Lisa Tennant is a CFP® professional with 27 years of experience in the financial industry. She has been with LPL Financial since 2019 and previously worked at M&T Securities for 16 years. Tennant is based in Latham, NY. 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, and third-party asset management, supported by a large network of investment adviser representatives.

Brendan Leavey is a financial advisor at OSAIC with 43 years of industry experience. He holds the Series 63 and Series 65 credentials and was previously with American Portfolios Financial Services, Inc. for 15 years. Outside of his advisory role, he spends limited time in fixed insurance and life insurance brokerage activities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers.

Guillermo Trujillo is a financial advisor with Edward Jones in Glenville, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment strategies through a large network of financial advisors and branch offices.

Katrina Consiglio is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 27 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Consiglio serves on the finance committee at St. Vincent de Paul Church and holds leadership roles with the Teresian House Foundation and other local nonprofit organizations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting with a range of portfolio management styles, municipal advisory services, and an extensive affiliate network.

Marybeth Hofmeister is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with LPL Financial. She has held positions at Cadaret, Grant & Co., Inc. and has been involved with Shipp Financial Services for over two decades. Outside of her advisory work, she acts in a fiduciary capacity for a revocable trust and owns The Hofmeister Corporation. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing models and third-party subadvisors, with a notable scale of operations and diverse financial products.

Cory Bonanno is a financial advisor at Cetera with 15 years of industry experience. He holds the CFP® and Series 66 designations and has been affiliated with Cetera and its related entities since 2013. Outside of his advisory role, he is involved with Bonanno Financial Advisors, LLC, a financial services business where he supports sales activities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform, featuring a variety of program options and affiliations that support comprehensive investment solutions.

Craig Wilson is a financial advisor with LPL Financial in Latham, NY, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior career includes roles at various insurance carriers and Waddell & Reed, Inc. from 2000 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Valerie Cassick currently serves as Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2018, progressing through positions including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Valerie worked in wealth management and financial analysis roles at Northwestern Mutual and Ayco, a Goldman Sachs company. In her work, Valerie collaborates with clients and their families to understand their financial needs and goals. She develops comprehensive strategies related to investments, savings, and income, aiming to help clients establish plans focused on financial freedom and flexibility. Her professional background encompasses financial consulting, relationship management, and project management. Outside of her professional work, Valerie enjoys activities such as camping, cooking and baking, spending time with family, fitness, social events, and traveling.

Casey Mcpartlon is a Series 66 licensed financial advisor with Fidelity Investments in Albany, NY. He has over a decade of experience in the financial industry, including an 11-year tenure at Citizens Bank before joining Fidelity in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator and its use of systematic methodologies and AI-driven research in managing model portfolios.

Richard Anthony is a financial advisor with LPL Financial based in Latham, NY, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His work history includes long-term roles at LPL Financial and Sunmark Federal Credit Union, as well as a current position at Community Resource Federal Credit Union. Outside of his advisory work, he is a New York State Notary Public. 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 advisory and brokerage services, including financial planning and access to third-party asset management, and supports advisors with various portfolio strategies and technology tools.

Paula Heighton is a Series 66-registered financial advisor with Thrivent Investment Management, based in Albany, NY. She has 15 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of her advisory role, she serves as a mentor in the Education for Ministry program, leading weekly theological discussion groups through the University of the South. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority. The firm emphasizes comprehensive written recommendations across various planning areas and allows clients to combine planning with managed-account programs under a consolidated billing option.

Jeffrey Saran is a financial advisor with LPL Financial in Latham, NY, holding Series 63 and Series 66 credentials and having 10 years of industry experience. His background includes roles at CUNA Brokerage Services, CUNA Mutual Group, Northwestern Mutual, and New York Life. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

David Bushman is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and employer-based financial planning arrangements.

Jennifer Koegl is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has been with Primerica Advisors since 2007 and has worked with Primerica Financial Services since 1999. Outside of advisory services, she is involved in sales of loan products and home security and automation referrals through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts primarily to individual and high-net-worth clients. The firm employs a tiered wrap fee structure and curates third-party asset managers, delegating trading duties to BNY Mellon Advisors.

Michael Powers is a CFP®-designated financial advisor with 31 years of industry experience. He has been with LPL Financial since 2006, following prior roles at Banc of America Investment Services, Inc. and Quick & Reilly, Inc. Outside of his advisory work, Powers also serves as a rideshare driver in upstate New York. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors through both discretionary and non-discretionary investment strategies.

Robert Waite is a financial advisor at Cetera with 25 years of industry experience. He holds a Series 63 designation and has worked with Cetera since 2005. In addition to his advisory role, Waite serves as Vice President and Board member of the Sacandaga Bible Conference and is president and 50% shareholder of R&A Waite, Inc., a small business providing bookkeeping and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with both affiliated and third-party investment options.

Jonathan Mulligan is a CFP®-certified financial advisor with four years of industry experience, currently with Cetera. He has worked previously at Raymond James Financial Services and Ameriprise, among other firms. Outside of his role at Cetera, he manages Legacy Wealth Planning Group, where he oversees financial planning and portfolio management. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified investment programs and financial planning services through a nationwide network of independent advisors.

Mitchell Hansen is a financial advisor at Cetera with seven years of industry experience. He holds the Series 63 designation and has worked at Cetera and Cetera Investment Services LLC since 2019. Prior to his advisory roles, he held positions at Foresters Financial Services, the Commission on Independent Colleges and Universities, and had experience in home improvements and food service. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and affiliations.

Ryan Wade is a CFA® charterholder and Series 66 licensee with 21 years of industry experience. He is currently with LPL Financial and has held prior roles at Northwestern Mutual Wealth Management Company and Merrill. Wade also operates TBW Holdings, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Joseph Lindner is a CFP® professional with 22 years of industry experience, currently associated with LPL Financial since 2016. He also has an ongoing role at Pioneer Bank dating back to 2015. Outside of his advisory work, Lindner is a part owner of a hunting club structured as a nonprofit organization. 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 provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning and investment solutions including model portfolios and third-party asset management.