Christopher Soltis is a CFP® professional with 19 years of industry experience, currently serving at PKS Advisory Services, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, LLC, and MetLife Securities INC. Outside of finance, he is a musician partnered in a live music entertainment business and an author. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets, tailoring portfolios based on client risk tolerance and objectives using a mix of mutual funds, ETFs, independent managers, and individual securities.

Wyatt Yennard is a financial advisor at PKS Advisory Services, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments since 2023. Prior to his current role, he held positions across various industries including biosciences, accounting, and logistics. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets and tailors portfolios based on clients’ risk tolerance, time horizon, and objectives using a combination of mutual funds, ETFs, independent managers, and individual securities.

Benjamin Couture is a financial advisor at PKS Advisory Services, LLC with five years of industry experience. He holds the Series 66 designation and previously worked at firms including Holistic Wealth Advisors, LPL Financial, and Northwestern Mutual Investment Services. Couture provides administrative support to Holistic Wealth Advisors, an independent investment advisory firm. PKS Advisory Services offers financial planning, consulting, and investment management services to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm employs a tailored investment approach using client profiles to guide portfolio construction and utilizes a range of strategies including no-load mutual funds, ETFs, individual securities, model portfolios, and alternative investments.

Zachary Mann is a financial advisor with PKS Advisory Services, LLC in Albany, NY. He holds a Series 66 designation and joined the firm in 2026. His prior experience includes roles at PKS Investments, Financial Benefits Group, United Wholesale Mortgage, and The Mather Group, along with several periods of full-time education. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm offers tailored portfolio solutions using a variety of investment vehicles and third-party models, managing assets on both discretionary and non-discretionary bases.

Mary Daoust is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked with PKS Advisory Services and Purshe Kaplan Sterling Investments since 2010. Her role includes selling fixed and life insurance on an investment-related basis. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm uses a client profile to tailor portfolios based on risk tolerance and time horizon, implementing strategies that include mutual funds, ETFs, individual securities, independent managers, model portfolios, and alternative investments.

Pamela Young is a financial advisor at PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 66 licenses with 28 years of industry experience. She has been with PKS Advisory Services and Purshe Kaplan Sterling Investments since 2000. In addition to her advisory role, she is an ambassador for Plexus Worldwide, selling health and beauty products. PKS Advisory Services provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities, managing approximately $905 million in assets for over 4,400 clients. The firm customizes portfolios based on client risk tolerance and objectives, utilizing a mix of mutual funds, ETFs, independent managers, and individual securities.

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.

Eli Cohen is a financial advisor at PKS Advisory Services, LLC with two years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Inc and OSAIC. Prior to his financial advisory roles, he was employed at SUNY Oneonta and ran El Taco Shack from 2022 to 2024. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm uses client profiles to tailor portfolios and employs a range of investment strategies including mutual funds, ETFs, independent managers, model portfolios, and alternative investments.

Robert Watkins is a financial advisor with Commonwealth Financial Network based in Utica, NY, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Provident Mutual and Advanced Group Financial Services, where he is also the owner and president of Advanced Group Financial Services, LLC. Outside of advisory work, he owns Advanced Group Tax Services, a tax preparation and accounting firm. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary model portfolios and multiple program structures, supporting advisors with operations, trading, technology, compliance, and practice management.

Herbert Perkins III is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 22 years of industry experience. His career includes five years at Goldman Sachs & Co. LLC and sixteen years at The AYCO Company, L.P./Mercer Allied prior to joining Commonwealth Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of nearly 2,900 advisors and manages approximately $213 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

James Schaible Jr. is a financial advisor with Key Investment Services LLC holding a Series 66 designation and five years of industry experience. His prior roles include positions at TD Private Client Wealth LLC, RBC Capital Markets, and LPL Financial, LLC, among others. He is based in Rensselaer, NY. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap fee programs and utilizes a multi-provider model for portfolio implementation and oversight.

Elizabeth Ariazi is a financial advisor with Eagle Strategies (New York Life) based in Pittsfield, MA, holding Series 63 and Series 65 licenses and accumulating 18 years of industry experience. She has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2008 and with Eagle Strategies since 2021. Outside of her advisory role, she manages rental of her primary residence through Airbnb. Eagle Strategies serves a diverse clientele including individual investors, defined contribution and benefit plans, and corporate and charitable clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Stephen Krakower is a Series 66-licensed financial advisor with 14 years of industry experience. He has worked at Janney Montgomery Scott LLC since 2020 and was previously with Wells Fargo Clearing from 2016 to 2020. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal entities, offering brokerage, financial planning, and advisory services through various managed account programs and in-house portfolio management.

Pamm Kuhl is a financial advisor at Commonwealth Financial Network with 23 years of industry experience. She holds a Series 66 designation and has previously worked at OSAIC and James E. Weiss, Inc. In addition to her advisory work, she is involved in tax preparation through Advanced Group Tax Services, 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 over $212 billion in client assets. The firm offers a broad range of adviser-support services, including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Mark Curley is a Series 66-licensed financial advisor with 13 years of industry experience. He currently works at Citizens Securities, Inc. and previously held positions at Equity Services Inc, National Life Group, and Edward Jones. Outside of his advisory work, he is a published author of a book related to the supernatural. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. Its advisory offerings include a digital advisory program and a Managed Account program, operating as both broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Thomas Perrea is a financial advisor at Commonwealth Financial Network with 42 years of industry experience. He holds the Series 63 designation and has worked at Commonwealth Financial Network since 2005, with a brief period at Berkshire Bank from 2002 to 2017. Outside of finance, he is involved in a floral business, Jodi's Seasonal. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, including wealth management and retirement plan consulting, while enabling advisors to construct client portfolios with access to discretionary model portfolios and various program structures.

Jason Licata is a financial advisor with Citizens Securities, Inc. in Albany, NY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior experience includes roles at Merrill, Allstate, J.P. Morgan Securities, Chase Investment Services, and Capital One entities, as well as a teaching position at SUNY College. Licata serves on the Board of Directors for Queensbury Youth Baseball/Softball, assisting with the local youth sports program. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both advisory programs and brokerage and insurance services. The firm provides a range of offerings including a digital advisory program and Managed Account program, operating as a broker-dealer and insurance agency.

Thomas Arcidiacono is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior work includes roles at Raymond James Financial Services and The AYCO Company, L.P./Mercer Allied. Outside of his advisory work, 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

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.

Mark Enright is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations. The firm offers a range of services such as brokerage, financial planning, and advisory programs, utilizing both in-house and third-party portfolio management.