Thomas Burdick is a CFP®-certified financial advisor with 38 years of industry experience. He is currently with LPL Financial, where he has worked since 2018, following prior roles at INVEST Financial Corporation and Equitable Advisors. Outside of his advisory duties, he has established a corporation focused on developing land for solar farm use. 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 range of advisory and brokerage services, including financial planning and access to various portfolio programs and institutional platforms.

Michael Bonanno is a CFP® with 40 years of industry experience, currently affiliated with Cetera since 2013. He also owns Bonanno Financial Advisors, providing financial planning and investment services. Additionally, he is a fractional owner of The Whiteface Lodge, a hotel rental property in Lake Placid, NY. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Gilbert Chase is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Invest Financial Corporation, VOYA Financial Advisors, and Equitable Advisors. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of strategic and tactical investment options.

Robert Colley is a financial advisor with Cetera who holds the CFP® designation and has 46 years of industry experience. He previously worked at Cornerstone Financial Advisors for 28 years and has been involved with Colley & Colley, Inc. since 1994. Outside of his advisory role, he serves as a personal assistant and caregiver for an elderly relative with long-term care needs. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with portfolio management, financial planning, and access to third-party money managers across a variety of program structures.

John Nuzzi is a financial advisor with LPL Financial in Albany, NY, holding a Series 66 license and 16 years of industry experience. His prior roles include positions at Morgan Stanley and Heartland Payment Systems. He is also involved with Broadview Federal Credit Union. 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 institutions. The firm supports a broad range of investment strategies and platforms, leveraging both proprietary research and third-party managers.

Jacqueline Marshall is a Series 66 credentialed financial advisor with 42 years of industry experience. She has been with LPL Financial since 2025 and previously worked for Next Financial Group, Inc. for 23 years. Outside of her advisory work, she serves as a FINRA arbitrator and operates a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning and advisory services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of advisors with various investment programs and technology tools while overseeing substantial discretionary assets across a large advisor base.

Steven Warren is a Series 66 licensed financial advisor with five years of industry experience. He is currently with Thrivent Investment Management and has prior experience at The Vanguard Group. Warren serves on the board of directors for the Joan Nicole Prince Home, a nonprofit providing bedside care to terminally ill individuals. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations across various financial planning areas without discretionary trading authority. The firm’s approach integrates planning with managed-account options under a consolidated billing system, delivered through a network of financial advisors.

Matthew Tarullo is a financial advisor with Cetera, holding Series 63 and Series 65 designations and having 10 years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously was with Foresters Financial Services for four years. Outside of his advisory work, Tarullo is a physical education teacher at CSD Highschool. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party managers, and manages assets totaling over $256 billion.

Michael Mareno is a financial advisor with LPL Financial in Albany, NY, holding a Series 63 credential and eight years of industry experience. Prior to joining LPL Financial in 2025, he worked for Cadaret, Grant & Co., Inc. for eight years. Mareno is also the owner of multiple business ventures including Rocsan Recovery Inc. and tax preparation services. 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 institutions. The firm offers a variety of financial planning and investment management solutions supported by its large network of investment adviser representatives and advanced research tools.

Jeffrey Ricchiuti is a CFP® professional with 11 years of experience in the financial industry. He is currently affiliated with LPL Financial in Albany, NY, and has held positions at Broadview Federal Credit Union since 2021 and Direct Advisors, LLC from 2014 to 2021. Ricchiuti also serves as Director of Advisory Operations for Broadview Wealth Management. 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 portfolio management solutions, supported by a large network of advisors and various operational tools.

Brian Cumming is a financial advisor with Equitable Advisors, holding a Series 66 designation and 13 years of industry experience. He has been with Equitable Advisors since 2013, including prior work at Axa Advisors LLC. He serves on the Northern Rivers Board of Directors and participates in the Stewarts MYO Scholarship Selection Committee in his community. Equitable Advisors serves individual, pension, corporate, charitable, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes both proprietary and third-party advisory models and offers a range of investment options including mutual funds, ETFs, and alternative investments, while providing ERISA fiduciary services to qualified plans.

Lawrence Spagnola is a financial advisor at Osaic Wealth, Inc. with 41 years of industry experience. He holds a Series 63 designation and has worked at FSC Securities Corporation and his own firm, Spagnola & Spagnola, where he has been active for over 30 years. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with various investment platforms and utilizes asset-allocation tools, risk-tolerance assessments, and managed-account solutions.

Christopher Davison is a financial advisor with LPL Financial in Latham, NY, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2019, he worked at Clarkson University and the State University of New York at Canton. 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 portfolio programs, and access to third-party asset managers.

Anthony Russo is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the ChFC® designation and securities licenses Series 63, 65, and 66. His prior experience includes roles at Bank of America, Merrill, and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside a broad suite of investment and financial services.

Chelsea Whiteman is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Cetera and Foresters Financial in various capacities since 2012. She also conducts biannual adult education workshops on Social Security without compensation. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 through a multi-manager platform with both discretionary and non-discretionary program options.

April Wilson is a Series 66-licensed financial advisor with Morgan Stanley in Latham, NY, with seven years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2017 and previously held positions at Key Investment Services LLC and HSBC Bank/First Niagara Bank/KeyBank. Outside of advisory work, she is involved in a manufacturing business, Awnpoint Awning LLC, and manages a rental property jointly owned with her husband. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm combines structured planning tools with investment insights from its Global Investment Committee and manages approximately $2.74 trillion in client assets.

Raffi Moroukian III is a financial advisor at LPL Financial in Albany, NY, holding Series 63 and Series 65 credentials with seven years of industry experience. Prior to joining LPL Financial in 2020, he worked at The Ayco Company, L.P./Mercer Allied and has experience in various other roles including financial services and business management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms.

Adam Knaust is a financial advisor with LPL Financial in Latham, NY, holding a Series 63 credential and bringing 18 years of industry experience. He has been associated with Wealthone LLC since 2016 and provides investment advisory services through MPWM Advisory Solutions LLC, an independent registered investment advisor firm he started in 2023. 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 financial planning and investment management services through a large network of advisors, utilizing a variety of portfolio strategies and advisor support tools.

Preetinder Bassi is a financial advisor at Edward Jones with five years of industry experience. He has worked at Edward Jones since 2021 and previously held roles at the New York eHealth Collaborative and Maimonides Medical Center. Bassi holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Daniel Polansky is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and has worked at American Portfolios Financial Services, Wells Fargo Clearing, Wells Fargo Advisors LLC, and UBS Financial Services. In addition to his advisory role, he operates a sole proprietorship providing life, accident, and health insurance solutions. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering a range of brokerage and investment advisory services, financial planning, and access to third-party money managers and managed account solutions.