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.

Connor Benoit is a financial advisor with Equitable Advisors holding a Series 66 designation and has been with the firm since 2026. Prior to joining Equitable Advisors, he worked at Regal Cinemas and Price Chopper, and attended SUNY Cortland. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and offers a range of advisory programs and third-party asset management solutions.

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.

Benjamin Murphy is a financial advisor with LPL Enterprise in Mechanicville, NY, holding Series 63 and Series 66 licenses and over 33 years of industry experience. His prior roles include lengthy tenures at KKMB Financial and Securities America, with additional experience at Invest Financial Corp and the Saratoga County Board of Elections. Outside of his advisory work, he is involved with Levy Concessions in a non-investment related capacity. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and product sales.

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 with LPL Financial, holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2025, he worked at Merrill and Bank of America, N.A. He also spent three years with Mountainman Outdoor Supply Co. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from both in-house and third-party sources.

William Scotti is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Axa Advisors LLC, and Phoenicians Mediterranean Palace, as well as experience in the restaurant business at 15 Church Restaurant. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers various advisory programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions without sponsoring its own wrap fee program.

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.

Thomas Leece is a financial advisor with Primerica Advisors in Clifton Park, NY, holding a Series 63 designation and 18 years of industry experience. He has worked with PFS Investments, Inc. since 2008 and Primerica Financial Services since 2007. Outside of advising, he is involved in sales of loan products and referrals for home security and automation services through affiliates of his firm. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm relies on model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, with trade execution and custody supported by BNY Mellon Advisors and Pershing.

Daniel Genevick is a financial advisor with Mass Mutual Investors Services in Saratoga Springs, NY, holding Series 65 and Series 63 designations and five years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, employing firm-approved software tools to deliver collaborative, goal-oriented recommendations.