Patrick Touhey is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds the Series 66 designation and has worked previously at Rockefeller & Co and The Ayco Company, L.P./Mercer Allied. 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities that include securities transactions, variable insurance products, and placement and investment banking services.

Eileen Vitarelle is a financial advisor with Commonwealth Financial Network in Rexford, NY, holding a Series 66 designation and 27 years of industry experience. She is the owner of Peridot Wealth Partners, LLC, a private entity facilitating securities, advisory, and insurance business. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides operations, trading, technology, compliance, and practice-management support, offering a variety of advisory programs and model portfolios managed by its Investment Management and Research team.

Eileen Lapann is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and 11 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, integrating products and expertise across its affiliated entities.

Desiree Monahan is a financial advisor at Key Investment Services LLC with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Key Investment Services since 2014. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing product due diligence.

John Flavin is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 15 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years at The AYCO Company, L.P./Mercer Allied. 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 utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

John Kalil Jr. is a financial advisor at Equity Services, Inc. with 29 years of industry experience. He holds the Series 63 designation and has worked at firms including National Life Group, Hazard & Siegel Inc, and INVEST Financial Corp. He serves on the board of the Saratoga Snowmobile Association as Director of Grants, where he identifies funding sources and charitable giving opportunities. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm uses multiple advisory platforms and third-party asset managers to provide a mix of long-term and shorter-term investment strategies.

Christopher Marino is a financial advisor with TLG Advisors, Inc. based in Clifton Park, NY, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has held roles at Wise Financial and several other firms since 2016. Outside of advisory work, he serves as trustee for family supplemental needs and irrevocable trusts. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, corporations, and institutional investors. The firm emphasizes manager selection and fundamental analysis to build diversified portfolios, offering services through independent representatives, sub-advisors, and a direct-to-consumer digital program called Starlight Portfolios.

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.

Stephen Mitola is a financial advisor at Key Investment Services LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2008. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap‑fee programs, model portfolios, managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and ongoing monitoring while offering access to third-party discretionary managers and supervisory oversight.

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.

Andrew Sayles is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and has previously worked with the Burnt Hills Ballston Lake Central School District and Capitol Appraisals. Outside of his advisory role, he has been involved with multiple rowing organizations, including the Burnt Hills Rowing Association and Community Rowing Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.