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.

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.

Ryan Wade is a CFA® charterholder and holds a Series 66 license, with 21 years of industry experience. He has worked at LPL Financial since 2025 and previously spent 18 years with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. He also operates Steven Tennant, a business he has been involved with since 2005. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Jamie Zamani is a Series 66-credentialed financial advisor at Merrill with 20 years of industry experience. He has been with Merrill since 2006. Outside of his advisory role, he owns a retail sales business called Scentsy. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Armando Spring is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to develop strategies aimed at achieving short-, mid-, and long-term financial goals. He offers guidance on a range of financial matters, including investing, retirement planning, and preparing for unforeseen expenses. Additionally, Armando connects clients with Bank of America specialists for services related to banking, credit, home financing, and small business solutions. He provides ongoing advice as clients' needs evolve. Armando holds the Personal Investment Advisor (PIA) designation. His educational background includes a High School Diploma from Schenectady High School, an Associate's Degree from SUNY Schenectady, and a Bachelor's Degree from SUNY Albany.

Kenneth Woods is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage investments.

Edward Kitchell is a financial advisor with Primerica Advisors in Saratoga Springs, NY, holding a Series 63 designation and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and owns Kitchell & Associates, Inc., through which he is involved in sales of investment-related and other home-related products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers to implement its investment models.

Austin Deskewicz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Financial in 2022, he worked in the hospitality and sports sectors for ten years. Deskewicz coaches lacrosse with roles at Albany Academy and other local organizations. 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 financial planning and advisory programs, providing both discretionary and non-discretionary management supported by extensive research and technology resources.

Lisa Cusano is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise in 2025, she was a business owner at The Relief Room LLC, an entertainment and recreational business she co-managed with her husband for seven years. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory and brokerage capabilities.

Timothy Katusha is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at Macquarie Investment Management Business Trust for six years and at Delaware Investments for 15 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning services, and utilizes various investment strategies supported by in-house and third-party research.

Samantha Thomas is a financial advisor at OSAIC with 13 years of industry experience. She holds Series 63 and Series 65 designations and has worked at OSAIC since 2018, following six years at Jhfn Sii. In addition to her advisory role, she is president of Premier Retirement Planning Inc., an S corporation. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers.

Candy Flynn is a financial advisor with Equitable Advisors in Malta, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to her current role, she worked at AXA Advisors, Guardian Life Insurance, and UnitedHealthcare. 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 various asset-management programs through a network of Investment Adviser Representatives. The firm employs a model- and manager-based investment approach using both proprietary and third-party solutions and provides ERISA fiduciary services to qualified plans.

Robin Davey is a Series 66-licensed financial advisor with Equitable Advisors, where he has worked since 2003. He has 23 years of industry experience and previously worked at Axa Advisors, LLC for 17 years. In addition to his advisory role, Davey is a CPA and has been involved in tax preparation since 1981. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of advisory models implemented by third-party managers and emphasizes a personalized approach based on client risk tolerance and plan objectives.

Natalie Gecewicz is a financial advisor at Equitable Advisors with 23 years of industry experience. She holds a Series 66 designation and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2003. Outside of her advisory role, she serves as an authorized signer for Class of 65 in Chatham, NY, and acts as a power of attorney for her father. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Joseph Brady is a financial advisor with Morgan Stanley in Saratoga Springs, NY, holding a Series 66 designation and having 22 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.