Christopher Therrien is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously at The Ayco Company, L.P./Mercer Allied from 2015 to 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

Andrew Murphy is a Series 66-licensed financial advisor with four years of industry experience, currently practicing at Equitable Advisors since 2022. His prior work includes roles at Canoe Island Lodge and employment at St. Lawrence University and Glens Falls City School District. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs, utilizing third-party asset managers and advisory programs alongside firm-offered solutions.

Daniel Mc Donnell is a financial advisor with Equitable Advisors in Malta, NY, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2022, he held roles at Mercor.io Corporation and Herc Rentals among others. He is also involved as a bartender at Generations Tap & Grill in Lake Placid, NY. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes various third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Ashley Pierre is a financial advisor at Morgan Stanley in Saratoga Springs, NY, holding a Series 66 designation with two years of industry experience. Before joining Morgan Stanley in 2021, Pierre spent four years at New Country Motor Car Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analytical models.

Michael Copulos is a financial advisor with Equitable Advisors holding a Series 66 designation. He joined the firm in 2026 and brings no prior industry experience. His background includes roles outside the financial sector, such as work at Glen Arbor Golf Club and Deer Studios NYC. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory models, including third-party asset managers and LPL-sponsored programs, and provides ERISA fiduciary services for qualified plans.

Devon Costa is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and previously worked at Goldman Sachs and Bouchey Financial Group. Outside of finance, he owns a sole proprietorship that manages a craft business selling gifts at fairs and local stores. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, financial planning, and advisory services. The firm utilizes asset-allocation tools and third-party platforms to construct managed portfolios tailored to client risk tolerance and investment preferences.

Jameson Howley is a financial advisor at Equitable Advisors with a Series 66 credential. He has been with Equitable Advisors since 2025 and holds no prior industry experience. His background includes various roles outside the financial industry and attendance at Pace University from 2021 to 2025. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary and third-party investment solutions.

Erin Santspree is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over 18 years of experience in the finance and banking industry, providing financial guidance to families and businesses to help them achieve their unique financial goals. Erin's advisory practice includes a focus on Impact Investing, where she helps clients pursue investments that generate both financial returns and measurable social and environmental impacts. She is also a frequent guest speaker on topics related to Impact Investing at business and institutional events. Erin holds a Bachelor of Arts degree from Union College and a Master of Business Administration from Union Graduate College, both located in Schenectady, NY. She holds the designation of Personal Investment Advisor (PIA). As a lifelong resident of Saratoga County, NY, Erin is deeply connected to the community and finds working with local families, businesses, and institutions highly rewarding. Her personal interests include boating, camping, cooking, hiking, ice hockey, music, reading, and spending time with her family. Erin is involved in several community organizations, including the Children's Museum at Saratoga, the Saratoga Springs School District, Soroptimist International of Saratoga County, and Sustainable Saratoga.

Peter Mctygue is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds a Series 63 designation and has been associated with PFS Investments Inc. and Primerica Financial Services since 2010. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers for portfolio management.

Patrick Kimmell is a financial advisor at Edward Jones in Greenwich, NY, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2020 and has prior work experience in various roles, including at UPS and hospitality-related positions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large national network of financial advisors and branch offices.

Stevan Paton is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Raymond James since 2023 and previously spent 14 years with Wells Fargo, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Dominic Garrant is a financial advisor with Edward Jones in Ballston Spa, NY, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment products supported by a large national network of financial advisors and branch offices.

Eric Williams is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over a decade of experience in serving clients and their families, having begun his wealth management career at Ayco Company, L.P., a Goldman Sachs company, in 2005. Eric focuses on areas such as family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, and retirement income. He holds a Bachelor of Science degree in Finance from Siena College and is a CERTIFIED FINANCIAL PLANNER (CFP) certificant, a designation awarded by the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc. Eric also holds the Personal Investment Advisor (PIA) designation. Residing in Ballston Lake, New York, Eric lives with his wife, Angela, and their three children, including twins. He is a parishioner at St. Edward the Confessor in Clifton Park. His personal interests include biking, football, golfing, traveling, being a foodie, and following Siena College basketball, New York Giants football, and horse racing.

Joseph Kelly is a financial advisor at Edward Jones with 21 years of industry experience and holds a Series 63 designation. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Vincent Coscette is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked previously at NBT Bank and PKS Investments. His background includes roles outside finance, such as positions at The Cheesecake Factory and Kohl's, and he was a full-time student at Siena College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Theodore Wood is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Wells Fargo entities since 2009. Outside of his advisory role, he is involved with the New York Public Library’s Financial Literacy Center and co-owns a media group focused on sports development in China. 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 financial products, including insurance-related vehicles and bank deposit sweep options.

Colleen Kavanaugh is a financial advisor at Equitable Advisors with 20 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Equitable Advisors since 2015, following a prior role at AXA Advisors LLC. Outside of advising, she serves as a director on the board of Captain Community Human Services and acts as a trustee for her parents' trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models and third-party asset managers, focusing on personalized client information and risk assessment to tailor investment solutions.

Lisa Santos is a financial advisor at Merrill with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrea Scott is a financial advisor with Primerica Advisors in Clifton Park, NY, holding Series 63 and Series 65 licenses and six years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2019. Outside of her advisory role, she works as a self-employed IRS tax professional. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm focuses on a tiered wrap-fee structure and curates third-party asset managers to implement various investment models.

John Carroll III is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at City National Bank before joining Stifel in 2016. Outside of his advisory role, he serves on the finance committee of Wolferts Roost Country Club and is a member of the institutional advancement committee at The Albany Academies, where he advises on fundraising. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. Its investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by the Stifel Investment Strategy Group.