Christopher Fish is a CFP® certificant and Series 63 licensee with two years of industry experience. He currently works at LPL Financial and has held prior roles at Arrow Bank National Association since 2010. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services through a large network of investment adviser representatives using a variety of investment strategies.

Timothy Crowley is a financial advisor with LPL Financial in Glens Falls, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at LPL Financial and Glens Falls National Bank and Trust Company since 2017 and previously with Key Investment Services LLC and Key Bank from 2015 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, and institutional platforms, supported by a network of more than 22,800 advisors.

Bradley Bodmer is a financial advisor with Morgan Stanley in Glens Falls, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Rockefeller Capital Management, Amwins Group Benefits LLC, and Ayco LP, a Goldman Sachs company. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services through various advisory and brokerage platforms.

David Brown is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has worked at Adirondack Financial & Planning Services, Inc. since 1994 and was with Cadaret, Grant & Co., Inc. for 16 years before joining LPL Financial in 2025. Outside of his advisory work, he is involved in non-variable insurance through Adirondack Financial & Planning Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research functions.

Thomas Gabel is a financial advisor at Fisher Investments with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at ClearBridge Investments LLC, Legg Mason & Co LLC, and Morgan Stanley & Co. LLC. He has been with Fisher Investments since 2021. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and offers tax-aware strategies alongside a range of sub-advisory and retirement plan services.

Danielle Yeager is a financial advisor at Morgan Stanley in Glens Falls, NY, with one year of industry experience. She holds a Series 66 designation and previously worked at R&Q Insurance Holdings and Farmers Insurance. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide array of advisory programs, including tailored financial planning supported by firm‑approved tools and strategies.

Edward Costello is a Certified Financial Planner (CFP®) with 30 years of industry experience. He has been with Morgan Stanley since 2010, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Christopher Huskie is a financial advisor at Morgan Stanley with two years of industry experience. He previously spent ten years at Adirondack Trust Company before joining Morgan Stanley Smith Barney LLC. Huskie holds the Series 66 designation and is based in Glens Falls, NY. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including estate planning and corporate financial planning agreements.

Lisa Bruce is a financial advisor with UBS Financial Services, holding a Series 66 designation and bringing eight years of industry experience. Her career includes two separate tenures at UBS Financial Services totaling 22 years, interrupted by a four-year period at The Pretty Hot Mess. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Peter Abrami is a CFP® and holds a Series 66 license, with 14 years of industry experience. He has been with Ameriprise since 2008, serving in his current role since 2020. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Nathan Brekke is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 17 years of industry experience. His career includes roles at Cetera Investment Services and Foresters Financial Services prior to joining LPL Financial in 2021. Outside of his advisory work, he operates a small real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with investment advice delivered through a large network of representatives who employ a range of strategies including customized and model portfolios.

Adam Pearsall is a CFP® with 25 years of industry experience, currently serving at Raymond James & Associates since 2026. Prior to joining Raymond James, he spent 22 years with UBS Financial Services. He holds board positions with the Adirondack North Country Association and Lower Adirondack Search and Rescue, and participates in the Silver Bay YMCA investment sub-committee; he is also Vice President of the G AND C P A Foundation. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, providing tailored financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Roman Jarosh is a financial advisor with LPL Financial, holding a Series 63 designation and possessing 49 years of industry experience. He has worked with Cadaret, Grant & Co., Inc. for over four decades before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of services including financial planning, model portfolio programs, and third-party asset management, supported by a large network of advisors and advanced operational tools.

Kathleen Grasmeder is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 29 years of industry experience. She has worked with Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Grasmeder also has experience at Citigroup Global Markets dating back to 1996. Outside of her advisory role, she serves as a trustee or co-trustee for a trust based in Langhorne, Pennsylvania. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes that incorporate firm-approved tools and investment modeling techniques.

Brandon Crist is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of advisory models and third-party asset managers, providing services that include ERISA fiduciary support through credentialed representatives.

Daniel Hazewski is a financial advisor with LPL Financial based in Glens Falls, NY, holding a Series 63 designation and 33 years of industry experience. He has been with Linsco/Private Ledger since 2004. Hazewski also operates a non-variable insurance business under the name Legacy Planning Partners, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by extensive operational tools and a diverse platform of offerings.

Robert Dazi is Vice President Private Wealth Management Advisor at Fidelity Investments. He currently serves in this role as a Wealth Management Advisor within the Private Wealth Management division. He has extensive experience with Fidelity Investments, holding various positions since 1991. His roles have included Vice President, Branch Leader; Vice President, Senior Branch Office Manager; Vice President, Branch Office Manager; Branch Manager; Assistant Branch Manager; Vice President, Senior Account Executive; and Retirement Consultant. Prior to joining Fidelity, he worked as a Financial Planner at American Express from 1989 to 1991. In his role, Robert and his team focus on supporting clients and their families by understanding their goals and building financial plans tailored to their visions.

Michael Healy is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Equitable Advisors since 1999, including time when the firm operated as Axa Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing a combination of proprietary and third-party advisory solutions.

Daniel Grasmeder is a financial advisor with Morgan Stanley in Glens Falls, NY, holding a Series 66 designation and bringing 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Neil Lajeunesse is a financial advisor with Cetera who holds a Series 63 designation and has 42 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. In addition to his advisory role, he is an independent insurance agent specializing in fixed annuities and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services using a multi-manager platform that includes affiliated and third-party managers and provides various program structures and custodial relationships.