William Joslyn is a Series 65-licensed advisor at Discipline Wealth Solutions, Inc. with five years of industry experience. Prior to joining Discipline Wealth Solutions in 2024, he worked at CPR Investments, Inc. for six years and has held various roles outside finance, including as a distribution driver for a bread delivery service. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing investment advisory services through discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting. The firm tailors portfolios to client objectives using a combination of asset allocation, technical analysis, and both long- and short-term trading strategies.

Thomas Curran is a financial advisor at Curran Wealth Management with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with CIM, LLC and related entities since 2013. Outside of advisory work, Mr. Curran owns a tax services firm and manages several small business ventures, including a vehicle leasing company and investment in commercial real estate. Curran Wealth Management serves individuals and families, as well as pension plans, trusts, and charitable organizations, offering portfolio management, financial planning, and a proprietary wrap-fee program. The firm employs a bottom-up investment approach focused on companies with consistent earnings growth and strong financials, providing multiple strategies across various market capitalizations and client needs.

Cullen Breen is a CFP® with 14 years of industry experience, currently serving as an advisor at Dutch Asset Corporation. He has worked at Dutch Asset Corporation since 2014 and is also involved with StackHabit LLC. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning services 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 fundamental and technical analysis, use of derivatives and margin, and may allocate assets through third-party managers or separately managed accounts.

Michael Ruger is a CFP® with 20 years of industry experience, currently serving at Greenbush Financial Group, LLC since 2007. He has also been affiliated with Crump since 2010 and American Portfolios Financial Services, Inc. from 2010 to 2024. Outside of investment advisory, he works as a medical broker with Advocate Health. 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 uses both fundamental and technical analysis and is known for managing over $616 million in assets with a small advisory team.

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.

Ann Arceo is a financial advisor at Happiness in Retirement with 14 years of industry experience. She holds a Series 66 designation and has previously worked at Del Sette Capital Management, Rooted Planning Group, and Savvy Duo Financial Planning. Happiness in Retirement serves individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management, discretionary portfolio management, and financial planning. The firm employs a primarily long-term investment approach focused on diversified, low-cost mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis.

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.

Justin Hearty is a CFP® professional with five years of experience, currently with Strategic Financial Services. His prior experience includes roles at Purshe Kaplan Sterling Investments, Northwestern Mutual, Stewarts Corporation, and Orangetheory Fitness. Strategic Financial Services provides wealth management, institutional advisory, fiduciary retirement plan services, and financial planning to individuals, families, trusts, corporations, not-for-profits, and employer retirement plans. The firm employs model-based investment strategies that integrate quantitative factor tilts, macro and fundamental analysis, and utilizes digital planning tools to support client financial plans.

Christopher Van Buren is a CFP® professional with 13 years of industry experience, currently serving as an advisor at LVW Advisors, LLC since 2018. His prior experience includes roles at Bank of America, Merrill Lynch, and several HD Vest entities. LVW Advisors provides investment and wealth management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, business entities, and institutional clients. The firm employs a customized approach that includes asset allocation, diversification, Monte Carlo analysis, and a blend of active and passive independent managers, along with allocations to non-traditional strategies such as hedge funds, private equity, and commodities.

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).

Rebecca Mason is a financial advisor at Happiness in Retirement with five years of industry experience and holds a Series 66 designation. She worked at Goldman Sachs Ayco for six years before joining Del-Sette Capital Management, LLC, where she has been since 2026. Prior to her financial services career, she operated Becky Mason Fitness from 2016 to 2019. Happiness in Retirement serves individuals, high-net-worth clients, trusts, and estates with wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $192.5 million for about 240 clients, focusing on long-term, diversified investment strategies that utilize mutual funds, ETFs, and selective individual equities along with fundamental, technical, and cyclical analysis.

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 CFP® with 20 years of industry experience, currently serving at Curran Wealth Management. His prior work includes roles at The AYCO Company, L.P./Mercer Allied and CIM, LLC. Curran Wealth Management is a team-based advisor managing approximately $751 million across diverse client types, including high-net-worth individuals, families, and institutional entities. The firm employs a bottom-up fundamental investment process focusing on quality companies and offers multiple equity strategies along with discretionary and non-discretionary portfolio management.

Michael Reilly is a financial advisor at HFR Wealth Management, LLC with four years of industry experience. He previously worked at HFR Investment Advisory Services and spent ten years at Apple Inc. prior to his advisory career. HFR Wealth Management provides discretionary investment management for 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 portfolio-level performance reporting alongside quarterly reviews.