Kristen Doyle is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill, Park Avenue Securities, Guardian Life Insurance, and The AYCO Company, L.P./Mercer Allied. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support client goals.

Madeline Butler is a Series 66 licensed financial advisor with Edward Jones, bringing three years of industry experience. Prior to joining Edward Jones, she worked at Spencer Gifts LLC and has been involved with the Glens Falls Association for the Blind. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors.

Erica McMahon is a financial advisor with Morgan Stanley in Glens Falls, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Jacob Costello is a Series 66 licensed financial advisor with Morgan Stanley, based in Glens Falls, NY, and has six years of industry experience. He has been with Morgan Stanley since 2020, including time at Morgan Stanley Private Bank, N.A. Prior to that, he held roles at Integra LED, Grounded Marketing, and Siena College. Outside of his advisory duties, he is a partner at Grounded Marketing LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Randall F. Devaney is a financial advisor at UBS Financial Services with 24 years of industry experience and holds a Series 66 designation. He has been with UBS since 2009. Devaney serves on the board of directors for Northern Rivers, an organization focused on empowering children, adults, and families to improve their lives and communities. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and uses proprietary research and model-based asset allocations to tailor client plans.

Daniel Hazewski is a financial advisor with LPL Financial in Glens Falls, NY, holding a Series 63 designation and bringing 40 years of industry experience. He has worked previously at Linsco/Private Ledger since 2004. Outside of his advisory role, he is an author working on both fiction and non-fiction books, including a near-complete non-fiction work addressing elder care issues facing the baby boomer generation. 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 wide range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by extensive research and technology tools.

Tina Bridge is a financial advisor with Morgan Stanley in Glens Falls, NY, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2012. Outside of her advisory role, she serves as treasurer for the Jackson Heights Elementary School PTA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by tools such as Monte Carlo simulations and Secular Return Estimates.

Steven Brown is a financial advisor with Equitable Advisors in Queensbury, NY, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2000. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both in-house and third-party advisory models.

Amanda Cedrone is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Edward Jones since 2015. She holds the Series 66 designation and is based in Queensbury, NY. Outside of her advisory role, Cedrone is president of a local Business Networking International chapter in Schenectady, NY. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of about 23,701 financial advisors and offers a range of advisory programs and affiliated investment products.

Brian Warner is a financial advisor at Edward Jones in Queensbury, NY, holding the CFP®, ChFC®, and Series 66 designations with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm operates under a fiduciary standard and maintains a large network of financial advisors and branch offices across the United States.

Michael Zivica is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. He worked at Cadaret, Grant & Co., Inc. for 30 years prior to joining LPL Financial in 2025. Outside of his advisory role, he has been involved with Retirement Investors, LLC, an entity related to his LPL business activities. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

Paul Hebert is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in Glens Falls, NY. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm uses a structured planning process supported by approved tools and manages approximately $2.74 trillion in client assets.

Melissa Battiste is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 22 years. Outside of her advisory role, she works part-time at Friendly's Ice Cream Corporation in a customer-facing position. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Brittney Fields Morrison is a CFP® with eight years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She has worked at several firms including City National Bank and RBC Capital Markets, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports a broad network of advisors with services that include municipal and public-finance advisory work.

Matthew Baitinger is a financial advisor with Morgan Stanley in Glens Falls, NY, holding a Series 66 designation and possessing 11 years of industry experience. He has been with Morgan Stanley since 2015 and has worked at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved planning tools.

Andrew Walts is a financial advisor with LPL Financial in Glens Falls, NY, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at TD Private Client Wealth LLC and TD Bank. 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 and access to model portfolios and third-party asset management.

Blake Crothers is an advisor with LPL Financial holding a Series 66 designation and has been working in the financial services industry since 2023. His prior experience includes roles at Arrow Bank National Association, Kentucky Trust Company, and Brookbend. 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, third-party asset management, and institutional platforms, with support from investment adviser representatives and advanced operational tools.

Richard Smith is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2011, following a brief tenure at Merrill in 2007. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools while managing over $819 billion in discretionary assets.