Shaun Roach is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. 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.

Sean Mannis is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping executives, business owners, and their families simplify their financial lives through clear and structured processes, providing confidence and clarity in every financial decision. His expertise encompasses retirement planning, estate coordination, investment management, equity compensation, and philanthropic strategies. Born and raised in the Capital Region, Sean attended La Salle Institute and Siena College before beginning his career in financial services. He holds the Personal Investment Advisor (PIA) designation. Sean is committed to delivering comprehensive financial solutions that address the full spectrum of his clients' needs. Sean is grounded by his family, including his wife and three children. Outside of work, he enjoys baseball, football, golfing, hiking, ice hockey, tennis, woodworking, and spending time with his family.

Michael Knizek is a financial advisor with Merrill based in Latham, NY, holding a Series 66 designation and bringing 15 years of industry experience. He has worked at Merrill since 2010 and has been with Bank of America, N.A. since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide set of products and services.

Robert Collesano is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Merrill since 1990 and has also been with Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Janet Labella is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. She has been with LPL Financial since 2011. In addition to her advisory work, she is a licensed New York State notary and notarizes documents as needed. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Valerie Rhodes is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Clore-Kelly Group since 2011. She transitioned into the role of Financial Advisor in August 2019 after serving as a Client Associate, where she contributed to client service and support. Valerie manages various aspects of client service and focuses on areas including family wealth management strategies, liquidity management, retirement planning, and socially responsible investing. Valerie holds a bachelor's degree in management with a marketing concentration and an accounting minor from St. John Fisher College, as well as a Juris Doctorate from Albany Law School. She holds the Personal Investment Advisor (PIA) designation. In addition to her professional activities, Valerie has served on the boards of Girls on The Run Capital Region and Albany Leadership Charter School for Girls and has participated in the New York State Mentoring Program. Outside of her professional and community roles, Valerie enjoys running, including marathon running, traveling, and spending time with her family. She also has an interest in music.

Anthony Pacifico is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 30 years of industry experience. He previously worked at Metlife Securities Inc for 10 years before joining MassMutual Life Insurance Co and MassMutual Investors Services, where he has been since 2016 and 2017 respectively. In addition to his advisory role, he is an agent with Axia Insurance Services of the Capital District specializing in property and casualty insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved analytical tools to provide written recommendations tailored to clients' goals.

Brian Harwood is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for five years before joining LPL Financial in 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios supported by LPL Research and third-party subadvisors.

Michael Lanides is a Wealth Management Advisor and founding member of The Lanides Jeffreys Group at Merrill Lynch Wealth Management. He leads a planning-based Wealth Management team focused on retirement wealth strategies. Michael serves clients including active and retired business owners, surgeons, and other medical professionals across the East Coast. He emphasizes frequent and open communication to address clients' financial goals and challenges, tailoring strategies with a focus on family wealth management and legacy planning. Michael has expertise in areas such as divorce transition planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. His investment philosophy centers on mitigating risk by diversifying goal-based portfolios using Merrill research coupled with his own insights, guiding clients through clear and straightforward explanations. He holds a Bachelor's Degree from Union College and is a CERTIFIED FINANCIAL PLANNER® certificant, as well as a Chartered Retirement Planning Counselor™. Additional professional designations include Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Michael has personal interests in sports such as baseball, basketball, football, golf, biking, skiing, yoga, as well as cooking, music, and spending time with his family.

Alex Pinn is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. He previously worked at Northwestern Mutual in various roles from 2013 to 2022. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Manasi Dutta is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked at Amazon Robotics and held a partner role at Connexions International LLC, a management consultancy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment strategies, supported by a nationwide network of over 23,000 advisors and more than $1 trillion in assets under management.

Steven Herweyer is a financial advisor with LPL Financial in Schenectady, NY, holding the ChFC® designation and Series 63 and 65 licenses. He has 19 years of industry experience, including previous roles at H. Beck, Inc and Med America Inc. Outside of his advisory work, he is involved as a trustee in a 401(k) plan and serves as a speaker in investment-related contexts. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Tanya Lipinski is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 10 years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2015 and serves the Town of Pittstown since 2016. Outside of advisory work, she is involved in sales of home security, automation products, and loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients, operating as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Lee Wilson is a Senior Financial Advisor at The SiRiCa Wealth Management Group and Merrill Lynch Wealth Management. She has been with the firm since 2009, bringing over ten years of experience in the financial services industry. Lee holds dual bachelor's degrees in administration of justice and sociology from Pennsylvania State University, as well as a juris doctorate from the University of Pittsburgh School of Law. While she does not provide legal advice in her role, she reviews clients' estate strategy documents and assists with portfolio reviews, retirement needs analyses, Social Security collection strategies, and coordination of insurance coverage. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Lee and her husband, Tim, reside in Halfmoon, New York, with their two children. She is involved with community organizations including Hannah's Hope Fund for GAN and Junior Achievement of Northeast New York.

Michael Lafleche is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Allied Advisory Services, Inc. and First Allied Securities, Inc. for 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Vincent Renda is a CFP® professional with 20 years of industry experience, currently serving at Edward Jones since 2005. He holds the Series 63 designation and is based in Slingerlands, NY. Outside of his advisory work, he manages a real estate rental business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of investment strategies and affiliated services, supported by a large nationwide network of financial advisors and branch offices.

Roderick Sipe is a financial advisor with Edward Jones in Albany, NY, holding a Series 66 license and eight years of industry experience. He has worked at Edward Jones since 2017 and previously held roles in the automotive industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Desmond Tavera is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He provides a range of services including wealth planning, investment advisory, and banking services through Bank of America, N.A. He manages custom investment strategies and collaborates with clients' accountants and attorneys to align financial strategies with their unique goals. As part of a team with extensive experience, he helps individuals, families, and business owners reach their financial objectives. He holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Desmond earned his bachelor's degree from the State University of New York at Plattsburgh and is fluent in English and Spanish. He is a member of the Hispanic/Latino Organization for Leadership & Advancement. Desmond is actively involved in his community, volunteering with organizations such as the Mohawk Hudson Humane Society and the Regional Food Bank of Northeastern New York. His personal interests include baseball, boating, fishing, football, golfing, hiking, skiing, surfing, traveling, and yoga.

Emily Hoag is a financial advisor with UBS Financial Services in Albany, NY, holding a Series 66 designation and nine years of industry experience. She previously worked at Bank of America and Merrill, accumulating seven and eight years at each firm respectively. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

James Hart is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. He has served as president of Albany City Rocks, a nonprofit youth sports and mentoring organization, since its founding 30 years ago. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a range of capital markets and research resources to tailor client solutions.