Daniel Hazewski is a financial advisor with LPL Financial based in Glens Falls, NY, holding a Series 63 designation and 33 years of industry experience. He has been with Linsco/Private Ledger since 2004. Hazewski also operates a non-variable insurance business under the name Legacy Planning Partners, LLC. 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, model portfolios, and access to third-party asset management, supported by extensive operational tools and a diverse platform of offerings.

Shon Mclain is a financial advisor with Osaic Wealth, Inc. in Saratoga Springs, NY, holding a Series 63 designation and bringing 25 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massmutual Life Insurance Co, National Life Group, and Equity Services, Inc. Outside of his advisory work, he is a partial owner of thoroughbred racehorses. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of financial advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio management using various investment vehicles and third-party platforms.

Michael Healy is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing a combination of proprietary and third-party advisory solutions.

Richard White is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 designations and has 38 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its network of Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Michael Nelson Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates on a large scale with a broad range of brokerage and advisory solutions.

Daniel Grasmeder is a financial advisor with Morgan Stanley in Glens Falls, NY, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Stephen Aguglia is a financial advisor with Morgan Stanley in Saratoga Springs, NY, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Thomas Mccormick is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2011 and focuses on offering a comprehensive approach to managing wealth that starts with listening to clients' needs to ensure strategies are aligned with their goals. Thomas specializes in developing strategies and providing investment guidance for individuals, families, and businesses by understanding their short- and long-term financial objectives. His areas of expertise include executive compensation, equity compensation services, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree in Business Administration from The College at Brockport, SUNY, in 2011, where he also played varsity baseball. He completed his MBA in Economic Crime and Fraud Management at Utica University in 2013, where he served as the Graduate Assistant baseball coach. Thomas resides in Malta, NY, with his wife and two children. Outside of work, he enjoys cooking, golfing, and spending time with his family.

Nicolas De Troye is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2023. Outside of finance, he was involved with the Brazilian Capoeira Center of Saratoga LLC for seven years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Gail Distefano is a financial advisor with Morgan Stanley in Saratoga Springs, NY, holding a Series 63 designation and bringing 37 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and proprietary tools, with an emphasis on advisory services without individual security recommendations as part of standalone planning.

Neil Lajeunesse is a financial advisor with Cetera who holds a Series 63 designation and has 42 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. In addition to his advisory role, he is an independent insurance agent specializing in fixed annuities and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services using a multi-manager platform that includes affiliated and third-party managers and provides various program structures and custodial relationships.

Kristen Doyle is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill, Park Avenue Securities, Guardian Life Insurance, and The AYCO Company, L.P./Mercer Allied. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support client goals.

William Rauch is a financial advisor at Edward Jones in Saratoga Springs, NY, holding a Series 66 designation. He has one year of industry experience and previously worked at Albany Medical Center and NYS ITS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Madeline Butler is a Series 66 licensed financial advisor with Edward Jones, bringing three years of industry experience. Prior to joining Edward Jones, she worked at Spencer Gifts LLC and has been involved with the Glens Falls Association for the Blind. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors.

Erica McMahon is a financial advisor with Morgan Stanley in Glens Falls, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Mary Hogan is a financial advisor at Merrill with 17 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Ayco. 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.

Jacob Costello is a Series 66 licensed financial advisor with Morgan Stanley, based in Glens Falls, NY, and has six years of industry experience. He has been with Morgan Stanley since 2020, including time at Morgan Stanley Private Bank, N.A. Prior to that, he held roles at Integra LED, Grounded Marketing, and Siena College. Outside of his advisory duties, he is a partner at Grounded Marketing LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 proprietary tools and research.

Lorraine Laczko is a financial advisor with Morgan Stanley in Saratoga Springs, NY, holding Series 63, Series 65, and Series 66 licenses and bringing 39 years of industry experience. She has worked with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements with employers.

Kimberly Lawrence is a financial advisor with Raymond James & Associates in Saratoga Springs, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Morgan Stanley for two years before joining Raymond James in 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Robert Bronk Jr. is a financial advisor with LPL Financial in Saratoga Springs, NY, holding a Series 63 designation and 34 years of industry experience. He has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 2002. Outside of his advisory work, he is involved in independent non-variable insurance sales and serves as a representative for NBT Bancorp. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by extensive operational and research tools.