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.

Nicholas Rosebrook is a financial advisor with OSAIC holding a Series 66 designation. He has been in the industry since 2022, with prior experience at Premier Financial Management and Bank of America. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build portfolios across various investment types.

Rachel Arata is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and previously worked at Merrill for eight years, as well as in retail roles at Eddie Bauer and Express. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supported by model portfolios and research from LPL Research and third-party subadvisors.

Christopher Spratt is a financial advisor with Equitable Advisors who holds Series 63 and Series 65 licenses and has 25 years of industry experience. His career includes prior roles at Ameriprise Financial Services, Mass Mutual Investors Services, MetLife Securities, and LPL Financial. He serves as a Foundation Board Member of Saratoga Bridges, a nonprofit organization supporting individuals with developmental disabilities. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party managers to deliver customized investment solutions without sponsoring its own wrap fee program.

Michael De Marco is a financial advisor at Edward Jones in Ballston Spa, NY, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Syneos Health, Ronco, and Steris Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branches.

Richard Fanch is a CFP® professional with 30 years of experience in financial advising. He currently works at OSAIC and has held prior roles at Securities America Advisors and Cambridge Investment Research Advisors. In addition to his advisory work, he operates a tax preparation and accounting service. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to various managed account solutions.

Ryan Sheridan is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2019. His prior work experience includes positions outside the financial industry as well as a role at AxA Advisors. 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 a variety of asset management programs. The firm employs a range of investment solutions through its network of Investment Adviser Representatives and third-party managers.

Robert Schermerhorn is a CFP® with 43 years of industry experience, currently serving as a financial advisor at LPL Financial since 1994. Based in Saratoga Springs, NY, he operates under LPL Financial and maintains involvement with Saratoga Financial Services LLC, a DBA entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutional clients. The firm provides a range of advisory programs and financial planning services supported by in-house and third-party research, offering both discretionary and non-discretionary portfolio management.

Stephen Rosamino is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with founders, CEOs, private business owners, and their families to coordinate all aspects of their financial lives, including wealth planning, investment management, liquidity events, access to private banking, and legacy planning. As a founding member of SEAM Wealth Management, he is part of a team dedicated to delivering a highly personalized client experience that addresses complex challenges such as business interests, family dynamics, charitable goals, and tax considerations. Prior to joining Merrill Lynch, Stephen spent nearly seven years with The Ayco Company, a Goldman Sachs firm, advising executives and high-net-worth families on complex financial planning. He holds a Master's Degree from the State University of New York System and a Bachelor's Degree from Siena College, and holds the Personal Investment Advisor (PIA) designation. Outside of his professional work, Stephen enjoys fishing, golfing, photography, and spending time with his family. He and his wife Jillian are involved in supporting organizations focused on education and community development, including Rebuilding Together Saratoga County and Siena College's Center for Private Wealth Management.

Regan Delancey is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Morgan Stanley Smith Barney. Outside of his advisory role, he manages a personally owned rental property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Mitchell Calabrese is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at AXA Advisors LLC, Capital Financial Planning, and LPL Financial. Outside of finance, he has experience working in the restaurant and catering industries. Equitable Advisors offers financial planning, retirement plan consulting, and asset management services to a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers, providing solutions that include mutual funds, ETFs, separately managed accounts, and select alternative investments.

John Pettica Jr. is a financial advisor at Morgan Stanley with 53 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2009, serving also at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning solutions.

Kevin Babcock is a CFP® professional with 37 years of industry experience, currently with LPL Financial since 1995. Prior to that, he has worked with Cluett Peabody & Co. Inc. since 1985. In addition to his advisory role, he is involved with Babcock Investment Group, LLC, which holds contracts to sell life insurance and fixed annuity products, and he provides tax preparation services for individuals and trusts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

Lori Lennox is a financial advisor with Edward Jones in Greenwich, NY, holding the Series 66 designation and 26 years of industry experience. She has worked at Edward Jones since 2000. 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 through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including tax-efficient services and affiliated mutual funds.

Bryan Wallin is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and 18 years of industry experience. He has been with J.P. Morgan Securities since 2007 and JPMorgan Chase Bank since 2006. In addition to his advisory role, he is also an employee of JPMorgan Bank, where he can offer certain banking products and services. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Christopher Fabian is a financial advisor with Equitable Advisors, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009, including its predecessor AXA Advisors, LLC. Fabian also serves as the successor power of attorney for both of his parents. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm offers a range of advisory models implemented through third-party managers and affiliated programs, with a focus on matching client profiles to appropriate investment solutions.

Melissa Pronto is a financial advisor at Primerica Advisors in Clifton Park, NY, with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Trustmark Health Benefits, Glens Falls Hospital, and North Country Sports Medicine. In addition to her advisory role, she is involved in sales of loan products and home security and automation referrals through affiliates of Primerica. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Leo Nicotera is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial and its predecessor entity since 1998. Outside of his advisory work, he is involved in firearms instruction through several business ventures where he serves as an instructor and partner. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by model portfolios, research, and technology-driven strategies.

Gary Blanchard is a financial advisor at Equitable Advisors with a Series 66 designation. He has worked in various roles prior to joining Equitable Advisors in 2026, including positions at Atlantic British LTD and Nemer Ford. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives and offers access to both proprietary and third-party investment solutions.

Garrett Hill is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked in roles with Healthy Living, the Seattle Mariners, and the Detroit Tigers. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.