Eli Cohen is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, OSAIC, and Equitable Advisors. Outside of finance, he has experience running a food service business, El Taco Shack. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm uses tailored portfolios based on client profiles and implements strategies involving mutual funds, ETFs, individual securities, independent managers, model portfolios, and alternative investments.

Thomas Arcidiacono is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior work includes roles at Raymond James Financial Services and The AYCO Company, L.P./Mercer Allied. Outside of his advisory work, he is a football director and board member for East Greenbush Pop Warner. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Terance Ruso Sr. is a financial advisor at Stratos Wealth Partners, Ltd with 27 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial, Cetera, and Holistic Wealth Advisors. He also serves on the City of Rensselaer Zoning Board of Appeals and the Rensselaer Housing Authority. Stratos Wealth Partners serves a broad range of individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through a large network of adviser representatives. The firm combines individualized asset allocation and active monitoring with access to both proprietary and third-party strategies, supporting multiple custodians and a variety of fee arrangements.

Eric Tolmie is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Commonwealth Financial Network since 2001. In addition to his advisory work, he owns a private entity, Eric C. Tolmie Financial Services, LLC, which provides tax preparation services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services, enabling advisors to implement customized investment strategies.

Stephanie Haase is a CFP® and CFA® with 14 years of industry experience, currently affiliated with Steward Partners Investment Advisory, LLC. She has held roles at Steward Partners Investment Solutions, LLC, Steward Partners Global Advisory, LLC, and Raymond James Financial Services. Haase is the owner of Haase Family Advisors, a separate financial advisory business. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and nonprofits, offering a range of portfolio management, financial planning, and consulting services through both proprietary and third-party strategies.

Broderick Yates is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and has worked at Bryant Maloney Prinzo Wealth Management and Bryant Asset Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Scott Moulton is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill for 12 years before joining Key Bank NA and Key Investment Services. Outside of his advisory role, he co-owns a seasonal rental property on Saratoga Lake with his wife. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and intermediates access to third-party discretionary managers while providing rebalancing, reporting, and supervisory oversight.

James Boyer is a Series 66 credentialed advisor with Key Investment Services LLC, based in Albany, NY. He has 25 years of industry experience and has been with Key Investment Services since 2010. Outside of his advisory role, he owns a second property used as an Airbnb rental in Saratoga Springs, NY. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee, model portfolios, separately managed accounts, and brokerage services. The firm emphasizes client-directed model selection and ongoing monitoring, and operates within the KeyCorp group, collaborating closely with affiliated banking and capital markets entities.

Kristen Hadden is a financial advisor with Guardian Life, holding a Series 63 designation and 13 years of industry experience. Her career includes multiple roles at Guardian Life and Park Avenue Securities dating back to 2016. Outside of her financial advisory work, she creates and sells art pieces through her online business, Filamental Concepts. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, and investment advisory programs using both proprietary and third-party strategies.

Reid Prinzo is a CFA® charterholder with 18 years of industry experience. He is affiliated with Commonwealth Financial Network and has prior experience at MFS Fund Distributors, Inc. Prinzo is also co-owner of Bryant Asset Management, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party managers, retirement consulting, and custody services.

Shawn Maloney is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network and Bryant Asset Management in various roles since 2016. Maloney is a co-owner of Bryant Asset Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers comprehensive adviser support, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Bonnie Kenna is a financial advisor with Lincoln Investment in Rensselaer, NY, holding a Series 63 designation and bringing 21 years of industry experience. She worked previously at Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory role, Kenna is involved in coaching field hockey through multiple positions, including serving as a head varsity coach for a public high school and participating in nonprofit and national field hockey programs. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning and a range of advisory programs, employing both strategic and dynamic investment approaches overseen by its Investment Management & Research team.

Kevin Dubner is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 63 designation and 46 years of industry experience. His prior work includes 15 years at Janney Montgomery Scott and two years at Raymond James Financial Services. He has been with Steward Partners-affiliated firms since 2020. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base—including individuals, pension plans, corporations, trusts, and charitable organizations—offering a range of investment advisory, financial planning, pension consulting, and managed account services.

Joseph Badolato is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds the Series 66 designation and has been with Key Investment Services since 2016. Outside of his advisory role, he is a joint owner of a short-term family vacation lakefront rental property. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by professional recommendations and ongoing monitoring, while leveraging affiliated entities within the KeyCorp group to provide a broad range of financial services.

Vincent Miles is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Private Bank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment profiles, ongoing monitoring, and due diligence of third-party advisory products, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Conor Bryant is a CFP® with 16 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth since 2014 and is also associated with Bryant Maloney Prinzo Wealth Management. Outside of his advisory roles, he is an owner of CJB Wealth Management, LLC and co-owner of Bryant Asset Management, LLC, companies engaged in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, supporting clients ranging from individuals to institutions.

Sonya Griffin is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and 66 licenses and bringing 12 years of industry experience. She previously worked at Purshe Kaplan Sterling Investments for 17 years and has been with Stratos Wealth Partners since 2024 and LPL Financial since 2025. Outside of her advisory roles, she is a business owner of Stella's Handy Helpers, LLC. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering services such as financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm’s approach combines individualized asset allocation with access to proprietary and third-party strategies, supported by a large network of investment adviser representatives.

Joseph Murphy is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services and KeyBank since 2015. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment strategies with ongoing monitoring and utilizes third-party discretionary managers while providing supervisory oversight and periodic reporting.

Fred Gallo is a financial advisor with Charles Schwab who holds Series 63, 65, and 66 designations and has 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2012. Charles Schwab & Co., Inc. serves a very large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Curtis Miller is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works directly with clients to develop personalized financial strategies aimed at supporting their long-term goals. Curtis holds a Bachelor's Degree from SUNY at Albany and has earned the Personal Investment Advisor (PIA) designation. His approach emphasizes collaboration, tailoring financial plans to the individual needs of each client. Outside of his professional responsibilities, Curtis enjoys adventure sports, biking, and spending time with his family.