Robert Laferriere is a CFP® with 13 years of industry experience, currently serving at VOYA Financial Advisors, Inc. since 2017. He previously worked at SEFCU, LPL Financial, and Securities America Advisors, Inc. Laferriere also owns Laferriere Financial, through which he provides insurance, securities, and investment product services, and is an independent agent for fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale investment advisory and broker-dealer affiliate of Voya Financial that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services using a combination of in-house and external strategies, model portfolios, and technology-driven tools, with a focus on both non-discretionary and discretionary account management.

Spyro Athanasoulias is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Latham, NY, holding a Series 63 designation and bringing 21 years of industry experience. His previous roles include positions at National Life Insurance Group and MassMutual Investors Services. He is also involved in insurance agency operations through ASPIS Life and Health Insurance Agency and related entities. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms often using third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Matthew Hamel is a CFP® with six years of industry experience, currently affiliated with Principal Financial Services. His prior work includes roles at Union Financial and AXA Advisors, LLC. Outside of his advisory work, he serves as the freshman level head baseball coach at Christian Brothers Academy in Albany. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Courtney Kerester is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC and Daiwa Capital Markets. Prior to her financial career, Kerester attended Brooklyn Law School and worked at several law firms. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management, utilizing strategic allocation models and a range of platforms to tailor solutions aligned with client objectives.

Jesse Lieberman is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2017, following prior roles at The Ayco Company, L.P./Mercer Allied and Seton Hall University School of Law. Goldman Sachs Wealth Services serves a wide range of clients including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning and portfolio management through tailored strategies supported by dedicated investment groups and access to a broad ecosystem of affiliated financial entities.

Jordonna Spina is a financial advisor with Key Investment Services LLC in Latham, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. She has been with Key Investment Services and KeyBank since 2017. Her background includes work at Siena College and BJ's Wholesale Club. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and relies on a multi-provider model incorporating Envestnet and third-party managers, with integration across KeyCorp affiliates for a range of investment and advisory services.

Aidan Cohane is a Series 66-credentialed financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He has worked at Goldman Sachs since 2019, with prior roles including positions at Merrill Lynch and Oppenheimer & Co. Cohane has also held various roles unrelated to finance, including at Windham Mountain and Fordham University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of services such as Private Family Office programs, specialized executive wealth solutions, and access to alternative investments, supported by proprietary research and integrated resources across the Goldman Sachs organization.

Dove Lepson is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential. Lepson has held roles at several firms including Noble Wealth Advisors, Paradigm Capital Management, and Equitable Advisors, beginning their industry career in 2023. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models and a wide range of platforms integrated within the broader Goldman Sachs ecosystem.

Kelly Donnoe is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. Prior to joining Goldman Sachs in 2023, Donnoe was involved in entrepreneurial ventures including Running Subway LLC and Legends OWO LLC. He holds a Series 66 designation. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Lawrence Dillon is a financial advisor with Principal Financial Services, holding the CFP® and ChFC® designations and a Series 66 license. He has 28 years of industry experience, including roles at Principal Life Insurance Company and Principal Financial Services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Antonio Cotugno is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. His prior work includes roles at Trustco Bank and a family practice in Clifton Park. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by proprietary analytics and integration within the broader Goldman Sachs ecosystem.

Joanne Windas is a financial advisor at &PARTNERS with 28 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining &PARTNERS in 2026, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of her advisory role, she serves as co-executor for her parents’ estates. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.

Reid Prinzo is a CFA® charterholder with 18 years of industry experience. He is affiliated with Commonwealth Financial Network and has prior experience at MFS Fund Distributors, Inc. Prinzo is also co-owner of Bryant Asset Management, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party managers, retirement consulting, and custody services.

Peter Brucato is a financial advisor with Private Advisor Group, LLC, holding CFP® and CFA® designations and over 23 years of industry experience. His prior work includes roles at LPL Financial and AIG Valic. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and managed account solutions using a fiduciary-based advisory model that incorporates both discretionary and non-discretionary strategies.

Christopher Meano Jr. is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Cohoes, NY. He has five years of industry experience, including his current role at Goldman Sachs Ayco Personal Financial Management since 2021. His prior work includes roles in municipal water departments and architectural planning, as well as experience at Alfred University. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers specialized services such as Private Family Office and Executive Wealth programs, leveraging the broader Goldman Sachs platform to deliver tailored advisory solutions.

Robert Dolan is a Series 66-licensed financial advisor with 21 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent 18 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios while providing tailored services such as Executive Wealth and Private Family Office support.

Jason Mallette is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds a Series 63 designation and previously worked for The Ayco Company, L.P./Mercer Allied Company, L.P. for 21 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Mark Thomas is a CFP® professional with 26 years of experience in the financial services industry. He currently works at Equity Services, Inc. and has prior experience at Linsco/Private Ledger Corp. Additionally, Thomas operates as an insurance agent for several companies through Wise Financial, LLC, and works part-time as a school bus driver. Equity Services, Inc., also known as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term investment strategies with options for shorter-term trading and specialized instruments.

Ryan Williams is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at several firms including National Life Group, Hoxton Wealth USA LLC, and Openwork. Outside of advisory work, he is also involved as an insurance agent with Thoroughbred Advisors. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm combines long-term strategies with options for shorter-term trading, offering multiple advisory platforms that include third-party asset managers and model portfolios.

Michael Brandt is a financial advisor with Private Advisor Group, LLC in Albany, NY, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at LPL Financial LLC, Pioneer Savings Bank, and Equitable Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based model combines technology platforms and multiple investment strategies, often utilizing third-party managers and proprietary solutions such as WealthSuite.