Laura Carroll is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Saratoga Springs, NY, and has 18 years of industry experience. Prior to joining Goldman Sachs in 2021, she spent 14 years with The Ayco Company, L.P./Mercer Allied. Outside of her advisory role, she is a co-owner of Divine Sole, LLC, a footwear retail business in Saratoga Springs. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate clients, and institutions. The firm combines centralized investment resources and model portfolios with a range of discretionary and non-discretionary managers, delivering tailored wealth management solutions within a large integrated financial group.

Clement Sprout is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he manages an e-commerce store that sells kitchen supplies online through platforms like Shopify and Amazon. 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 through a Private Advisor model and a consolidated investment platform, and uniquely operates as both a registered broker-dealer and an asset manager.

Brian Ferraro is a CFP® professional with five years of industry experience. He has worked at Rockefeller Financial LLC since 2021 and has prior experience at PwC from 2013 to 2019. He is based in Saratoga Springs, NY. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, and also operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Katrina Taylor is a Series 66 registered advisor with Goldman Sachs Wealth Services, based in Saratoga Springs, NY, and has six years of industry experience. She has worked at Goldman Sachs since 2019, following roles at The Ayco Company, L.P./Mercer Allied and previous experience at SUNY Geneseo. Outside of finance, she was involved with Rob and Deb's Frozen Dreams from 2013 to 2017. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers a range of tailored services, including executive wealth and private family office support, within a large integrated financial group.

Kathleen Sonnabend is a financial advisor with GWN Securities Inc. in Saratoga Springs, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with GWN Securities since 2005 and also works as an independent insurance agent specializing in traditional life insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Michael Ciarlo is a financial advisor at OSAIC Institutions, Inc. with one year of industry experience. He holds a Series 66 credential and has worked at Ballston Spa National Bank and the College of Staten Island. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, including discretionary and non-discretionary management, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and extensive third-party relationships.

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.

Rebecca Di Tata is a financial advisor at Ameriprise with six years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2017, following two years at Albany Academies. Additionally, she serves as an Associate Financial Advisor through Fourstardave, LLC. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm delivers tailored, research-based recommendations combining modeling and tax-efficiency analysis, supported by a centralized consulting team and a broad range of advisory, brokerage, and insurance solutions.

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.

David Olsen is a financial advisor with LPL Financial based in Amsterdam, NY. He holds Series 63 and Series 65 licenses and has 38 years of industry experience, including 27 years at Linsco/Private Ledger Corp. Outside of his advisory role, he is the sole owner of OCM Holdings and is involved in soliciting long-term care insurance and fixed annuities through National/New York Long Term Care Brokers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive advisory programs, retirement plan consulting, and brokerage services supported by research and diversified investment strategies.

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.