Danielle Valente is a financial advisor at Morgan Stanley in Glens Falls, NY, with six years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2017. Prior to her financial career, she was affiliated with the State University of New York at Oswego. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary models in its financial planning process.

Amanda Friedman is a financial advisor with LPL Financial, holding a Series 63 designation and 13 years of industry experience. She has worked at LPL Financial since 2011. Outside of her advisory role, she is a business owner of Chocolate Horse Stable. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of solutions including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced research and operational tools.

Wayne Stevens is a financial advisor with Morgan Stanley in Saratoga Springs, NY, holding a Series 66 designation and 14 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 structured planning tools supported by its Global Investment Committee.

Christopher Fish is a CFP® certificant and Series 63 licensee with two years of industry experience. He currently works at LPL Financial and has held prior roles at Arrow Bank National Association since 2010. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services through a large network of investment adviser representatives using a variety of investment strategies.

Timothy Crowley is a financial advisor with LPL Financial in Glens Falls, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include work at Key Investment Services LLC and Key Bank. He has been with LPL Financial and Glens Falls National Bank and Trust Company since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by extensive technology and a broad platform of financial activities.

Kimberly Scott is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following roles at Wells Fargo Advisors LLC and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party analytics.

John Karadenes is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Fleet Bank/Bank of America/US Trust from 2000 to 2019 and has been with NBT Capital Management, NBT Bank, and LPL Financial since 2019. Outside of his advisory work, he engages in dog sitting as a home-based activity. 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 range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Bradley Bodmer is a financial advisor with Morgan Stanley in Glens Falls, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Rockefeller Capital Management, Amwins Group Benefits LLC, and Ayco LP, a Goldman Sachs company. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services through various advisory and brokerage platforms.

David Brown is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Adirondack Financial & Planning Services, Inc. since 1994 and was with Cadaret, Grant & Co., Inc. for 16 years before joining LPL Financial in 2025. Outside of his advisory work, he is involved in non-variable insurance through Adirondack Financial & Planning Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research functions.

Bryan Curtis is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent a year with WELLS FARGO Advisors, LLC. Outside of his advisory role, Curtis volunteers as a ski instructor teaching children with disabilities through Double H Adaptive Winter Sports and is involved in forest management and preservation with Wilderness Lands LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Salvatore Romano is a Senior Financial Advisor with Merrill Lynch Wealth Management and a founding member of The SEAM Wealth Management Group, which was established when he and five colleagues joined Merrill in 2017. Over his career spanning more than 30 years, Sal has developed extensive experience working with clients across the country, building long-term relationships that often extend across generations. His professional journey includes roles at American Express, Charles Schwab, and two decades as a private wealth advisor at Ayco Company, L.P., a Goldman Sachs affiliate. Sal specializes in a range of services including corporate executive services, family wealth management strategies, retirement income planning, tax minimization, philanthropic planning, and small business strategies among others. He holds the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, as well as the Personal Investment Advisor credential. Sal integrates a planning-based approach in his work, guiding clients from initial discussions through to implementation and positive financial outcomes. Sal graduated from the University of New Hampshire with a Bachelor’s degree in Communications and Business Administration. He grew up involved in his family’s restaurant business, gaining insight into the challenges faced by business owners. Outside of his professional life, Sal enjoys cooking, golfing, and spending time with his wife Maria and their three children, including a son who served with the U.S. Army Mountain Division. He is also involved in supporting organizations such as St. Jude’s, The U.S. Army, and Wounded Warriors.

Janine Dickman is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds the Series 66 designation and has worked within various Wells Fargo entities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Eric Snell is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has worked previously at firms including Charles Schwab and Co Inc, TD Ameritrade, and Fisher Investments. His career also includes roles outside the financial sector at companies such as Lyft and Uber. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and maintains extensive affiliated capabilities including a trust company and proprietary funds, supporting its services with a large network of financial advisors and branch offices nationwide.

Philip Robillard is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Walgreens and CVS Health. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard, with a large network of financial advisors and branch offices nationwide.

Joshua Rodriguez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His career includes roles at Prudential Financial, LPL Enterprise, and Bank of America. Outside of financial advising, he is also a commissioned notary in New York. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

H Okby is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 43 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in real estate development as the owner of 3 Franklin, LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models to support its advisory services.

Stacy Akaka is a Series 66-licensed financial advisor with Morgan Stanley, based in Saratoga Springs, NY, and has 10 years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Bank of America and Merrill from 2015 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide 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 research.

Thomas Gabel is a financial advisor at Fisher Investments with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at ClearBridge Investments LLC, Legg Mason & Co LLC, and Morgan Stanley & Co. LLC. He has been with Fisher Investments since 2021. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and offers tax-aware strategies alongside a range of sub-advisory and retirement plan services.

Andrew Pleat is a Resident Director and Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1998 and joined Merrill Lynch in 2012. Andrew is a CERTIFIED FINANCIAL PLANNER® professional, holding this certification from the Certified Financial Planner Board of Standards, Inc., along with designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Andrew’s expertise encompasses a range of client focus areas, including college education planning, family wealth management strategies, retirement income, special needs planning, liquidity management, and both individual and corporate investment strategies. His approach is consultative and objective, emphasizing a collaborative wealth planning process aimed at helping clients develop realistic, personalized financial strategies to meet their short- and long-term goals. He is committed to providing attentive, tailored service and sound financial guidance that evolves as client priorities change over time. Andrew holds a Master's Degree from Union College and a Bachelor's Degree from Siena College. Outside of his professional role, he is engaged in the community as a coach for the Capital Region Reign 16U Elite team. His personal interests include biking, golfing, hiking, skiing, and spending time with his family.

Nicholas Demartino is a financial advisor with Morgan Stanley in Saratoga Springs, NY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes utilizing firm-approved tools and market simulations.