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.

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.

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.

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.

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.

Kiere Neulander is a CFP®-designated financial advisor with LPL Financial, based in Malta, NY, and has 16 years of industry experience. She has worked with LPL Financial since 2016 and has been associated with Pioneer Savings Bank since 2015. Neulander is also involved with Advisor Insurance Brokers, focusing on non-variable insurance. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

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 a Series 66 designation and previously worked at Cadaret & Co., RBC Capital Markets, V2 Capital, and I2 I Analytics. Outside of advising, he is involved in non-variable insurance through Ash Brokerage. 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, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of over 22,800 advisors.

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.

Randall F. Devaney is a financial advisor at UBS Financial Services with 24 years of industry experience and holds a Series 66 designation. He has been with UBS since 2009. Devaney serves on the board of directors for Northern Rivers, an organization focused on empowering children, adults, and families to improve their lives and communities. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and uses proprietary research and model-based asset allocations to tailor client plans.

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.

Madison Boisvert is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Boisvert worked at Goldman Sachs & Co. LLC and Goldman Sachs Ayco. Outside of finance, Boisvert has been involved with H.U.R.B. Landscaping since 2014. 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, institutional investors, pension plans, and municipal entities, offering financial planning and consulting services supported by a nationwide adviser network.