Jason Lurie is a Series 66-licensed financial advisor with Primerica Advisors, where he has worked since 2013. He has 17 years of industry experience, including roles at Guardian Life Insurance Company. He serves on the advisory board of NAIFA New York and is a board member of the Clifton Park Industrial Development Agency. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various proprietary and third-party investment programs, combining discretionary and non-discretionary management across multiple asset types.

Joseph Scanlan is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Key Investment Services and KeyBank since 2008. Scanlan serves as trustee of an irrevocable family trust. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporations through wrap-fee programs, model portfolios, and managed accounts. The firm focuses on client-directed investment profiles and offers access to third-party discretionary managers, while operating within the KeyCorp group with affiliated banking and capital markets entities.

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.

Matthew Mead is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. His prior roles include seven years at the Office of the NYS Comptroller and three years at The AYCO Company, L.P./Mercer Allied. He has been with Cetera Investment Advisers LLC since 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, operating a multi-manager platform with diverse program options and over $256 billion in assets under management.

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.

Matthew Greenwood is a financial advisor with Cetera, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has worked at Cetera since 2019 and previously spent 24 years at Foresters Financial and 7 years at Foresters Advisory Services LLC. He serves as Vice President of the Glens Falls Grandstanders Booster Club. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of program options and manages over $256 billion in assets.

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.

Brooks Hastings is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from various sources.

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.