John Conaway is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Waddell & Reed. Outside of his advisory role, he co-owns Pure Cleaning Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Susan Brown is a Series 66-registered financial advisor with UBS Financial Services in Albany, NY, bringing 19 years of industry experience. She has been with UBS Financial Services Inc. since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Kate Curcio is a financial advisor at RBC Capital Markets in Albany, NY, with 11 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs featuring portfolio management, financial planning, and brokerage services, utilizing a combination of in-house and third-party investment managers to tailor strategies to clients’ risk profiles.

Joseph Gravini is a CFP® with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2019. His prior experience includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he officiates high school basketball games and serves as Chair of the Finance Committee for the Albany Symphony Orchestra. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven, grounded in modern portfolio theory, and includes a broader set of financial products such as insurance-related vehicles and bank deposit sweep options.

Dianne Funigiello is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at Merrill Lynch, Northwestern Mutual Investment Services, Key Private Bank, HSBC Securities, J.P. Morgan Securities, Morgan Stanley, Citigroup Global Markets, and others. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers financial planning, portfolio management, and a range of capital markets services through a large network of advisors supported by proprietary research and institutional trading capabilities.

Jonathan Turnock is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he serves as a board member for the Niskayuna Soccer Club, where he helps organize teams and plan soccer activities. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Wheeler is a Wealth Management Advisor with Merrill Lynch Wealth Management. He follows a disciplined process that begins with taking the time to understand clients, their families, financial situations, and what matters most to them. This approach reflects his belief that advising is not just about markets and returns, but about aligning financial planning with clients' life priorities. Michael’s areas of expertise include managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael earned a Bachelor's Degree from the University of Rochester. He emphasizes collaboration with clients to create personalized plans tailored to their goals and aspirations.

Zachary Haggas is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads the H Group. Since joining Merrill Lynch in 2012, he has developed strategies for high-net-worth individuals, their families, and businesses to help them pursue their short- and long-term financial goals. Prior to his current role, Zach gained experience in marketing, sales, and financial education in various wealth management firms before building his own team. He also serves as a member of Merrill's Council of Technology Champions, a divisional speaker, national trainer, and head of the training program for the New York Capital Central Complex. Zach's work involves thorough analysis of clients' assets, including company savings plans, IRAs, Roth accounts, pensions, employee benefits, and brokerage accounts, as well as cash management, spending, and goal structuring. He offers services such as tax minimization strategies and assists clients with estate planning in collaboration with legal advisors. His expertise spans areas such as pre-retirement financial analysis, transition and severance planning, retirement income planning, estate planning strategies, and insurance and long-term care strategies. He holds the Personal Investment Advisor (PIA) designation. Raised in Whitesboro, New York, Zach graduated from Siena College with a bachelor's degree in finance. He is a member of the Fort Orange Club and participates in community organizations including the Charity Motor Club formerly Mohawk Valley Lunch Club, the Saratoga Automobile Museum, and The Prevention Council of Saratoga County. Zach resides in Albany, New York, and in his free time, enjoys reading, writing, spending time with family, and maintaining a focus on healthy living.

Philip Loftus is a financial advisor at Edward Jones in Chatham, NY, holding Series 63, 65, and 66 licenses with 30 years of industry experience. His prior roles include positions at Franklin Templeton Distributors, Fisher Investments, and Merrill. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Kathleen O'donnell Luther is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 16 years of industry experience. She has been with Cambridge Investment Research Advisors since 2015. Outside of her advisory role, she operates an independent insurance agency serving various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, with a range of portfolio management options and access to both proprietary and third-party strategies.

Stephen Hartmann is a financial advisor at LPL Enterprise with 30 years of industry experience. He previously spent 20 years at Ashton Thomas Securities LLC. Hartmann serves as a board member of the American Marketing Association, a nonprofit organization based in Albany, NY. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm emphasizes model-driven investment implementation using portfolios developed by its research department and third-party strategists.

Todd Trombly is a financial advisor with LPL Financial based in Albany, NY. He holds a Series 66 designation and has nine years of industry experience. He has worked with LPL Financial since 2017 and has also been affiliated with Broadview Federal Credit Union since 2012. In addition, he serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brittany Hedderman Giordano is a CFP® with nine years of industry experience, currently affiliated with LPL Financial in Albany, NY. She has worked at WealthOne LLC since 2017 and maintains an investment advisory business through The Neary Group, LLC. Giordano also holds a notary public commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management solutions supported by research, technology, and extensive non-advisory financial services.

Sean Mannis is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping executives, business owners, and their families simplify their financial lives through clear and structured processes, providing confidence and clarity in every financial decision. His expertise encompasses retirement planning, estate coordination, investment management, equity compensation, and philanthropic strategies. Born and raised in the Capital Region, Sean attended La Salle Institute and Siena College before beginning his career in financial services. He holds the Personal Investment Advisor (PIA) designation. Sean is committed to delivering comprehensive financial solutions that address the full spectrum of his clients' needs. Sean is grounded by his family, including his wife and three children. Outside of work, he enjoys baseball, football, golfing, hiking, ice hockey, tennis, woodworking, and spending time with his family.

Valerie Rhodes is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Clore-Kelly Group since 2011. She transitioned into the role of Financial Advisor in August 2019 after serving as a Client Associate, where she contributed to client service and support. Valerie manages various aspects of client service and focuses on areas including family wealth management strategies, liquidity management, retirement planning, and socially responsible investing. Valerie holds a bachelor's degree in management with a marketing concentration and an accounting minor from St. John Fisher College, as well as a Juris Doctorate from Albany Law School. She holds the Personal Investment Advisor (PIA) designation. In addition to her professional activities, Valerie has served on the boards of Girls on The Run Capital Region and Albany Leadership Charter School for Girls and has participated in the New York State Mentoring Program. Outside of her professional and community roles, Valerie enjoys running, including marathon running, traveling, and spending time with her family. She also has an interest in music.

Manasi Dutta is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked at Amazon Robotics and held a partner role at Connexions International LLC, a management consultancy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment strategies, supported by a nationwide network of over 23,000 advisors and more than $1 trillion in assets under management.

Michael Blasl is a financial advisor at Edward Jones in Chatham, NY, holding a Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2025 after eleven years with Marrello Restaurants and Catering. 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Vincent Renda is a CFP® professional with 20 years of industry experience, currently serving at Edward Jones since 2005. He holds the Series 63 designation and is based in Slingerlands, NY. Outside of his advisory work, he manages a real estate rental business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of investment strategies and affiliated services, supported by a large nationwide network of financial advisors and branch offices.

Colin Tidings is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides financial advisory services to clients, helping them manage their wealth and achieve their financial goals. His work focuses on delivering tailored financial strategies within the framework of Merrill Lynch's offerings. Through this, he supports clients in a variety of financial planning and investment needs.

Emily Hoag is a financial advisor with UBS Financial Services in Albany, NY, holding a Series 66 designation and nine years of industry experience. She previously worked at Bank of America and Merrill, accumulating seven and eight years at each firm respectively. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.