James Capparelli Jr. is a financial advisor at Arrowroot Family Office, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at JCJ Advisory, LLC and Hiline Services, LLC. In addition to his advisory role, he owns JCJ Wealth and Tax Advisory, LLC, where he provides tax preparation and financial coaching. Arrowroot Family Office offers investment advisory and multi-family office services to a diverse client base, including individuals, families, retirement plans, and charitable organizations. The firm focuses on customized asset allocation using analytical tools and manages individual portfolios with discretionary and non-discretionary approaches.

John Buff is a financial advisor with MPWM Advisory Solutions LLC, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at LPL Financial, LLC and Wealthone LLC. In addition to advisory services, he is involved with Associates of Clifton Park LLC in a non-variable insurance capacity. MPWM Advisory Solutions LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using a range of securities and offers multiple implementation options, including firm-managed models and oversight of independent managers.

Michael Lurie is a financial advisor with AlbanyAdvisor Group LLC, holding a Series 63 designation and 25 years of industry experience. He has worked at Cetera Investment Advisers LLC and Cetera Financial Specialists LLC from 2000 to 2023 and has been involved with Lurie & Co, PC since 2012, where he serves as president and owner providing tax and accounting services. Outside of advising, he serves on finance committees for Congregation Beth Emeth, Bnai Brith, and Jewish Family Services of NENY. AlbanyAdvisor Group LLC provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, small businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis to manage primarily long-term portfolios, offering both discretionary and non-discretionary account management.

Candace Weir is a financial advisor at Paradigm Capital Management, Inc. with 57 years of industry experience. She has been with Paradigm since 1993 and has also been associated with C. L. King & Associates, Inc. since 1972. Outside of her advisory work, she manages various rental properties in New York and Rhode Island. Paradigm Capital Management provides discretionary investment management to institutional and individual clients, including pension plans, foundations, and trusts. The firm employs a research-oriented, bottom-up equity process across six primary strategies and manages approximately $2.38 billion in assets.

Richard Oxford is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Dutch Asset Corporation since 2015. Outside of his advisory role, he serves as a board member and holds a 10% ownership stake in Dunlap Stone University, a small private online university. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies including fundamental and technical analysis, options and margin use, and allocates assets through third-party managers or separately managed accounts.

Michael Carrillo is a financial advisor with AlbanyAdvisor Group LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Purshe Kaplan Sterling Investments, Inc. and its affiliated advisory firms from 2007 to 2021 before joining AlbanyAdvisor Group in 2021. AlbanyAdvisor Group LLC provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, small businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis to manage primarily long-term portfolios, offering both discretionary and non-discretionary account management tailored to client objectives.

Bryan Cassick is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Falcon Wealth Planning, LLC and has previously worked at Warren Street Wealth Advisors, Goldman Sachs & Co. LLC, and The Ayco Company, L.P./Mercer Allied. Falcon Wealth Planning, LLC offers investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office service for clients with more than $5 million under management. The firm employs a combination of fundamental and technical analysis, modern portfolio theory, and both long-term and margin trading strategies, with ongoing portfolio management and quarterly reviews.

Kevin Curran is a CFA® charterholder with over 26 years of industry experience. He is currently with Curran Wealth Management, where he has worked since 2013. His background includes roles at Cim, LLC and Cimas, LLC, both affiliated with Curran Investment Management. Curran Wealth Management serves individuals and families—including high-net-worth and qualified investors—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a bottom-up, fundamental investment discipline focused on long-term ownership of companies with consistent earnings growth and strong financial metrics, offering multiple strategies across market capitalizations and investment objectives.

Lori Murphy is a CFP® professional with 19 years of industry experience. She is currently with AlbanyAdvisor Group LLC and has held roles at Purshe Kaplan Sterling Investments, Inc. and PKS Advisory Services, LLC. Outside of her advisory work, she is involved in managing a business entity that coordinates office operations and independent contractors. AlbanyAdvisor Group LLC provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, small businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis to construct primarily long-term portfolios, often managing accounts on a non-discretionary basis with client approval prior to trade execution.

Susan Hart is a CFP® professional with 24 years of industry experience. She is currently with AlbanyAdvisor Group LLC and has previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and PKS Advisory Services, LLC. Outside of her advisory role, she owns an insurance agency, AAG Insurance Services LLC, which focuses on insurance commission and override management. AlbanyAdvisor Group LLC provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, small businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis to manage primarily long-term portfolios with flexibility for shorter-term trading, often managing accounts on a non-discretionary basis with client approval prior to trade execution.

Dennis Colavito is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at PKS Advisory Services since 2005 and has been associated with Purshe Kaplan Sterling Investments since 1997. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on risk tolerance, time horizon, and objectives using a combination of mutual funds, ETFs, independent managers, and individual securities.

Keith Flood is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 1997 and with PKS Advisory Services since 2007. In addition to his advisory role, he writes fixed annuity policies as a licensed fixed insurance agent. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities, managing approximately $905 million in assets for over 4,400 clients. The firm tailors portfolios to client objectives using mutual funds, ETFs, independent managers, and individual securities, with regular account reviews.

Michael Dejulio is a Series 66 licensed financial advisor with 15 years of industry experience. He has been with PKS Advisory Services, LLC since 2017 and previously worked at The Ayco Company L.P. from 2008 to 2017. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on risk tolerance, time horizon, and objectives using a mix of mutual funds, ETFs, independent managers, and individual securities.

Carl Kipper is a financial advisor with PKS Advisory Services, LLC, holding Series 66 and Series 65 licenses and bringing 25 years of industry experience. He has worked at PKS Advisory Services and Purshe Kaplan Sterling Investments since 2012. PKS Advisory Services, LLC offers financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm designs portfolios based on client risk tolerance and time horizon, employing a range of strategies including mutual funds, ETFs, individual securities, independent managers, model portfolios, and alternative investments.

Scott Cahill is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with PKS Advisory Services and Purshe Kaplan Sterling Investments since 2006 and previously worked with The Murray Group. Cahill is also a referring agent for The Moore Insurance Agency. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios using mutual funds, ETFs, independent managers, and individual securities based on fundamental and technical analysis.

Lawrence Natale is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Steward Partners Global Advisory. Outside of advisory duties, he is involved in managing a lake house rental property. PKS Advisory Services provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm employs a tailored approach based on client risk tolerance and time horizon, utilizing a variety of investment strategies including no-load mutual funds, ETFs, individual securities, independent managers, model portfolios, and alternative investments.

Elliott Stanley is a financial advisor at PKS Advisory Services, LLC with 10 years of industry experience and holds the Series 66 designation. He has been with Purshe Kaplan Sterling Investments since 2015. Outside of his advisory role, he is a boxing coach at Schotts Boxing, where he teaches classes and provides private lessons. PKS Advisory Services, LLC offers financial planning, consulting, and investment management services to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on clients’ risk tolerance, time horizon, and objectives using a mix of mutual funds, ETFs, independent managers, and individual securities.

Joseph Marsh is a financial advisor at PKS Advisory Services, LLC in Albany, NY, holding a Series 66 designation. He has worked at PKS Investments since 2022, with prior experience at Fischer Investments and roles outside the financial industry. Marsh attended St. John Fisher University from 2020 to 2024. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, using tailored portfolios and a combination of fundamental and technical analysis.

Brian Purcell is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with PKS Advisory Services since 2013 and has worked with Purshe Kaplan Sterling Investments since 2005. Outside of investment advisory, he is also an independent insurance agent involved in the sale of insurance products and fixed annuities. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, including high net worth clients, as well as trusts, estates, and business entities. The firm manages approximately $905 million in assets and uses a combination of fundamental and technical analysis to tailor portfolios according to client risk tolerance, time horizon, and objectives.

David Reo is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 credentials and over 35 years of industry experience. He has worked at IP Financial Advisory Services LLC since 2019 and has maintained his own firm, Reo Financial Services, since 1992, where he provides financial planning and insurance services. Outside of his advisory role, he is involved in pricing and implementing group health insurance and related insurance services through his DBA, Reo Financial Services. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, consulting, and managed account programs. The firm employs a variety of analytical approaches and offers specialized advisory services including actuarial analysis and benefits consulting, with an emphasis on clients other than high-net-worth individuals.