Joshua Chicoine is a Series 65-licensed advisor at Upleft Asset Management with one year of industry experience. His background includes work with the Schenectady Police Department and previous roles at Upleft. Upleft Asset Management provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and charitable organizations. The firm employs a long-term investment approach using primarily low-cost mutual funds and ETFs, with an emphasis on personalized service and portfolio alignment with client goals.

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.

Kerry Mayo is a CFP® professional with 19 years of experience at Capital Financial Advisors of New York, LLC, where he has been the sole advisor since 2007. He is based in Clifton Park, NY, and specializes in financial planning and investment management. Capital Financial Advisors of New York, LLC provides 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, implementing portfolios through strategic asset allocation and global diversification using no-load mutual funds, ETFs, and individual fixed-income securities.

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®-certified financial advisor with 34 years of industry experience. He has been with Graney & King, LLC since 1998 and also maintains a long-term affiliation with LPL Financial LLC. Edward offers long-term care insurance as part of his business activities. Graney & King provides asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer plans. The firm manages approximately $484 million across nearly 800 client relationships, delivering investment services primarily through LPL Financial’s Strategic Wealth Management platform and various sponsored programs.

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 with 8 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at VOYA Financial Advisors, Inc. and Invest Financial Corporation. Outside of his advisory work, Ventura operates Ashley's Farm Stand and serves as an independent insurance agent. Eden Advisory Services provides portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm follows a long-term investment approach combining fundamental, technical, and quantitative analysis, supported by proprietary tools and third-party research.

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.

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 with Graney & King, LLC in Latham, NY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at LPL Financial, Linsco/Private Ledger Corp, and Graney & King since 2006 and operates a CPA practice with over 39 years of experience. Graney & King provides asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer plans. The firm manages approximately $484 million across about 791 client relationships, delivering investment services primarily through LPL Financial’s Strategic Wealth Management platform 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 two years of industry experience. He holds a Series 65 designation and has prior work experience in entertainment and real estate development. Eden Advisory Services, LLC provides portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs client-specific Investment Policy Statements and a long-term trading approach utilizing fundamental, technical, and quantitative analysis, supplemented by external research and proprietary strategies.

John Mendrysa is a financial advisor with Broadway Advisor Group, holding a Series 63 designation and bringing 32 years of industry experience. He has previously worked at Linsco Private Ledger and LPL Financial. Outside of his advisory role, he has engaged in limited long-term care and life insurance sales. Broadway Advisor Group serves individual and high-net-worth clients, as well as pension and profit-sharing plans, with discretionary portfolio management, financial planning, and pension consulting. The firm employs a diversified investment approach that includes traditional and alternative strategies, sponsors a wrap-fee program, and manages approximately $215 million in assets across 315 client accounts.

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.