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.

Joseph Kross is a CFP®-credentialed financial advisor with 12 years of industry experience. He is currently with Manning & Napier Advisors, LLC and previously worked at UBS Financial Services and JPMorgan. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, employing a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection. The firm serves a range of clients including pension plans, government entities, and discretionary separately managed accounts, and is notable for its affiliation with an in-house trust company and a limited-purpose broker-dealer.

Alex Jefferson is a financial advisor at PKS Advisory Services, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PKS Advisory Services and Purshe Kaplan Sterling Investments since 2010. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities, managing approximately $905 million in assets for over 4,400 clients. The firm customizes portfolios based on client risk tolerance and objectives, employing a mix of mutual funds, ETFs, independent managers, and individual securities.

Jarrid Wilkinson is a financial advisor at PKS Advisory Services, LLC in Albany, NY, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Berkeley Country Club, and the Social Security Administration. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm employs tailored investment strategies based on client profiles and uses a range of vehicles including mutual funds, ETFs, individual securities, model portfolios, and alternative investments.

Roger Brinks is a financial advisor with PKS Advisory Services, LLC, holding a Series 65 credential and 10 years of industry experience. He previously worked at Michigan Advisors, Inc. before joining PKS Advisory Services in 2020. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, using a combination of fundamental and technical analysis to tailor portfolios across mutual funds, ETFs, independent managers, and individual securities.

David Connors is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at PKS Advisory and Purshe Kaplan Sterling Investments since 2018 and previously at RBC Capital Markets from 2012 to 2018. Connors serves on the Board of Directors and Finance Committee for the Pride Center of the Capital Region. 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 customizes portfolios based on clients’ risk tolerance and goals, utilizing a mix of mutual funds, ETFs, independent managers, and individual securities.

Kevin Beutel is a Series 65-licensed financial advisor with five years of industry experience. He has worked at Savvy since 2025 and previously spent over a decade at Federal Prep and Federal Prep Advisors, Inc. In addition to his advisory role, he is also an insurance agent offering fixed and indexed annuity products. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and external sub-advisers.

Joseph Macaluso is a financial advisor at PKS Advisory Services, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has been with PKS Advisory Services and Purshe Kaplan Sterling Investments since 2016. PKS Advisory Services, LLC offers financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm customizes portfolios based on client risk tolerance and time horizon, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, independent managers, model portfolios, and alternative investments.

John Goldman is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at PKS Advisory Services since 2007 and at Purshe Kaplan Sterling Investments since 1997. Outside of advisory work, he is involved in the sales and service of fixed life insurance and annuity contracts through PKS Financial. PKS Advisory Services provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios to risk tolerance and objectives using mutual funds, ETFs, independent managers, and individual securities, with account reviews conducted at least quarterly.

John Rooney is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked with PKS Advisory Services since 2007 and Purshe Kaplan Sterling Investments since 1996. PKS Advisory Services provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, using a blend of mutual funds, ETFs, independent managers, and individual securities tailored to clients’ risk tolerance and objectives.

Mikayla Gabriel is a financial advisor with PKS Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. She has worked at World Equity Group, Inc. since 2025 and has been associated with Purshe Kaplan Sterling Investments, Inc. since 2020. 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 through a combination of mutual funds, ETFs, independent managers, and individual securities.

Dino Macaluso is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 designations and possessing 39 years of industry experience. He has been with PKS Advisory Services since 2007 and with Purshe Kaplan Sterling Investments since 1997. 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 customizes portfolios based on client risk tolerance and objectives, utilizing a range of investment vehicles and conducting regular account reviews.

Joseph Natale is a financial advisor at PKS Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Steward Partners Global Advisory. He has also been involved in educational roles at Siena College and La Salle Institute. PKS Advisory Services, LLC provides 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 to clients’ risk tolerance, time horizon, and objectives through a diversified approach including mutual funds, ETFs, independent managers, and individual securities.

Christopher Soltis is a CFP® professional with 19 years of industry experience, currently serving at PKS Advisory Services, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, LLC, and MetLife Securities INC. Outside of finance, he is a musician partnered in a live music entertainment business and an author. 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, tailoring portfolios based on client risk tolerance and objectives using a mix of mutual funds, ETFs, independent managers, and individual securities.

Wyatt Yennard is a financial advisor at PKS Advisory Services, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments since 2023. Prior to his current role, he held positions across various industries including biosciences, accounting, and logistics. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets and tailors portfolios based on clients’ risk tolerance, time horizon, and objectives using a combination of mutual funds, ETFs, independent managers, and individual securities.

Zachary Mann is a financial advisor with PKS Advisory Services, LLC in Albany, NY. He holds a Series 66 designation and joined the firm in 2026. His prior experience includes roles at PKS Investments, Financial Benefits Group, United Wholesale Mortgage, and The Mather Group, along with several periods of full-time education. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm offers tailored portfolio solutions using a variety of investment vehicles and third-party models, managing assets on both discretionary and non-discretionary bases.

James Carroll is a financial advisor at Geneos Wealth Management, Inc. in Selkirk, NY, holding the ChFC® and Series 63 designations with 43 years of industry experience. He has been affiliated with Geneos Wealth Management since 2006 and has worked as James R. Carroll, CLU, CHFC, IAR since 2012. In addition to his advisory role, he acts as an independent representative with various insurance carriers for fixed products. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations, offering financial planning, investment advisory, and brokerage services. The firm employs a combination of continuous account monitoring, discretionary trading, and a range of analytic strategies, with customizable portfolios and access to third-party money managers.

Mary Daoust is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with PKS Advisory Services and Purshe Kaplan Sterling Investments since 2010. PKS Advisory Services 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, using tailored portfolios that combine mutual funds, ETFs, independent managers, and individual securities based on fundamental and technical analysis.

Pamela Young is a financial advisor at PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 66 licenses with 28 years of industry experience. She has been with PKS Advisory Services and Purshe Kaplan Sterling Investments since 2000. In addition to her advisory role, she is an ambassador for Plexus Worldwide, selling health and beauty products. PKS Advisory Services 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 customizes portfolios based on client risk tolerance and objectives, utilizing a mix of mutual funds, ETFs, independent managers, and individual securities.