Cory Teleisha is a financial advisor with Merrill in Clifton Park, NY, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has been with Merrill since 1988. 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 a diverse client base including individuals, high-net-worth clients, and institutional investors.

Timothy Distefano is a financial advisor at RBC Capital Markets with 10 years of industry experience and holds a Series 66 designation. His prior work includes roles at City National Bank and The Ayco Company, L.P./Mercer Allied. Outside of his advisory duties, he serves on the Board of Directors for the Center for Disability Services and participates in alumni and community association activities. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored investment advisory programs that incorporate both in-house and third-party managers, with options for customized portfolio management and financial planning.

Jennifer Koegl is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 24 years of industry experience. She has been with Primerica Advisors since 2007 and has worked with Primerica Financial Services since 1999. Outside of advisory services, she is involved in sales of loan products and home security and automation referrals through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts primarily to individual and high-net-worth clients. The firm employs a tiered wrap fee structure and curates third-party asset managers, delegating trading duties to BNY Mellon Advisors.

Christopher Ingemie is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career in financial services in 2003 while still in college, he has specialized in comprehensive wealth management strategies. His approach involves understanding clients' financial situations and priorities to develop customized plans addressing investments, income, legacy planning, and retirement income. Chris holds the Chartered Retirement Planning Counselor (CRPC) designation, Personal Investment Advisor (PIA) credential, Series 7 and 63 licenses, and Life and Health Insurance licenses. He earned a Bachelor of Science degree in Business Administration from The Sage Colleges. Raised in Albany, New York, Chris is actively involved in his community as a basketball coach with the Niskayuna Youth Basketball Association. He resides in Niskayuna, NY, with his wife Tracey and their three children. Outside of work, he enjoys basketball, chess, and spending time with his family.

Athanasios Liapis is a Team Financial Advisor at Merrill Lynch Wealth Management. He specializes in retirement planning, relationship management, and wealth management strategies. His client focus includes family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, and retirement income. Athanasios graduated from SUNY Oneonta with a degree in business economics. He holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Since 2015, he has been serving clients with Merrill Lynch Wealth Management. He is bilingual in Greek and English. He resides in Coxsackie, NY with his wife BobbieJo and their two children. Athanasios is an avid New York sports fan and enjoys baseball, football, reading, skiing, and soccer, as well as staying active in his local community.

Thomas Kelly is a financial advisor at LPL Financial with a Series 66 designation and no prior industry experience. His work history includes positions at Citibank N.A. and Hudson Valley Credit Union before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Todd Slingerland is a CFP® professional with 37 years of industry experience, currently affiliated with LPL Financial since 2016. He has also been associated with CFPLLC, LLC and Wealthone LLC since 2003. Outside of his advisory work, he owns an insurance agency specializing in fixed, life, disability, and long-term insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research, model portfolios, and various technology tools.

Michael Powers is a CFP® professional with 31 years of industry experience, currently serving at LPL Financial since 2006. He holds Series 63 and Series 65 licenses. Outside of his advisory work, Powers has worked as a rideshare driver in upstate New York. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Heather Gregg is a financial advisor with Merrill in Latham, NY, holding a Series 66 credential and 17 years of industry experience. She has been with Merrill since 2008. 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 plans, charitable organizations, and corporate fiduciaries.

Kevin Kelly is a financial advisor with RBC Capital Markets in Albany, NY, holding Series 63 and Series 65 licenses and with 41 years of industry experience. He previously worked at Janney Montgomery Scott for 14 years before joining RBC Capital Markets in 2022. Kelly serves as president of the Wildwood Foundation, a nonprofit organization focused on nature conservation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs combining in-house and third-party investment management with a variety of portfolio management and financial planning services.

Christopher Shaver is a CFP® with 13 years of experience in the financial services industry. He is currently associated with Raymond James Financial and The Kelton Financial Group, where he has worked since 2019. Prior to that, he spent three years at Northwestern Mutual. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm also offers specialized SIMPLE IRA consulting services for small businesses and maintains a notable focus on municipal and public finance through its affiliate network.

Michael Deorocki is a financial advisor at RBC Capital Markets in Albany, NY, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital markets and affiliated asset management resources.

Joshua Rodriguez is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Prudential Financial and LPL Enterprise. Outside of his advisory role, he is also a commissioned notary in New York. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

James Watkinson is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both RBC Capital Markets since 2009 and City National Bank since 2016. Watkinson serves on the boards of two nonprofit organizations in Albany, NY, including the Northeastern Association for the Blind Albany and St Catherine's Center for Children. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by integrated capital markets and asset management capabilities.

Jason Bays is a Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently with LPL Financial and has previously worked at Private Advisor Group, Securities America, and OSAIC. Bays is also the founder and CEO of Bays Horizon Advisory, a financial planning and investment advisory firm. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Jonathan Mulligan is a CFP®-certified financial advisor with four years of industry experience, currently with Cetera. He has worked previously at Raymond James Financial Services and Ameriprise, among other firms. Outside of his role at Cetera, he manages Legacy Wealth Planning Group, where he oversees financial planning and portfolio management. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified investment programs and financial planning services through a nationwide network of independent advisors.

Brandon Glasser is a financial advisor with J.P. Morgan Securities in Albany, NY, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Citizens Securities, Citizens Bank, and Trustco Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Jacob Coughlin is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Commonwealth Financial Network and CG Capital, as well as experience outside finance in retail and country club management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors, pension plans, and municipal entities. The firm offers tailored, non-discretionary advisory solutions and specialized programs for small businesses.

Kevin Reich is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds Series 65 and Series 63 registrations and has previously worked at Merrill and Bank of America. Reich has been with Mass Mutual and its subsidiary since 2023. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing, collaborative financial planning engagements using firm-approved tools and also provides specialized programs such as divorce planning and employer-sponsored planning.

Tristan Mccarthy is a financial advisor at Fidelity with 23 years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs.