Amy Taylor is a financial advisor at Optimus Wealth Management Group, Inc. with four years of industry experience. She holds a Series 65 designation and has worked at Optimus Wealth Management Group since 2021, with prior experience at FM Global. Taylor is also involved in an affiliated insurance agency through The Optimus Group, LLC. Optimus Wealth Management Group provides personalized financial planning, retirement income planning, and portfolio review services primarily to individual and high-net-worth clients. The firm refers clients to third-party money managers for asset management while conducting periodic reviews and coaching, operating with a small advisory team.

Frederick Schmalkuche is a partner at Pinnacle Wealth Strategies, LLC with 25 years of industry experience and holds the CFP®, PFS™, and Series 66 credentials. He has also been affiliated with Latitude Advisors, LLC and GWN SECURITIES, Inc. since 2011. Additionally, he is a partner at the CPA firm Foster & Schmalkuche, PC, where he dedicates the majority of his professional time. Pinnacle Wealth Strategies provides comprehensive financial planning and consulting services to individuals, families, and businesses. The firm delivers written financial plans focused on asset allocation and client goals, while clients maintain execution and investment management through custodians or advisors outside the firm.

Julianne Sciandra is a CFP® professional with 15 years at Capital Financial Advisors of New York, LLC and four years of industry experience. She operates as the sole advisor at her firm, which is based in Clifton Park, NY. Capital Financial Advisors of New York, LLC offers fee-only financial planning and discretionary investment management to individuals, trusts, estates, pension and profit-sharing plans, and business owners. The firm manages approximately $232 million in mostly discretionary assets using strategic asset allocation with global diversification, primarily through no-load mutual funds, ETFs, and individual fixed-income securities.

Sharon Merkle is a financial advisor with Pinnacle Wealth Strategies, LLC, holding a Series 66 designation and 27 years of industry experience. She also operates a law practice specializing in estate planning, business law, employment law, elder law, commercial contracts, and real estate. Merkle has worked at Pinnacle Wealth Strategies since 2002 and holds roles at GWN Securities, Inc. and Latitude Advisors, LLC. Pinnacle Wealth Strategies provides comprehensive financial planning and consulting services to individuals, families, and business clients through a multi-meeting process that results in written financial plans. The firm focuses on individualized, asset-allocation centered plans and does not manage client assets directly, leaving implementation to clients or third-party managers.

Jason Sgroi is a financial advisor at Broadway Advisor Group with 19 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial from 2005 to 2023. Broadway Advisor Group serves individual and high-net-worth clients, as well as pension and profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm utilizes diverse analysis methods and invests across multiple asset classes, including alternative strategies, while operating under fiduciary standards.

Howard Goldson is a financial advisor at Pinnacle Wealth Strategies, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Latitude Advisors, LLC and GWN Securities, Inc. He is also a licensed independent insurance agent specializing in life insurance and annuities. Pinnacle Wealth Strategies provides comprehensive financial planning and consulting services to individuals, families, and business owners, delivering written, asset-allocation focused plans without direct asset management, allowing clients to implement recommendations through custodians or other firms.

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 with LPL Financial LLC and several other firms over the course of his career. Outside of his advisory role, he serves as a nonprofit board member at the Saint Sophia Greek Orthodox Church in Albany, assisting with local volunteer and community events. Graney & King provides asset management, financial planning, and retirement plan consulting to individuals, trusts, and employer plans. The firm manages approximately $484 million across nearly 800 client relationships and delivers services primarily through LPL Financial’s Strategic Wealth Management platform and sponsored investment programs.

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.

William Mertes is a CFA® charterholder with 30 years of industry experience. He has been with American Financial Advisors, Inc. since 1995. American Financial Advisors, Inc. serves individual clients across the wealth spectrum, including high-net-worth households, offering asset management, comprehensive financial planning, and 401(k) plan services. The firm employs a passive, asset-class investment approach with diversified, low-cost model portfolios and manages approximately $1.28 billion in non-discretionary assets under management.

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.

Christopher Moore is a financial advisor with DST Wealth Management LLC, holding Series 63, Series 65, and Series 66 credentials and nearly three decades of industry experience. His prior roles include positions at Ashton Stewart & Co., Inc., Patrick Capital Markets, and self-employment spanning over a decade. Moore is also involved in a separate investment-related business, Cmooreus Inc. DST Wealth Management serves individual and high-net-worth clients, including trusts and retirement accounts, offering portfolio management and access to alternative private investments. The firm uses a client-specific investment approach grounded in fundamental, cyclical, and technical analysis, managing most assets on a non-discretionary basis.

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.