Lakshmi Nagarajan is a CFP® professional with 24 years of experience in the financial services industry. She is currently with Holistic Wealth Advisors, a five-advisor team based in Clifton Park, NY, and has previously worked with LPL Financial LLC and Cetera Investment Advisers LLC. Nagarajan is also involved with several insurance-related activities alongside her advisory role. Holistic Wealth Advisors manages approximately $234.3 million in discretionary assets for a client base that includes high-net-worth individuals as well as institutional and organizational clients. The firm offers portfolio management and financial planning services, utilizing multiple analysis methods and providing access to both wrap and non-wrap platforms.

Douglas Keenholts is a financial advisor at Fagan Associates Inc with a Series 65 credential and experience spanning roles at Purshe Kaplan Sterling Investments, Inc and Wealth Advisory Group, LLC. He has been with Fagan Associates since 2024. Fagan Associates provides discretionary portfolio management and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes asset allocation strategies informed by fundamental, technical, and cyclical analysis, and offers tax advice and income tax preparation alongside ongoing investment management.

Steven Bouchey is a CFP® with six years of industry experience and is affiliated with Bouchey Financial Group, Ltd., where he has worked since 1995. He is part of an 11-advisor team based in Troy, NY. Bouchey Financial Group, Ltd. serves individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations with wealth management, investment management, financial planning, and retirement plan advisory services. The firm employs a primarily long-term investment approach across mutual funds, equities, fixed income, ETFs, and unaffiliated Independent Managers, complemented by ongoing oversight and tactical adjustments as needed.

Bradley Harkness is a financial advisor at Greenbush Financial Group, LLC with 16 years of industry experience. He holds Series 65 and Series 66 licenses, and has worked previously at American Portfolios Financial Services, Inc. and The Ayco Company L.P. Since 2019, he has served as a trustee for the Scotia Glenville Elks, a community service organization. Greenbush Financial Group offers personalized financial planning, investment consulting, discretionary asset management, and retirement-plan advisory services to individuals and employer-sponsored plans. The firm employs both fundamental and technical analysis and manages over $616 million in client assets with a team of four advisors.

Christopher Van Buren is a CFP® professional with 13 years of industry experience. He is currently with LVW Advisors, LLC, where he has worked for eight years, and previously held roles at Merrill and Bank of America. LVW Advisors provides customized wealth management, financial planning, and investment management for high-net-worth individuals, families, trusts, estates, private foundations, business entities, and institutional clients. The firm emphasizes asset allocation, diversification, and multi-scenario stress testing, utilizing both passive and active independent managers as well as non-traditional strategies.

Martin Shields is a CFP® with 14 years of experience at Bouchey Financial Group, Ltd. in Troy, NY. He has been with the firm since 2012 and holds a Series 65 license. Bouchey Financial Group, Ltd. provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm employs a multi-advisor team structure and manages approximately $1.6 billion in assets, emphasizing a long-term investment approach with tactical adjustments as needed.

Jake Cooper is a financial advisor at High Probability Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Manning & Napier in various roles from 2013 to 2022. Since 2022, he has been with High Probability Advisors. High Probability Advisors serves individual and high-net-worth clients, as well as trusts, estates, corporations, and retirement plans, providing portfolio management, financial planning, and retirement-plan advisory services. The firm employs a mix of quantitative, fundamental, and technical analysis to develop individualized portfolios and manages approximately $1.046 billion in assets across around 344 client relationships.

Byron Stahl is a financial advisor at Headland Capital with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Maryland Financial Group. Stahl is involved with Coastal Wealth Management and Denooyer Direct Insurance, focusing on insurance products and related activities. Headland Capital is a registered investment adviser with a team of ten advisors serving individuals, family offices, trusts, estates, and various entities. The firm employs a client-driven investment process emphasizing fundamental analysis and long-term orientation, managing approximately $559 million for around 637 clients.

Joseph Petry is a financial advisor with Discipline Wealth Solutions, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at Ausdal Financial Partners and CPR Financial Group, and he has operated Petry Financial Services since 2008. Outside of advising, he has worked as a freelance actor since 2021. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other advisors by offering tailored investment advisory services that include managed accounts, sub-advisory relationships, and retirement plan consulting. The firm employs a variety of investment approaches and manages portfolios through both in-house and third-party managers.

David Wojeski is a financial advisor at Greenbush Financial Group, LLC with Series 66 and Series 65 credentials and five years of industry experience. He has over 25 years with Greenbush Financial Group and has been involved with Wojeski & Company CPA's, P.C., a certified public accounting firm, since 1997. He is also co-trustee of a family trust and has roles in several business ventures including technology support and forensic accounting services. Greenbush Financial Group provides personalized financial planning, investment consulting, discretionary asset management, and retirement-plan advisory services to individuals and employer-sponsored plans. The firm manages over $616 million in client assets using both fundamental and technical analysis, offering a proprietary employer retirement-plan solution called Active(k).

Benjamin Simmons is a financial advisor with Steward Advisors Group, LLC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Etico Partners, AIFG Consultants Ltd (Simmons Capital Group), and JPMorgan Chase Bank, N.A., among others. Steward Advisors Group is a registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm manages approximately $105 million in discretionary assets, providing tailored portfolio management and financial planning that incorporates clients’ faith-based and moral values into investment decisions.

William Reickert is a financial advisor with Independent Family Office, LLC in Albany, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. He has served on the Board of Directors for Kaspien Holdings, Inc. since 2016, providing financial and investment expertise. Independent Family Office, LLC serves high net worth individuals, families, related entities, and charitable organizations by offering a range of family-office and wealth management services tailored to client objectives. The firm employs a variety of investment strategies and manages approximately $618 million in discretionary assets across a focused client base.

Derek Gray is a Certified Financial Planner™ (CFP®) with 21 years of industry experience. He currently works at Curran Wealth Management and has held roles at CIM, LLC and Goldman Sachs Wealth Services. Curran Wealth Management serves individuals, families, pension plans, trusts, estates, and charitable organizations with portfolio management and financial planning services. The firm employs a fundamental, bottom-up investment approach focused on long-term ownership of companies with strong financials and offers multiple strategies across market capitalizations and investment styles.

Sue Donovan is a financial advisor at Holistic Wealth Advisors with 45 years of industry experience. She holds a Series 63 designation and has worked at firms including LPL Financial LLC, Stratos Wealth Partners, Ltd, and Cetera Financial Specialists LLC. Donovan has been with Holistic Wealth Advisors since 2011. Holistic Wealth Advisors serves individual and institutional clients with approximately $234.3 million in discretionary assets under management. The firm provides portfolio management, financial planning, and access to third-party adviser programs, employing multiple methods of analysis and managing accounts across various custodians.

John Millet is a Series 65-licensed financial advisor with Bouchey Financial Group, Ltd. in Troy, NY, where he has worked for four years. He has a total of two years of industry experience and previously spent seven years at Bouchey & Clarke Benefits, Inc. Outside of his advisory role, he devotes a portion of his time to insurance sales. Bouchey Financial Group, Ltd. serves individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm provides wealth management, investment management, financial planning, and retirement plan advisory services, employing a long-term investment approach while allowing tactical adjustments to meet client objectives.

Stacy Clifford is a financial advisor at Holistic Wealth Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Stratos Wealth Partners, and Cetera. Clifford is also involved with The Albany Agency, focusing on non-variable insurance products. Holistic Wealth Advisors is an SEC-registered team of seven advisors managing approximately $278.7 million in discretionary assets for around 642 clients. The firm offers discretionary portfolio management, various financial planning options, model-based portfolios, and insurance consulting, serving a diverse client base that includes governmental plans, banks, and institutional investors.

Catherine Buck is a CFP® professional at Bouchey Financial Group, Ltd. in Troy, NY, with two years of industry experience. Prior to joining Bouchey Financial Group, she worked at Canton Potsdam Hospital and Key Bank NA. Bouchey Financial Group, Ltd. serves individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations with wealth and investment management, financial planning, and retirement plan advisory services. The firm employs a multi-advisor team approach and primarily allocates client assets among mutual funds, equities, fixed income, ETFs, and independent managers, combining financial planning with portfolio oversight.

Zachary Holdsworth is an advisor at Steward Advisors Group, LLC with a Series 65 designation and three years of industry experience. He previously worked at Simmons Capital Group and has held various roles including positions at McMaster University and The Windmill Country Market. Steward Advisors Group is a registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm manages approximately $105 million in discretionary assets, providing tailored portfolio management and financial planning that incorporates clients’ faith-based and moral values.

Tyler Rapp is a financial advisor at Dutch Asset Corporation with four years of industry experience. He holds a Series 66 designation and has previously worked at Broadway Advisor Group, LPL Financial, and Sgroi Wealth Management. Outside of advising, he is involved as a semi-professional car racer. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies including the use of derivatives and margin, and offers both discretionary and non-discretionary management with individualized Investment Policy Statements.

Viju Rajan is a financial advisor at Independent Family Office, LLC in Albany, NY, with 6 years of industry experience. He holds the Series 66 designation and has been with Independent Family Office, LLC since 2012. Independent Family Office, LLC provides wealth management and comprehensive family-office services to high net worth individuals, their families, affiliated entities, and certain charitable entities. The firm offers tailored financial planning combined with discretionary portfolio management, utilizing fundamental and technical analysis along with various investment strategies, while emphasizing non-investment family office functions.