Rebecca Mason is a financial advisor at Happiness in Retirement with five years of industry experience and holds a Series 66 designation. She worked at Goldman Sachs Ayco for six years before joining Del-Sette Capital Management, LLC, where she has been since 2026. Prior to her financial services career, she operated Becky Mason Fitness from 2016 to 2019. Happiness in Retirement serves individuals, high-net-worth clients, trusts, and estates with wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $192.5 million for about 240 clients, focusing on long-term, diversified investment strategies that utilize mutual funds, ETFs, and selective individual equities along with fundamental, technical, and cyclical analysis.

Benjamin Simmons is a financial advisor with Steward Advisors Group, LLC, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Etico Partners, AIFG Consultants Ltd (Simmons Capital Group), and JPMorgan Chase Bank, N.A., among others. Steward Advisors Group is a registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm manages approximately $105 million in discretionary assets, providing tailored portfolio management and financial planning that incorporates clients’ faith-based and moral values into investment decisions.

Maxwell Hulbert is a financial advisor with LifeGoal Investments, LLC, holding a Series 65 designation and two years of industry experience. His prior roles include working at Knight Strategic Wealth and operating as a sole proprietor. He is also involved with LifeGoal Lending LLC as Director of Lawyer Relations. LifeGoal Investments, LLC is a team-based registered investment adviser managing approximately $558 million for primarily individual and high-net-worth clients. The firm offers discretionary and non-discretionary asset management, financial planning, and employs investment strategies based on client profiles and Modern Portfolio Theory.

Harold Moran is a CFP® with 39 years of experience in the financial advisory industry. He is currently with Sustainable Advisors Alliance LLC, where he has worked since 2021. Prior to that, he spent ten years at Portfolio Resources Advisor Group. Sustainable Advisors Alliance provides investment management and financial planning services to individuals, retirement plans, corporations, non-profits, and pension/profit-sharing plans. The firm focuses on sustainable, responsible, and impact investing using ESG criteria and employs a combination of passive and active strategies tailored to client goals and preferences.

Cory Laird is a CFP® with nine years of industry experience, currently serving as an advisor at MinichMacGregor Wealth Management, LLC since 2016. He holds a Series 66 designation and operates within a team-based environment in Saratoga Springs, NY. MinichMacGregor Wealth Management serves a diverse client base that includes high-net-worth individuals, retirement plans, trusts, and business entities. The firm provides customized financial planning and portfolio management, employing a blend of fundamental, technical, and cyclical analysis along with proprietary investment strategies, including the use of leveraged and inverse ETFs for certain clients.

Mark Landau is a financial advisor at Quartz Partners Investment Management with 19 years of industry experience. He holds a Series 66 designation and previously worked at MinichmacGregor Wealth Management, Veracity Capital, and The AYCO Company, L.P. Outside of finance, he serves as a ski instructor for the NY State Ski Education Foundation during the winter months. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, a digital investing platform, and advisory services. The firm’s investment decisions combine top-down macro analysis with bottom-up stock selection across distinct model series, and portfolios are actively monitored and rebalanced by an investment committee.

Michael Reilly is a financial advisor at HFR Wealth Management, LLC with four years of industry experience. He previously worked at HFR Investment Advisory Services and spent ten years at Apple Inc. prior to his advisory career. HFR Wealth Management provides discretionary investment management for individuals, high-net-worth clients, trusts, corporations, retirement plans, and charitable organizations. The firm follows a Prudent Investor framework with customized Investment Policy Statements and emphasizes regular portfolio-level performance reporting alongside quarterly reviews.

Luis Servellon is a financial advisor with Quartz Partners Investment Management in Saratoga Springs, NY, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Etico, Equity Services Inc, National Life Group, and New York Life Insurance Company. Outside of advisory work, he is involved in a transportation business providing chauffeur services. Quartz Partners serves a diverse client base including individual investors, retirement plans, and institutions, offering model-based investment management through separately managed accounts, model portfolios, and digital platforms. The firm utilizes a combination of top-down macro analysis and bottom-up stock selection, with ongoing portfolio monitoring and rebalancing by an investment committee.

Sue Donovan is a financial advisor at Holistic Wealth Advisors with 45 years of industry experience. She holds a Series 63 designation and has worked at firms including LPL Financial LLC, Stratos Wealth Partners, Ltd, and Cetera Financial Specialists LLC. Donovan has been with Holistic Wealth Advisors since 2011. Holistic Wealth Advisors serves individual and institutional clients with approximately $234.3 million in discretionary assets under management. The firm provides portfolio management, financial planning, and access to third-party adviser programs, employing multiple methods of analysis and managing accounts across various custodians.

Nicholas Rossetti is a financial advisor at LifeGoal Investments, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at RBC Capital Markets and Amundi Asset Management US, Inc. LifeGoal Investments, LLC is a team-based registered investment adviser managing approximately $558 million for individuals, high-net-worth clients, and some business entities. The firm offers discretionary and non-discretionary asset management, assets-under-advisement services, and hourly financial planning, employing investment strategies based on Modern Portfolio Theory and client profiles.

Benjamin Guerin is a financial advisor at Continuum Wealth Advisors, LLC in Saratoga Springs, NY, holding a Series 65 designation with one year of industry experience. His prior work includes a position at Fleet Feet. Continuum Wealth Advisors is a mid-sized SEC-registered firm with a team of six professionals managing approximately $345.6 million for individuals, trusts, estates, and retirement plan sponsors. The firm provides comprehensive wealth management services with a long-term, fundamental-analysis investment approach and incorporates due diligence on independent managers.

Stacy Clifford is a financial advisor at Holistic Wealth Advisors with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Stratos Wealth Partners, and Cetera. Clifford is also involved with The Albany Agency, focusing on non-variable insurance products. Holistic Wealth Advisors is an SEC-registered team of seven advisors managing approximately $278.7 million in discretionary assets for around 642 clients. The firm offers discretionary portfolio management, various financial planning options, model-based portfolios, and insurance consulting, serving a diverse client base that includes governmental plans, banks, and institutional investors.

David Wren is a CFP® professional with 40 years of experience in the financial services industry. He is currently with Sovereign Financial Group, Inc., where he has worked since 2021. His prior experience includes roles at Raymond James Financial Services Advisors Inc. and New York Long Term Care Brokers, Ltd. Outside of his advisory work, he is the owner of High Rock Holdings, LLC, a support company for his office. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company. The firm offers portfolio management, financial planning, retirement plan advisory, and cash-management solutions, employing a long-term investment approach with diversified mutual funds and ETFs alongside tactical reallocations and use of independent managers.

Brett Sohns is a financial advisor at LifeGoal Investments, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Advisors Asset Management, Inc and Hartford Funds Distributors, LLC. Outside of his advisory role, he is the owner of Forever Young Springs, LLC, a commercial real estate business. LifeGoal Investments, LLC is a team-based registered investment adviser managing approximately $558 million for about 319 clients, primarily individuals, high-net-worth individuals, and some business entities. The firm offers discretionary and non-discretionary asset management, assets-under-advisement services, and hourly financial planning, employing investment strategies based on Modern Portfolio Theory and client profiles.

Zachary Holdsworth is an advisor at Steward Advisors Group, LLC with a Series 65 designation and three years of industry experience. He previously worked at Simmons Capital Group and has held various roles including positions at McMaster University and The Windmill Country Market. Steward Advisors Group is a registered investment adviser serving individuals, trusts, estates, and charitable organizations. The firm manages approximately $105 million in discretionary assets, providing tailored portfolio management and financial planning that incorporates clients’ faith-based and moral values.

Brenton Smith is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with MinichMacgregor Wealth Management, LLC and has previously worked at Private Advisor Group, Del-Sette Capital Management, VOYA Financial Advisors, and LPL Financial. In addition to his advisory role, he is licensed to write fixed insurance, including term insurance, as part of his financial planning services. MinichMacgregor Wealth Management serves a diverse client base including individuals, retirement plans, trusts, estates, and charitable organizations. The firm offers tailored portfolio management using a combination of fundamental, technical, and cyclical analysis, along with proprietary strategies compliant with Rule 3a-4, and provides specialized participant education and enrollment assistance for retirement-plan sponsors.

Daniel Gale is a financial advisor with King Wealth Management Group, LLC in Saratoga Springs, NY, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with King Wealth Management Group since 2012 and previously worked at Purshe Kaplan Sterling Investments from 2012 to 2018. Outside of his advisory role, Gale coaches a youth soccer club. King Wealth Management Group provides discretionary and non-discretionary investment management and customized financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other entities, managing approximately $931 million in client assets. The firm’s portfolio construction integrates fundamental analysis with a technical overlay, employing equities, fixed income, ETFs, and selectively mutual funds and commodities, and utilizes derivatives and margin when authorized by clients.

Michael Mccamy is a financial advisor with Holistic Wealth Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at Stratos Wealth Partners, Ltd and LPL Financial, as well as independent advisory work since 2003. Holistic Wealth Advisors is an SEC-registered team managing $278.7 million in discretionary assets for approximately 642 clients. The firm offers discretionary portfolio management, financial planning, advisor-managed wrap and non-wrap programs, and insurance consulting, serving a diverse client base that includes governmental plans, financial institutions, and a sovereign wealth fund.

Aaron Batkay is a financial advisor with Steward Advisors Group, LLC, holding a Series 65 designation and two years of industry experience. His prior roles include positions at Simmons Capital Group and Arete Wealth Advisors LLC. Outside of finance, he provides leadership development and coaching through Bishop House Consulting and serves as a business advisor for Rise Nutrition LLC. Steward Advisors Group serves individuals, trusts, estates, and charitable organizations, managing approximately $105 million in discretionary assets. The firm offers portfolio management and financial planning with an emphasis on aligning investments with clients’ faith-based and moral values, using a mix of marketable securities and alternative assets.

Sean Moynahan is a CFP® with four years of industry experience, currently serving as an advisor at King Wealth Management Group, LLC since 2021. Prior to joining King Wealth, he worked at Preville Technology Services for eleven years. Outside of his advisory role, he owns and operates Sandhill Pottery, a ceramics business. King Wealth Management Group provides discretionary and non-discretionary investment management and customized financial planning to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm’s investment approach combines fundamental analysis with a technical overlay and includes the use of derivatives and margin when authorized.