Benjamin Chuckrow is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. He has been with Stifel since 2021. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

James Whalen III is a financial advisor with Morgan Stanley in Saratoga Springs, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Outside of his advisory role, Whalen coaches ski racing for children aged 7 to 9 at Okemo Mountain Resort on weekends. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and financial planning services, utilizing firm-approved planning tools and models to support clients’ financial goals.

Brian Crowley is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds the Series 63 designation and has been with Raymond James since 2015. Outside of his advisory role, Crowley is a silent partner in a radio station and serves as chairperson of the finance and investment committee for Charlton Girls School, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, nonprofit organizations, and municipal entities. The firm offers financial planning and consulting services through various programs, employing tailored, non-discretionary advice supported by firm research and multiple portfolio management strategies.

Jennifer Ludwig is a financial advisor with RBC Capital Markets, holding Series 63 and 66 licenses and 14 years of industry experience. She has worked at RBC Capital Markets since 2014 and at City National Bank since 2016. Outside of her advisory role, she serves as treasurer for the Carlilian Foundation, which provides capital improvement grants in Schenectady. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of wrap fee advisory programs and portfolio management services that are tailored to clients' risk profiles and utilize both in-house and third-party investment managers.

Richard Smith is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2011, following a brief tenure at Merrill in 2007. 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 research tools while managing over $819 billion in discretionary assets.

Rhonda Viapiano is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2014. Outside of her advisory work, she is also an artist involved in the art and culture sector. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning and estate planning strategies. The firm employs structured planning tools and modeling techniques to assist clients, managing approximately $2.74 trillion in client assets.

Joseph Vidarte is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Vidarte was also involved with Mountainman Outdoor Supply Co. from 2016 to 2019. 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 various advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors.

Mark Pierre is a Series 66-credentialed financial advisor with Morgan Stanley in Saratoga Springs, NY, and has 24 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of finance, he is involved with Mark Pierre Music, a private company based in Waterford, NY. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Daniel Genevick is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Northwestern Mutual Wealth Management Company and related Northwestern Mutual entities. Before entering the financial industry, he worked in information technology and agricultural sectors. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved tools and structured planning engagements.