Sharon Merkle is a financial advisor with Pinnacle Wealth Strategies, LLC in Albany, NY, holding a Series 66 designation and 27 years of industry experience. She also maintains a law practice specializing in estate planning, estate administration, business law, employment law, elder law, commercial contracts, and real estate. Her prior work includes roles at Latitude Advisors, LLC and GWN Securities, Inc. Pinnacle Wealth Strategies provides comprehensive financial planning and consulting services to individuals, families, business owners, and businesses. The firm delivers written financial plans focused on asset allocation and personalized goals, with clients implementing investment recommendations through custodians or third-party managers.

Jason Sgroi is a financial advisor with Broadway Advisor Group in Albany, NY, holding a Series 66 designation and 19 years of industry experience. His work history includes roles at LPL Financial since 2005 and operating Sgroi Wealth Management Inc. since 2018. Broadway Advisor Group provides investment advisory services to individuals, high-net-worth clients, and pension plans, offering portfolio management, financial planning, and pension consulting. The firm sponsors a wrap fee program and employs a variety of investment strategies, including discretionary management and third-party manager allocations.

Howard Goldson is a financial advisor with Pinnacle Wealth Strategies, LLC in Albany, NY, holding a Series 66 credential and over 25 years of industry experience. He has been associated with Pinnacle Wealth Strategies since 2002 and holds roles with Latitude Advisors, LLC and GWN Securities, Inc. He is also a licensed independent insurance agent in New York, Connecticut, and Oklahoma. Pinnacle Wealth Strategies provides comprehensive financial planning and consulting services to individuals, families, and business owners, focusing on customized, asset-allocation-based written financial plans without directly managing client investment assets.

Phillip Harabarovici is a financial advisor at Graney & King, LLC with six years of industry experience. He holds a Series 66 designation and has worked at LPL Financial LLC and other firms. Outside of his advisory role, he serves as a board member for the local Albany chapter of the Order of the Sons of Pericles, assisting with volunteer and community events. Graney & King provides asset management, financial planning, and retirement plan consulting to individuals, trusts, and employer plans, managing approximately $484 million across around 791 client relationships. The firm utilizes LPL Financial’s Strategic Wealth Management platform and various sponsored programs, offering services through model portfolios, mutual funds, ETFs, and third-party SMA managers.

Brett Harris is a financial advisor at AllSquare Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with AllSquare Wealth Management and Purshe Kaplan Sterling Investments since 2016. Harris serves on the board and finance committee of Liberty ARC, a charitable organization. AllSquare Wealth Management provides integrated wealth management and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental analysis framework paired with an efficient-market philosophy, focusing on passively managed investment vehicles tailored to clients’ risk tolerance and preferences.

Gary Sancilio is a financial advisor at The Affinity Group, LLC with 29 years of industry experience. He holds a Series 63 designation and has worked previously at BST Wealth Management, LLC and Mass Mutual Investors Services. He also acts as an insurance agent for individual and group life, long-term care, and disability products. The Affinity Group serves individual investors and participant-directed retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes long-term, asset-allocation strategies using passively managed funds and employs institutional sub-advisors and tools such as Monte Carlo simulations in its investment approach.

Christopher Avino is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He has worked at Independent Family Office, LLC since 2021 and previously held roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America U.S. Trust. Independent Family Office, LLC serves high net worth individuals, families, related entities, and certain charitable organizations by providing a range of family-office and wealth management services. The firm customizes investment programs using fundamental and technical analysis and offers a broad set of strategies, focusing primarily on non-investment family office functions.

Logan Simms is a financial advisor at Blue Jean Financial LLC with two years of industry experience and holds a Series 66 designation. Prior to joining Blue Jean Financial in 2024, he worked at Thrivent Investment Management Inc. and has experience in education and nonprofit instruction. Outside of advising, he teaches woodworking skills at a nonprofit organization, Saratoga Joinery. Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm’s team manages approximately $95 million across 284 client relationships, offering customized portfolios primarily constructed with low-cost mutual funds, ETFs, and individual securities using both fundamental and technical analysis.

David Jeram Jr. is a Series 65-credentialed advisor with Dutch Asset Corporation, bringing less than one year of industry experience. Prior to joining Dutch Asset Corporation, he worked at The Hertz Corporation and The Nielsen Corporation. Dutch Asset Corporation advises individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides portfolio management, financial planning, and pension consulting, employing fundamental and technical analysis alongside modern portfolio theory to guide asset allocation and security selection.

William Bufkins is a financial advisor at Blue Jean Financial LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Thriven Investment Management Inc. and Thrivent Investment Management. Outside of his advisory role, Bufkins serves as an assistant pastor at Adirondack Christian Fellowship, where he is involved in preaching, leading worship, and overseeing youth ministry. Blue Jean Financial is a fiduciary-registered investment advisor serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary portfolio management and financial planning. The firm emphasizes a customized, long-term investment approach using low-cost mutual funds, ETFs, and select individual securities, supported by a multi-office presence and a team with combined experience from Thrivent.

Paolo La Pietra is a CFP® professional at Bouchey Financial Group, Ltd. in Troy, NY, with six years of industry experience. He has worked at Bouchey Financial Group since 2018 and previously held positions at Morgan Stanley and KeyBank. Bouchey Financial Group advises individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm offers wealth management, investment management, discretionary portfolio management, financial planning, and retirement plan advisory services, using a long-term investment approach with tactical adjustments as needed.

William Joslyn is a Series 65-licensed advisor at Discipline Wealth Solutions, Inc. with five years of industry experience. Prior to joining Discipline Wealth Solutions in 2024, he worked at CPR Investments, Inc. for six years and has held various roles outside finance, including as a distribution driver for a bread delivery service. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing investment advisory services through discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting. The firm tailors portfolios to client objectives using a combination of asset allocation, technical analysis, and both long- and short-term trading strategies.

Thomas Curran is a financial advisor at Curran Wealth Management with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with CIM, LLC and related entities since 2013. Outside of advisory work, Mr. Curran owns a tax services firm and manages several small business ventures, including a vehicle leasing company and investment in commercial real estate. Curran Wealth Management serves individuals and families, as well as pension plans, trusts, and charitable organizations, offering portfolio management, financial planning, and a proprietary wrap-fee program. The firm employs a bottom-up investment approach focused on companies with consistent earnings growth and strong financials, providing multiple strategies across various market capitalizations and client needs.

Cullen Breen is a CFP® with 14 years of industry experience, currently serving as an advisor at Dutch Asset Corporation. He has worked at Dutch Asset Corporation since 2014 and is also involved with StackHabit LLC. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning services 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, use of derivatives and margin, and may allocate assets through third-party managers or separately managed accounts.

Michael Ruger is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He is currently affiliated with Greenbush Financial Group, LLC, where he has worked since 2007. His prior experience includes roles at Crump and American Portfolios Financial Services, Inc. Outside of advisory work, he is a medical broker with Advocate Health. Greenbush Financial Group provides financial planning, investment consulting, asset management, and retirement-plan advisory services to individuals and employer-sponsored plans. The firm combines fundamental and technical analysis with discretionary trading and manages over $616 million in client assets with a team of four advisors.

Douglas Keenholts is a financial advisor at Fagan Associates Inc with a Series 65 credential and experience spanning roles at Purshe Kaplan Sterling Investments, Inc and Wealth Advisory Group, LLC. He has been with Fagan Associates since 2024. Fagan Associates provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes asset allocation strategies informed by fundamental, technical, and cyclical analysis, and offers tax advice and income tax preparation alongside ongoing investment management.

Ann Arceo is a financial advisor at Happiness in Retirement with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Del Sette Capital Management, Rooted Planning Group, and Savvy Duo Financial Planning. Happiness in Retirement serves individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management, discretionary portfolio management, and financial planning. The firm employs a primarily long-term investment approach focused on diversified, low-cost mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis.

Steven Bouchey is a CFP® with six years of industry experience and is affiliated with Bouchey Financial Group, Ltd., where he has worked since 1995. He is part of an 11-advisor team based in Troy, NY. Bouchey Financial Group, Ltd. serves individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations with wealth management, investment management, financial planning, and retirement plan advisory services. The firm employs a primarily long-term investment approach across mutual funds, equities, fixed income, ETFs, and unaffiliated Independent Managers, complemented by ongoing oversight and tactical adjustments as needed.

Bradley Harkness is a financial advisor at Greenbush Financial Group, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses, and has worked previously at American Portfolios Financial Services, Inc. and The Ayco Company L.P. Since 2019, he has served as a trustee for the Scotia Glenville Elks, a community service organization. Greenbush Financial Group offers personalized financial planning, investment consulting, discretionary asset management, and retirement-plan advisory services to individuals and employer-sponsored plans. The firm employs both fundamental and technical analysis and manages over $616 million in client assets with a team of four advisors.

Justin Hearty is a CFP® professional with five years of experience, currently with Strategic Financial Services. His prior experience includes roles at Purshe Kaplan Sterling Investments, Northwestern Mutual, Stewarts Corporation, and Orangetheory Fitness. Strategic Financial Services provides wealth management, institutional advisory, fiduciary retirement plan services, and financial planning to individuals, families, trusts, corporations, not-for-profits, and employer retirement plans. The firm employs model-based investment strategies that integrate quantitative factor tilts, macro and fundamental analysis, and utilizes digital planning tools to support client financial plans.