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.

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.

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.

Jared Reinstein is a CFP® professional at PlanVision, LLC with 17 years of industry experience. He previously held roles at Berkshire Money Management, Inc., Citizens Securities Inc., and several other firms. PlanVision provides fee-only financial planning and consulting primarily to high-net-worth individuals, emphasizing fundamental analysis and a long-term, simplified allocation philosophy that favors passive investments. The firm delivers advice through written plans or consultations without managing client assets or requiring account minimums.

Derek Kessen is a financial advisor at Steward Advisors Group, LLC with 14 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Steward Advisors Group since 2022. His prior experience includes roles at Performance Trust Capital Partners, LLC and other investment firms. Steward Advisors Group is a registered investment adviser serving individuals, trusts, estates, and charitable organizations, managing approximately $105 million in discretionary assets. The firm provides discretionary portfolio management and financial planning, incorporating clients’ faith-based and moral values into investment decisions while utilizing fundamental analysis and asset allocation techniques.

Logan Simms is a financial advisor at Blue Jean Financial LLC with two years of industry experience and holds a Series 66 designation. Prior to joining Blue Jean Financial in 2024, he worked at Thrivent Investment Management Inc. and has experience in education and nonprofit instruction. Outside of advising, he teaches woodworking skills at a nonprofit organization, Saratoga Joinery. Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm’s team manages approximately $95 million across 284 client relationships, offering customized portfolios primarily constructed with low-cost mutual funds, ETFs, and individual securities using both fundamental and technical analysis.

William Mertes is a CFA® charterholder with over 30 years of industry experience, currently serving at American Financial Advisors Inc since 1995. He holds Series 63 and Series 65 licenses and operates out of Rexford, NY as part of a six-advisor team. American Financial Advisors is a team-based registered investment adviser that serves individual and high-net-worth clients, retirement accounts, and plan sponsors. The firm employs a passive, asset-class investment approach using low-cost index funds and model portfolios, managing over $1.2 billion in non-discretionary assets under management.

William Bufkins is a financial advisor at Blue Jean Financial LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Thriven Investment Management Inc. and Thrivent Investment Management. Outside of his advisory role, Bufkins serves as an assistant pastor at Adirondack Christian Fellowship, where he is involved in preaching, leading worship, and overseeing youth ministry. Blue Jean Financial is a fiduciary-registered investment advisor serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary portfolio management and financial planning. The firm emphasizes a customized, long-term investment approach using low-cost mutual funds, ETFs, and select individual securities, supported by a multi-office presence and a team with combined experience from Thrivent.

Johnathon Perog is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Bull Harbor Capital LLC, where he has worked since 2023. His previous roles include positions at Park Avenue Securities, Guardian Life Insurance, Green Capital Advantage, and Hannaford Co. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and manages portfolios that may include mutual funds, ETFs, public and private equity, fixed income, and covered options.

Michael Ruger is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He is currently affiliated with Greenbush Financial Group, LLC, where he has worked since 2007. His prior experience includes roles at Crump and American Portfolios Financial Services, Inc. Outside of advisory work, he is a medical broker with Advocate Health. Greenbush Financial Group provides financial planning, investment consulting, asset management, and retirement-plan advisory services to individuals and employer-sponsored plans. The firm combines fundamental and technical analysis with discretionary trading and manages over $616 million in client assets with a team of four advisors.

Lakshmi Nagarajan is a CFP® professional with 24 years of experience in the financial services industry. She is currently with Holistic Wealth Advisors, a five-advisor team based in Clifton Park, NY, and has previously worked with LPL Financial LLC and Cetera Investment Advisers LLC. Nagarajan is also involved with several insurance-related activities alongside her advisory role. Holistic Wealth Advisors manages approximately $234.3 million in discretionary assets for a client base that includes high-net-worth individuals as well as institutional and organizational clients. The firm offers portfolio management and financial planning services, utilizing multiple analysis methods and providing access to both wrap and non-wrap platforms.

Ann Arceo is a financial advisor at Happiness in Retirement with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Del Sette Capital Management, Rooted Planning Group, and Savvy Duo Financial Planning. Happiness in Retirement serves individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management, discretionary portfolio management, and financial planning. The firm employs a primarily long-term investment approach focused on diversified, low-cost mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis.

Bradley Harkness is a financial advisor at Greenbush Financial Group, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses, and has worked previously at American Portfolios Financial Services, Inc. and The Ayco Company L.P. Since 2019, he has served as a trustee for the Scotia Glenville Elks, a community service organization. Greenbush Financial Group offers personalized financial planning, investment consulting, discretionary asset management, and retirement-plan advisory services to individuals and employer-sponsored plans. The firm employs both fundamental and technical analysis and manages over $616 million in client assets with a team of four advisors.