Thomas Lynch is a CFP® and ChFC® with 16 years of experience in financial advisory roles. He is currently with Holistic Wealth Advisors, a team of five advisors based in Clifton Park, NY, and has prior experience at firms including LPL Financial, Equity Service, Inc., and New York Life Insurance. Lynch is also involved with National Life Group and Advisors Insurance Brokers in insurance-related activities. Holistic Wealth Advisors manages approximately $234.3 million in discretionary assets for individual and institutional clients, offering portfolio management, financial planning, and access to third-party adviser programs. The firm employs multiple methods of analysis and serves a diverse client base, including high-net-worth individuals, municipalities, and niche planning sectors.

Bryan Mcwayne is a financial advisor at Blue Jean Financial LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Investment Management from 2014 to 2024. Mcwayne is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm manages approximately $95 million across about 284 client relationships, offering customized portfolios primarily focused on long-term investment strategies using low-cost mutual funds, ETFs, and individual securities.

Sara Reals is a Certified Financial Planner® with 23 years of experience in the financial services industry. She is currently with GreenLeaf Financial Network, LLC, where she has worked since 2018, and has prior experience at Montgomery County Government, FIRST Citizens Investor Services, Verity Asset Management, and VSR Financial Services. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services primarily through a network of independent Investment Adviser Representatives. The firm utilizes a multifaceted investment approach combining various analytical methods and strategies tailored to client goals and risk tolerances.

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.

Kristopher Kopyc is a financial advisor at Retirement Planning Group, LLC with one year of industry experience. He holds Series 63 and Series 65 credentials. His work history includes roles at Purshe Kaplan Sterling Investments and multiple positions at Chic's Marina. Retirement Planning Group provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and corporations. The firm manages approximately $375 million across about 1,043 clients, employing a primarily long-term, diversified investment approach focused on low-cost mutual funds and ETFs, with portfolio decisions made on a discretionary basis after assessing client goals and risk tolerance.

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.

Keith Fredrickson is a financial advisor at Capital Analysts with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment, Bank of America, N.A., and Merrill. Outside of his advisory role, he owns multiple media and music-related businesses, including a podcast production company and an online guitar lesson platform. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and a firm-managed investment team employing proprietary mutual fund screening tools.

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.

William Patrick is a financial advisor at Pinnacle Investments, LLC in Albany, NY, holding a Series 66 designation. He began his advisory career in 2026 and previously worked at Amazon, Procter & Gamble, and Budweiser. Pinnacle Investments, LLC is a multi-team advisory firm managing over $1.2 billion across 57 advisors. The firm serves individuals, retirement plans, trusts, estates, and institutional clients, offering financial planning and various portfolio management services with a range of investment strategies and custodial platforms.

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.

Stephan Scribner is a CFP® professional with 25 years of industry experience. He is currently affiliated with OSAIC Institutions, INC. and has previously worked with Infinex Investments, Inc. and Ballston Spa National Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions within a hybrid adviser/broker-dealer structure.