by model portfolios and institutional sub-advisors.

Robert Roback Jr. is a CFP® professional at Luther Forest Wealth Advisors, L.L.C. in Malta, NY, with 15 years at the firm and two years of industry experience. Luther Forest Wealth Advisors provides investment consulting, discretionary portfolio management, and financial planning for individuals, trusts, retirement plans, corporations, and charitable organizations. The firm manages diversified portfolios using mutual funds, ETFs, and individual securities, employing fundamental, technical, and cyclical analysis in its investment approach.

Timothy Graney is a CFP® with 35 years of experience in the financial industry. He has been with Graney & King, LLC and LPL Financial LLC since 1998. Graney & King provides asset management, financial planning, and retirement plan consulting to individuals, trusts, and employer plans. The firm manages approximately $484 million in assets across about 791 client relationships, utilizing LPL Financial’s Strategic Wealth Management platform and several sponsored programs.