Sara Bohn is a CFP® professional with 22 years of industry experience. She is currently an advisor at GreenLeaf Financial Network, LLC in Blacksburg, VA, where she has worked since 2018. Prior to this, she was employed at First Citizens Investor Services from 2014 to 2017 and has worked with Montgomery County Government, Virginia since 2018. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities, offering discretionary and non-discretionary portfolio management, financial planning, and investment consulting. The firm works through a network of independent advisors to develop customized investment strategies using a variety of analytical methods and investment techniques.

Robert Mangold Jr. is a CFP® with 11 years of experience in the financial services industry. He is affiliated with Greenbush Financial Group, LLC and has worked at Crump and American Portfolios Financial Services, Inc. since 2015. Outside of advising, he serves as Treasurer for the Greenbush Youth Soccer Club. 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 combines fundamental and technical analysis with continuous monitoring and discretionary trading, managing over $616 million in client assets with a team of four advisors.

Matthew Stankus is a financial advisor at Steward Advisors Group, LLC with a Series 65 designation and two years of industry experience. Prior to joining Steward Advisors Group, he worked at Simmons Capital Group and was involved with the Schenectady Community Action Program for six years. He is also a co-owner and administrator of Electric City Athletics, a fitness business in Schenectady, NY. Steward Advisors Group serves individuals, trusts, estates, and charitable organizations with discretionary portfolio management and written financial planning. The firm incorporates clients’ faith-based and moral values into investment decisions and manages approximately $105 million in assets for around 100 clients.

Candace Gregory is a financial advisor at Holistic Wealth Advisors with five years of industry experience and a Series 66 designation. Her prior experience includes roles at Goldman Sachs & Co LLC, Morgan Stanley, and LPL Financial. Holistic Wealth Advisors is a 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, advisor-managed wrap and non-wrap programs, model-based portfolios, and insurance consulting, serving a diverse client base that includes governmental plans, financial institutions, and a sovereign wealth fund.

Herbert Reilly III is a financial advisor at HFR Wealth Management, LLC, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with HFR Wealth Management since 1995. HFR Wealth Management provides discretionary investment management services to individuals, high-net-worth clients, trusts, corporations, retirement plans, and charitable organizations. The firm follows a Prudent Investor framework with customized Investment Policy Statements and emphasizes regular, detailed portfolio performance reporting alongside quarterly reviews.

Cole Fritz is a financial advisor at Steward Advisors Group, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at CrossPurpose for six years in various roles. Outside of his advisory work, Fritz serves as an independent contractor for CrossPurpose, providing technology, data management, IT, and project management support on an ad hoc basis. Steward Advisors Group is a registered investment adviser managing approximately $105 million in discretionary assets for about 100 clients, including individuals, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management and financial planning, integrating clients’ faith-based and moral values into investment decisions, and employs a range of investment vehicles and specialized strategies.

Hermes Del Sette III is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been self-employed since 2012 and concurrently operates Del Sette Capital Management, LLC. In addition to his advisory roles, he works as an insurance agent. Happiness in Retirement is a five-person team serving individuals, high-net-worth clients, trusts, and estates with wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $192.5 million using a long-term investment approach focused on diversified, low-cost mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis.

Nicolas Dumas is a CFP® professional with eight years of industry experience, currently serving at Silver Oak Securities, Inc. He previously worked at Purshe Kaplan Sterling Investments and Retirement Planning Group, LLC among other firms. Outside of his advisory role, he conducts insurance sales making up approximately 10% of his professional time. Silver Oak Securities, Inc. serves a diverse client base including individuals, pension plans, and business entities, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives, utilizing both portfolio customization and model-based investment strategies.

Benjamin Chamberlain is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at LPL Financial, M Holdings Securities, Greenberg & Rapp, National Life Group, and Equity Services, Inc. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors. The firm serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, employing a goals-based, client-centered planning process combined with an evidence-based investment approach.

Stephen Cash is a CFP® and Series 66 licensed advisor with 11 years of industry experience. He currently works at Mariner Independent and has held prior roles at Advisors Capital Management, LPL Financial, and Private Advisor Group. Mariner Independent serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. With a network of 119 advisers, the firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a variety of investment tools and affiliated businesses.

Aaron Lieberman is a CFP® professional with 23 years of industry experience currently with Modera Wealth Management, LLC. He previously worked at Marathon Wealth Management, Inc. for nine years and Wells Fargo Advisors for two years. Outside of his advisory role, he serves as power of attorney for his mother. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and offers integrated services including accounting, tax preparation, and business coaching.

Todd Robertson is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has been with Euro Pacific Capital since 2008. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform of approximately 131 advisors. The firm manages about $2.95 billion for over 7,000 clients, using an open-architecture model that combines internally managed strategies with co- and sub-advisory relationships, offering a range of portfolio management and financial planning services.

Thomas Dingley is a financial advisor with AlphaStar Capital Management and holds the ChFC® designation and Series 63 license. He has 12 years of industry experience and has worked at firms including TJD Financial Planning LLC and Mosaic Wealth Strategies Group Ltd. In addition to advisory services, he is licensed as an independent insurance agent and spends a portion of his professional time providing insurance products. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, small businesses, and other clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing both model portfolios and customized strategies that utilize quantitative and tactical approaches.

Lloyd Church is a financial advisor at PKS Advisory Services, LLC with 29 years of industry experience. He has been with PKS Advisory Services and its predecessor, Purshe Kaplan Sterling Investments, since 1996. PKS Advisory Services provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on risk tolerance, time horizon, and objectives through a combination of fundamental and technical analysis.

Timothy Brothers is a financial advisor with United Capital Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at The Ayco Company, L.P., including its affiliations with Goldman Sachs and Mercer Allied, from 2003 to 2021. Outside of advisory work, he is a member of TJB, LLC, an investment-related real estate holding company. United Capital Financial Advisors serves a broad client base nationwide, including individuals, corporations, retirement plans, and charitable organizations. The firm provides discretionary portfolio management, access to third-party managers, alternative investments, and customized portfolio strategies, supported by proprietary technology and a comprehensive investment policy framework.

Steven Kennedy is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience. He has been with Private Advisor Group, LLC since 2016 and previously worked at LPL Financial, TIAA-CREF, Goldman Sachs Wealth Services, and Equitable Advisors. Outside of his advisory role, he is involved with Albany Financial Group, which offers insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management and third-party strategist selection, utilizing multiple investment methods and technology platforms.

William Mack is a financial advisor with PlanMember Securities Corporation and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including roles at LifePlan Wealth Management Group and a long tenure at PlanMember Securities Corporation since 2008. Mack is also the owner and president of Financial Institutions Services Corporation of America, an insurance marketing services firm. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, delivering education and support services to plan sponsors and participants.

Jason Laurenzo is a financial advisor with GWN Securities Inc. in Albany, NY, holding a Series 63 designation and over 20 years of industry experience. He has been with GWN Securities since 2005 and concurrently serves in law enforcement with the Town of Schodack Police Department. Outside of his advisory role, he is involved in tax preparation and college planning through Northeast Wealth Management, LLC, where he is CEO. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Dominick Panetta is a Certified Financial Planner (CFP®) with 38 years of industry experience, currently serving at Independent Financial Partners. His career includes roles at IFP Securities, LLC and LPL Financial. Panetta is also involved in community organizations, holding board positions with the Guilderland Chamber of Commerce and the Society of Financial Service Professionals, Northeast New York Chapter. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a wide range of clients, offering decentralized investment strategies alongside centralized asset management and specialized retirement-plan consulting services.

Elizabeth Bauer is a financial advisor with Eagle Strategies (NY Life) based in Albany, NY, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked with Eagle Strategies since 2016 and is also associated with The Di Bella Financial Group, LLC. Bauer serves as a board member at Siena College’s Center for Private Wealth Management, assisting in curriculum development for students pursuing careers in financial services. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers tailored advice and solutions across multiple program types, with a significant portion of assets managed on a non-discretionary basis.