Thomas Leece is a financial advisor with Primerica Advisors in Clifton Park, NY, holding a Series 63 designation and 18 years of industry experience. He has worked with PFS Investments, Inc. since 2008 and Primerica Financial Services since 2007. Outside of advising, he is involved in sales of loan products and referrals for home security and automation services through affiliates of his firm. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm relies on model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, with trade execution and custody supported by BNY Mellon Advisors and Pershing.

Daniel Genevick is a financial advisor with Mass Mutual Investors Services in Saratoga Springs, NY, holding Series 65 and Series 63 designations and five years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, employing firm-approved software tools to deliver collaborative, goal-oriented recommendations.