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 with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 14 years with First Allied Advisory Services, INC. and First Allied Securities, Inc. 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, and institutional platforms, supported by extensive operational tools and a broad non-advisory financial services network.

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.

Colin Tidings is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides financial advisory services to clients, helping them manage their wealth and achieve their financial goals. His work focuses on delivering tailored financial strategies within the framework of Merrill Lynch's offerings. Through this, he supports clients in a variety of financial planning and investment needs.

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 with Morgan Stanley in Latham, NY, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he manages his high school class reunion account for Gloversville High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

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 at LPL Financial with 10 years of industry experience. She holds the Series 63 designation and previously worked at Cadaret, Grant & Co., Inc. for nine years. She maintains a separate business entity, Pombo Wealth Management, which operates as a DBA related to her LPL business. 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, supported by a large network of investment adviser representatives.

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 having 11 years of industry experience. Her work history includes roles at Citizens Securities, Inc., Broadview Federal Credit Union, and currently Hudson Valley Credit Union, in addition to her tenure at LPL Financial since 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supporting a mix of discretionary and non-discretionary account management strategies.

Stephen Bronder is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Equitable Advisors since 2011 and was previously with Axa Advisors LLC from 2011 to 2020. Outside of his advisory role, Bronder is a partner at HMS Agency P&C Insurance in Albany, NY. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of advisory models and offers ERISA fiduciary services to qualified plans, with a focus on third-party program sponsors and endorsed advisory platforms.

William Barry is a CFP® professional with seven years of industry experience, currently with LPL Financial. His prior experience includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. He has also worked at Greater Hudson Bank and held positions in recreation and parks administration. 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 wide range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

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 13 years of industry experience. She previously worked at INVEST Financial Corporation and Equitable Advisors. Thornton is a member of the Entrepreneur Organization, an activity outside her advisory role. 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 with access to various investment programs and platforms, supported by technology tools for operational and research purposes.

Rohail Sarwar is a financial advisor with Ameriprise in Albany, NY, holding Series 63 and Series 66 licenses and three years of industry experience. His prior career includes roles at Cetera Investment Services, New York Life Insurance, and several financial and management firms. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies. The firm’s approach includes collaborative, non-discretionary implementation and utilizes proprietary research and third-party data in its recommendations.

Jesse Flinton is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Citizens Securities, and JP Morgan before joining Charles Schwab in 2022. 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 is notable for its scale, integrated operational structure, and multi-asset model portfolios supported by the Schwab Center for Financial Research.

Donna Burnett is a financial advisor at Merrill with 12 years at the firm and a total of 10 years of industry experience. She holds Series 63 and Series 66 designations and is based in Albany, NY. 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 with model-based and discretionary investment strategies.

Daniel Galvin is a financial advisor at Merrill with 31 years of industry experience. He has worked at Merrill since 2009 and holds the Series 63 and Series 65 designations. Outside of his advisory role, he owns rental property in Sioux Falls, SD. 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. The firm serves a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering both model-based and discretionary investment strategies.