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 16 years of industry experience. He has worked at Equitable Advisors since 2009 and was previously with AXA Advisors, LLC. Outside of his advisory role, he serves as successor power of attorney for both of his parents. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, leveraging third-party asset managers and offering both advisory and brokerage channels.

Melissa Pronto is a financial advisor at Primerica Advisors with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including positions at Trustmark Health Benefits and Glens Falls Hospital. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a wrap-fee structure.

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 with Equitable Advisors holding a Series 66 designation. He has one year of industry experience, including prior roles at Atlantic British LTD and Nemer Ford. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that incorporates LPL-sponsored programs and various endorsed third-party managers.

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 at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2013, previously affiliated with Axa Advisors LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Dalijah Demand is a financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, Dalijah worked at Regeneron Pharmaceuticals for seven years and at Glenmont Job Corps for two years. She holds a Series 66 designation. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer and participates in various LPL-sponsored programs and endorsed TAMPs.

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, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and providing both advisory and brokerage/insurance services.

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, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Equitable Advisors since 2015, following his tenure at AXA Advisors LLC. 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 multiple third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Timothy Smith is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 24 years of industry experience. His career includes roles at Goldman Sachs & Co, Rock & Co LLC, Rockefeller Financial LLC, and The Ayco Company, L.P./Mercer Allied. He is currently based in Saratoga Springs, NY. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

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 three years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Cadaret, Grant & Co., Inc. Outside of advising, she has been involved with 408 Events and Occasion, a business spanning several years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, 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, utilizing various advisory programs and service structures tailored to client goals and risk tolerance.

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.