Michael Testa is a financial advisor with Tailored Wealth Solutions, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Tarella and Testa Financial Group and Eagle Strategies (NY Life). Tailored Wealth Solutions provides discretionary asset management and comprehensive financial planning for individuals, high-net-worth clients, businesses, and retirement plans. The firm employs customized investment strategies with a focus on client education and utilizes a range of investment instruments, managing approximately $271.8 million in discretionary assets.

Nicholas Parisi is a financial advisor at Retirement Planning Group, LLC with one year of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and The Investment Center, Inc. Outside of his advisory roles, he is involved with PlayersTV, LLC. Retirement Planning Group provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a primarily long-term, diversified investment approach utilizing low-cost mutual funds and ETFs, bonds, and options, managing approximately $375 million across over 1,000 clients.

John Papielion Jr. is a CFP® and holds a Series 66 license, with three years of experience in the financial advisory industry. He is currently with Tailored Wealth Solutions in Saratoga Springs, NY, and has prior experience at Eagle Strategies LLC and NYLIFE Securities LLC. Outside of financial services, he works part time as a fitness coach at Crossfit Schenectady, where he leads group fitness classes. Tailored Wealth Solutions provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, businesses, and retirement plans. The firm employs a range of investment strategies, including strategic and tactical asset allocation, and offers client education through newsletters and seminars.

Timothy Pehl is a financial advisor at Luther Forest Wealth Advisors, L.L.C. He holds the CFP® and Series 63 designations and has two years of industry experience. He has worked at Luther Forest Wealth Advisors since 2006 and is also a member of Kumlander, Donofrio, Hay & Pehl, CPAs, LLP, an accounting firm specializing in personal, estate, and trust tax services. Luther Forest Wealth Advisors provides investment consulting, discretionary portfolio management, and financial planning for individuals, trusts, retirement plans, corporations, and charitable organizations. The firm manages diversified portfolios using fundamental, technical, and cyclical analysis and maintains a relationship with a local accounting firm to occasionally offer tax planning and preparation services.

Matthew Moore is a financial advisor at Nye Street Partners LLC with 17 years of industry experience. He holds a Series 63 designation and has worked at firms including The AYCO Company, L.P./Mercer Allied and Shade Tree Advisors LLC. Moore is also involved with Optifino, working on a referral basis in an insurance-related business. Nye Street Partners serves high-net-worth individuals and charitable organizations, providing portfolio management, financial planning, and comprehensive family office services. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers discretionary management alongside customized Investment Policy Statements.

Heather Fox is a financial advisor at Nye Street Partners LLC with 15 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Nye Street Partners in 2021, she worked at Shade Tree Advisors, Bender Lane Advisory, and The Ayco Company LP. In addition to her advisory role, she provides tax and accounting services to single family offices. Nye Street Partners LLC offers portfolio management, financial planning, and family office services primarily to high-net-worth individuals and charitable organizations. The firm employs a long-term investment approach, focusing on a small client base with comprehensive services that include accounting, tax, estate planning, and insurance advice.

Robert Roback Jr. is a CFP® professional at Luther Forest Wealth Advisors, L.L.C. in Malta, NY, with 15 years at the firm and two years of industry experience. Luther Forest Wealth Advisors provides investment consulting, discretionary portfolio management, and financial planning for individuals, trusts, retirement plans, corporations, and charitable organizations. The firm manages diversified portfolios using mutual funds, ETFs, and individual securities, employing fundamental, technical, and cyclical analysis in its investment approach.

Eric Brodwin is a financial advisor at Congress Park Capital LLC in Saratoga Springs, NY, holding Series 65 and Series 66 licenses with 16 years of industry experience. He has been affiliated with Congress Park Capital and The Law Forum since 2009. Outside of his advisory role, Mr. Brodwin has an equity investment in Forza, Corp., a private company focused on network integration and software development, and he owns Strategic Consulting, providing private consulting services. He is also involved in real estate development through Oldest Lighthouse LLC. Congress Park Capital provides discretionary asset management and retirement plan consulting to individuals, high net worth clients, and employer-sponsored plans. The firm manages approximately $366 million in assets across about 135 client relationships, utilizing a range of investment strategies including fundamental and technical analysis, options strategies, and customized asset allocation.

Manuel Choy is a CFP® and holds a Series 66 license with 23 years of industry experience. He has worked at WPM Wealth Advisors LLC since 2021 and previously held roles at Dinosaur Financial Group LLC, DCM Advisors, and DLG Wealth Management. Outside of his advisory work, he serves as Chief Financial Officer at WCM Wealth Advisors. WPM Wealth Advisors LLC provides discretionary portfolio management primarily to individual and high-net-worth clients through a firm-sponsored wrap fee program. The firm employs a multi-disciplinary investment approach that includes charting, fundamental, technical, and quantitative analysis, offering strategies from long-term investing to short-term trading.

Joshua Chicoine is a Series 65-licensed advisor at Upleft Asset Management with one year of industry experience. His background includes work with the Schenectady Police Department and previous roles at Upleft. Upleft Asset Management provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a long-term investment approach using primarily low-cost mutual funds and ETFs, with an emphasis on personalized service and portfolio alignment with client goals.

Edward Canty is a CFP® with nine years of experience in financial advising, currently serving at Canty Financial Management, Inc. He previously worked at the University of Tampa for two years. Canty is also a part owner and vice president of Investing Simple LLC, a financial blogging business that is unaffiliated with his advisory firm. Canty Financial Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary portfolio management and financial planning with a focus on tax-aware strategies and integrates income tax preparation and advice alongside investment advisory services.

Michael Ryan is a CFP® professional with 33 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and has been with Marathon Mission, Inc. since 2003. Marathon Mission, Inc. offers discretionary portfolio management, pension consulting, and financial planning services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm applies a combination of fundamental, technical, and modern portfolio theory in its investment approach and manages approximately $154.7 million across its client base.

Kerry Mayo is a CFP® professional with 19 years of experience at Capital Financial Advisors of New York, LLC, where he has been the sole advisor since 2007. He is based in Clifton Park, NY, and specializes in financial planning and investment management. Capital Financial Advisors of New York, LLC provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, pension and profit-sharing plans, and business owners. The firm manages approximately $232 million in mostly discretionary assets, implementing portfolios through strategic asset allocation and global diversification using no-load mutual funds, ETFs, and individual fixed-income securities.

Nicholas Schultz is a financial advisor at Nye Street Partners LLC with a Series 65 credential and two years of industry experience. He has been with Nye Street Partners since 2021. Nye Street Partners serves high-net-worth individuals and charitable organizations by providing portfolio management, financial planning, and comprehensive family office services. The firm uses a long-term investment approach based on Modern Portfolio Theory and manages a small number of client relationships through discretionary portfolio management and individualized Investment Policy Statements.

James Flanagan is a financial advisor with Sterling Manor Financial, LLC, holding a Series 66 designation and 20 years of industry experience. He has worked at Sterling Manor Financial since 2010 and was previously affiliated with Cadaret, Grant & Co., Inc. Flanagan also sells life, long-term care, and disability insurance products through Ash Brokerage. Sterling Manor Financial provides discretionary and non-discretionary portfolio management and financial planning services to individuals, charitable organizations, and retirement plans. The firm uses a variety of analytical approaches and model portfolios to tailor investment strategies across multiple asset classes.

Nicolas Carbone is a financial advisor at Tailored Wealth Solutions with two years of industry experience. He holds a Series 66 designation and has prior experience with Eagle Strategies LLC, NYLife Securities LLC, and Equitable Advisors, LLC. Outside of his advisory role, Carbone is appointed as an insurance broker for non-registered products with outside carriers. Tailored Wealth Solutions provides discretionary asset management and comprehensive financial planning services to individuals, high-net-worth clients, businesses, and retirement plans. The firm employs a combination of fundamental, technical, and tactical asset-allocation strategies and offers a broad range of investment instruments while emphasizing client education through newsletters and seminars.

William Canty is a CFP® with over 29 years of experience at Canty Financial Management, Inc., located in Ballston Spa, NY. He holds Series 63 and Series 65 licenses and has been with the firm since its founding in 1997. Canty Financial Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management, financial planning, and tax services, emphasizing tax-aware management and integrating income tax preparation with investment advisory services.

Adam Doig is a financial advisor with Sterling Manor Financial, LLC, holding a Series 66 designation and over 21 years of industry experience. He has been with Sterling Manor Financial since 2006 and previously worked at Cadaret, Grant & Co., Inc. for 15 years. Outside of advising, Doig is a licensed real estate broker and a partner in a commercial real estate firm in Saratoga Springs, NY. Sterling Manor Financial provides discretionary and non-discretionary portfolio management and financial planning to individuals, charitable organizations, and pension or profit-sharing plans. The firm employs a variety of analytical approaches and offers tailored investment programs, including model portfolios, with a focus on mutual funds, fixed income, equities, ETFs, annuities, and Treasury Inflation-Protected Securities.

Michael Los is a financial advisor at Congress Park Capital LLC with 9 years of industry experience. He holds a Series 65 designation and has been with Congress Park Capital since 2015. Prior to that, he worked at Safeco Alarm Systems Inc. for 12 years. Congress Park Capital LLC provides discretionary asset management and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $422 million and employs a range of investment strategies, including leverage and derivative techniques, with portfolios reviewed at least quarterly.

Christopher McCarthy is a financial advisor with Retirement Planning Group, LLC, holding a Series 63 designation and bringing 40 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Hazard & Siegel Advisory Services. He also owns a fixed insurance and annuity sales business that has been operating since 1985. Retirement Planning Group is a five-advisor team providing discretionary wealth management and comprehensive financial planning for individuals, high-net-worth clients, charitable organizations, and corporations. The firm emphasizes a long-term, diversified investment approach using low-cost mutual funds and ETFs alongside bonds and options, with portfolio management tailored to each client’s goals and risk tolerance.