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.

Samuel Zimmerman is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he manages his high school reunion account for Gloversville High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and strategies.

Michael Triolo is a financial advisor with Morgan Stanley in Latham, NY, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018, following a nine-year tenure at Archview Investment Group LP. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Rachel Minor is a financial advisor with LPL Financial in Albany, NY, holding a Series 63 designation and 10 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. for nine years and has been associated with Pombo Wealth Management for over a decade. Minor is also involved in non-variable insurance activities related to investment services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

David Rogers is a financial advisor with RBC Capital Markets in Albany, NY, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2018. Outside of his advisory work, he serves as treasurer on the board of directors for The Shore Condo Association Inc. in Longboat Key, Florida. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Nicole Mann is a financial advisor with LPL Financial in Latham, NY, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her prior roles include positions at Citizens Securities, Inc. and Broadview Federal Credit Union. 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 advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, research, and various management approaches.

William Barry is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at LPL Financial. His background includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Outside of his advisory role, he has been involved with Clarkstown Recreation and Parks for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diversified financial planning and advisory programs supported by research, model portfolios, and various investment strategies.

Lori Haertel is a financial advisor at Morgan Stanley with 19 years of industry experience. She has held her current role since 2009 at Morgan Stanley Smith Barney and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that integrate planning methodologies such as Monte Carlo simulations and Secular Return Estimates.

Jennifer Nolan is a Senior Financial Advisor at Merrill Lynch Wealth Management. She provides financial advisory services, leveraging her expertise in wealth management to support her clients' investment goals. Jennifer holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Villanova University.

Gretchen Meyer Thornton is a financial advisor with LPL Financial in Latham, NY, holding a Series 66 credential and 12 years of industry experience. Prior to joining LPL Financial in 2018, she worked at INVEST Financial Corporation from 2014 to 2018. She is a member of the Entrepreneur Organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Rohail Sarwar is a financial advisor with Ameriprise in Albany, NY, holding Series 66 and Series 63 licenses and having three years of industry experience. His prior work includes roles at Cetera Investment Services, Etico Partners, Prudential Insurance, New York Life, and other financial and management positions. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Jesse Flinton is a financial advisor with Charles Schwab, holding a Series 66 designation and 11 years of industry experience. His career includes roles at JP Morgan Chase Bank, JP Morgan Securities, Citizens Securities, and Merrill. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options. The firm combines large-scale client coverage with integrated custody and advisory services.

Daniel Galvin is a financial advisor with Merrill in Albany, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Merrill since 2009. Merrill provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies through its Select Portfolio Solutions program. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations.

Megan Merriam is a financial advisor at Ameriprise with seven years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2008, including her current role since 2020. Outside of her advisory work, she is involved with Fourstardave, LLC, where she provides financial planning and investment advice. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations primarily through a centralized consulting team.