Ashley LaBelle is a Planning Consultant at Fidelity Investments, where she partners with two wealth management teams to assist clients in achieving their financial goals through a personalized approach. She has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager. Prior to joining Fidelity, Ashley worked as an Investor Accounting Specialist at Broadview Federal Credit Union from 2020 to 2023, and as a Commercial Lending Coordinator at Trustco Bank between 2018 and 2020. Her professional experience spans various aspects of financial services, focusing on client relationship management and financial planning. Outside of her professional role, Ashley enjoys beach activities, fitness, hiking, snowboarding, traveling, and yoga.

Johnathan Wilsey is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Cetera in various capacities since 2019 and was previously with Foresters Financial and Foresters Advisory Services. In addition to his advisory work, he operates a financial planning business, BPS Financial Services, and is licensed to sell life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management services and program options, supported by a large network of over 10,000 advisors and significant assets under management.

Judith Dievendorf is a financial advisor with Primerica Advisors in Delmar, NY, holding a Series 63 designation and bringing 23 years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2002 and also owns Ellis Alexander Consulting, which provides tax preparation services. Additionally, she serves as a trustee for a family trust and works as an energy advisor with Viridian Energy. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Nolan Hart is a financial advisor at UBS Financial Services with nine years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior experience includes roles at Bank of America, Merrill, Bernstein Private Wealth Management, Kellogg Northwestern, and AllianceBernstein. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Joseph Smith is a Financial Advisor at Merrill Lynch Wealth Management. He has a background in financial analysis, strategic planning, risk management, and relationship building. Joseph focuses on providing clear and practical financial guidance tailored to each client's circumstances and long-term goals. He holds a Bachelor's Degree from LeMoyne College and a Master's Degree from Rensselaer Polytechnic Institute. Joseph has earned the designation of Personal Investment Advisor (PIA). His approach emphasizes attentive service, transparent communication, and sound judgment to help individuals and families make informed financial decisions.

Emma Gleason is a financial advisor with LPL Enterprise LLC, holding the Series 63 and Series 66 licenses and bringing one year of industry experience. She previously worked at Mercer Allied Company LP and Goldman Sachs & Co. LLC. LPL Enterprise serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, including financial planning, access to model wealth portfolios, third-party asset management, and insurance products through its integrated platform.

Brian Mcguiness is a financial advisor with LPL Financial in Delmar, NY, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been affiliated with LPL Financial since 2010 and has also served at Global Retirement Partners since 2015, where he provides advisory services including portfolio management and retirement portfolio construction. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.

Paul Stracke Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial since 2016 and also provides investment advisory services through WealthOne, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide, offering various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Austin Weaver is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at Pioneer Bank, Soverance Labs, and Bryant University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Andrew Minnick is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and their families to address their financial needs. In his role, he provides holistic guidance and develops strategies aimed at helping clients achieve financial peace of mind. Prior to joining Fidelity Investments in 2024, Andrew served as a Private Wealth Manager at CIM LLC from 2020 to 2024. He also held positions at AYCO, a Goldman Sachs Company, including Team Leader from 2018 to 2020 and Senior Financial Analyst from 2014 to 2018. Outside of his professional work, Andrew enjoys spending time at the beach, camping, cooking and baking, as well as engaging in sports such as football, golf, and swimming.

Stephen Peer is a financial advisor with Cetera, holding a Series 66 designation and bringing 43 years of industry experience. His prior roles include Voya Financial Advisors and operating Peer Wealth Management, an independent financial services business. He is also involved in fixed insurance product sales through his activities as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and $256 billion in assets under management.

Elijah Weiss is a financial advisor with Merrill in Albany, NY, holding a Series 66 designation and three years of industry experience. He previously held roles at MassMutual, Farmers Insurance, and Bankers Conseco Life Insurance before joining Merrill and Bank of America. He serves as a trustee for an irrevocable trust for his parents. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Francesca Mills currently serves as a Planning Consultant. She has an extensive background in investment consulting and leadership, having held several roles at Fidelity Investments from 2017 to 2026, including Investment Consultant, Investment Solutions Team Leader, New Hire Onboarding Coach, Investment Solutions Representative, and Customer Relationship Advocate. Francesca focuses on partnering with clients to develop thoughtful and aligned financial strategies, emphasizing integrity and transparency in prioritizing clients' financial well-being. Her professional experience encompasses various aspects of investment solutions and client relationship management. While specific educational credentials were not provided, her progressive roles at Fidelity Investments reflect a strong foundation in investment consulting and team leadership. Outside of her professional career, Francesca's personal interests include golf, pets, reading, running, and tennis.

Michael Barnes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies to help clients pursue their long-term goals through one-on-one collaboration. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, retirement income, and services for endowments, foundations, and non-profits. Michael holds a Bachelor's Degree from SUNY Oneonta and has earned the designation of Personal Investment Advisor (PIA). He follows Merrill’s tradition of community involvement, dedicating time to volunteering with local organizations. Through his role, he provides clients access to Merrill’s investment insights along with the banking and lending solutions of Bank of America.

Levi Ashley is a Financial Consultant at Fidelity Investments, where he partners with clients to co-create financial plans and investment strategies that align with their life goals. He began his current role in 2024 after serving as a Planning Consultant at the same firm from 2022 to 2024. Levi's professional experience includes positions at Merrill Lynch as a Financial Solutions Advisor and Registered Wealth Management Client Associate in 2022 and 2021-2022 respectively. He also worked as a Compliance Officer at Purshe Kaplan Sterling Investments from 2020 to 2021, a Registered Client Associate at Morgan Stanley from 2019 to 2020, and a Financial Assistant at Halliday Financial in 2018. Outside of his professional work, Levi enjoys camping, fishing, and outdoor adventures.

Shamus McCullough is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2008, progressing through various roles including Financial Representative, Investment Solutions Representative, Fixed Income Specialist, Investment Consultant, and Financial Consultant. In his current role, Shamus assists clients in creating personalized financial plans and adjusting their investment and income strategies to help achieve their individual financial goals. His professional experience encompasses a broad range of roles within Fidelity Investments, providing him with a comprehensive understanding of investment and financial consulting. Outside of his professional work, Shamus enjoys biking, gardening, visiting museums, engaging in outdoor adventures, skiing, and traveling.

David Morrison is a financial advisor with Wells Fargo Clearing in Albany, NY, holding a Series 63 designation and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Craig White is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research for four years before joining LPL Financial in 2020. Outside of his advisory role, he has experience as a software programmer and consultant in a non-investment related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolios supported by research from LPL Research and third-party subadvisors.

Jeffrey Miller is a financial advisor with Ameriprise in Freehold, NY, holding a Series 63 designation and 14 years of industry experience. He has been with Ameriprise and its related entities since 2012. Outside of his advisory work, he owns All-Trades Improvements, a remodel construction and woodworking business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering customized recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and algorithmic tools to support its advisory process and offers a broad range of investment and insurance solutions through affiliated entities.

John Rahe is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has held positions at Bank of America and Merrill since 2014. Outside of his advisory role, he owns and manages rental properties. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.