Pamela Young is a financial advisor at PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 66 licenses with 28 years of industry experience. She has been with PKS Advisory Services and Purshe Kaplan Sterling Investments since 2000. In addition to her advisory role, she is an ambassador for Plexus Worldwide, selling health and beauty products. PKS Advisory Services provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities, managing approximately $905 million in assets for over 4,400 clients. The firm customizes portfolios based on client risk tolerance and objectives, utilizing a mix of mutual funds, ETFs, independent managers, and individual securities.

James Patrick III is a financial advisor at PKS Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and Knox Equity Corporation. Outside of his advisory work, he serves on the board of the Country Club of Troy. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm tailors portfolios based on client risk tolerance and time horizon, using a range of investment vehicles and third-party managers while managing various operational and conflict-of-interest considerations through established policies.

Eli Cohen is a financial advisor at PKS Advisory Services, LLC with two years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Inc and OSAIC. Prior to his financial advisory roles, he was employed at SUNY Oneonta and ran El Taco Shack from 2022 to 2024. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm uses client profiles to tailor portfolios and employs a range of investment strategies including mutual funds, ETFs, independent managers, model portfolios, and alternative investments.

Robert Watkins is a financial advisor with Commonwealth Financial Network based in Utica, NY, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Provident Mutual and Advanced Group Financial Services, where he is also the owner and president of Advanced Group Financial Services, LLC. Outside of advisory work, he owns Advanced Group Tax Services, a tax preparation and accounting firm. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary model portfolios and multiple program structures, supporting advisors with operations, trading, technology, compliance, and practice management.

Jameson Howley is a financial advisor at &Partners in Albany, NY, holding a Series 66 designation. He began his career in 2023 and has worked at several firms including Morgan Stanley and Equitable Advisors, LLC. His prior experience includes roles outside of financial services, such as with Lacrosse Unlimited and Bar 141. &Partners serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers investment management and advisory services using a range of strategies and platforms, and it operates as both a registered investment adviser and broker-dealer.

Jason Laurenzo is a financial advisor with GWN Securities Inc. in Albany, NY, holding a Series 63 designation and over 20 years of industry experience. He has been with GWN Securities since 2005 and concurrently serves in law enforcement with the Town of Schodack Police Department. Outside of his advisory role, he is involved in tax preparation and college planning through Northeast Wealth Management, LLC, where he is CEO. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of managed-account programs including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Herbert Perkins III is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 22 years of industry experience. His career includes five years at Goldman Sachs & Co. LLC and sixteen years at The AYCO Company, L.P./Mercer Allied prior to joining Commonwealth Financial Network. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of nearly 2,900 advisors and manages approximately $213 billion in client assets. The firm provides a range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

James Schaible Jr. is a financial advisor with Key Investment Services LLC holding a Series 66 designation and five years of industry experience. His prior roles include positions at TD Private Client Wealth LLC, RBC Capital Markets, and LPL Financial, LLC, among others. He is based in Rensselaer, NY. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap fee programs and utilizes a multi-provider model for portfolio implementation and oversight.

Dominick Panetta is a Certified Financial Planner (CFP®) with 38 years of industry experience, currently serving at Independent Financial Partners. His career includes roles at IFP Securities, LLC and LPL Financial. Panetta is also involved in community organizations, holding board positions with the Guilderland Chamber of Commerce and the Society of Financial Service Professionals, Northeast New York Chapter. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a wide range of clients, offering decentralized investment strategies alongside centralized asset management and specialized retirement-plan consulting services.

Stephen Krakower is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors before joining Janney in 2020. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, corporate sponsors, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services through both in-house and third-party portfolio management.

Elizabeth Bauer is a financial advisor with Eagle Strategies (NY Life) in Albany, NY, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has been associated with Eagle Strategies since 2016 and also operates The Bauer Financial Group. Bauer serves as a board member for Siena College’s Center for Private Wealth Management, advising on curriculum development for students pursuing careers in financial services. Eagle Strategies serves individual and institutional clients through a broad network of affiliated advisers, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Pamm Kuhl is a financial advisor at Commonwealth Financial Network with 23 years of industry experience. She holds a Series 66 designation and has previously worked at OSAIC and James E. Weiss, Inc. In addition to her advisory work, she is involved in tax preparation through Advanced Group Tax Services, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad range of adviser-support services, including managed-account programs, access to third-party asset managers, retirement consulting, and custody/clearing services.

Mark Curley is a Series 66-licensed financial advisor with 13 years of industry experience. He currently works at Citizens Securities, Inc. and previously held positions at Equity Services Inc, National Life Group, and Edward Jones. Outside of his advisory work, he is a published author of a book related to the supernatural. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. Its advisory offerings include a digital advisory program and a Managed Account program, operating as both broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Jason Licata is a financial advisor with Citizens Securities, Inc. in Albany, NY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior experience includes roles at Merrill, Allstate, J.P. Morgan Securities, Chase Investment Services, and Capital One entities, as well as a teaching position at SUNY College. Licata serves on the Board of Directors for Queensbury Youth Baseball/Softball, assisting with the local youth sports program. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both advisory programs and brokerage and insurance services. The firm provides a range of offerings including a digital advisory program and Managed Account program, operating as a broker-dealer and insurance agency.

Alexander Forster is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 designations and has previous experience at Osaic Wealth Inc. and Cadaret, Grant & Co., Inc. Forster serves as Board President of the North Country Association for the Visually Impaired, a nonprofit organization. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, alongside its roles as a broker-dealer and insurance agency.

Thomas Arcidiacono is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 credentials and 15 years of industry experience. His prior work includes roles at Raymond James Financial Services and The AYCO Company, L.P./Mercer Allied. Outside of his advisory work, he is a football director and board member for East Greenbush Pop Warner. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Stanley Paddock is a financial advisor with GWN Securities Inc., holding a Series 63 designation and over 33 years of industry experience. He has been with GWN Securities since 2005. Outside of his advisory role, he sells health, fixed, and long-term care insurance and serves as a trustee for a family trust. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Mark Enright is a financial advisor at Janney Montgomery Scott with five years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Morgan Stanley. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations. The firm offers a range of services such as brokerage, financial planning, and advisory programs, utilizing both in-house and third-party portfolio management.

Dino Johnson is a financial advisor at Janney Montgomery Scott with 12 years of industry experience and a Series 66 designation. He has worked at several firms, including Steward Partners Investment Solutions and Raymond James Financial Services. Dino has been with Janney Montgomery Scott since 2024. Janney Montgomery Scott is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

Michael Long is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments. Outside of his advisory role, he has experience as a camp counselor at Camp Sewataro. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating within a bank-owned enterprise structure.