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.

Mary Gavin is a financial advisor at Merrill with 28 years of industry experience. She holds a Series 63 designation and has been with Merrill since 2012. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Evan Croll is a financial advisor with Equitable Advisors in Malta, NY, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Equitable Advisors since 2013, including its predecessor Axa Advisors LLC, where he worked for seven years. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and multiple asset-management programs, utilizing a combination of in-house and third-party advisory models.

Dalijah Demand is a financial advisor with Equitable Advisors holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Demand worked for Regeneron Pharmaceuticals for seven years and Glenmont Job Corps for two years. 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 a variety of asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Michael Peart is a financial advisor with Primerica Advisors in Clifton Park, NY. He holds Series 63 and Series 65 credentials and has three years of industry experience. Prior to his role at Primerica, he has worked in various capacities including positions at PFS Investments Inc. and Wilscott Mobile Mini. Outside of finance, he is involved in event entertainment through Mic Power Entertainment and is a partner in Caption That LLC, which provides photobooth services for events. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm uses model-based investment strategies supported by third-party asset managers and offers a range of models including strategic, tactical, and tax-managed approaches.

Gregory Podgorski is a financial advisor with Equitable Advisors in Malta, NY, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at AXA Advisors, LLC from 2009 to 2020. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing a combination of proprietary and third-party investment solutions.

Steven Cox is a financial advisor with Edward Jones in Saratoga Springs, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Cornerstone Wealth Advisory and Insurance Services, Angi, Inc., and Farmers Insurance. 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 strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Adam Hersh is a financial advisor with Equitable Advisors in Malta, NY, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked with AXA Advisors LLC from 2015 to 2020. Equitable Advisors serves a diverse client base including individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Chase Burdick is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has held prior roles at Bank of America, Key Bank, and Ives Holdings / Jonathan Reid. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Sandra Raia is a financial advisor at Merrill with Series 63 and Series 65 licenses and 44 years of industry experience. She has been affiliated with Bank of America since 2009 and with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2008. 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. The firm offers a range of model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard White is a financial advisor with Morgan Stanley in Saratoga Springs, NY, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as president and board member of the Okemo Tutorial Program and coaches alpine ski racers at Vail Mountain Resorts. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Ellen Reidy is a financial advisor at Equitable Advisors with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cadaret, Grant & Co., Inc. and has been involved in event planning through 408 Events and Occasion. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Tyler Lesniewski is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Holistic Wealth Advisors and Kensington Investment Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management supported by research and diverse investment strategies.

John La Marco is a financial advisor at Morgan Stanley with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Morgan Stanley, he worked at Goldman Sachs and was involved in customer service at Allerdice Building Supply, a retail business in Saratoga Springs, NY. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including tailored financial planning using firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services that emphasize client implementation and ongoing updates.

Steven Quesnel is a CFP® professional with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.