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 licenses and has previously worked at Performance Trust Capital Partners, LLC. Steward Advisors Group is a registered investment adviser serving individuals, trusts, estates, and charitable organizations with approximately $105 million in discretionary assets under management. The firm provides discretionary portfolio management and financial planning, incorporating clients’ faith-based and moral values into investment decisions and employing a range of asset classes and strategies tailored to client objectives.

David Kopyc is an investment advisor representative with Retirement Planning Group, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked with firms including Purshe Kaplan Sterling Investments and Ameritas Investment Corp. In addition to his advisory duties, he hosts a retirement planning radio show. Retirement Planning Group provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and corporations. The five-adviser team manages approximately $375 million for over 1,000 clients, employing a primarily long-term, diversified investment approach with ongoing portfolio monitoring and rebalancing.

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 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.

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® and Series 66 licensed advisor with 13 years of industry experience. He currently serves at Avestar Capital, LLC, joining the firm in 2025 after previous roles at Rockefeller Financial LLC, Rock & Co LLC, and The AYCO Company, L.P./Mercer Allied. Avestar Capital is a SEC-registered investment adviser managing approximately $2.06 billion for individual and institutional clients. The firm utilizes a combination of proprietary ETF-based models and third-party portfolios, serving a diverse client base that includes high-net-worth individuals, private funds, charities, and corporate entities.

Nicholas Parisi is a financial advisor at Retirement Planning Group, LLC with one year of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments and The Investment Center, Inc. Outside of his advisory roles, he is involved with PlayersTV, LLC. Retirement Planning Group provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a primarily long-term, diversified investment approach utilizing low-cost mutual funds and ETFs, bonds, and options, managing approximately $375 million across over 1,000 clients.

Evan Wiggins is a financial advisor at LifeGoal Investments, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Ultimus LeverPoint Private Fund Solutions and Arrow Financial Corporation. Wiggins was also a full-time student for eleven years prior to beginning his advisory career. LifeGoal Investments serves individual and high-net-worth clients as well as business entities, providing asset management, assets-under-advisement services, and financial planning. The firm employs a team approach and follows an investment process incorporating Modern Portfolio Theory, long-term holdings, trading, option strategies, and the use of derivatives and margin within managed accounts.

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.

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 as an advisor at LifeGoal Investments, LLC in Saratoga Springs, NY. His prior experience includes roles at Franklin Templeton, Legg Mason, and Lord Abbett. Outside of his advisory work, he is a partner and CFO of Forever Young Springs, LLC, a small real-estate company. LifeGoal Investments serves individual and high-net-worth clients as well as business entities, providing discretionary and non-discretionary asset management, assets-under-advisement services, and financial planning and consulting. The firm uses a Modern Portfolio Theory-based investment approach incorporating long-term holdings, trading, and option strategies, and may engage sub-advisors for portions of client portfolios.

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.

Jarod Yost is a financial advisor with Retirement Planning Group, LLC and holds a Series 65 designation. He has two years of industry experience, including previous roles at DePaula Auto Group and teaching positions at Siena University and Mekeel Christian Academy. 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 using low-cost mutual funds and ETFs, along with bonds and options contracts as needed, managing roughly $375 million across about 1,043 clients.

Patrick Younis is a financial advisor with MinichMacgregor Wealth Management, LLC in Saratoga Springs, NY, holding Series 63 and Series 66 licenses and 18 years of industry experience. His work history includes prior roles at Purshe Kaplan Sterling Investments, LPL Financial, Eagle Strategies LLC, and NYLife Securities. MinichMacgregor Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and retirement-plan advisory services. The firm builds tailored portfolios using a combination of fundamental, technical, and cyclical analysis, employs proprietary investment strategies compliant with Rule 3a-4, and offers distinctive participant education and enrollment assistance programs for retirement-plan sponsors.

Benjamin Simmons is a financial advisor with Steward Advisors Group, LLC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Etico Partners, AIFG Consultants Ltd (Simmons Capital Group), and JPMorgan Chase Bank, N.A., among others. Steward Advisors Group is a registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm manages approximately $105 million in discretionary assets, providing tailored portfolio management and financial planning that incorporates clients’ faith-based and moral values into investment decisions.

Maxwell Hulbert is a Series 65-credentialed financial advisor with two years of industry experience, currently with LifeGoal Investments, LLC in Saratoga Springs, NY. His prior experience includes roles at Knight Strategic Wealth and Northwestern Mutual, as well as operating as a sole proprietor. Hulbert is also involved in LifeGoal Lending LLC as Director of Lawyer Relations. LifeGoal Investments serves individual and high-net-worth clients and business entities, providing discretionary and non-discretionary asset management, financial planning, and consulting. The firm manages approximately $558 million across about 319 clients and incorporates Modern Portfolio Theory with a mix of long-term holdings, trading, and option strategies in its investment approach.