Cullen Breen is a CFP® with 14 years of industry experience, currently serving as an advisor at Dutch Asset Corporation. He has worked at Dutch Asset Corporation since 2014 and is also involved with StackHabit LLC. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies including fundamental and technical analysis, use of derivatives and margin, and may allocate assets through third-party managers or separately managed accounts.

Justin Hearty is a CFP® professional with five years of experience, currently with Strategic Financial Services. His prior experience includes roles at Purshe Kaplan Sterling Investments, Northwestern Mutual, Stewarts Corporation, and Orangetheory Fitness. Strategic Financial Services provides wealth management, institutional advisory, fiduciary retirement plan services, and financial planning to individuals, families, trusts, corporations, not-for-profits, and employer retirement plans. The firm employs model-based investment strategies that integrate quantitative factor tilts, macro and fundamental analysis, and utilizes digital planning tools to support client financial plans.

William Reickert is a financial advisor with Independent Family Office, LLC in Albany, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. He has served on the Board of Directors for Kaspien Holdings, Inc. since 2016, providing financial and investment expertise. Independent Family Office, LLC serves high net worth individuals, families, related entities, and charitable organizations by offering a range of family-office and wealth management services tailored to client objectives. The firm employs a variety of investment strategies and manages approximately $618 million in discretionary assets across a focused client base.

Derek Gray is a CFP® with 20 years of industry experience, currently serving at Curran Wealth Management. His prior work includes roles at The AYCO Company, L.P./Mercer Allied and CIM, LLC. Curran Wealth Management is a team-based advisor managing approximately $751 million across diverse client types, including high-net-worth individuals, families, and institutional entities. The firm employs a bottom-up fundamental investment process focusing on quality companies and offers multiple equity strategies along with discretionary and non-discretionary portfolio management.

Tyler Rapp is a financial advisor at Dutch Asset Corporation with four years of industry experience. He holds a Series 66 designation and has previously worked at Broadway Advisor Group, LPL Financial, and Sgroi Wealth Management. Outside of advising, he is involved as a semi-professional car racer. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies including the use of derivatives and margin, and offers both discretionary and non-discretionary management with individualized Investment Policy Statements.

Viju Rajan is a financial advisor at Independent Family Office, LLC in Albany, NY, with 6 years of industry experience. He holds the Series 66 designation and has been with Independent Family Office, LLC since 2012. Independent Family Office, LLC provides wealth management and comprehensive family-office services to high net worth individuals, their families, affiliated entities, and certain charitable entities. The firm offers tailored financial planning combined with discretionary portfolio management, utilizing fundamental and technical analysis along with various investment strategies, while emphasizing non-investment family office functions.

Gary Barkman is a CFP® with 41 years of industry experience. He is currently with Dutch Asset Corporation and has previously worked at Cetera Investment Advisers LLC, Cetera Wealth Services, LLC, Voya Financial Advisors, Inc., and Linsco/Private Ledger Corp. Barkman is also licensed as an insurance agent. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs fundamental and technical analysis along with modern portfolio theory, offering both discretionary and non-discretionary management that may include options, margin, and allocations to third-party managers.

James Capparelli Jr. is a financial advisor at Arrowroot Family Office, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at JCJ Advisory, LLC and Hiline Services, LLC. In addition to his advisory role, he owns JCJ Wealth and Tax Advisory, LLC, where he provides tax preparation and financial coaching. Arrowroot Family Office offers investment advisory and multi-family office services to a diverse client base, including individuals, families, retirement plans, and charitable organizations. The firm focuses on customized asset allocation using analytical tools and manages individual portfolios with discretionary and non-discretionary approaches.

Candace Weir is a financial advisor at Paradigm Capital Management, Inc. with 57 years of industry experience. She has been with Paradigm since 1993 and has also been associated with C. L. King & Associates, Inc. since 1972. Outside of her advisory work, she manages various rental properties in New York and Rhode Island. Paradigm Capital Management provides discretionary investment management to institutional and individual clients, including pension plans, foundations, and trusts. The firm employs a research-oriented, bottom-up equity process across six primary strategies and manages approximately $2.38 billion in assets.

Richard Oxford is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Dutch Asset Corporation since 2015. Outside of his advisory role, he serves as a board member and holds a 10% ownership stake in Dunlap Stone University, a small private online university. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies including fundamental and technical analysis, options and margin use, and allocates assets through third-party managers or separately managed accounts.

Bryan Cassick is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Falcon Wealth Planning, LLC and has previously worked at Warren Street Wealth Advisors, Goldman Sachs & Co. LLC, and The Ayco Company, L.P./Mercer Allied. Falcon Wealth Planning, LLC offers investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office service for clients with more than $5 million under management. The firm employs a combination of fundamental and technical analysis, modern portfolio theory, and both long-term and margin trading strategies, with ongoing portfolio management and quarterly reviews.

Kevin Curran is a CFA® charterholder with over 26 years of industry experience. He is currently with Curran Wealth Management, where he has worked since 2013. His background includes roles at Cim, LLC and Cimas, LLC, both affiliated with Curran Investment Management. Curran Wealth Management serves individuals and families—including high-net-worth and qualified investors—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a bottom-up, fundamental investment discipline focused on long-term ownership of companies with consistent earnings growth and strong financial metrics, offering multiple strategies across market capitalizations and investment objectives.

Dennis Colavito is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at PKS Advisory Services since 2005 and has been associated with Purshe Kaplan Sterling Investments since 1997. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on risk tolerance, time horizon, and objectives using a combination of mutual funds, ETFs, independent managers, and individual securities.

Keith Flood is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 1997 and with PKS Advisory Services since 2007. In addition to his advisory role, he writes fixed annuity policies as a licensed fixed insurance agent. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities, managing approximately $905 million in assets for over 4,400 clients. The firm tailors portfolios to client objectives using mutual funds, ETFs, independent managers, and individual securities, with regular account reviews.

Michael Dejulio is a Series 66 licensed financial advisor with 15 years of industry experience. He has been with PKS Advisory Services, LLC since 2017 and previously worked at The Ayco Company L.P. from 2008 to 2017. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on risk tolerance, time horizon, and objectives using a mix of mutual funds, ETFs, independent managers, and individual securities.

Carl Kipper is a financial advisor with PKS Advisory Services, LLC, holding Series 66 and Series 65 licenses and bringing 25 years of industry experience. He has worked at PKS Advisory Services and Purshe Kaplan Sterling Investments since 2012. PKS Advisory Services, LLC offers financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm designs portfolios based on client risk tolerance and time horizon, employing a range of strategies including mutual funds, ETFs, individual securities, independent managers, model portfolios, and alternative investments.

Scott Cahill is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with PKS Advisory Services and Purshe Kaplan Sterling Investments since 2006 and previously worked with The Murray Group. Cahill is also a referring agent for The Moore Insurance Agency. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios using mutual funds, ETFs, independent managers, and individual securities based on fundamental and technical analysis.

Lawrence Natale is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Steward Partners Global Advisory. Outside of advisory duties, he is involved in managing a lake house rental property. PKS Advisory Services provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm employs a tailored approach based on client risk tolerance and time horizon, utilizing a variety of investment strategies including no-load mutual funds, ETFs, individual securities, independent managers, model portfolios, and alternative investments.

Elliott Stanley is a financial advisor at PKS Advisory Services, LLC with 10 years of industry experience and holds the Series 66 designation. He has been with Purshe Kaplan Sterling Investments since 2015. Outside of his advisory role, he is a boxing coach at Schotts Boxing, where he teaches classes and provides private lessons. PKS Advisory Services, LLC offers financial planning, consulting, and investment management services to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on clients’ risk tolerance, time horizon, and objectives using a mix of mutual funds, ETFs, independent managers, and individual securities.

Joseph Marsh is a financial advisor at PKS Advisory Services, LLC in Albany, NY, holding a Series 66 designation. He has worked at PKS Investments since 2022, with prior experience at Fischer Investments and roles outside the financial industry. Marsh attended St. John Fisher University from 2020 to 2024. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, using tailored portfolios and a combination of fundamental and technical analysis.