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.

Jeremy Lundquist is a financial advisor with Renaissance Investment Group, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining Renaissance, he worked for the United States Government for six years and was employed at George Mason University for two years. Renaissance Investment Group provides discretionary and non-discretionary investment supervisory services and financial counseling to individual, high-net-worth, and institutional clients. The firm combines macroeconomic and geopolitical analysis with fundamental and technical research, emphasizing a long-term purchase-and-hold strategy while incorporating ESG considerations and offering customized services for banking and corporate clients.

Trevor Forbes is a financial advisor at Renaissance Investment Group, LLC with 15 years of industry experience. He holds the Series 65 designation and has been with Renaissance Investment Group since 2011. Renaissance Investment Group provides discretionary and non-discretionary investment supervisory services and financial counseling to individual, high-net-worth, and institutional clients. The firm combines macroeconomic and geopolitical analysis with fundamental and technical research, typically following a long-term purchase-and-hold strategy, and incorporates a client-specific ESG process alongside diversified investment approaches.

Christopher Silipigno is a financial advisor at Renaissance Investment Group, LLC with seven years of industry experience. He holds the ChFC® designation and a Series 65 license. His prior work includes roles at Home America Lending, City Mission of Schenectady, and CAS Management Consulting. Renaissance Investment Group provides discretionary and non-discretionary portfolio management and financial counseling to individuals with at least $1 million in investable assets, pension and profit-sharing plans, charitable organizations, corporations, and banking or thrift institutions. The firm combines top-down geopolitical and macroeconomic analysis with bottom-up fundamental research and a long-term, purchase-and-hold approach tailored to client-specific investment policies.

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.

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.

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.

Thomas Giardina is a financial advisor at Financial Transparency with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Envision Financial Transparency and CSSC Brokerage Services. Giardina is also president of Giardina & Bressett, a CPA firm providing financial statement and income tax preparation services. Financial Transparency offers investment advisory and financial planning services to individuals, families, businesses, and retirement plans through a team of independent advisory representatives. The firm employs asset allocation strategies based on Modern Portfolio Theory and the Efficient Market Hypothesis, using both passive and active models tailored to client needs.

Candace Weir is a financial advisor at Paradigm Capital Management, Inc. in Albany, NY, holding Series 65 and Series 66 licenses with 57 years of industry experience. She has worked at Paradigm Capital Management since 1993 and has been affiliated with C. L. King & Associates, Inc. since 1972. Paradigm Capital Management provides discretionary investment management services to institutional and individual clients using a research-oriented, bottom-up equity approach across multiple strategies. The firm manages approximately $2.38 billion in assets for about 59 client relationships, including pension plans, foundations, trusts, and private funds.

Michael Carrillo is a financial advisor with AlbanyAdvisor Group LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Purshe Kaplan Sterling Investments, Inc. and its affiliated advisory firms from 2007 to 2021 before joining AlbanyAdvisor Group in 2021. 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 manage primarily long-term portfolios, offering both discretionary and non-discretionary account management tailored to client objectives.

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 26 years of experience in the financial services industry. He currently serves at Curran Wealth Management, where he has worked since 2013, alongside prior roles at Wells Fargo Clearing. 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 approach focusing on long-term ownership of companies with consistent earnings growth and strong financial metrics, offering multiple strategies across market capitalizations and investment objectives.

Thomas Malinowski is a financial advisor with Renaissance Investment Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Renaissance Investment Group, formerly LIG Group, LLC, since 2010. Renaissance Investment Group provides discretionary and non-discretionary portfolio management and financial counseling to individuals, pension and profit-sharing plans, charitable organizations, corporations, and banking or thrift institutions. The firm combines top-down geopolitical and macroeconomic analysis with bottom-up fundamental research and maintains a long-term purchase-and-hold investment approach tailored to client-specific policy statements.

Lori Murphy is a CFP® professional with 19 years of industry experience. She is currently with AlbanyAdvisor Group LLC and has held roles at Purshe Kaplan Sterling Investments, Inc. and PKS Advisory Services, LLC. Outside of her advisory work, she is involved in managing a business entity that coordinates office operations and independent contractors. 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 employs a combination of fundamental and technical analysis to construct primarily long-term portfolios, often managing accounts on a non-discretionary basis with client approval prior to trade execution.

Christopher King is a financial advisor at Renaissance Investment Group, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Renaissance Investment Group (formerly Lig Group, LLC) since 2010. Renaissance Investment Group provides discretionary and non-discretionary portfolio management and financial counseling to individuals, pension and profit-sharing plans, charitable organizations, corporations, and banking or thrift institutions. The firm uses a combination of top-down geopolitical and macroeconomic analysis with bottom-up fundamental research and maintains a long-term purchase-and-hold investment approach tailored to client-specific policies and ESG considerations.

Susan Hart is a CFP® professional with 24 years of industry experience. She is currently with AlbanyAdvisor Group LLC and has previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and PKS Advisory Services, LLC. Outside of her advisory role, she owns an insurance agency, AAG Insurance Services LLC, which focuses on insurance commission and override management. 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 manage primarily long-term portfolios with flexibility for shorter-term trading, often managing accounts on a non-discretionary basis with client approval prior to trade execution.

Dennis Colavito is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 credentials and having 45 years of industry experience. He has been with PKS Advisory Services since 2005 and also associated with Purshe Kaplan Sterling Investments since 1997. PKS Advisory Services provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm customizes portfolios based on client profiles and employs a range of strategies including no-load mutual funds, ETFs, individual securities, Independent Managers, model portfolios, and alternative investments.

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.