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.

Michael Brown is a CFP® certificant with 33 years of industry experience. He is currently with Cetera and Madison Wealth Managers, where he is the owner. He has also worked at American Portfolios and OSAIC during his career. Brown is also an insurance agent involved in the sale of fixed insurance products. Cetera is an SEC-registered adviser that serves individual, corporate, charitable, retirement plan, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services delivered via multi-manager platforms and various program structures.

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 at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, she held various service and hospitality roles, including positions at Enterprise Mobility and Delmonico's Italian Steakhouse. Outside of her advisory work, she continues to work in the restaurant industry. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

John Gac is a financial advisor with Primerica Advisors in Clifton Park, NY, holding Series 63 and Series 65 credentials and seven years of industry experience. His work history includes roles at Primerica Financial Services, Pfs Investment, Inc., BAE Systems, and Uber. Outside of his advisory work, he has been involved in driving for Uber and receives compensation from affiliated companies for sales and referrals related to loan products and home services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and utilizes tiered wrap fees, focusing on retail clients rather than institutional pension or profit-sharing plans.

Marion Watkins is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Prior to joining LPL Enterprise in 2024, Watkins was associated with Prudential Insurance Company of America and Pruco Securities, LLC for over two decades. Their other activities include acting as a fiduciary trustee and power of attorney for multiple family trusts. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, consulting, and access to model portfolios and third-party asset management. The firm combines advisory and brokerage services through an integrated platform that includes insurance products and a collateralized lending program.

James Daley is a financial advisor at Osaic with 11 years of industry experience. He holds the Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. and Madison Wealth Managers. In addition to his advisory role, he is involved with Planning for Prosperity, LLC, an educational business where he manages IT responsibilities. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services, utilizing asset allocation tools and third-party platforms to manage portfolios across various asset classes.

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.

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 at Equitable Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. He serves as a Foundation Board Member of Saratoga Bridges, a non-profit organization supporting individuals with developmental disabilities. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm uses a hybrid referral and implementation model, leveraging third-party asset managers and offering both advisory and brokerage channels to clients.

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 Series 66 licensed advisor with Equitable Advisors, based in Malta, NY, and has seven years of industry experience. He has been with Equitable Advisors and its predecessor entities since 2019. Prior to that, his background includes roles at New York Air Brake, Barrett Paving Industries, Giffs Beverage Center, and Clarkson University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, relying on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

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 in Malta, NY, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Equitable Advisors in 2019, he worked at AXA Advisors, Capital Financial Planning, LPL Financial, and held roles outside finance including positions at SUNY System Administration and Delmonico's Italian Steakhouse. He also has experience working with Nicole's Special Events & Catering Co. and SUNY University at Albany. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that offers both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

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.