William Reickert is a financial advisor with Independent Family Office, LLC in Albany, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. He has served on the Board of Directors for Kaspien Holdings, Inc. since 2016, providing financial and investment expertise. Independent Family Office, LLC serves high net worth individuals, families, related entities, and charitable organizations by offering a range of family-office and wealth management services tailored to client objectives. The firm employs a variety of investment strategies and manages approximately $618 million in discretionary assets across a focused client base.

Derek Gray is a Certified Financial Planner™ (CFP®) with 21 years of industry experience. He currently works at Curran Wealth Management and has held roles at CIM, LLC and Goldman Sachs Wealth Services. Curran Wealth Management serves individuals, families, pension plans, trusts, estates, and charitable organizations with portfolio management and financial planning services. The firm employs a fundamental, bottom-up investment approach focused on long-term ownership of companies with strong financials and offers multiple strategies across market capitalizations and investment styles.

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.

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.

John Millet is a Series 65-licensed financial advisor with Bouchey Financial Group, Ltd. in Troy, NY, where he has worked for four years. He has a total of two years of industry experience and previously spent seven years at Bouchey & Clarke Benefits, Inc. Outside of his advisory role, he devotes a portion of his time to insurance sales. 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, financial planning, and retirement plan advisory services, employing a long-term investment approach while allowing tactical adjustments to meet client objectives.

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.

Catherine Buck is a CFP® professional at Bouchey Financial Group, Ltd. in Troy, NY, with two years of industry experience. Prior to joining Bouchey Financial Group, she worked at Canton Potsdam Hospital and Key Bank NA. Bouchey Financial Group, Ltd. serves individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations with wealth and investment management, financial planning, and retirement plan advisory services. The firm employs a multi-advisor team approach and primarily allocates client assets among mutual funds, equities, fixed income, ETFs, and independent managers, combining financial planning with portfolio oversight.

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.

Tyler Rapp is a financial advisor at Dutch Asset Corporation with four years of industry experience. He holds a Series 66 designation and has previously worked at Broadway Advisor Group, LPL Financial, and Sgroi Wealth Management. Outside of advising, he is involved as a semi-professional car racer. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies including the use of derivatives and margin, and offers both discretionary and non-discretionary management with individualized Investment Policy Statements.

Viju Rajan is a financial advisor at Independent Family Office, LLC in Albany, NY, with 6 years of industry experience. He holds the Series 66 designation and has been with Independent Family Office, LLC since 2012. Independent Family Office, LLC provides wealth management and comprehensive family-office services to high net worth individuals, their families, affiliated entities, and certain charitable entities. The firm offers tailored financial planning combined with discretionary portfolio management, utilizing fundamental and technical analysis along with various investment strategies, while emphasizing non-investment family office functions.

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.

Marc Agel is a CFP® professional with 28 years of experience in the financial advisory industry. He is currently with AlbanyAdvisor Group LLC, where he has worked since 2021, and has prior experience at PKS Advisory Services, LLC and PURSHE KAPLAN STERLING INVESTMENTS, Inc. Outside of his advisory role, he owns MEA Financial Enterprises, LLC, which develops models to measure mutual fund alpha deviations, and he manages several other business entities including an insurance services firm and a management services company. 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 create primarily long-term portfolios, with flexibility for shorter-term trading as needed, and offers dedicated retirement plan advisory services along with customized portfolio management.

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.

Gary Barkman is a CFP® with 41 years of industry experience. He is currently with Dutch Asset Corporation and has previously worked at Cetera Investment Advisers LLC, Cetera Wealth Services, LLC, Voya Financial Advisors, Inc., and Linsco/Private Ledger Corp. Barkman is also licensed as an insurance agent. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs fundamental and technical analysis along with modern portfolio theory, offering both discretionary and non-discretionary management that may include options, margin, and allocations to third-party managers.

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.

James Capparelli Jr. is a financial advisor at Arrowroot Family Office, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at JCJ Advisory, LLC and Hiline Services, LLC. He is also the owner of JCJ Wealth and Tax Advisory, LLC, where he provides tax preparation and financial coaching. Arrowroot Family Office offers investment advisory and multi-family office services to individuals, families, retirement plans, trusts, estates, charitable organizations, corporations, and private funds. The firm emphasizes customized asset allocation using analytics and provides both discretionary and non-discretionary asset management alongside additional services such as financial planning and tax return preparation.

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.