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.

Jeremy Price is a CFP®-certified financial advisor with four years of industry experience. He is currently with Retirement Planning Group, LLC and holds a Series 66 license. His prior experience includes roles at Goldman Sachs, Chubb Insurance, Penn Mutual, and Northwestern Mutual. Retirement Planning Group provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds and ETFs, with portfolio decisions implemented on a discretionary basis tailored to each client's goals and risk tolerance.

Andrew Heuss is a financial advisor with Continuum Wealth Advisors, LLC in Saratoga Springs, NY. He holds the Series 65 designation and has three years of industry experience. Prior to joining Continuum Wealth Advisors in 2025, he worked at Modelist Inc., BHM Capital, and Advisor Ascension. 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 offers comprehensive wealth management services with a long-term, fundamental-analysis-driven investment approach and incorporates customized portfolios alongside due diligence and oversight of independent managers.

Devin Campbell is a Series 65 licensed advisor at LifeGoal Investments, LLC with one year of industry experience. Prior to joining LifeGoal Investments in 2026, he held positions at Van Avery Enterprise, Russell Sage College, Fulton School District, State University of New York at Oswego, and Guilderland School District. 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 uses Modern Portfolio Theory to build investment programs tailored to client profiles and offers discretionary and non-discretionary asset management, as well as financial planning services.

Kenneth Terpening is a CFP® professional with 15 years of industry experience, currently serving at King Wealth Management Group, LLC since 2017. Prior to that, he worked at The AYCO Company, L.P./Mercer Allied from 2015 to 2017. King Wealth Management Group provides discretionary and non-discretionary investment management and tailored financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other entities. The firm emphasizes portfolio construction using individual equities, fixed income, and ETFs, supplemented by mutual funds and commodities, and incorporates both fundamental and technical analysis.

David Rath is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Continuum Wealth Advisors, LLC since 2021. His prior roles include positions at Bouchey Financial Group, Wealth Advisory Group, and Northwestern Mutual Investment Management. Rath is also the owner of Continuum Tax Advisors, a separate tax preparation business affiliated with his firm. 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 plans. The firm employs a long-term, fundamental-analysis-driven investment approach and offers comprehensive wealth management services, including discretionary investment management, financial planning, and 401(k) plan advisory.

Jason Macgregor is a financial advisor with MinichMacgregor Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at MinichMacgregor Wealth Management since 2009 and previously spent 13 years at Purshe Kaplan Sterling Investments. MinichMacgregor Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides financial planning, portfolio management, third-party manager selection, and retirement-plan advisory services, employing a mix of fundamental, technical, and cyclical analysis and proprietary strategies that comply with Rule 3a-4.

Patrick Kalish is a CFP®-certified financial advisor at Continuum Wealth Advisors, LLC with 10 years of industry experience. He previously worked at The Vanguard Group, Inc. for nine years before joining Continuum Wealth Advisors in 2025. Continuum Wealth Advisors is a mid-sized SEC-registered advisory firm serving individuals, trusts, estates, and retirement plan sponsors. The firm employs a long-term, fundamental-analysis-driven investment approach and offers comprehensive wealth management services, including discretionary investment management and financial planning.

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.

Andrew Pallas is a financial advisor at MinichMacGregor Wealth Management, LLC with nine years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at LPL Financial, Cap Com Financial, and AXA Advisors. MinichMacGregor Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm uses a blend of fundamental, technical, and cyclical analysis, employs proprietary investment strategies aligned with Rule 3a-4, and offers distinctive participant education and enrollment assistance programs.

Patricia Walton is a financial advisor at King Wealth Management Group, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Broadview Wealth Management, LPL Financial, Fagan Associates Inc, and Daniels Financial Partners, Inc. Outside of her advisory role, she serves as Secretary for St. Nicholas Ukrainian Orthodox Church in Troy, NY, and is a notary in Saratoga Springs. King Wealth Management Group provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm’s investment approach combines fundamental analysis with a technical overlay, utilizing equities, fixed income, ETFs, and selectively mutual funds and derivatives.

Michele Martin is a financial advisor at King Wealth Management Group, LLC in Saratoga Springs, NY, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at King Wealth Management since 2013, concurrently serving at Purshe Kaplan Sterling Investments from 2013 to 2018. Outside of her advisory role, she operates a divorce mediation business under the name Divorce Agree. King Wealth Management Group is a team-based firm managing approximately $931 million in client assets, providing discretionary and non-discretionary investment management and customized financial planning to individuals, high-net-worth clients, trusts, estates, and institutional plans. The firm employs a portfolio construction strategy that combines fundamental analysis with a technical overlay and utilizes derivatives and margin in client accounts as part of its approach.

Anthony Spencer is a financial advisor at Quartz Partners Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including New York Life, NYLIFE Securities, and Etico Partners. Quartz Partners serves a diverse client base including individual investors, retirement plans, institutions, and financial intermediaries. The firm utilizes a combination of top-down macro analysis and bottom-up stock selection across multiple model series, providing discretionary management, model portfolios, and advisory services.

Kyle Webber is a financial advisor at Quartz Partners Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Quartz Partners since 2014. Outside of his advisory role, he is a member of Slocum-Webber Group, LLC, a project management consulting and property management business in which he holds a minority interest. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, and advisory services. The firm employs a combination of top-down macro analysis and bottom-up stock selection, with ongoing portfolio monitoring and rebalancing by an investment committee.

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.

Michael Morrow is a financial advisor at Sequent Planning, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at UBS Asset Management, Pzena Investment Management, and Blue Chip Financial Group. In addition to his advisory role, he is also licensed as an insurance agent. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations, offering asset management, financial planning, and retirement-plan services. The firm utilizes a structured risk framework and a combination of firm-developed and third-party investment models, with custody through Charles Schwab.

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 at Quartz Partners Investment Management with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Etico and Equity Services Inc. Outside of his advisory role, he is involved in transportation services as a chauffeur. Quartz Partners serves a diverse client base, including individual investors, retirement plans, institutions, and financial intermediaries. The firm employs a model-based investment approach combining top-down macro analysis with bottom-up stock selection, managing portfolios through separate accounts and digital platforms.