Kevin Marin is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 31 years of industry experience. He has worked with Raymond James Financial Services and Advisors Insurance Brokers in prior roles and is the owner and president of Marin Wealth Solutions, Inc. Commonwealth Financial Network serves a national network of advisors and their clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Carissa Morganstein is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied before joining Rockefeller Financial and Rock & Co LLC in 2019. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans with wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, providing clients access to a range of investment strategies, including alternative and private investments.

Jessica Niles is a Series 66-licensed financial advisor with 12 years of industry experience. She has been with Janney Montgomery Scott since 2015. Outside of her advisory role, she serves as a board member for The Saratoga Institute, a nonprofit supporting organizations in their early stages, and Wellspring, a nonprofit focused on ending relationship and sexual abuse. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and various advisory programs.

Keven Donohue is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Rockefeller Financial since 2020, following four years at The AYCO Company, L.P./Mercer Allied. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as both a registered investment adviser and broker-dealer, offering integrated investment solutions and alternative investment placement services.

Stephen Cardinal is a financial advisor with Eagle Strategies (New York Life) located in Malta, NY. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles at Waterfall Asset Management and HBMJ Consulting. Cardinal operates Post Time Wealth Solutions LLC, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and provides advisory services linked to insurance and annuity products, primarily managing assets on a non-discretionary basis.

Raymond Bryan is a financial advisor at Rockefeller Capital Management with 13 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Wells Fargo Advisors. Outside of finance, he serves on the board of a nonprofit Broadway incubator and the Saratoga Senior Center, and acts as a judge and mentor for a business plan competition at Skidmore College. Rockefeller Capital Management is an enterprise firm with 157 advisors, providing wealth management services to a broad client base.

Nelson Darling IV is a financial advisor at Rockefeller Financial LLC with a Series 66 credential and one year of industry experience. Prior to joining Rockefeller Financial LLC, he was affiliated with Rockefeller Capital Management and has experience in educational and community organizations, including roles at the University at Buffalo and the Jewish Community Center of Greater Buffalo. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating uniquely as both a registered investment adviser and broker-dealer.

Thomas Dolin II is a Series 63-licensed financial advisor with 13 years of industry experience. He has worked at Equity Services, Inc. since 2019 and previously held roles at National Life Group, Prudential Insurance Company of America, Pruco Securities LLC, JHFN SII, and Empire Financial. Dolin is also involved in insurance sales and financial education through his activities with NPA Financial and The Precision Financial Group. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms including third-party asset managers and model portfolios, with a client base that includes both discretionary and non-discretionary accounts.

Randolph Altavilla is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. His career includes roles at Novus Wealth Strategies, Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metropolitan Life Insurance Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Michael Giacco is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Eaton Vance Distributors, Inc. and State Street. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Luke Saddlemire is a CFP® with five years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior experience includes roles at Janney Montgomery Scott, Principal Life Insurance Company, and Purshe Kaplan Sterling Investments. He is also a Notary Public for the State of New York. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with access to alternative and private investments, and operates under a recapitalized ownership structure that includes significant institutional minority owners.

James Schwartz is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Equity Services, Inc. since 2008. He holds a Series 63 license and operates in Clifton Park, NY. Outside of his advisory role, Schwartz is an insurance agent for several companies, engaged in insurance sales through NPA Financial, LLC. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing long-term strategies and third-party asset managers, with activities spanning both advisory and broker-dealer services.

Laura Donovan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Honor, Townsend & Kent LLC, Penn Mutual Life Insurance Company, Equity Services Inc, and National Life Group. She is also involved in a political campaign for the position of Ulster County Legislator. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and operational support, allowing advisors discretion in portfolio construction alongside model portfolios managed by Commonwealth’s Investment Management and Research team.

Bonnie Boyce is a CFP® with 39 years of experience in the financial industry. She is currently with Commonwealth Financial Network and has a long tenure with Vahanian & Associates Financial Planning since 1992. Additionally, she is involved in fixed insurance sales as part of her business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services alongside operational, trading, technology, investment management, compliance, and practice-management support.

Mary Querbes is a financial advisor with VOYA Financial Advisors, Inc. She holds a Series 66 designation and has 17 years of industry experience. Mary previously worked at Empire State Wealth Management and Lincoln Financial. Outside of her advisory role, she assists with sales and marketing activities and manages day-to-day office operations as a registered assistant at Empire State Wealth Management. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a combination of model portfolios and manager-driven investment strategies, providing both discretionary and non-discretionary advisory programs.

Richard Rugel is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and AllState Insurance Company. He also coordinates annuity and life sales through Advisors Insurance Brokers. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management approaches across multiple custodial platforms.

Brian Hughes is a financial advisor at The Huntington Investment Company with 10 years of industry experience. He holds a Series 66 designation and has worked at Manning & Napier Investor Services, KeyBank, and The Huntington National Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and proprietary private bank models, offering various wrap-fee programs on the Envestnet MAS platform.

Heather Hudson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 14 years of industry experience. She has worked with Ayco/Goldman Sachs & Co. LLC since 2011, including a decade at The AYCO Company, L.P./Mercer Allied prior to its integration with Goldman Sachs. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and model portfolios, providing tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Pieter Burhans is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at JP Morgan Securities, Morgan Stanley, and Wells Fargo. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment choices supported by non-binding recommendations, along with ongoing monitoring and access to third-party discretionary managers.

Christopher Sutton is a Series 66-licensed financial advisor with nine years of industry experience, currently working at Goldman Sachs Wealth Services since 2021. His prior roles include positions at The Ayco Company, Northwestern Mutual, Lyft, and Uber. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models and proprietary analytics, integrating resources across the Goldman Sachs ecosystem to provide tailored investment solutions.