Kristopher Kopyc is a financial advisor with Retirement Planning Group, LLC, holding Series 65 and Series 63 designations and one year of industry experience. He has worked at Purshe Kaplan Sterling Investments and has prior experience in hospitality-related roles. Retirement Planning Group provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and corporations. The firm’s investment approach emphasizes long-term, diversified portfolios primarily composed of low-cost mutual funds and ETFs, with active use of bonds and options as needed, managing roughly $375 million for over 1,000 clients.

Michael Steiner is a financial advisor at Congress Park Capital LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Congress Park Capital since 2012. Outside of his advisory role, he is part owner and president of The Steiner Corporation, a dog-related services business. Congress Park Capital provides discretionary asset management and retirement plan consulting to individuals, high net worth clients, and employer-sponsored plans. The firm manages approximately $366 million in assets and employs a range of investment strategies including fundamental and technical analysis, with portfolios reviewed quarterly.

Raymond Martin is a financial advisor at Crescent Hill Partners LLC with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Crescent Hill Partners in various capacities since 2013. Crescent Hill Partners LLC provides investment advisory and financial counseling services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs a mix of proprietary analysis, fundamental and technical methods to manage portfolios, offering both discretionary and non-discretionary management alongside written financial plans and alternative investment options.

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.

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.

Jared Reinstein is a CFP® professional at PlanVision, LLC with 17 years of industry experience. He previously held roles at Berkshire Money Management, Inc., Citizens Securities Inc., and several other firms. PlanVision provides fee-only financial planning and consulting primarily to high-net-worth individuals, emphasizing fundamental analysis and a long-term, simplified allocation philosophy that favors passive investments. The firm delivers advice through written plans or consultations without managing client assets or requiring account minimums.

Derek Kessen is a financial advisor at Steward Advisors Group, LLC with 14 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Steward Advisors Group since 2022. His prior experience includes roles at Performance Trust Capital Partners, LLC and other investment firms. Steward Advisors Group is a registered investment adviser serving individuals, trusts, estates, and charitable organizations, managing approximately $105 million in discretionary assets. The firm provides discretionary portfolio management and financial planning, incorporating clients’ faith-based and moral values into investment decisions while utilizing fundamental analysis and asset allocation techniques.

Nathaniel King is a financial advisor at King Wealth Management Group, LLC in Saratoga Springs, NY. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he worked at Robert Trent Jones Golf Course and has held teaching positions at Cornell University, Albany Academy, and Schuylerville Central School. King Wealth Management provides investment management and financial planning services to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental analytical approach with a technical overlay to create customized strategies, managing approximately $1.08 billion in client assets.

Nile Steigerwald is a financial advisor at Woodstock Wealth Management, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Saint Bernard Financial Services, Inc. and Woodstock Financial Group. He is also president of CBG Financial, Inc., a non-investment related business supporting office operations. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a notable performance-based fee program.

Christopher Moore is a financial advisor at DST Wealth Management LLC with 29 years of industry experience. He has worked at firms including Patrick Capital Markets and Ashton Stewart & Co., Inc. In addition to his advisory role, he is involved with an investment-related business, Cmooreus Inc. DST Wealth Management provides advisory services to individual and high-net-worth clients, including trusts, estates, and retirement accounts. The firm offers portfolio management, third-party manager selection, and access to alternative private investments, using a customized investment approach based on clients’ financial situations, risk tolerance, and objectives.

Jane Quinn is a financial advisor at King Wealth Management Group, LLC in Saratoga Springs, NY, with 28 years of industry experience. She has held Series 63 and Series 65 credentials and previously worked at Purshe Kaplan Sterling Investments. Quinn has been with King Wealth Management Group since 2012. King Wealth Management provides investment management and financial planning services to a range of clients including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm uses a fundamental analytical approach combined with a technical overlay to create customized strategies, managing approximately $1.08 billion in client assets.

Hayden La Belle is a Series 65-licensed advisor at MinichMacgregor Wealth Management, LLC with one year of industry experience. Prior to joining MinichMacgregor in 2024, he held positions at OTIS Elevator Company, Chilton Investment Company, and NBT Bancorp. MinichMacgregor Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, and business entities, providing comprehensive financial planning and portfolio management. The firm employs a blend of fundamental, technical, and cyclical analysis along with proprietary strategies that include the use of leveraged and inverse ETFs for certain clients.

Jason Mcmillen is a CFP® certificant with 12 years of industry experience. He is currently with Avestar Capital, LLC and previously worked at Rockefeller Financial LLC, Rock & Co LLC, and The AYCO Company, L.P./Mercer Allied. Avestar Capital advises private investment funds, high-net-worth families, accredited and qualified investors, charitable organizations, and corporate clients, offering portfolio management, financial planning, due diligence, and family office services. The firm combines internally managed ETF strategies with third-party model portfolios and serves clients through proprietary private funds, third-party platform relationships, and insurance-wrapped products for ultra-high-net-worth individuals.

Evan Wiggins is a financial advisor at LifeGoal Investments, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Ultimus LeverPoint Private Fund Solutions and Arrow Financial Corporation. LifeGoal Investments is a team-based registered investment adviser serving individual and high-net-worth clients and business entities with discretionary and non-discretionary asset management, assets-under-advisement services, and financial planning. The firm employs Modern Portfolio Theory along with a blend of long-term and trading strategies, including options and periodic rebalancing, to manage several hundred million dollars across a few hundred client relationships.

Timothy Fontaine is a CFP® with five years of industry experience, currently serving as the sole advisor at Kershner, Grosso & Co. He previously worked at The Adirondack Trust Company and Ascent Wealth Partners, LLC. Fontaine is also a licensed insurance agent and occasionally offers insurance products to clients alongside his advisory services. Kershner, Grosso & Co. advises individuals, trusts and estates, corporations, and qualified retirement plans, providing discretionary portfolio management, retirement-plan investment services, and trustee support. The firm combines fundamental macro and micro analysis with a long-term, low-turnover investment approach focused on individual equities and high-quality fixed income, and it also serves as trustee or co-trustee for many client trusts.

Anthony Spencer is a financial advisor at Quartz Partners Investment Management with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including New York Life, NYLIFE Securities, and Park Avenue Securities. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, and advisory services. The firm uses a combination of top-down macro analysis and bottom-up stock selection across multiple model series, with ongoing portfolio monitoring and rebalancing by an investment committee.

Jolyn Sweet is a financial advisor at King Wealth Management Group, LLC in Saratoga Springs, NY. She holds Series 65 and Series 66 licenses and has experience working at several wealth management firms since 2022, including The Colony Group and Connectus Wealth Advisers. Outside of her advisory role, she is a commissioned notary public in Gansevoort, NY. King Wealth Management provides discretionary and non-discretionary investment management and tailored financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other entities. The firm’s portfolio construction emphasizes individual equities, fixed income, and ETFs, combining fundamental analysis with a technical overlay and occasionally using derivatives and margin as authorized by clients.

Taylor Sohns is a CFP® with 15 years of industry experience currently serving at LifeGoal Investments, LLC. He has held roles at Franklin Templeton, Legg Mason, and Lord Abbet prior to joining LifeGoal. Outside of his advisory work, Sohns is a partner and CFO of Forever Young Springs, LLC, a small real estate company in Saratoga Springs, NY. LifeGoal Investments is a team-based registered investment adviser serving individual and high-net-worth clients as well as business entities. The firm employs a mix of long-term and trading strategies guided by Modern Portfolio Theory, managing several hundred million dollars across a few hundred client relationships.

Kyle Webber is a financial advisor at Quartz Partners Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Quartz Partners since 2014. Outside of his advisory role, he is a member of Slocum-Webber Group, LLC, a project management consulting and property management business in which he holds a minority interest. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, and advisory services. The firm employs a combination of top-down macro analysis and bottom-up stock selection, with ongoing portfolio monitoring and rebalancing by an investment committee.

Elizabeth Litts is a financial advisor at Sustainable Advisors Alliance LLC with one year of industry experience. She holds a Series 65 designation. Outside of her advisory role, she has been involved with the Waldorf School of Saratoga Springs for the past ten years. Sustainable Advisors Alliance provides investment management and financial planning services to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using environmental, social, and governance criteria, employing both passive and active strategies tailored to client preferences and tax objectives.