Brian Tramontano is a financial advisor at LPL Financial in Albany, NY, holding a Series 63 designation with 15 years of industry experience. He has worked at LPL Financial since 2012, including a recent period starting in 2021, and previously spent nine years at Cap Com Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisory strategies with advanced research tools.

Dylan Sprague is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on assisting individuals, families, and businesses in making informed decisions to support their long-term financial goals. Prior to joining Fidelity Investments, Dylan worked as a Financial Coach at Goldman Sachs Ayco from 2020 to 2025. Throughout his career, Dylan has specialized in financial planning and coaching, helping clients navigate complex financial situations with clarity and confidence. His approach emphasizes simplifying financial concepts to enable better decision-making. Outside of his professional responsibilities, Dylan enjoys engaging in activities such as baseball, boating, football, golf, spending time with family, and caring for pets.

Adam Neary is a financial advisor with LPL Financial in Albany, NY, holding a Series 66 designation and 22 years of industry experience. He has been affiliated with multiple firms including WealthOne, LLC and The Neary Group, LLC, where he has held advisory roles since 2011 and 2012 respectively. Beyond his advisory duties, Neary is involved with WP Strategic Holding, LLC, a non-investment related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, with a focus on customizable investment strategies supported by technology and extensive non-advisory financial products.

Ryan Chenot is a financial advisor with LPL Financial in Albany, NY, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with LPL Financial since 2019 and concurrently maintains a role at Capital Communications Federal Credit Union since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Eli Goodman is a Financial Consultant currently working at Fidelity Investments since 2021. Prior to this role, he served as a Financial Advisor at Merrill Lynch from 2019 to 2021 and as a Financial Planner at The AYCO Company from 2008 to 2019. Throughout his career, Eli has focused on developing customized financial plans tailored to the unique needs of his clients and their families. He emphasizes forming strong relationships with clients to maintain trust and open communication, aiming to understand and support their most important financial goals. Outside of his professional work, Eli has personal interests in baseball and fitness.

Zachery Freire is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he joined in July 2018. As a partner on The H Group, he focuses on working with business owners, executives, and first generation wealth creators primarily in the Capital Region and Greater New York City area. He applies his expertise to areas such as corporate benefits, executive compensation, equity compensation services, family wealth management strategies, liquidity management, philanthropic planning, portfolio management services, tax minimization, and retirement income. Zachery holds a bachelor's degree from St. Lawrence University and has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also affiliated with the United States Army 86th IBCT - 19D and is a US Army Veteran. Community involvement is important to Zachery, exemplified by his volunteering and fundraising efforts for organizations such as the Veteran Connect Center. In his personal time, he enjoys activities including cooking, hunting, reading, rock climbing, running, and swimming.

Shelley Bullock is a financial advisor with LPL Financial, holding a Series 63 designation and 14 years of industry experience. She previously worked at Equity Services, Inc. and NPA Financial, LLC before joining LPL Financial in 2018. Bullock is also involved in insurance-related activities, including roles with Advisors Insurance Brokers and Zapp Insurance, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Kimberly Bullis Rauh is a Series 66-licensed financial advisor with RBC Capital Markets, based in Albany, NY, and has 25 years of industry experience. She has been with RBC Capital Markets since 2010. Outside of her advisory role, she holds elected positions in local school PTAs, supporting fundraising and event coordination. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles and leverages in-house and third-party managers, providing access to alternative investments and integrated capital markets capabilities.

Michelle Lyman is a financial advisor with LPL Financial in Latham, NY, holding a Series 63 designation and 21 years of industry experience. Her prior roles include positions at Cadaret, Grant & Co., Pioneer Bank, and Anchor Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Paula Aveni is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 credentials. Her background includes roles at Hudson Valley Credit Union, Broadview Federal Credit Union, Citizens Securities, Inc., and Citizens Bank. She serves on the board of Puppy Kitty NYC, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and investment advisory services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of portfolio management solutions and uses various operational tools to support its network of over 22,800 advisors.

Adam Jones is a financial advisor with Cetera, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked at Cetera since 2019 and previously at Foresters Financial Services and FirstLight Fiber. Outside of advising, he coaches baseball and softball. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers multiple investment program options and access to third-party managers, managing over $256 billion in assets.

Kyle Mastrianni is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Fidelity Investments, J.P. Morgan Securities LLC, and Purshe Kaplan Sterling Investments. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of wrap fee advisory, brokerage, custody, and financial planning services. The firm’s investment approach includes non-discretionary client relationships supported by model portfolios and access to affiliated discretionary separately managed accounts.

Mary Anthony is a financial advisor at Merrill with Series 63 and Series 65 designations and 39 years of industry experience. She has been with Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Tesar is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with PFS Investments Inc. since 2018 and has additional experience at Primerica Financial Services and BrandXads. Outside his advisory role, he is involved in sales of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm’s program utilizes model-delivery strategies managed by unaffiliated asset managers and offers limited discretionary separately managed account options.

Michael Di Fabio is a Series 66 licensed financial advisor with Edward Jones in Latham, NY, where he has worked since 2020. He has five years of industry experience, including prior roles at Sherwin Williams and David Phillips CPA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Christopher Reilly is a financial advisor with Edward Jones in Troy, NY, holding the Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Julia Wittmann is a financial advisor with Raymond James & Associates in Latham, NY, holding a Series 66 designation and bringing 10 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Kyle Heran is a financial advisor with Equitable Advisors in Latham, NY, holding Series 65 and Series 66 licenses and 17 years of industry experience. He has been with Equitable Advisors for a total of 15 years, including prior tenure from 2009 to 2013, and also worked five years at Axa Advisors LLC. He serves as Treasurer and Board Member of the West Albany Athletic Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory program models and third-party asset managers, delivering services through a large network of Investment Adviser Representatives.

Stephen Vadney is a Planning Consultant who focuses on providing financial education and guidance to individuals and families. He emphasizes the importance of having a financial plan to support financial health and to live life according to one's design. Stephen has experience as a Registered Principal and Financial Advisor with Halliday Financial, LLC and TSA Portfolio Management from 2017 to 2023. Prior to that, he worked as an Employee Benefits Consultant at AFLAC between 2015 and 2017. He also served as a Branch Manager at SEFCU from 2012 to 2015 and at First Niagara Bank from 2002 to 2012, where he was also a Financial Consultant. The biography does not provide information on Stephen's education, credentials, personal interests, or community involvement.

Seth Reinhardt is a financial advisor at Edward Jones with six years of experience, holding a Series 66 designation. His prior roles include work with Seadrift Partners and involvement with the San Francisco Flamethrowers. He also serves as a youth coach for the Bay Area Disc Association, working with children aged 8 to 14. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 financial advisors nationally and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds.