Joshua Gilbert is a financial advisor at Quartz Partners Investment Management with nine years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Brighton Securities, Wells Fargo Clearing Services LLC, and MassMutual. He is also associated with Etico Partners, LLC. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm’s investment process combines top-down macro analysis with bottom-up stock selection and is supported by an investment committee that monitors and rebalances portfolios on an ongoing basis.

Stephen Lulla is a financial advisor at Quartz Partners Investment Management with five years of industry experience. He holds a Series 65 designation and has worked at Maidstone Wealth Management and Weatherhelm Capital Management prior to joining Quartz Partners. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, offering model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm combines top-down macro analysis with bottom-up stock selection and manages portfolios through an investment committee, providing services on a discretionary basis and through various platform arrangements.

Patrick Younis is a financial advisor at MinichMacGregor Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments and LPL Financial. MinichMacGregor Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, and other entities by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm combines multiple analytical approaches and proprietary strategies, offering both individual portfolio management and specialized retirement-plan services.

Benjamin Simmons is a financial advisor with Steward Advisors Group, LLC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Etico Partners, AIFG Consultants Ltd (Simmons Capital Group), and JPMorgan Chase Bank, N.A., among others. Steward Advisors Group is a registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm manages approximately $105 million in discretionary assets, providing tailored portfolio management and financial planning that incorporates clients’ faith-based and moral values into investment decisions.

Maxwell Hulbert is a financial advisor at LifeGoal Investments, LLC in Saratoga Springs, NY, holding a Series 65 license with two years of industry experience. His prior roles include positions at Knight Strategic Wealth and Northwestern Mutual. Outside of his advisory work, he is involved as Director of Lawyer Relations at LifeGoal Lending LLC and operates a sole proprietorship related to insurance services. LifeGoal Investments is a team-based registered investment adviser serving individual and high-net-worth clients as well as business entities with discretionary and non-discretionary asset management, assets-under-advisement services, and financial planning. The firm employs a mix of long-term and trading strategies guided by Modern Portfolio Theory and manages multi-hundred-million-dollar portfolios for several hundred clients.

Harold Moran is a CFP® with 39 years of experience in the financial advisory industry. He is currently with Sustainable Advisors Alliance LLC, where he has worked since 2021. Prior to that, he spent ten years at Portfolio Resources Advisor Group. Sustainable Advisors Alliance provides investment management and financial planning services to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria and employs a combination of passive and active strategies tailored to client goals and preferences.

Cory Laird is a CFP® with nine years of industry experience, currently serving as an advisor at MinichMacGregor Wealth Management, LLC since 2016. He holds a Series 66 designation and operates within a team-based environment in Saratoga Springs, NY. MinichMacGregor Wealth Management serves a diverse client base that includes high-net-worth individuals, retirement plans, trusts, and business entities. The firm provides customized financial planning and portfolio management, employing a blend of fundamental, technical, and cyclical analysis along with proprietary investment strategies, including the use of leveraged and inverse ETFs for certain clients.

Mark Landau is a financial advisor at Quartz Partners Investment Management with 19 years of industry experience. He holds a Series 66 designation and previously worked at MinichmacGregor Wealth Management, Veracity Capital, and The AYCO Company, L.P. Outside of finance, he serves as a ski instructor for the NY State Ski Education Foundation during the winter months. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, a digital investing platform, and advisory services. The firm’s investment decisions combine top-down macro analysis with bottom-up stock selection across distinct model series, and portfolios are actively monitored and rebalanced by an investment committee.

Luis Servellon is a financial advisor with Quartz Partners Investment Management in Saratoga Springs, NY, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Etico, Equity Services Inc, National Life Group, and New York Life Insurance Company. Outside of advisory work, he is involved in a transportation business providing chauffeur services. Quartz Partners serves a diverse client base including individual investors, retirement plans, and institutions, offering model-based investment management through separately managed accounts, model portfolios, and digital platforms. The firm utilizes a combination of top-down macro analysis and bottom-up stock selection, with ongoing portfolio monitoring and rebalancing by an investment committee.

Nicholas Rossetti is a financial advisor at LifeGoal Investments, LLC with 12 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at RBC Capital Markets and Amundi Asset Management. LifeGoal Investments is a team-based registered investment adviser serving individual, high-net-worth clients, and business entities with discretionary and non-discretionary asset management, assets-under-advisement services, and financial planning. The firm’s investment approach incorporates Modern Portfolio Theory, a mix of long-term and trading strategies, and the use of derivatives and margin in client accounts.

Benjamin Guerin is a financial advisor at Continuum Wealth Advisors, LLC in Saratoga Springs, NY, holding a Series 65 designation with one year of industry experience. His prior work includes a position at Fleet Feet. Continuum Wealth Advisors is a mid-sized SEC-registered firm with a team of six professionals managing approximately $345.6 million for individuals, trusts, estates, and retirement plan sponsors. The firm provides comprehensive wealth management services with a long-term, fundamental-analysis investment approach and incorporates due diligence on independent managers.

David Wren is a CFP® professional with 40 years of experience in the financial services industry. He is currently with Sovereign Financial Group, Inc., where he has worked since 2021. His prior experience includes roles at Raymond James Financial Services Advisors Inc. and New York Long Term Care Brokers, Ltd. Outside of his advisory work, he is the owner of High Rock Holdings, LLC, a support company for his office. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, retirement plan advisory, and cash-management solutions, employing a long-term investment approach with diversified mutual funds and ETFs alongside tactical reallocations and use of independent managers.

Brett Sohns is a financial advisor at LifeGoal Investments, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Advisors Asset Management, Inc and Hartford Funds Distributors, LLC. Outside of his advisory role, he is the owner of Forever Young Spring, LLC, a commercial real estate business. LifeGoal Investments is a team-based registered investment adviser serving individual and high-net-worth clients and business entities with asset management, assets-under-advisement services, and financial planning. The firm employs a mix of long-term and trading strategies guided by Modern Portfolio Theory and manages several hundred million dollars across a few hundred client relationships.

Zachary Holdsworth is an advisor at Steward Advisors Group, LLC with a Series 65 designation and three years of industry experience. He previously worked at Simmons Capital Group and has held various roles including positions at McMaster University and The Windmill Country Market. Steward Advisors Group is a registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm manages approximately $105 million in discretionary assets, providing tailored portfolio management and financial planning that incorporates clients’ faith-based and moral values.

Brenton Smith is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with MinichMacgregor Wealth Management, LLC and has previously worked at Private Advisor Group, Del-Sette Capital Management, VOYA Financial Advisors, and LPL Financial. In addition to his advisory role, he is licensed to write fixed insurance, including term insurance, as part of his financial planning services. MinichMacgregor Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers tailored portfolio management using a combination of fundamental, technical, and cyclical analysis, along with proprietary strategies compliant with Rule 3a-4, and provides specialized participant education and enrollment assistance for retirement-plan sponsors.

Daniel Gale is a financial advisor with King Wealth Management Group, LLC in Saratoga Springs, NY, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with King Wealth Management Group since 2012 and previously worked at Purshe Kaplan Sterling Investments from 2012 to 2018. Outside of his advisory role, Gale coaches a youth soccer club. King Wealth Management Group provides discretionary and non-discretionary investment management and customized financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other entities, managing approximately $931 million in client assets. The firm’s portfolio construction integrates fundamental analysis with a technical overlay, employing equities, fixed income, ETFs, and selectively mutual funds and commodities, and utilizes derivatives and margin when authorized by clients.

Aaron Batkay is a financial advisor with Steward Advisors Group, LLC, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Simmons Capital Group and Arete Wealth Advisors LLC. Outside of finance, he provides leadership development and coaching through Bishop House Consulting and serves as a business advisor for Rise Nutrition LLC. Steward Advisors Group serves individuals, trusts, estates, and charitable organizations, managing approximately $105 million in discretionary assets. The firm offers portfolio management and financial planning with an emphasis on aligning investments with clients’ faith-based and moral values, using a mix of marketable securities and alternative assets.

Sean Moynahan is a CFP® with four years of industry experience, currently serving as an advisor at King Wealth Management Group, LLC since 2021. Prior to joining King Wealth, he worked at Preville Technology Services for eleven years. Outside of his advisory role, he owns and operates Sandhill Pottery, a ceramics business. King Wealth Management Group provides discretionary and non-discretionary investment management and customized financial planning to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm’s investment approach combines fundamental analysis with a technical overlay and includes the use of derivatives and margin when authorized.

Jennifer Henry is a financial advisor at Continuum Wealth Advisors, LLC in Saratoga Springs, NY, holding the Series 63 and Series 66 licenses with 15 years of industry experience. She has been with Continuum Wealth Advisors since 2010. Continuum Wealth Advisors is a mid-sized SEC-registered firm with a team of six professionals managing approximately $345.6 million for individuals, trusts, estates, and retirement plan sponsors. The firm provides comprehensive wealth management services, combining discretionary investment management, financial planning, and retirement plan advisory with a long-term, fundamental-analysis-driven investment approach.

Michele Tellstone is a financial advisor with MinichMacgregor Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at MinichMacgregor since 2015 and previously spent 16 years at Purshe Kaplan Sterling Investments. MinichMacgregor Wealth Management serves individuals—including high-net-worth clients—retirement plans, trusts, estates, charitable organizations, and other entities by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a variety of analytical approaches and proprietary strategies and integrates participant education and enrollment assistance into its retirement-plan services.