Brian Ferraro is a CFP® with four years of industry experience, currently serving as an advisor at Rockefeller Financial LLC. He has worked at Rockefeller Financial since 2021 and has prior experience at PwC from 2013 to 2019. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm provides integrated services through affiliated trust and insurance entities and distinguishes itself through its recapitalized ownership structure and role as a distributor and placement agent for private funds under the Rockefeller Global Family Office platform.

Katrina Taylor is a Series 66 registered advisor with Goldman Sachs Wealth Services, based in Saratoga Springs, NY, and has six years of industry experience. She has worked at Goldman Sachs since 2019, following roles at The Ayco Company, L.P./Mercer Allied and previous experience at SUNY Geneseo. Outside of finance, she was involved with Rob and Deb's Frozen Dreams from 2013 to 2017. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers a range of tailored services, including executive wealth and private family office support, within a large integrated financial group.

Adam Lorch is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. He has worked at Goldman Sachs since 2019 and previously held positions at Cap Com FCU, Trustco Bank, and Siena College. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Michael Ciarlo is a financial advisor at OSAIC Institutions, Inc. He holds a Series 66 designation and has been with the firm since 2025. His prior work experience includes roles at Ballston Spa National Bank and the College of Staten Island. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm operates with a predominance of non-discretionary assets and integrates broker-dealer and advisory services across a large network of investment adviser representatives.

Alexander Dunn is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrated affiliate capabilities to deliver tailored wealth management solutions.

Stephen Mitola is a financial advisor at Key Investment Services LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2008. The firm serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. Key Investment Services operates within the KeyCorp group and works closely with affiliated entities such as KeyBank and KeyBanc Capital Markets.

Christopher Therrien is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously at The Ayco Company, L.P./Mercer Allied from 2015 to 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

Peter O'Connor is a financial advisor at Goldman Sachs Wealth Services with 22 years of industry experience. He holds a Series 63 designation and has worked at Goldman Sachs & Co. LLC since 2021, following an 18-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and related advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Andrew Murphy is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Canoe Island Lodge and St. Lawrence University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to execute client recommendations.

Matthew Mead is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. His prior roles include seven years at the Office of the NYS Comptroller and three years at The AYCO Company, L.P./Mercer Allied. He has been with Cetera Investment Advisers LLC since 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, operating a multi-manager platform with diverse program options and over $256 billion in assets under management.

Sharon Dilorenzo is a financial advisor at Mass Mutual Investors Services with 23 years of industry experience. She holds the ChFC® and Series 63 designations and has worked previously at Metlife Securities. She is also an independent insurance agent specializing in life, accident, health, property, and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing, collaborative financial planning engagements supported by analytical tools and offers additional services such as educational seminars and event-driven planning programs.

Daniel Mc Donnell is a financial advisor at Equitable Advisors with a Series 66 designation and three years of industry experience. Prior to his current role, he worked in various positions including consulting and hospitality. Outside of his advisory work, he is employed as a bartender at Generations Tap & Grill in Lake Placid, NY. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Andrew Sayles is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in education and appraisal services and has been involved in several rowing associations and related community activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with a nationwide network of more than 23,000 advisors.

Matthew Greenwood is a financial advisor with Cetera, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has worked at Cetera since 2019 and previously spent 24 years at Foresters Financial and 7 years at Foresters Advisory Services LLC. He serves as Vice President of the Glens Falls Grandstanders Booster Club. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of program options and manages over $256 billion in assets.

Ernest Selke Jr. is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and over 36 years of industry experience. He previously worked at Metlife Securities Inc. for 28 years before joining Mass Mutual Investors Services and MassMutual Life Insurance Co. He serves as an elder at King of Kings Lutheran Church, assisting members with their spiritual needs. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved tools and supports a range of event-driven planning services.

Ashley Pierre is a financial advisor at Morgan Stanley in Saratoga Springs, NY, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2021, Pierre worked in the automotive industry at New Country Motor Car Group and Mackey Automotive. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by firm-approved tools and a structured discovery process.

Michael Copulos is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, his professional background includes roles outside the financial industry, such as work with Deer Studios NYC and University at Albany. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers a combination of financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a model that includes LPL-sponsored programs and endorsed TAMPs.

Brooks Hastings is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from various sources.

Elizabeth Lucia is a financial advisor with Cetera who holds a Series 66 designation and has one year of industry experience. Prior to her current role, she has worked in various positions including real estate sales. Outside of her advisory duties, she is a licensed real estate salesperson assisting buyers and sellers in residential real estate transactions. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to third-party money managers and a range of portfolio management and financial planning services.

Matthew Morrison is a Series 66 registered financial advisor at J.P. Morgan Securities with 10 years of industry experience. His prior experience includes 16 years at Bank of America/Merrill before joining J.P. Morgan in 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.