Daniel Bauer is a CFP® and holds a Series 66 designation with 25 years of experience in the financial industry. He has been with AllSquare Wealth Management, LLC since 2010 and also worked at Purshe Kaplan Sterling Investments from 2014 to present. In addition to his advisory role, he serves as an independent insurance agent. 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 combined with an efficient-market philosophy, primarily using passively managed investment vehicles and tailoring portfolios to client risk tolerance without imposing account minimums.

Michael Ryan is a CFP® professional with 33 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and has been with Marathon Mission, Inc. since 2003. Marathon Mission, Inc. offers 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 applies a combination of fundamental, technical, and modern portfolio theory in its investment approach and manages approximately $154.7 million across its client base.

Helen Carroll is a CFP® with 12 years of industry experience, currently serving as an advisor at Mussett Wealth Management, LLC since 2014. The firm provides personalized financial planning, investment management, and consulting services to individuals, charitable organizations, businesses, and pension and profit-sharing plans. Mussett Wealth Management manages approximately $110.4 million in assets and offers ERISA 3(38) and 3(16) plan services, using a strategic asset allocation approach with a core-and-satellite mix of actively and passively managed funds.

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.

Olivia Mussett is a CFP® professional with eight years of industry experience and over 15 years at Mussett Wealth Management, LLC. She previously worked at Wells Fargo Clearing for two years. Mussett Wealth Management provides personalized financial planning, investment management, and consulting services to individuals, charitable organizations, businesses, and pension and profit-sharing plans. The firm manages approximately $110 million in assets and emphasizes a strategic asset allocation approach using a mix of actively and passively managed funds, along with ERISA 3(38) and 3(16) plan services.

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.

Kathleen Godfrey is the sole owner of Godfrey Financial Associates, Inc. in Glenmont, NY, where she has worked since 1995. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Her firm serves individuals, including high-net-worth clients, as well as corporations and business entities, providing discretionary portfolio management and financial planning services. The firm uses a national custodian platform and offers customized portfolios that include exchange-listed securities, mutual funds, ETFs, and fixed income, with both long- and short-term strategies.

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.

Daniel Weinberg is a financial advisor at AllSquare Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments since 2014. Outside of his advisory role, Weinberg serves on the board of the Albany Jewish Community Center and is vice-chair of the investment committee for the Endowment Board of Governors at the Jewish Federation of Northeastern New York. 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 uses a fundamental analysis framework combined with an efficient-market philosophy, primarily implementing asset allocation through passively managed vehicles, and offers discretionary portfolio management tailored to client risk tolerance without an account minimum.

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.

John Mendrysa is a financial advisor at Broadway Advisor Group with 31 years of industry experience. He holds a Series 63 designation and previously worked at Linsco Private Ledger and LPL Financial for 18 and 17 years, respectively. His other business activities have included non-variable insurance sales and operating a DBA under Capital Wealth Management of New York. Broadway Advisor Group provides investment advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm sponsors a wrap fee program and employs a wide range of investment strategies, managing approximately $166.6 million for around 250 clients.

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.

Ruth Maresca is a financial advisor at Godfrey Financial Associates, Inc. with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has worked at firms including LPL Financial, CUNA Brokerage Services, and Key Investment Services LLC. Outside of financial advising, she serves as an alternate trustee for Demberg Farm LLC and is a licensed notary public. Godfrey Financial Associates serves individuals, including high-net-worth clients, as well as corporations and business entities, providing discretionary investment management and financial planning services. The firm employs a mix of fundamental, technical, charting, and cyclical analysis methods to build tailored asset allocations and monitors portfolios on an ongoing basis.

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.

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.

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.

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.

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.

Jason Sgroi is a financial advisor with Broadway Advisor Group in Albany, NY, holding a Series 66 designation and 19 years of industry experience. His work history includes roles at LPL Financial since 2005 and operating Sgroi Wealth Management Inc. since 2018. Broadway Advisor Group provides investment advisory services to individuals, high-net-worth clients, and pension plans, offering portfolio management, financial planning, and pension consulting. The firm sponsors a wrap fee program and employs a variety of investment strategies, including discretionary management and third-party manager allocations.