Jason Heller is an investment advisor representative at Kestra Advisory Services with 28 years of industry experience. He has worked at Kestra Investment Services and Harris & Murray since 2004 and has been with Kestra Advisory Services since 2016. He is also a general partner at Stage 2 Planning Partners of NY, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, compliance testing, and investment advice supported by due diligence, serving clients with assets under management totaling approximately $79.8 billion.

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.

Brian Smith is a financial advisor at Citizens Securities, Inc. in Albany, NY, with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mercer before joining Citizens Securities and Citizens Bank in various roles since 2017. Smith also serves as a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital advisory solutions and managed accounts, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

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.

Barnaby Bullard is a CFP® with seven years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2024. He previously worked at Atlas Private Wealth Management, LLC and Bullard, McLeod & Associates, Inc., with additional experience at The Hunter Group and Commonwealth Financial Network. Outside of his advisory role, Mr. Bullard is the managing member of G-Squared Venture Management LLC, which manages his personally owned investment properties. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jonathan Castle is a financial advisor with Key Investment Services LLC in Albany, NY, holding a Series 66 designation and 14 years of industry experience. He has been with Key Investment Services LLC since 2015. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection supported by non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group, collaborating closely with affiliated banking and capital markets entities.

Peter Major is a financial advisor with Principal Financial Services in Latham, NY, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2014. Outside of his advisory role, he serves as a director for the Chickadee Mountain Club, a not-for-profit organization. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Justin Pangburn is a Series 66 licensed financial advisor with Private Advisor Group, LLC, based in Albany, NY. He has one year of experience with Private Advisor Group and three years at LPL Financial. His background also includes a year at American National Insurance and six years at SUNY Brockport. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that utilizes multiple investment strategies and technology platforms, often implementing advice through third-party managers and model portfolios.

John Scheidegger is a financial advisor with Eagle Strategies (NY Life) based in Latham, NY, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been associated with Eagle Strategies and Wealth Strategies Group since 2009, and with New York Life Insurance Company since 2000. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, charitable organizations, and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple programs, managing the majority of its assets on a non-discretionary basis.

Kyle Chambers is a financial advisor with Valic Financial Advisors in Albany, NY, holding a Series 66 designation and six years of industry experience. He has worked with Valic Financial Advisors since 2019 and also operated a business, Kyle's Creations L.L.C., from 2022 to 2024. Outside of his advisory work, he is an agent for non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating with a large network of advisors.

Sofia Levina is a financial advisor at Citizens Securities, Inc. in Albany, NY, with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked in various roles within Citizens Securities and Citizens Bank since 2015. Outside of her advisory work, Levina is also a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency with connections to Citizens Bank, N.A.

Jason Ostapczuk is a financial advisor at Citizens Securities, Inc. in Albany, NY, holding a Series 66 designation with nine years of industry experience. He has been with Citizens Securities since 2019 and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program focused on ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Robert Palmer is a CFP® professional with 26 years of industry experience, currently advising at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Atlas Private Wealth Management, and Goldman Sachs Wealth Services. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Joseph Murphy is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services and KeyBank since 2015. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment strategies with ongoing monitoring and utilizes third-party discretionary managers while providing supervisory oversight and periodic reporting.

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.

Gregory Gosier is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Voya Financial Advisors, Inc. since 2014. He holds the Series 66 designation and has ownership in Empire State Wealth Management LLC, a financial services firm, and operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, and high-net-worth individuals, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures, typically providing recommendation-based financial advice rather than discretionary management.

Jake Pusateri is a financial advisor with Citizens Securities, Inc. in Albany, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Citizens Bank, Wells Fargo Bank, JPMorgan Chase Bank, and Northwestern Mutual. Outside of finance, he has bartended at Buteras Restaurant of Bay Shore. Citizens Securities serves a diverse retail client base with investment advisory programs, brokerage, and insurance services. The firm offers a digital advisory program featuring ETF-based portfolios and managed accounts, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

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.

Sharon Dilorenzo is a financial advisor at Mass Mutual Investors Services with 23 years of industry experience. She holds the ChFC® and Series 63 designations and has worked previously at Metlife Securities. She is also an independent insurance agent specializing in life, accident, health, property, and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing, collaborative financial planning engagements supported by analytical tools and offers additional services such as educational seminars and event-driven planning programs.

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.