Gerard Mehan is a financial advisor at &PARTNERS with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides investment advisory and brokerage services, financial planning, and retirement plan consulting, employing a range of proprietary and third-party investment strategies through platforms like Envestnet.

Paige Douglas is a financial advisor with Eagle Strategies (NY Life) based in Albany, NY. She holds a Series 66 designation and has three years of industry experience. Her prior work includes roles at Elizabeth Bauer and several positions outside the financial services industry. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives, with a substantial portion of its assets managed on a non-discretionary basis.

Kieran Hughes is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has two years of industry experience and has worked at Key Investment Services since 2023. Outside of his advisory work, he has been involved with the Capital District Youth Soccer League for nine years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed model selection and ongoing oversight, operating within the KeyCorp group and collaborating with affiliated financial entities.

Courtney Fagan is a financial advisor at &PARTNERS with a Series 66 license and four years of industry experience. Prior to joining &PARTNERS in 2026, she worked at Wells Fargo Clearing Services for five years and held positions at Fidelity Investments, Bassett Healthcare, Keller Williams, and with Dr. Christopher J. Lyons. &PARTNERS serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing proprietary models and third-party manager solutions through the Envestnet platform, and provides additional services such as ERISA consulting and investment banking.

Conor Bryant is a CFP® with 16 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth since 2014 and is also associated with Bryant Maloney Prinzo Wealth Management. Outside of his advisory roles, he is an owner of CJB Wealth Management, LLC and co-owner of Bryant Asset Management, LLC, companies engaged in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, supporting clients ranging from individuals to institutions.

Gregory Britton is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Focus Partners, he worked at The Colony Group, LLC, Connectus Wealth, and Atlas Private Wealth Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, private funds, and other investment vehicles.

Sonya Griffin is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 credentials and 11 years of industry experience. She previously worked at Purshe Kaplan Sterling Investments for 17 years and has been with Stratos Wealth Partners since 2024, concurrently serving as the owner of Stella's Handy Helpers, LLC, a small business. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans, offering open-architecture portfolio management and access to various third-party advisory solutions.

Brian Smith is a financial advisor with Citizens Securities, Inc. in Quincy, MA, holding Series 63 and Series 65 registrations and nine years of industry experience. His prior work includes roles at Mercer and Citizens Bank affiliates. He is also a licensed Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory solutions include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Barnaby Bullard is a CFP® professional with six years of industry experience, currently serving at Focus Partners Wealth, LLC. Prior to joining Focus Partners Wealth, he worked at Atlas Private Wealth Management, LLC and BULLARD, McLEOD & ASSOCIATES, INC. He is also the managing member of G-Squared Venture Management LLC, an entity formed to manage personally owned investment properties. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies across a variety of investment vehicles.

Victoria James is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Equitable Advisors, LLC. Outside of her advisory work, she engages in selling second-hand clothes through Depop on a limited basis. Key Investment Services LLC provides a variety of advisory programs and investment products to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed investment choices supported by ongoing monitoring and due diligence, operating within the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

Sofia Levina is a financial advisor at Citizens Securities, Inc. in Albany, NY, with eight years of industry experience. She holds the Series 63 and Series 65 designations and has been with Citizens Securities and Citizens Bank in various roles since 2015. In addition to her advisory work, she is a licensed Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory options and operates as a broker-dealer and insurance agency, with a particular focus on ETF-based portfolios through its proprietary digital platform.

Stephen Jenkins is a financial advisor with Key Investment Services LLC, holding a Series 66 credential and 21 years of industry experience. His prior roles include positions at Sterling Manor Financial and Cadaret, Grant & Co., Inc. Jenkins serves as chair of the Board of Assessment Review and president of the Rhinebeck Central School District Board of Education. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and managed accounts. The firm emphasizes client-directed investment decisions alongside ongoing monitoring and due diligence of third-party advisory products.

Jason Ostapczuk is a financial advisor with Citizens Securities, Inc. in Binghamton, NY, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a separate Managed Account program.

Robert Palmer is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Atlas Private Wealth Management, LLC and The Colony Group, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a range of wealth management and advisory services focused on a long-term, tax- and fee-sensitive investment approach that incorporates both fundamental and quantitative analysis.

Joseph Murphy is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 12 years of industry experience. His career includes roles at KeyBank from 2015 to 2022, alongside overlapping responsibilities at Key Investment Services LLC since 2015. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various programs, including wrap-fee advisory, model portfolios, separately managed accounts, and brokerage products. The firm emphasizes client-directed investment strategy selection supported by non-binding recommendations and ongoing oversight, operating within the KeyCorp group and maintaining affiliations with KeyBank and KeyBanc Capital Markets.

Jake Pusateri is a financial advisor at Citizens Securities, Inc. in Albany, NY, with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Wells Fargo and JPMorgan Chase Bank. Outside of finance, he has worked as a bartender at Buteras Restaurant of Bay Shore. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory platform and managed account programs, operating as both a broker-dealer and insurance agency, and is wholly owned by Citizens Bank, N.A.

Robert Barberis is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 65 licenses and has 38 years of industry experience. Prior to joining Wells Fargo in 2021, he worked at Morgan Stanley Private Bank, National Association from 2015 to 2021. He serves as a co-trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Fred Gallo is a financial advisor with Charles Schwab who holds Series 63, 65, and 66 designations and has 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2012. Charles Schwab & Co., Inc. serves a very large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Christina Smith is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Hope Salin is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following a prior role at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.