Pamela Koniszewski is a Series 66-licensed financial advisor with Equitable Advisors, based in Malta, NY. She has been with Equitable Advisors since 2026 and previously worked at Hamilton Parc and Shaker Pointe at Carondelet. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a range of proprietary and third-party investment solutions.

Jessica Klucka is a financial advisor at Equitable Advisors with 10 years of industry experience. She has held roles at Equitable Advisors since 2015 and previously worked with Axa Advisors LLC. Klucka also serves as an administrator or executor of estates and trustee of trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a range of investment programs, including firm-offered and third-party advisory solutions.

Brad Hipsley is a financial advisor at OSAIC with one year of industry experience. He has worked at Champlain Wealth Management and previously held positions with the Arizona Diamondbacks and Stony Brook University. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a range of portfolio management options and access to third-party money managers.

Ryan Dalbey is a financial advisor at Equitable Advisors with three years of industry experience. He holds the Series 66 designation and has prior work experience in various roles including at Adirondack Beverages and SUNY Adirondack. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment programs.

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.

Ryan Mcauliffe is a financial advisor with Equitable Advisors in Malta, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors LLC. He is also a member of Pace Financial Partners, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Alex Cunningham is a Series 66 licensed financial advisor with two years of industry experience, currently serving clients at Equitable Advisors. Prior to joining Equitable Advisors in 2024, he held roles at Plug PV and various service positions. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions based on client information and risk tolerance.

Luke Schrader is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has two years of industry experience and previously worked at Paychex Payroll Company and Brightview Landscapes. He serves as power of attorney to his grandmother. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm’s advisory processes include matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment options.

Ralph Giwerc is a financial advisor at Equitable Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors and its predecessor, AXA Advisors, since 1999. 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, utilizing both in-house and third-party advisory solutions.

Lorraine Laczko is a financial advisor with Morgan Stanley in Saratoga Springs, NY. She holds Series 63, 65, and 66 licenses and has 38 years of industry experience. Laczko has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment committee models to support its advisory services.

Kiere Neulander is a CFP®-certified financial advisor with 16 years of industry experience, currently affiliated with LPL Financial since 2016. Prior to joining LPL, Neulander worked at Pioneer Savings Bank beginning in 2015. Outside his advisory role, he is involved with Advisor Insurance Brokers in Park, NY, focusing on non-variable insurance. LPL Financial serves a broad client base including individuals, retirement plans, financial institutions, and charitable organizations, offering a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

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, holding a Series 63 designation and bringing 34 years of industry experience. He has been with LPL Financial and its predecessor firm since 2002. In addition to his advisory role, he is involved in non-variable insurance sales and marketing through NBT Insurance Agency and acts as an independent insurance agent. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Danielle Cefalu is a financial advisor at Stifel with 13 years of industry experience and holds a Series 66 designation. She previously worked at Janney Montgomery Scott from 2015 to 2021 and has been with Stifel since 2021. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses intended as tools for client decision-making.

Philip Barnes II is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and eight years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley, and Trustco Bank. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm offers a broad range of planning services and integrates advisory recommendations with various financial product offerings.

Joseph Dimaggio is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and previously worked at Cadaret Grant & Co., Inc. for 10 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and technology-driven investment strategies.

Malika Goel is a financial advisor with Equitable Advisors, holding the Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she has held various roles in the service and hospitality industries. Outside of her advisory work, she continues to be involved in the restaurant sector. Equitable Advisors serves a broad client base, including individuals, 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 firm-offered and third-party advisory solutions.

John Gac is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His professional background includes roles at Primerica Financial Services, Pfs Investment, Inc., BAE Systems, and Uber. Outside of advisory work, he has worked as an Uber driver and is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors is a large-scale firm serving individual, corporate, and charitable clients through a wrap-fee asset management program that primarily uses model-delivery strategies managed by third parties. The firm focuses on retail clients and offers multiple investment models with varying approaches, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Anthony Medici is a financial advisor at Edward Jones with 15 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Edward Jones in 2021, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, as well as New York Life and New York Life Insurance Co. Medici is also an aircraft rental business owner with limited pilot check-out involvement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.