Robert Dolfi is a financial advisor at Merrill with Series 63 and Series 65 credentials and 40 years of industry experience. He has worked at Merrill since 1985 and at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies designed by internal and third-party investment teams.

Megan Burdick is a financial advisor with LPL Financial in Albany, NY, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, she held various roles including financial institution duties at Broadview Federal Credit Union and operational positions in the hospitality industry. She is also involved with The Brook Tavern outside her advisory work. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of financial planning and investment advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Carillo is Vice President and Financial Consultant at Fidelity Investments. He partners with his clients to create simple and effective financial plans, focusing on their individual needs. His experience at Fidelity Investments includes roles as Financial Consultant since 2023, Investment Consultant from 2022 to 2023, and Workplace Planning Consultant from 2021 to 2022. These roles have provided him with practical knowledge in various aspects of financial consulting and planning. Outside of his professional work, Michael's personal interests include baseball, boating, family activities, military service, music, and parenthood.

Scott Ferguson is a financial advisor at LPL Financial with 31 years of industry experience. He holds a Series 63 credential and has worked previously at Cadaret, Grant & Co., Inc. from 2018 to 2025, as well as earlier at LPL Financial from 2013 to 2017. Outside of his advisory role, he is involved with Champlain Capital Planning, Ltd. 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. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party research, and advanced portfolio strategies.

Mark Edwards Sr. is a financial advisor with Primerica Advisors in Clifton Park, NY, holding a Series 63 designation and 22 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004. Outside of his advisory work, Edwards is involved in non-investment ventures including an outdoor adventure business, Rolling Bones Outfitters, LLC, and coordinates operations for JKR Windows, a window installation and replacement company. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports account custody and trade execution through BNY Mellon Advisors and Pershing.

Daria Schumacher is a CFP® and ChFC® credentialed financial advisor with 21 years of industry experience. She is currently with LPL Financial and has previously worked at Cetera Investment Services and Foresters Financial. In addition to her advisory role, she serves as a Notary Public. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Matthew Stephenson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with LPL Enterprise since 2024 and has a longstanding career at Pruco Securities, LLC and Prudential Insurance Company of America dating back to 1989. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, and access to various investment programs and products, utilizing an integrated platform that combines adviser programs with active sales of financial products, including insurance.

Belinda Kucharski is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. She has worked at Cetera Investment Advisers and Cetera Financial Specialists since 2016 and is the owner of BCK Asset Management. Outside of her advisory work, she volunteers with Captain Community Human Services, where she teaches classes and facilitates connections for local business owners, and hosts a networking group called Connections. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, planning, and retirement services with access to both affiliated and third-party managers across multiple program structures.

Samuel Maltbie is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Garrett Sherman is a financial advisor with LPL Financial in Latham, NY, holding a Series 66 credential and having 10 years of industry experience. His prior career includes roles at Bank of America, Merrill, Waddell & Reed, and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by extensive research and diversified strategies.

Noah Clement is a financial advisor with Edward Jones in Albany, NY, holding Series 66 and Series 63 licenses and bringing four years of industry experience. Prior to joining Edward Jones, he worked at Simplicity and Mutual of America Securities LLC, among other firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shane Mahieu serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in the financial services industry in 1995, he has focused on providing personalized financial strategies by developing a thorough understanding of each client’s unique goals and circumstances. Shane’s approach involves a disciplined and dynamic process that adapts to changing conditions, aiming to help clients achieve long-term financial goals including college education planning, executive compensation, family wealth management, philanthropic planning, and retirement income strategies. Shane holds a Bachelor's degree from Clarkson University and has earned the Accredited Asset Management Specialist™ (AAMS) and Personal Investment Advisor (PIA) designations. He maintains various FINRA registrations and insurance licenses to support his advisory role comprehensively. Drawing on over 27 years of experience and the resources of Merrill Lynch and Bank of America, Shane collaborates with clients and their other trusted advisors to coordinate all assets efficiently and build multi-generational relationships. Beyond his professional work, Shane has been an active volunteer firefighter for more than 27 years, holding past leadership roles including Lieutenant, Treasurer, and Board Member. He also has served on the boards of the Brown School in Schenectady and the Mayor’s Business Development Council in Glens Falls, as well as involvement with the Glens Falls Kiwanis Club. Shane resides in Niskayuna, NY with his son Blake and enjoys a variety of outdoor activities such as boating, fishing, motorcycling, and racing.

Edward Dominguez is a CFP®-certified financial advisor with 29 years of industry experience. He has worked at LPL Financial since 2011 and previously held a position at SEFCU from 2009 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by diverse investment strategies and research.

Carrie Swiatek is a financial advisor at Cetera with 10 years of industry experience. She holds a Series 63 designation and has worked at Cetera since 2019, following three years at Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Jennifer Garver is a financial advisor with Wells Fargo Clearing in Troy, NY, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as co-trustee for her mother’s trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broader set of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Laura Brunetti is a financial advisor with Cetera, holding the CFP® designation and Series 63 license, and has 12 years of industry experience. She is affiliated with multiple entities, including Cetera Advisors LLC and CCR Wealth Management, and has a background that includes roles at Empire Asset Management Group of Western NY and Abelson and Company, LLC. Brunetti also works as an insurance agent providing fixed insurance products such as life, health, disability, annuities, and long-term care coverage. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary strategies, and provides access to third-party money managers.

Walter Mcnall is a financial advisor with Primerica Advisors in Clifton Park, NY, holding a Series 63 designation and 12 years of industry experience. He has been with Primerica Advisors since 2014 and is also associated with St. Joseph's Provincial House since 2013. Outside of his advisory role, he works as a self-employed driver for Uber Technologies Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee structure.

Thomas Babcock is a financial advisor with LPL Financial, holding a Series 63 designation and over 45 years of industry experience. He has been with LPL Financial since 1995 and has operated Thomas Babcock Investment Advisors, LLC since 2006. Outside of his advisory work, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

Robert Wright is a financial advisor with UBS Financial Services in Albany, NY, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

Jonathan Sheehan is a financial advisor with Morgan Stanley in Latham, NY, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to help model potential financial outcomes.