Jennifer George is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. In addition to her advisory role, she owns and manages STJMD Enterprises, Inc., a management company based in Castleton, NY. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Robert Mc Guirk is a CFP® with four years of industry experience, currently advising at OSAIC in Troy, NY. His background includes roles at Cambridge Investment Research, LPL Financial, and The Vanguard Group, among others. Outside of financial advising, he owns and manages a law office specializing in estate planning services in New York. OSAIC serves a wide range of clients, including individual investors, pension plans, corporations, and charitable organizations, through a large network of advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

Barry Rings Jr. is a CFP® professional with 11 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Cadaret Grant & Co., Atlas Private Wealth Management, and Northwestern Mutual. Outside of his advisory role, he serves as Youth Director for the Town of Nassau. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Dahvia Doring is a financial advisor with LPL Financial in Troy, NY, holding a Series 63 designation and 11 years of industry experience. She has been with LPL Financial since 2015. Outside of her advisory role, Doring works seasonally in inbound stocking for a major retailer. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by technology tools for operational and research purposes.

Nicholas Hanna is a financial advisor with LPL Financial based in Watervliet, NY, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, he has experience at Broadview Federal Credit Union, where he serves as a licensed relationship banker and notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset management, and supports advisors with research and technology tools.

Paula Aveni is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 credentials. Her background includes roles at Hudson Valley Credit Union, Broadview Federal Credit Union, Citizens Securities, Inc., and Citizens Bank. She serves on the board of Puppy Kitty NYC, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment advisory services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of portfolio management solutions and uses various operational tools to support its network of over 22,800 advisors.

Christopher Reilly is a financial advisor with Edward Jones in Troy, NY, holding the Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Clement is a financial advisor with LPL Financial in Troy, NY, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at LPL Financial since 2014 and has also been associated with Cap Com Federal Credit Union since 2010. In addition to his advisory role, he serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Eoin Carroll is a financial advisor with LPL Financial in Troy, NY, holding a Series 63 designation and having 16 years of industry experience. He has worked at LPL Financial since 2016 and concurrently serves at Pioneer Savings Bank since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with various portfolio management options and operational tools.

Gregory Dieterich is a financial advisor with LPL Financial in Pittsfield, MA, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at LPL Financial since 2020 and is also associated with Greylock Federal Credit Union, where he has been involved since 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of investment programs and utilizes various adviser-facing technologies for operational and research support.

Noel Kaminski is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including roles at Northwestern Mutual and National Life Group. Kaminski serves as a board member of Stakeholders and as an ambassador for the Capital Region Chamber of Commerce. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved software tools and educational seminars.

Stephanie Havens is a Series 66-licensed financial advisor with Edward Jones in Troy, NY. She has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Drew Prescott is a financial advisor with Cetera, holding a Series 63 designation and 15 years of industry experience. His prior roles include positions at LPL Financial and CFD Investments Inc. He is also the owner of Prescott Private Wealth, Inc., and serves as an elected board member of Wolferts Roost Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with both discretionary and non-discretionary program options.

Tracy Kennedy is a financial advisor with Morgan Stanley in Troy, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Morgan Stanley since 2009. Kennedy serves as a board member for the True North Troy Preparatory Charter School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and a variety of investment products and services.

Mary Bigelow is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Strategic Advisors, Inc., Fidelity Brokerage Services LLC, and Fidelity Personal and Workplace Advisors during her career. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

John Decrescente is a financial advisor with LPL Financial holding a Series 66 license and 10 years of industry experience. His prior roles include eight years at Hazard & Siegel Advisory Services LLC and two years at Next Financial Group, Inc. Outside of his advisory work, he is also involved in music as a musician, writer, and producer, receiving some royalties annually. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad array of financial products.

Anthony Clement is a financial advisor with LPL Financial based in Pittsfield, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial and its predecessor entities since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary and third-party investment strategies.

Joseph Geis Jr. is a financial advisor with LPL Financial in Troy, NY, holding Series 63 and Series 66 licenses and over 30 years of industry experience. His prior work history includes roles at Pioneer Bank, HSBC Securities, Sterling National Bank, and Financial Resource Group. Outside of his advisory career, he operates a small family business selling products online. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

Laura Sausville is a financial advisor with Edward Jones in Troy, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Edward Jones since 2021 and previously held positions at LPL Financial, Healthcare Community Securities Corp, and Citizens Bank. Outside of her advisory work, she serves as trustee of a family trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and managed solutions. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Corey Phillips is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Guardian Life from 2015 to 2021. Outside the advisory business, he managed a retail operation, City Package Store, for a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm provides various investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced advisor tools and a broad financial services platform.