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.

Edward King is a CFP® professional with 34 years of experience in the financial industry. He has been with Graney & King, LLC since 1998 and also maintains a longstanding association with LPL Financial. In addition to his advisory role, he offers long-term care insurance as part of his business activities. Graney & King, LLC serves individuals, trusts, and employer plans, including high-net-worth clients, providing asset management, financial planning, and retirement plan consulting. The firm utilizes LPL Financial’s Strategic Wealth Management platform and various sponsored programs employing model portfolios, mutual funds, ETFs, and third-party SMA managers.

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.

Joseph Canty is a CFP® with one year of industry experience, currently serving as an advisor at Canty Financial Management, Inc. since 2019. He has also been affiliated with the University of Tampa since 2014. Canty Financial Management serves a diverse clientele, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning with an emphasis on tax-aware strategies, combining investment advisory services with integrated income tax preparation and tax planning.

Joseph Ventura is a financial advisor at Eden Advisory Services, LLC in Albany, NY, with eight years of industry experience. He holds Series 63, 65, and 66 licenses and has been associated with Creative Financial Designs Inc and CFD Investments Inc since 2013. Outside of his advisory role, Ventura is involved with Ashley's Farm Stand and works as an independent insurance agent. Eden Advisory Services provides discretionary portfolio management and financial planning to individual clients—including high-net-worth individuals—and charitable organizations. The firm combines fundamental, technical, and quantitative analysis with modern portfolio theory, typically employing a long-term trading approach supplemented by third-party managers and proprietary strategies.

Philip Gallant is a financial advisor with Optimus Wealth Management Group, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Gallant is also the managing partner and insurance agent at The Optimus Group, LLC, and is involved with Vital Tax Solutions, Inc., which provides tax planning and tax return services. Optimus Wealth Management Group, Inc. offers personalized financial planning and retirement income planning to individual and high-net-worth clients. The firm refers clients to third-party money managers for asset management and focuses on comprehensive planning using portfolio analysis and retirement outcome modeling.

Jeremy Price is a CFP®-certified financial advisor with four years of industry experience. He is currently with Retirement Planning Group, LLC and holds a Series 66 license. His prior experience includes roles at Goldman Sachs, Chubb Insurance, Penn Mutual, and Northwestern Mutual. 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 using low-cost mutual funds and ETFs, with portfolio decisions implemented on a discretionary basis tailored to each client's goals and risk tolerance.

Richard Finelli is a financial advisor at Graney & King, LLC with 20 years of industry experience. He holds Series 65 and Series 63 designations and has maintained a CPA practice since 1987. His work history includes roles at LPL Financial, Linsco/Private Ledger Corp, and his own CPA firm. Graney & King provides asset management, financial planning, and retirement plan consulting to individuals, trusts, and employer plans. The firm manages approximately $484 million across nearly 800 client relationships and delivers investment services primarily through LPL Financial’s platforms and sponsored programs.

Jason Dongelewic is a Series 65 licensed advisor at Marathon Mission, Inc. with one year of industry experience. Prior to joining Marathon Mission, he was a student for several years. Marathon Mission, Inc. provides 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 employs a combination of fundamental, technical, and modern portfolio theory in its investment approach and manages approximately $154.7 million in client assets.

Nicholas Ventura is a financial advisor at Eden Advisory Services, LLC with a Series 65 designation and two years of industry experience. He has been with Eden Advisory Services since 2017 and previously worked at Target for one year. Eden Advisory Services serves individual clients, including high-net-worth individuals, and charitable organizations, providing discretionary portfolio management and financial planning using a blend of fundamental, technical, quantitative analysis, and modern portfolio theory. The firm employs a long-term trading approach and supplements its services with third-party managers and proprietary strategies through networked business relationships.

Phillip Monthie is a financial advisor at Monthie Wealth Advisors with three years of industry experience. He holds Series 65 and Series 66 designations and also practices as an attorney, assisting clients with estate planning. Prior to his current role, his background includes work at an independent family office and several law firms. Monthie Wealth Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm combines fundamental, quantitative, and technical analysis to implement portfolios across various asset classes and integrates multi-disciplinary legal and accounting capabilities alongside traditional investment management.

Stephen Monthie is a CFP® professional with three years of experience at Monthie Wealth Advisors. He is also an attorney at Monthie Law Firm, where he has practiced for over 30 years advising on legacy and estate planning as well as tax preparation. Monthie Wealth Advisors serves individual and high-net-worth clients with discretionary portfolio management and financial planning, customizing investment strategies based on client goals and risk tolerances. The firm employs a combination of fundamental, quantitative, and technical analysis and conducts regular account reviews, generally operating with discretionary trading authority and custody at Schwab Institutional.

Kristopher Kopyc is a financial advisor with Retirement Planning Group, LLC, holding Series 65 and Series 63 designations and one year of industry experience. He has worked at Purshe Kaplan Sterling Investments and has prior experience in hospitality-related roles. Retirement Planning Group provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and corporations. The firm’s investment approach emphasizes long-term, diversified portfolios primarily composed of low-cost mutual funds and ETFs, with active use of bonds and options as needed, managing roughly $375 million for over 1,000 clients.

Laura Sodorsky is a financial advisor at Marathon Mission, Inc. with five years of industry experience. She holds a Series 65 designation and has worked at Marathon Mission since 2019, following two years at Auto/Mate Inc. Marathon Mission, Inc. provides discretionary portfolio management, pension consulting, and financial planning to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and modern portfolio theory approaches and manages approximately $154.7 million in assets.

Amy Taylor is a financial advisor at Optimus Wealth Management Group, Inc. with four years of industry experience. She holds a Series 65 designation and has worked at Optimus Wealth Management Group since 2021, with prior experience at FM Global. Taylor is also involved in an affiliated insurance agency through The Optimus Group, LLC. Optimus Wealth Management Group provides personalized financial planning, retirement income planning, and portfolio review services primarily to individual and high-net-worth clients. The firm refers clients to third-party money managers for asset management while conducting periodic reviews and coaching, operating with a small advisory team.

Frederick Schmalkuche is a financial advisor at Pinnacle Wealth Strategies, LLC with 24 years of industry experience. He holds CFP®, PFS™, and Series 66 credentials. Schmalkuche is also a partner and CPA at Foster & Schmalkuche, PC, a certified public accounting firm where he dedicates most of his professional time. Pinnacle Wealth Strategies provides comprehensive financial planning and consulting services to individuals, families, and business clients. The firm delivers individualized, asset-allocation focused written plans and does not directly manage client investment assets, leaving execution and ongoing management to clients or third-party managers.

Julianne Sciandra is a CFP® professional with 15 years at Capital Financial Advisors of New York, LLC and four years of industry experience. She operates as the sole advisor at her firm, which is based in Clifton Park, NY. Capital Financial Advisors of New York, LLC offers 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 using strategic asset allocation with global diversification, primarily through no-load mutual funds, ETFs, and individual fixed-income securities.

Sharon Merkle is a financial advisor with Pinnacle Wealth Strategies, LLC in Albany, NY, holding a Series 66 designation and 27 years of industry experience. She also maintains a law practice specializing in estate planning, estate administration, business law, employment law, elder law, commercial contracts, and real estate. Her prior work includes roles at Latitude Advisors, LLC and GWN Securities, Inc. Pinnacle Wealth Strategies provides comprehensive financial planning and consulting services to individuals, families, business owners, and businesses. The firm delivers written financial plans focused on asset allocation and personalized goals, with clients implementing investment recommendations through custodians or third-party managers.

Howard Goldson is a financial advisor with Pinnacle Wealth Strategies, LLC in Albany, NY, holding a Series 66 credential and over 25 years of industry experience. He has been associated with Pinnacle Wealth Strategies since 2002 and holds roles with Latitude Advisors, LLC and GWN Securities, Inc. He is also a licensed independent insurance agent in New York, Connecticut, and Oklahoma. Pinnacle Wealth Strategies provides comprehensive financial planning and consulting services to individuals, families, and business owners, focusing on customized, asset-allocation-based written financial plans without directly managing client investment assets.

Phillip Harabarovici is a financial advisor at Graney & King, LLC with six years of industry experience. He holds a Series 66 designation and has worked at LPL Financial LLC and other firms. Outside of his advisory role, he serves as a board member for the local Albany chapter of the Order of the Sons of Pericles, assisting with volunteer and community events. Graney & King provides asset management, financial planning, and retirement plan consulting to individuals, trusts, and employer plans, managing approximately $484 million across around 791 client relationships. The firm utilizes LPL Financial’s Strategic Wealth Management platform and various sponsored programs, offering services through model portfolios, mutual funds, ETFs, and third-party SMA managers.