James Patrick III is a financial advisor at PKS Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and Knox Equity Corporation. Outside of his advisory work, he serves on the board of the Country Club of Troy. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm tailors portfolios based on client risk tolerance and time horizon, using a range of investment vehicles and third-party managers while managing various operational and conflict-of-interest considerations through established policies.

James Schaible Jr. is a financial advisor at Key Investment Services LLC with five years of industry experience and holds a Series 66 designation. His prior roles include positions at TD Private Client Wealth LLC, RBC Capital Markets, and LPL Financial, LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, offering model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Thomas Arcidiacono is a financial advisor at Steward Partners Investment Advisory, LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Raymond James Financial Services and The AYCO Company, L.P./Mercer Allied. Outside of his advisory role, 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 plans, corporations, trusts, estates, and charitable organizations through a range of advisory and portfolio management solutions.

Stanley Paddock is a financial advisor with GWN Securities Inc., holding a Series 63 designation and over 33 years of industry experience. He has been with GWN Securities since 2005. Outside of his advisory role, he sells health, fixed, and long-term care insurance and serves as a trustee for a family trust. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Terance Ruso Sr. is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and 27 years of industry experience. His career includes roles at LPL Financial, Holistic Wealth Advisors LLC, and Cetera, as well as operating his own CPA practice. He serves on the boards of the City of Rensselaer Zoning Board of Appeals and the Rensselaer Housing Authority. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charities, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform.

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 with Key Investment Services LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes 12 years at Merrill and positions at Key Bank NA prior to joining Key Investment Services. Outside of his advisory work, he co-owns a seasonal rental property on Saratoga Lake with his wife. 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 model selection and provides oversight of third-party managers while operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Jacqueline Stulmaker is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Key Investment Services and its affiliated entities since 2013, including a period at KeyBank. Outside of her advisory role, she is an owner and lessor of a family income property. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients through various advisory and brokerage programs. The firm emphasizes client-directed investment model selection alongside non-binding recommendations and ongoing monitoring, and maintains a notable corporate affiliation within the KeyCorp group.

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 Series 66-licensed financial advisor with Key Investment Services LLC, where he has worked since 2016. He has 22 years of industry experience. 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 corporations through various advisory programs, model portfolios, and brokerage products. The firm emphasizes client direction in model selection and provides oversight of third-party advisory products while operating within the KeyCorp group and its affiliated entities.

Vincent Miles is a financial advisor with Key Investment Services LLC in Albany, NY, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior experience includes seven years at Merrill and ten years at Key Private Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client direction in model selection and uses a structured due diligence process for third-party advisory products, providing ongoing monitoring and supervisory oversight across its offerings.

Kieran Hughes is a financial advisor with Key Investment Services LLC and holds a Series 66 designation. He has two years of industry experience and has worked at Key Investment Services since 2023. Outside of his advisory work, he has been involved with the Capital District Youth Soccer League for nine years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed model selection and ongoing oversight, operating within the KeyCorp group and collaborating with affiliated financial 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 Series 66 credentials and 11 years of industry experience. She previously worked at Purshe Kaplan Sterling Investments for 17 years and has been with Stratos Wealth Partners since 2024, concurrently serving as the owner of Stella's Handy Helpers, LLC, a small business. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans, offering open-architecture portfolio management and access to various third-party advisory solutions.