Vincenzo Testa is a CFP® professional with three years of industry experience, currently serving at Bouchey Financial Group, Ltd. He has prior experience at KPMG LLP, BST & Co CPAs LLP, and Cusack and Company CPAs. In addition to his advisory role, Testa operates a sole proprietorship tax practice, providing tax preparation and compliance services. Bouchey Financial Group, Ltd. serves individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm offers wealth management, investment management, and retirement plan advisory services, employing a blend of long-term portfolio strategies with tactical adjustments and ongoing oversight of independent managers.

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.

Jeremy Scher is a financial advisor with Happiness in Retirement, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining his current firm, he worked at Del-Sette Capital Management and Goldman Sachs & Co. LLC. Outside of his advisor role, Scher serves as an Emergency Medical Technician and Field Training Officer for a volunteer-led community ambulance nonprofit. Happiness in Retirement serves individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management, discretionary portfolio management, and financial planning. The firm emphasizes a long-term investment approach using diversified, low-cost mutual funds and ETFs, combined with fundamental, technical, and cyclical analysis.

Aaron Fagan is an advisor at Fagan Associates Inc with 15 years at the firm and four years of industry experience. The firm operates as a team of two advisors based in Troy, NY. Fagan Associates provides discretionary portfolio management and financial planning to a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach combines fundamental, technical, and cyclical analysis, with portfolios tailored through detailed client interviews and managed on a discretionary or non-discretionary basis.

Charles Drake is a financial advisor with Holistic Wealth Advisors in Guilford, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial LLC since 2018 and previously at Cetera Advisor Networks LLC from 2013 to 2018. Holistic Wealth Advisors manages approximately $234.3 million in discretionary assets for a diverse client base, including high-net-worth individuals and institutional clients. The firm offers customized portfolio management, financial planning, and access to third-party adviser programs, employing multiple methods of analysis and maintaining custody through major custodians such as LPL, AssetMark, and Schwab.

John Buff is a financial advisor with MPWM Advisory Solutions LLC, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at LPL Financial, LLC and Wealthone LLC. In addition to advisory services, he is involved with Associates of Clifton Park LLC in a non-variable insurance capacity. MPWM Advisory Solutions LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm employs a long-term, diversified investment approach using a range of securities and offers multiple implementation options, including firm-managed models and oversight of independent managers.

Michael Lurie is a financial advisor with AlbanyAdvisor Group LLC, holding a Series 63 designation and 25 years of industry experience. He has worked at Cetera Investment Advisers LLC and Cetera Financial Specialists LLC from 2000 to 2023 and has been involved with Lurie & Co, PC since 2012, where he serves as president and owner providing tax and accounting services. Outside of advising, he serves on finance committees for Congregation Beth Emeth, Bnai Brith, and Jewish Family Services of NENY. AlbanyAdvisor Group LLC provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, small businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis to manage primarily long-term portfolios, offering both discretionary and non-discretionary account management.

Harmony Wagner is a CFP® professional at Bouchey Financial Group, Ltd. in Troy, NY, with five years of industry experience. She has been with Bouchey Financial Group since 2016. Bouchey Financial Group, Ltd. advises individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations, offering wealth management, investment management, financial planning, and retirement plan advisory services. The firm employs a multi-advisor team structure and combines financial planning with portfolio management, allocating assets primarily among mutual funds, equities, fixed income, ETFs, and unaffiliated Independent Managers.

Samantha Masey is a CFP® professional with three years of experience in the financial industry. She has been with Bouchey Financial Group, Ltd. since 2021, following four years at PetroSkills Oil and Gas Training. Bouchey Financial Group, Ltd. serves individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm offers wealth management, investment management, discretionary portfolio management, and financial planning services, with a multi-advisor team approach and approximately $1.6 billion in assets under management.

Michael Carrillo is a financial advisor with AlbanyAdvisor Group LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Purshe Kaplan Sterling Investments, Inc. and its affiliated advisory firms from 2007 to 2021 before joining AlbanyAdvisor Group in 2021. AlbanyAdvisor Group LLC provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, small businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis to manage primarily long-term portfolios, offering both discretionary and non-discretionary account management tailored to client objectives.

Dennis Fagan is a financial advisor at Fagan Associates Inc in Troy, NY, with 11 years of industry experience. He holds a Series 63 designation and has been with Fagan Associates since 1989. The firm provides discretionary portfolio management and financial planning to a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. Fagan Associates uses a structured investment approach based on client goals and risk tolerance, employing fundamental, technical, and cyclical analysis in managing portfolios both discretionary and non-discretionary.

Herbert Reilly IV is a financial advisor at HFR Wealth Management, LLC with 14 years of experience. He has been with the firm since 2012. 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, detailed performance reporting alongside quarterly reviews.

David Clarke Jr. is a financial advisor with Bouchey Financial Group, Ltd. in Troy, NY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining Bouchey Financial Group in 2020, he worked for Ayco, a Goldman Sachs Company, for eight years. He serves as a compensated board member of the Capital Hockey Association. Bouchey Financial Group, Ltd. provides wealth management and investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm employs a generally long-term investment approach with tactical adjustments and combines financial planning with portfolio management within a multi-advisor team structure.

Lori Murphy is a CFP® professional with 19 years of industry experience. She is currently with AlbanyAdvisor Group LLC and has held roles at Purshe Kaplan Sterling Investments, Inc. and PKS Advisory Services, LLC. Outside of her advisory work, she is involved in managing a business entity that coordinates office operations and independent contractors. AlbanyAdvisor Group LLC provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, small businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis to construct primarily long-term portfolios, often managing accounts on a non-discretionary basis with client approval prior to trade execution.

Scott Strohecker is a CFP® professional with two years of industry experience. He is currently with Bouchey Financial Group, Ltd., where he has worked since 2023. Prior to this, he spent nine years at Capital Financial Services, LLC. Bouchey Financial Group, Ltd. serves individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm provides wealth management, investment management, discretionary portfolio management, and retirement plan advisory services, combining financial planning with portfolio management and maintaining a generally long-term investment orientation.

Mark Smith is a Series 65-credentialed advisor with CPR Investments Inc. in Troy, NY, where he has worked since 2022. He has four years of industry experience and also serves as a pharmacy manager at Walmart. CPR Investments Inc. primarily serves individual investors and businesses, offering discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm uses a multi-manager approach with a focus on tactical and absolute-return strategies to manage downside risk.

Thomas Lynch is a CFP® and ChFC® with 16 years of experience in financial advisory roles. He is currently with Holistic Wealth Advisors, a team of five advisors based in Clifton Park, NY, and has prior experience at firms including LPL Financial, Equity Service, Inc., and New York Life Insurance. Lynch is also involved with National Life Group and Advisors Insurance Brokers in insurance-related activities. Holistic Wealth Advisors manages approximately $234.3 million in discretionary assets for individual and institutional clients, offering portfolio management, financial planning, and access to third-party adviser programs. The firm employs multiple methods of analysis and serves a diverse client base, including high-net-worth individuals, municipalities, and niche planning sectors.

Bryan Mcwayne is a financial advisor at Blue Jean Financial LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Investment Management from 2014 to 2024. Mcwayne is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm manages approximately $95 million across about 284 client relationships, offering customized portfolios primarily focused on long-term investment strategies using low-cost mutual funds, ETFs, and individual securities.

Susan Hart is a CFP® professional with 24 years of industry experience. She is currently with AlbanyAdvisor Group LLC and has previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and PKS Advisory Services, LLC. Outside of her advisory role, she owns an insurance agency, AAG Insurance Services LLC, which focuses on insurance commission and override management. AlbanyAdvisor Group LLC provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, small businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis to manage primarily long-term portfolios with flexibility for shorter-term trading, often managing accounts on a non-discretionary basis with client approval prior to trade execution.

Sara Bohn is a CFP® professional with 22 years of industry experience. She is currently an advisor at GreenLeaf Financial Network, LLC in Blacksburg, VA, where she has worked since 2018. Prior to this, she was employed at First Citizens Investor Services from 2014 to 2017 and has worked with Montgomery County Government, Virginia since 2018. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities, offering discretionary and non-discretionary portfolio management, financial planning, and investment consulting. The firm works through a network of independent advisors to develop customized investment strategies using a variety of analytical methods and investment techniques.