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.

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.

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.

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 a full-time student from 2014 to 2025 before entering the financial advisory field. LifeGoal Investments, LLC is a team-based registered investment adviser managing approximately $558 million for around 319 clients, including individuals, high-net-worth individuals, and some business entities. The firm offers discretionary and non-discretionary asset management, asset-under-advisement services, and hourly financial planning, utilizing Modern Portfolio Theory and a variety of investment strategies reviewed quarterly.

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. His prior experience includes roles at Franklin Templeton, Legg Mason, and Lord Abbet. He is a partner and CFO of Forever Young Springs, LLC, a small real estate company in Saratoga Springs, NY. LifeGoal Investments, LLC is a team-based registered investment adviser managing approximately $558 million for about 319 clients, primarily individuals and high-net-worth individuals. The firm offers discretionary and non-discretionary asset management, assets-under-advisement, and hourly financial planning, using client profiles and Modern Portfolio Theory to guide investment strategies.

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.

Joshua Gilbert is a financial advisor at Quartz Partners Investment Management with nine years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Brighton Securities, Wells Fargo Clearing Services LLC, and MassMutual. He is also associated with Etico Partners, LLC. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm’s investment process combines top-down macro analysis with bottom-up stock selection and is supported by an investment committee that monitors and rebalances portfolios on an ongoing basis.

Stephen Lulla is a financial advisor at Quartz Partners Investment Management with five years of industry experience. He holds a Series 65 designation and has worked at Maidstone Wealth Management and Weatherhelm Capital Management prior to joining Quartz Partners. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, offering model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm combines top-down macro analysis with bottom-up stock selection and manages portfolios through an investment committee, providing services on a discretionary basis and through various platform arrangements.

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 financial advisor with LifeGoal Investments, LLC, holding a Series 65 designation and two years of industry experience. His prior roles include working at Knight Strategic Wealth and operating as a sole proprietor. He is also involved with LifeGoal Lending LLC as Director of Lawyer Relations. LifeGoal Investments, LLC is a team-based registered investment adviser managing approximately $558 million for primarily individual and high-net-worth clients. The firm offers discretionary and non-discretionary asset management, financial planning, and employs investment strategies based on client profiles and Modern Portfolio Theory.