Brian Harwood is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years before joining LPL Financial in 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios supported by LPL Research and third-party subadvisors.

Michael Lanides is a Wealth Management Advisor and founding member of The Lanides Jeffreys Group at Merrill Lynch Wealth Management. He leads a planning-based Wealth Management team focused on retirement wealth strategies. Michael serves clients including active and retired business owners, surgeons, and other medical professionals across the East Coast. He emphasizes frequent and open communication to address clients' financial goals and challenges, tailoring strategies with a focus on family wealth management and legacy planning. Michael has expertise in areas such as divorce transition planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. His investment philosophy centers on mitigating risk by diversifying goal-based portfolios using Merrill research coupled with his own insights, guiding clients through clear and straightforward explanations. He holds a Bachelor's Degree from Union College and is a CERTIFIED FINANCIAL PLANNER® certificant, as well as a Chartered Retirement Planning Counselor™. Additional professional designations include Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Michael has personal interests in sports such as baseball, basketball, football, golf, biking, skiing, yoga, as well as cooking, music, and spending time with his family.

Manasi Dutta is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked at Amazon Robotics and held a partner role at Connexions International LLC, a management consultancy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment strategies, supported by a nationwide network of over 23,000 advisors and more than $1 trillion in assets under management.

Steven Herweyer is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, with 20 years of industry experience. He previously worked at H. Beck, Inc. and Med America Inc. in prior roles spanning from 2008 to 2019. Herweyer also engages as a speaker and serves as a trustee for a 401(k) plan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by model portfolios, research, and technology-driven strategies.

Vincent Renda is a CFP® professional with 20 years of industry experience, currently serving at Edward Jones since 2005. He holds the Series 63 designation and is based in Slingerlands, NY. Outside of his advisory work, he manages a real estate rental business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of investment strategies and affiliated services, supported by a large nationwide network of financial advisors and branch offices.

Roderick Sipe is a financial advisor with Edward Jones in Albany, NY, holding a Series 66 license and eight years of industry experience. He has worked at Edward Jones since 2017 and previously held roles in the automotive industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Emily Hoag is a financial advisor with UBS Financial Services in Albany, NY, holding a Series 66 designation and nine years of industry experience. She previously worked at Bank of America and Merrill, accumulating seven and eight years at each firm respectively. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

James Hart is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. He has served as president of Albany City Rocks, a nonprofit youth sports and mentoring organization, since its founding 30 years ago. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a range of capital markets and research resources to tailor client solutions.

Samuel Zimmerman is a financial advisor with Morgan Stanley in Latham, NY, holding Series 65 and Series 66 credentials and possessing 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Zimmerman manages his high school class reunion account for the Gloversville High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and research.

Michael Triolo is a financial advisor with Morgan Stanley in Latham, NY, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, following a nine-year tenure at Archview Investment Group LP. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Rachel Minor is a financial advisor with LPL Financial in Albany, NY, holding a Series 63 designation and 10 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. for nine years and has been associated with Pombo Wealth Management for over a decade. Minor is also involved in non-variable insurance activities related to investment services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

David Rogers is a financial advisor with RBC Capital Markets in Albany, NY, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2018. Outside of his advisory work, he serves as treasurer on the board of directors for The Shore Condo Association Inc. in Longboat Key, Florida. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Nicole Mann is a financial advisor with LPL Financial in Latham, NY, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her prior roles include positions at Citizens Securities, Inc. and Broadview Federal Credit Union. 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, retirement consulting, and brokerage services, utilizing model portfolios, research, and various management approaches.

William Barry is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at LPL Financial. His background includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Outside of his advisory role, he has been involved with Clarkstown Recreation and Parks for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diversified financial planning and advisory programs supported by research, model portfolios, and various investment strategies.

Lori Haertel is a financial advisor at Morgan Stanley with 19 years of industry experience. She has held her current role since 2009 at Morgan Stanley Smith Barney and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that integrate planning methodologies such as Monte Carlo simulations and Secular Return Estimates.

Jennifer Nolan is a Senior Financial Advisor at Merrill Lynch Wealth Management. She provides financial advisory services, leveraging her expertise in wealth management to support her clients' investment goals. Jennifer holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Villanova University.

Gretchen Meyer Thornton is a financial advisor with LPL Financial in Latham, NY, holding a Series 66 credential and 12 years of industry experience. Prior to joining LPL Financial in 2018, she worked at INVEST Financial Corporation from 2014 to 2018. She is a member of the Entrepreneur Organization. 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 brokerage services, with discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Rohail Sarwar is a financial advisor with Ameriprise in Albany, NY, holding Series 66 and Series 63 licenses and having three years of industry experience. His prior work includes roles at Cetera Investment Services, Etico Partners, Prudential Insurance, New York Life, and other financial and management positions. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Jesse Flinton is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Citizens Securities, and JP Morgan before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options. The firm is notable for its scale, integrated operational structure, and multi-asset model portfolios supported by the Schwab Center for Financial Research.

Donna Burnett is a financial advisor at Merrill with 12 years at the firm and a total of 10 years of industry experience. She holds Series 63 and Series 66 designations and is based in Albany, NY. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.