Catherine Guay is a financial advisor with Primerica Advisors in Albany, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been affiliated with Primerica Financial Services since 2000 and has concurrently managed several other business ventures, including a restaurant and a management company. Outside of her advisory role, she is an author and a member of Hope*Writers, dedicating significant time to these activities. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selective separately managed accounts for individual and high-net-worth clients, operating primarily as a wrap-fee solution. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, with a fee structure based on tiered percentage fees rather than fixed fees.

Maria Mahon is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets beginning in 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

Jeffrey Trombetta is a CFP® with 34 years of industry experience, currently serving at Osaic since 2025. He previously worked for 27 years at Lincoln Financial Advisors Corporation. Outside of his advisory role, Trombetta is involved in offering traditional life insurance and annuities and is the sole owner of a real estate business focused on finding, fixing, and flipping properties. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of advisers and multiple advisory platforms, offering integrated brokerage, financial planning, retirement consulting, and managed account services. The firm employs a variety of asset allocation tools and third-party solutions to manage diversified portfolios tailored to client risk tolerance and investment restrictions.

Thomas Gregg Jr. is a financial advisor with Ameriprise Financial Services, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at LPL Financial, Bank of America, and Merrill. He is involved with Gregg Family Advisors Inc., a family business entity established for tax and investment purposes. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides detailed retirement income planning and ongoing advice focused on income sources and tax-efficient withdrawal strategies.

Nicholas Kopff is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with several firms including MPWM Advisory Solutions and Wealthone LLC. Kopff also operates MPWM Advisory Solutions, LLC, an independent registered investment advisor. 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, various advisory programs, and retirement plan consulting with discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Jake Austro is a Financial Consultant at Fidelity Investments, where he partners with clients to develop comprehensive financial plans that align with their goals and needs. He holds the Certified Financial Planner (CFP®) designation, underscoring his commitment to helping clients make informed decisions regarding their family's wealth. Jake's experience in the financial industry includes roles as a Financial Consultant, Investment Consultant, and Financial Representative at Fidelity Investments from 2023 to the present. Prior to joining Fidelity, he worked as a Relationship Banker at Bank of America from 2022 to 2023. Outside of his professional work, Jake enjoys fishing, fitness, spending time at the lake, and engaging in outdoor adventures.

Ellen Reidy is a financial advisor at Equitable Advisors with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cadaret, Grant & Co., Inc. and has been involved in event planning through 408 Events and Occasion. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Ashley LaBelle is a Planning Consultant at Fidelity Investments, where she partners with two wealth management teams to assist clients in achieving their financial goals through a personalized approach. She has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager. Prior to joining Fidelity, Ashley worked as an Investor Accounting Specialist at Broadview Federal Credit Union from 2020 to 2023, and as a Commercial Lending Coordinator at Trustco Bank between 2018 and 2020. Her professional experience spans various aspects of financial services, focusing on client relationship management and financial planning. Outside of her professional role, Ashley enjoys beach activities, fitness, hiking, snowboarding, traveling, and yoga.

Steven Yezzo is a financial advisor at LPL Financial with 34 years of industry experience. He holds a Series 63 designation and has worked previously at Pombo Wealth Management and Cadaret, Grant & Co., Inc. Outside of his advisory role, he is involved with Pombo Wealth Management, operating a related business entity and offering non-variable insurance services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research and model portfolios.

Ian Mann is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include positions at Albany Advisor Group, Goldman Sachs/Ayco, and Mass Mutual. Outside of his advisory work, he is involved with Sit Back Tax LLC, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Michael Hastings is a financial advisor at LPL Financial in Albany, NY, holding a Series 66 designation with 17 years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. He is also involved with Broadview Federal Credit Union through Broadview Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from internal and third-party sources.

Tyler Lesniewski is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Holistic Wealth Advisors and Kensington Investment Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Thomas Brown Jr. is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has prior experience at Bank of America, Merrill, and Key Investment Services LLC. 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 retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Lorissa Hoff is a financial advisor at Cetera with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera since 2019. Prior to joining Cetera, she was with Foresters Financial Services and Foresters Financial. Hoff is also a co-owner of Greenwood Hoff Wealth Management, which operates as a dba for her Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors.

Salvatore Schittino is a CFP®-credentialed financial advisor with Raymond James Financial Services Advisors, Inc., bringing 13 years of industry experience. He previously worked at Northwestern Mutual for six years before joining Raymond James in 2019. In addition to his advisory role, he is an employee at Kelton Financial Group, a support company that provides client service and advisory plan development. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored financial planning and investment consulting using analytical tools and risk profiling, with advisory programs supported by an extensive advisor network and specialized services in municipal and public finance.

Bradley Hayslette is a financial advisor with LPL Financial in Latham, NY, holding a Series 63 designation and bringing 41 years of industry experience. He worked at INVEST Financial Corporation from 2015 to 2018 before joining LPL Financial. He is also involved as an insurance agent with New York LTC Brokers, focusing on life, health, and long-term care insurance. LPL Financial serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

James Sullivan II is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2015. Sullivan also has experience with Albany Financial Group and A.J. Amato Wealth Management as part of his professional background. 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 variety of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Nicholas Trotta is a CFP® and holds a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Blasch Precision Ceramics from 2015 to 2017. He is based in Niskayuna, NY. Edward Jones is a full-service wealth management firm serving over 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Clark is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary management options.

Richard Sandner II is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the ChFC® designation and the Series 66 license. His prior experience includes positions at Merrill Lynch and Axa Advisors. He is also a volunteer with the Cyprus Shriners in Glenmont, NY. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and offers ERISA fiduciary services, without sponsoring its own wrap fee program.