Peter Mctygue is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds a Series 63 designation and has been associated with PFS Investments Inc. and Primerica Financial Services since 2010. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers for portfolio management.

Kyle Moffitt is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining LPL Financial, he worked at Goldman Sachs & Co. LLC for five years and has held roles at several other financial firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research and various investment strategies.

David Roche is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Cetera since 2019 and previously served at Foresters Advisory Services and Foresters Financial. Additionally, he provides financial advisor coaching and consulting and is the owner of Roche Capital Enterprises. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Stevan Paton is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Raymond James since 2023 and previously spent 14 years with Wells Fargo, including roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

George Marshall is a financial advisor with LPL Financial based in Clifton Park, NY, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. Prior to joining LPL Financial in 2025, he spent 23 years at Next Financial Group, Inc. He serves as a FINRA arbitrator and is involved in tax preparation and accounting, as well as non-variable insurance through his associated business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources, and offers both discretionary and non-discretionary management across its offerings.

George Harrienger Jr. is a financial advisor at OSAIC with 41 years of industry experience. He holds a Series 63 designation and has worked at Securities America Advisors, Inc. and Securities America, Inc. before joining OSAIC. He is also involved with Diamond Financial Services, where he assists in the sale of fixed annuities and life insurance as a financial consultant. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and investment advisory services through multiple platforms and uses asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios.

Gregory Bruno is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 2016. Prior to this, he has worked at Capital Bank, a division of Chemung Canal Trust Co, since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supported by in-house and third-party research.

James Coker is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in June 2012 and has been working in the financial services industry since 2009. He specializes in developing strategies for institutions, businesses, and high-net-worth individuals and their families to help them pursue their short- and long-term goals. James holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Investment Management Analyst® (CIMA®) designation, which he earned in conjunction with the Yale School of Management. He earned a master's degree in music and a post-graduate diploma from Purchase College, State University of New York, as well as a bachelor's degree and a master's degree from The College of Saint Rose. In his leisure time, James performs on the double bass with local symphony orchestras at venues such as Troy Music Hall. He also has interests in boating, golfing, ice hockey, racquetball, skydiving, traveling, and woodworking.

Brenda Brown is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. Her career includes roles at LPL Financial and Desert Financial Wealth Management. She is also employed part-time in retail sales at White House Black Market. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools, and supports a broad network of advisors with specialized programs including municipal advisory and SIMPLE IRA consulting services.

Paul Wajda is a financial advisor with Mass Mutual Investors Services in Latham, NY, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has worked with MassMutual Life Insurance Company and its investment services subsidiary since 1996. Wajda also serves as an insurance agent specializing in life, disability, long-term care insurance, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, ongoing financial planning engagements supported by firm-approved analytical tools.

John Gattulli is a financial advisor at LPL Financial with 40 years of industry experience. He holds a Series 63 designation and has worked previously at Cadaret, Grant & Co., Inc. and Capital Education Network. Outside of his advisory role, he is involved with Albany Tax Service, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Dominic Garrant is a financial advisor with Edward Jones in Ballston Spa, NY, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment products supported by a large national network of financial advisors and branch offices.

Matthew Gallant is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career with Merrill Lynch in March 2016. Prior to joining Merrill Lynch, he worked in product management at Travelers Insurance Company. Matthew focuses on developing and maintaining goals-based strategies and recommendations for clients, providing measurement and follow-up on progress toward specific client goals. Matthew's areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds a Bachelor's degree from Virginia Polytechnic Institute and State University, with a major in mechanical engineering and a minor in economics. Matthew holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). Outside of his professional work, Matthew's personal interests include basketball, biking, football, golfing, skiing, spending time with his family, and watching movies.

Eric Williams is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over a decade of experience in serving clients and their families, having begun his wealth management career at Ayco Company, L.P., a Goldman Sachs company, in 2005. Eric focuses on areas such as family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, and retirement income. He holds a Bachelor of Science degree in Finance from Siena College and is a CERTIFIED FINANCIAL PLANNER (CFP) certificant, a designation awarded by the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc. Eric also holds the Personal Investment Advisor (PIA) designation. Residing in Ballston Lake, New York, Eric lives with his wife, Angela, and their three children, including twins. He is a parishioner at St. Edward the Confessor in Clifton Park. His personal interests include biking, football, golfing, traveling, being a foodie, and following Siena College basketball, New York Giants football, and horse racing.

Nuala Blanchard is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with Merrill since 2011. Prior to Merrill, she worked at Bank of America, N.A. starting in 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Rodney Brewer II is a financial advisor with Mass Mutual Investors Services holding CFP® and Series 66 credentials and has 22 years of industry experience. He has worked with Mass Mutual and its subsidiary firm since 2009. Brewer II is also active as an insurance broker with a focus on fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using firm-approved analytical tools and structures planning as an annual, collaborative process.

Vincent Coscette is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked previously at NBT Bank and PKS Investments. His background includes roles outside finance, such as positions at The Cheesecake Factory and Kohl's, and he was a full-time student at Siena College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Melissa Smolen is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. She previously worked at Ameriprise from 2021 to 2023 and was a homemaker for ten years prior to starting her advisory career. In addition to her advisory work, she is involved with Prive Boutique Salon & Spa in Clifton Park, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kathryn Peterson is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with Ameriprise since 2011, currently serving clients from Mechanicville, NY. Outside of her financial advisory role, she coaches a youth soccer team for her daughter's local club on a volunteer basis. Ameriprise is a large institutional firm offering a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations primarily for clients with Ameriprise-managed accounts.

Nicholas Scammacca is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2025, he was with Next Financial Group Inc for 11 years. He is also involved in non-investment business activities, including Capital Asset Management and non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research from multiple sources.