Brendan Leavey is a financial advisor at OSAIC with 43 years of industry experience. He holds the Series 63 and Series 65 credentials and was previously with American Portfolios Financial Services, Inc. for 15 years. Outside of his advisory role, he spends limited time in fixed insurance and life insurance brokerage activities. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers.

Guillermo Trujillo is a financial advisor with Edward Jones in Glenville, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment strategies through a large network of financial advisors and branch offices.

Peter Bernstein is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He is based in Saratoga Springs, NY. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Eric Besaw is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Charles Schwab, TD Ameritrade, Scottrade, and Bentley University. Outside of his advisory role, Besaw volunteers as a committee member for the Merrimack River Feline Rescue Society and is a part owner of Bluebird Acre Farm LLC, an agricultural business specializing in fruit and nut tree cultivation. Merrill provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies across a wide client base including individuals, high-net-worth clients, and institutional investors.

Katrina Consiglio is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she serves on the finance committee and board of directors for nonprofit organizations, including the Teresian House Foundation and St. Vincent de Paul Church, and is involved with community groups such as the American Heart Association and Women United of the United Way of the Greater Capital Region. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a noted focus on public finance and municipal work.

Marybeth Hofmeister is a CFP®-certified financial advisor with 29 years of industry experience. She currently works at LPL Financial and previously spent nine years at Cadaret, Grant & Co., Inc., along with over two decades at Shipp Financial Services. Outside of her advisory roles, she is a business owner of The Hofmeister Corporation. 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, retirement consulting, and brokerage services supported by model portfolios and research from multiple sources.

Cory Bonanno is a financial advisor at Cetera with 15 years of industry experience. He holds the CFP® and Series 66 designations and has been affiliated with Cetera and its related entities since 2013. Outside of his advisory role, he is involved with Bonanno Financial Advisors, LLC, a financial services business where he supports sales activities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform, featuring a variety of program options and affiliations that support comprehensive investment solutions.

Craig Wilson is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Waddell & Reed and various insurance carriers associated with W & R Insurance Agencies. 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.

Valerie Cassick currently serves as Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2018, progressing through positions including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Valerie worked in wealth management and financial analysis roles at Northwestern Mutual and Ayco, a Goldman Sachs company. In her work, Valerie collaborates with clients and their families to understand their financial needs and goals. She develops comprehensive strategies related to investments, savings, and income, aiming to help clients establish plans focused on financial freedom and flexibility. Her professional background encompasses financial consulting, relationship management, and project management. Outside of her professional work, Valerie enjoys activities such as camping, cooking and baking, spending time with family, fitness, social events, and traveling.

Casey Mcpartlon is a Series 66 licensed financial advisor with Fidelity Investments in Albany, NY. He has over a decade of experience in the financial industry, including an 11-year tenure at Citizens Bank before joining Fidelity in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator and its use of systematic methodologies and AI-driven research in managing model portfolios.

Richard Anthony is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. He has worked at LPL Financial and its predecessor firms since 2005 and is currently associated with Community Resource Federal Credit Union. Outside of his advisory role, he is a New York State Notary Public. 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. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Paula Heighton is a Series 66-registered financial advisor with Thrivent Investment Management, based in Albany, NY. She has 15 years of industry experience and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of her advisory role, she serves as a mentor in the Education for Ministry program, leading weekly theological discussion groups through the University of the South. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial analyses without discretionary trading authority. The firm emphasizes comprehensive written recommendations across various planning areas and allows clients to combine planning with managed-account programs under a consolidated billing option.

Jeffrey Saran is a financial advisor at LPL Financial with 9 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Northwestern Mutual, NYLIFE Securities, and New York Life. He is also involved with Sunmark Credit Union and Sunmark Life Stage Advisory through affiliated investment-related activities. 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 and financial planning services with both discretionary and non-discretionary management options.

David Bushman is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, 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 through both direct and employer-based financial planning arrangements.

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.