Phillip Harabarovici is a financial advisor at Graney & King, LLC with six years of industry experience. He holds a Series 66 designation and has worked at LPL Financial LLC and other firms. Outside of his advisory role, he serves as a board member for the local Albany chapter of the Order of the Sons of Pericles, assisting with volunteer and community events. Graney & King provides asset management, financial planning, and retirement plan consulting to individuals, trusts, and employer plans, managing approximately $484 million across around 791 client relationships. The firm utilizes LPL Financial’s Strategic Wealth Management platform and various sponsored programs, offering services through model portfolios, mutual funds, ETFs, and third-party SMA managers.

Jared Reinstein is a CFP® professional at PlanVision, LLC with 17 years of industry experience. He previously held roles at Berkshire Money Management, Inc., Citizens Securities Inc., and several other firms. PlanVision provides fee-only financial planning and consulting primarily to high-net-worth individuals, emphasizing fundamental analysis and a long-term, simplified allocation philosophy that favors passive investments. The firm delivers advice through written plans or consultations without managing client assets or requiring account minimums.

Derek Kessen is a financial advisor at Steward Advisors Group, LLC with 14 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Steward Advisors Group since 2022. His prior experience includes roles at Performance Trust Capital Partners, LLC and other investment firms. Steward Advisors Group is a registered investment adviser serving individuals, trusts, estates, and charitable organizations, managing approximately $105 million in discretionary assets. The firm provides discretionary portfolio management and financial planning, incorporating clients’ faith-based and moral values into investment decisions while utilizing fundamental analysis and asset allocation techniques.

William Mertes is a CFA® charterholder with over 30 years of industry experience, currently serving at American Financial Advisors Inc since 1995. He holds Series 63 and Series 65 licenses and operates out of Rexford, NY as part of a six-advisor team. American Financial Advisors is a team-based registered investment adviser that serves individual and high-net-worth clients, retirement accounts, and plan sponsors. The firm employs a passive, asset-class investment approach using low-cost index funds and model portfolios, managing over $1.2 billion in non-discretionary assets under management.

Nathaniel King is a financial advisor at King Wealth Management Group, LLC in Saratoga Springs, NY. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he worked at Robert Trent Jones Golf Course and has held teaching positions at Cornell University, Albany Academy, and Schuylerville Central School. King Wealth Management provides investment management and financial planning services to a diverse client base including individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a fundamental analytical approach with a technical overlay to create customized strategies, managing approximately $1.08 billion in client assets.

Paolo La Pietra is a CFP® professional at Bouchey Financial Group, Ltd. in Troy, NY, with six years of industry experience. He has worked at Bouchey Financial Group since 2018 and previously held positions at Morgan Stanley and KeyBank. Bouchey Financial Group advises individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm offers wealth management, investment management, discretionary portfolio management, financial planning, and retirement plan advisory services, using a long-term investment approach with tactical adjustments as needed.

Nile Steigerwald is a financial advisor at Woodstock Wealth Management, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Saint Bernard Financial Services, Inc. and Woodstock Financial Group. He is also president of CBG Financial, Inc., a non-investment related business supporting office operations. Woodstock Wealth Management provides financial planning, discretionary portfolio management, and access to third-party asset managers for individuals, businesses, charities, and retirement plans. The firm manages approximately $629.9 million on a discretionary basis and offers tailored investment strategies, including a notable performance-based fee program.

Christopher Moore is a financial advisor at DST Wealth Management LLC with 29 years of industry experience. He has worked at firms including Patrick Capital Markets and Ashton Stewart & Co., Inc. In addition to his advisory role, he is involved with an investment-related business, Cmooreus Inc. DST Wealth Management provides advisory services to individual and high-net-worth clients, including trusts, estates, and retirement accounts. The firm offers portfolio management, third-party manager selection, and access to alternative private investments, using a customized investment approach based on clients’ financial situations, risk tolerance, and objectives.

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.

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.

Jane Quinn is a financial advisor at King Wealth Management Group, LLC in Saratoga Springs, NY, with 28 years of industry experience. She has held Series 63 and Series 65 credentials and previously worked at Purshe Kaplan Sterling Investments. Quinn has been with King Wealth Management Group since 2012. King Wealth Management provides investment management and financial planning services to a range of clients including individuals, high net worth clients, pension plans, trusts, and charitable organizations. The firm uses a fundamental analytical approach combined with a technical overlay to create customized strategies, managing approximately $1.08 billion in client assets.

Hayden La Belle is a Series 65-licensed advisor at MinichMacgregor Wealth Management, LLC with one year of industry experience. Prior to joining MinichMacgregor in 2024, he held positions at OTIS Elevator Company, Chilton Investment Company, and NBT Bancorp. MinichMacgregor Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, and business entities, providing comprehensive financial planning and portfolio management. The firm employs a blend of fundamental, technical, and cyclical analysis along with proprietary strategies that include the use of leveraged and inverse ETFs for certain clients.

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.

Jason Mcmillen is a CFP® and Series 66 licensed advisor with 13 years of industry experience. He currently serves at Avestar Capital, LLC, joining the firm in 2025 after previous roles at Rockefeller Financial LLC, Rock & Co LLC, and The AYCO Company, L.P./Mercer Allied. Avestar Capital is a SEC-registered investment adviser managing approximately $2.06 billion for individual and institutional clients. The firm utilizes a combination of proprietary ETF-based models and third-party portfolios, serving a diverse client base that includes high-net-worth individuals, private funds, charities, and corporate entities.

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.

Evan Wiggins is a financial advisor at LifeGoal Investments, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Ultimus LeverPoint Private Fund Solutions and Arrow Financial Corporation. Wiggins was a full-time student from 2014 to 2025 before entering the financial advisory field. LifeGoal Investments, LLC is a team-based registered investment adviser managing approximately $558 million for around 319 clients, including individuals, high-net-worth individuals, and some business entities. The firm offers discretionary and non-discretionary asset management, asset-under-advisement services, and hourly financial planning, utilizing Modern Portfolio Theory and a variety of investment strategies reviewed quarterly.

Timothy Fontaine is a CFP® with five years of industry experience, currently serving as the sole advisor at Kershner, Grosso & Co. He previously worked at The Adirondack Trust Company and Ascent Wealth Partners, LLC. Fontaine is also a licensed insurance agent and occasionally offers insurance products to clients alongside his advisory services. Kershner, Grosso & Co. advises individuals, trusts and estates, corporations, and qualified retirement plans, providing discretionary portfolio management, retirement-plan investment services, and trustee support. The firm combines fundamental macro and micro analysis with a long-term, low-turnover investment approach focused on individual equities and high-quality fixed income, and it also serves as trustee or co-trustee for many client trusts.

Christopher Van Buren is a CFP® professional with 13 years of industry experience. He is currently with LVW Advisors, LLC, where he has worked for eight years, and previously held roles at Merrill and Bank of America. LVW Advisors provides customized wealth management, financial planning, and investment management for high-net-worth individuals, families, trusts, estates, private foundations, business entities, and institutional clients. The firm emphasizes asset allocation, diversification, and multi-scenario stress testing, utilizing both passive and active independent managers as well as non-traditional strategies.

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.