Manuel Choy is a CFP® and holds a Series 66 license with 23 years of industry experience. He has worked at WPM Wealth Advisors LLC since 2021 and previously held roles at Dinosaur Financial Group LLC, DCM Advisors, and DLG Wealth Management. Outside of his advisory work, he serves as Chief Financial Officer at WCM Wealth Advisors. WPM Wealth Advisors LLC provides discretionary portfolio management primarily to individual and high-net-worth clients through a firm-sponsored wrap fee program. The firm employs a multi-disciplinary investment approach that includes charting, fundamental, technical, and quantitative analysis, offering strategies from long-term investing to short-term trading.

Edward Canty is a CFP® with nine years of experience in financial advising, currently serving at Canty Financial Management, Inc. He previously worked at the University of Tampa for two years. Canty is also a part owner and vice president of Investing Simple LLC, a financial blogging business that is unaffiliated with his advisory firm. Canty Financial Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm provides discretionary portfolio management and financial planning with a focus on tax-aware strategies and integrates income tax preparation and advice alongside investment advisory services.

Nicholas Schultz is a financial advisor at Nye Street Partners LLC with a Series 65 credential and two years of industry experience. He has been with Nye Street Partners since 2021. Nye Street Partners serves high-net-worth individuals and charitable organizations by providing portfolio management, financial planning, and comprehensive family office services. The firm uses a long-term investment approach based on Modern Portfolio Theory and manages a small number of client relationships through discretionary portfolio management and individualized Investment Policy Statements.

James Flanagan is a financial advisor at Sterling Manor Financial, LLC with 21 years of industry experience. He holds the Series 66 designation and has been affiliated with Sterling Manor Financial since 2010. Prior to and concurrent with his current role, he was associated with Cadaret, Grant & Co., Inc. He also sells life, long-term care, and disability insurance products through Ash Brokerage. Sterling Manor Financial, LLC is an SEC-registered investment adviser managing approximately $201 million for individuals, high-net-worth clients, charitable organizations, and retirement plans. The firm offers discretionary portfolio management, financial planning, and sponsors a wrap-fee program, employing various analytical approaches and maintaining equitable allocation across client accounts.

Nicolas Carbone is a financial advisor with Tailored Wealth Solutions in Saratoga Springs, NY. He holds a Series 66 designation and has three years of industry experience. Prior to joining Tailored Wealth Solutions, he worked at Eagle Strategies LLC, NYLife Securities LLC, and Equitable Advisors, LLC. Outside of advisory work, he is also involved in insurance brokering with outside carriers. Tailored Wealth Solutions provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, businesses, and retirement plans. The firm employs a variety of investment strategies and emphasizes client education through newsletters, online content, and seminars.

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.

Adam Doig is a financial advisor with Sterling Manor Financial, LLC, holding a Series 66 designation and over 21 years of industry experience. He has been with Sterling Manor Financial since 2006 and previously worked at Cadaret, Grant & Co., Inc. for 15 years. Outside of advising, Doig is a licensed real estate broker and a partner in a commercial real estate firm in Saratoga Springs, NY. Sterling Manor Financial provides discretionary and non-discretionary portfolio management and financial planning to individuals, charitable organizations, and pension or profit-sharing plans. The firm employs a variety of analytical approaches and offers tailored investment programs, including model portfolios, with a focus on mutual funds, fixed income, equities, ETFs, annuities, and Treasury Inflation-Protected Securities.

Michael Los is a financial advisor at Congress Park Capital LLC with 9 years of industry experience. He holds a Series 65 designation and has been with Congress Park Capital since 2015. Prior to that, he worked at Safeco Alarm Systems Inc. for 12 years. Congress Park Capital LLC provides discretionary asset management and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm manages approximately $422 million and employs a range of investment strategies, including leverage and derivative techniques, with portfolios reviewed at least quarterly.

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.

Kyle Wasson is a CFP® with seven years of industry experience, currently serving as an advisor at Inside Edge Capital Management, LLC. His prior roles include positions at Richard P Slaughter Associates and Austin Yardisan, LLC. Outside of his advisory work, he has experience in landscape and fence business operations. Inside Edge Capital Management serves individual and high-net-worth clients through discretionary portfolio management, financial planning, and public educational seminars. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, offering strategies from long-term holdings to short-term trading and option writing.

Dominick Trimarchi is a financial advisor at Trimarc Wealth Management LLC with 27 years of industry experience. He previously worked at Goldman Sachs Wealth Services for 11 years and Leerink Partners LLC for 2 years. He holds Series 63 and Series 65 licenses. Trimarc Wealth Management LLC provides investment supervisory services and comprehensive financial planning primarily to high net worth individuals and charitable organizations. The firm integrates multiple analytical approaches with a long-term investment orientation and manages approximately $240.9 million in client assets.

Stephen Kyne is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Sterling Manor Financial, LLC since 2016. He previously worked at Cadaret, Grant & Co., Inc. for 15 years. Outside of his advisory role, he holds leadership positions in multiple local organizations, including serving as treasurer and director for community preservation and cultural institutions in Saratoga Springs. Sterling Manor Financial, LLC is an SEC-registered investment adviser managing approximately $201 million for nearly 400 clients, primarily individuals and high-net-worth individuals. The firm offers discretionary portfolio management and financial planning, employing a variety of analytical approaches and maintains a wrap-fee program alongside insurance and annuity product offerings.

Todd Gordon is a financial advisor with Inside Edge Capital Management, LLC, holding a Series 65 designation and four years of industry experience. He is the founder of Plan My Trade LLC, providing investment research, and has contributed to NBC Universal as a TV contributor since 2010. Additionally, he is a minority owner of Upstate Distilling Company. Inside Edge Capital Management serves individual and high-net-worth clients through discretionary portfolio management, financial planning, and public educational seminars. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and manages approximately $44.8 million across two advisors.

James Durkee Jr. is a CFP® with 13 years of industry experience, currently serving as an advisor at Tailored Wealth Solutions. His prior work experience includes roles at Target Corp, Bank of America, Merrill, LPL Financial, and Atlas Private Wealth Management. Tailored Wealth Solutions provides discretionary asset management and comprehensive financial planning services to individuals, high-net-worth clients, businesses, and retirement plans. The firm employs a range of investment strategies, including strategic and tactical asset allocation, and incorporates various instruments such as alternative investments and crypto-related securities.

Michael Steiner is a financial advisor at Congress Park Capital LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Congress Park Capital since 2012. Outside of his advisory role, he is part owner and president of The Steiner Corporation, a dog-related services business. Congress Park Capital provides discretionary asset management and retirement plan consulting to individuals, high net worth clients, and employer-sponsored plans. The firm manages approximately $366 million in assets and employs a range of investment strategies including fundamental and technical analysis, with portfolios reviewed quarterly.

Raymond Martin is a financial advisor at Crescent Hill Partners LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Crescent Hill Partners in various capacities since 2013. Crescent Hill Partners LLC provides investment advisory and financial counseling services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a mix of proprietary analysis, fundamental and technical methods to manage portfolios, offering both discretionary and non-discretionary management alongside written financial plans and alternative investment options.

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.

David Kopyc is an investment advisor representative with Retirement Planning Group, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked with firms including Purshe Kaplan Sterling Investments and Ameritas Investment Corp. In addition to his advisory duties, he hosts a retirement planning radio show. Retirement Planning Group provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and corporations. The five-adviser team manages approximately $375 million for over 1,000 clients, employing a primarily long-term, diversified investment approach with ongoing portfolio monitoring and rebalancing.

Nathaniel King is a financial advisor at King Wealth Management Group, LLC in Saratoga Springs, NY. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he worked at Robert Trent Jones Golf Course and has held teaching positions at Cornell University, Albany Academy, and Schuylerville Central School. King Wealth Management provides investment management and financial planning services to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental analytical approach with a technical overlay to create customized strategies, managing approximately $1.08 billion in client assets.

Nile Steigerwald is a financial advisor at Woodstock Wealth Management, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Saint Bernard Financial Services, Inc. and Woodstock Financial Group. He is also president of CBG Financial, Inc., a non-investment related business supporting office operations. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a notable performance-based fee program.