Kathleen Peer is a financial advisor at SAGE 360 Advisors LLC with 30 years of industry experience. She holds a Series 63 designation and has worked at Peer Law Firm since 2011 while also serving at Sage360 Advisors since 2007. Outside of financial advising, she is an investor in Coalbed Methane Solutions LLC, a company that develops and manufactures down-hole sensor equipment for oil and gas wells. SAGE 360 Advisors serves individual and high-net-worth clients, as well as trusts and estates, managing approximately $21 million for about two dozen households. The firm provides portfolio management and financial planning services, primarily using fundamental analysis and a variety of investment strategies, and maintains a mostly non-discretionary management approach.

Tiffany Soricelli is a financial advisor at Godfrey Financial Associates, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Virtuoso Asset Management LLC and Marshall & Sterling Wealth Advisors. In addition to her advisory role, she owns Virtuoso Advising for Artists, a career coaching business for singers, musicians, and creatives. Godfrey Financial Associates serves individuals, including high-net-worth clients, as well as corporations and other business entities. The firm provides discretionary investment management and financial planning, using customized asset allocations that incorporate mutual funds, ETFs, and fixed income, supported by a mix of fundamental, technical, charting, and cyclical analysis.

Frederick Schmalkuche is a partner at Pinnacle Wealth Strategies, LLC with 25 years of industry experience and holds the CFP®, PFS™, and Series 66 credentials. He has also been affiliated with Latitude Advisors, LLC and GWN SECURITIES, Inc. since 2011. Additionally, he is a partner at the CPA firm Foster & Schmalkuche, PC, where he dedicates the majority of his professional time. Pinnacle Wealth Strategies provides comprehensive financial planning and consulting services to individuals, families, and businesses. The firm delivers written financial plans focused on asset allocation and client goals, while clients maintain execution and investment management through custodians or advisors outside the firm.

Sharon Merkle is a financial advisor with Pinnacle Wealth Strategies, LLC, holding a Series 66 designation and 27 years of industry experience. She also operates a law practice specializing in estate planning, business law, employment law, elder law, commercial contracts, and real estate. Merkle has worked at Pinnacle Wealth Strategies since 2002 and holds roles at GWN Securities, Inc. and Latitude Advisors, LLC. Pinnacle Wealth Strategies provides comprehensive financial planning and consulting services to individuals, families, and business clients through a multi-meeting process that results in written financial plans. The firm focuses on individualized, asset-allocation centered plans and does not manage client assets directly, leaving implementation to clients or third-party managers.

Jason Sgroi is a financial advisor at Broadway Advisor Group with 19 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial from 2005 to 2023. Broadway Advisor Group serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm utilizes diverse analysis methods and invests across multiple asset classes, including alternative strategies, while operating under fiduciary standards.

Howard Goldson is a financial advisor at Pinnacle Wealth Strategies, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Latitude Advisors, LLC and GWN Securities, Inc. He is also a licensed independent insurance agent specializing in life insurance and annuities. Pinnacle Wealth Strategies provides comprehensive financial planning and consulting services to individuals, families, and business owners, delivering written, asset-allocation focused plans without direct asset management, allowing clients to implement recommendations through custodians or other firms.

Brett Harris is a financial advisor at AllSquare Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with AllSquare Wealth Management and Purshe Kaplan Sterling Investments since 2016. Harris serves on the board and finance committee of Liberty ARC, a charitable organization. AllSquare Wealth Management provides integrated wealth management and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental analysis framework paired with an efficient-market philosophy, focusing on passively managed investment vehicles tailored to clients’ risk tolerance and preferences.

Gary Sancilio is a financial advisor at The Affinity Group, LLC with 29 years of industry experience. He holds a Series 63 designation and has worked previously at BST Wealth Management, LLC and Mass Mutual Investors Services. He also acts as an insurance agent for individual and group life, long-term care, and disability products. The Affinity Group serves individual investors and participant-directed retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes long-term, asset-allocation strategies using passively managed funds and employs institutional sub-advisors and tools such as Monte Carlo simulations in its investment approach.

Christopher Avino is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He has worked at Independent Family Office, LLC since 2021 and previously held roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America U.S. Trust. Independent Family Office, LLC serves high net worth individuals, families, related entities, and certain charitable organizations by providing a range of family-office and wealth management services. The firm customizes investment programs using fundamental and technical analysis and offers a broad set of strategies, focusing primarily on non-investment family office functions.

David Jeram Jr. is a Series 65-credentialed advisor with Dutch Asset Corporation, bringing less than one year of industry experience. Prior to joining Dutch Asset Corporation, he worked at The Hertz Corporation and The Nielsen Corporation. Dutch Asset Corporation advises individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides portfolio management, financial planning, and pension consulting, employing fundamental and technical analysis alongside modern portfolio theory to guide asset allocation and security selection.

Thomas Curran is a financial advisor at Curran Wealth Management with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with CIM, LLC and related entities since 2013. Outside of advisory work, Mr. Curran owns a tax services firm and manages several small business ventures, including a vehicle leasing company and investment in commercial real estate. Curran Wealth Management serves individuals and families, as well as pension plans, trusts, and charitable organizations, offering portfolio management, financial planning, and a proprietary wrap-fee program. The firm employs a bottom-up investment approach focused on companies with consistent earnings growth and strong financials, providing multiple strategies across various market capitalizations and client needs.

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 Certified Financial Planner™ (CFP®) with 21 years of industry experience. He currently works at Curran Wealth Management and has held roles at CIM, LLC and Goldman Sachs Wealth Services. Curran Wealth Management serves individuals, families, pension plans, trusts, estates, and charitable organizations with portfolio management and financial planning services. The firm employs a fundamental, bottom-up investment approach focused on long-term ownership of companies with strong financials and offers multiple strategies across market capitalizations and investment styles.

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.

Marc Agel is a CFP® professional with 28 years of experience in the financial advisory industry. He is currently with AlbanyAdvisor Group LLC, where he has worked since 2021, and has prior experience at PKS Advisory Services, LLC and PURSHE KAPLAN STERLING INVESTMENTS, Inc. Outside of his advisory role, he owns MEA Financial Enterprises, LLC, which develops models to measure mutual fund alpha deviations, and he manages several other business entities including an insurance services firm and a management services company. AlbanyAdvisor Group LLC provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, small businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis to create primarily long-term portfolios, with flexibility for shorter-term trading as needed, and offers dedicated retirement plan advisory services along with customized portfolio management.

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 designation and has previously worked at JCJ Advisory, LLC and Hiline Services, LLC. In addition to his advisory role, he owns JCJ Wealth and Tax Advisory, LLC, providing tax preparation and financial coaching services. Arrowroot Family Office serves individuals and families, as well as various institutional clients, offering comprehensive wealth management, financial planning, and multi-family office services. The firm emphasizes asset allocation and uses analytical tools to construct portfolios primarily composed of ETFs and mutual funds, while also managing private funds and offering unique client programs such as educational seminars and veterans’ fee waivers.