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.

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 63 and Series 65 licenses and having seven years of industry experience. He previously worked at Goldman Sachs & Co. LLC for six years and has volunteered as an Emergency Medical Technician and Field Training Officer at Delmar-Bethlehem EMS since 2016. Happiness in Retirement serves individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management, discretionary portfolio management, and financial planning. The firm’s approach emphasizes long-term investing through diversified, low-cost mutual funds and ETFs, integrating planning, estate technology, and tax services.

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 has previously worked at JCJ Advisory, LLC and Hiline Services, LLC. In addition to his advisory role, he owns JCJ Wealth and Tax Advisory, LLC, providing tax preparation and financial coaching services. Arrowroot Family Office serves individuals and families, as well as various institutional clients, offering comprehensive wealth management, financial planning, and multi-family office services. The firm emphasizes asset allocation and uses analytical tools to construct portfolios primarily composed of ETFs and mutual funds, while also managing private funds and offering unique client programs such as educational seminars and veterans’ fee waivers.

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 an advisor at AlbanyAdvisor Group LLC with 26 years of industry experience. He holds a Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments, Cetera, and Lurie & Co, PC, where he is president and owner of a tax and accounting services business. Lurie 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 uses a combination of fundamental and technical analysis to manage primarily long-term portfolios with flexibility for shorter-term trading when appropriate.

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.

Candace Weir is a financial advisor at Paradigm Capital Management, Inc. in Albany, NY, holding Series 65 and Series 66 licenses with 57 years of industry experience. She has worked at Paradigm Capital Management since 1993 and has been affiliated with C. L. King & Associates, Inc. since 1972. Paradigm Capital Management provides discretionary investment management services to institutional and individual clients using a research-oriented, bottom-up equity approach across multiple strategies. The firm manages approximately $2.38 billion in assets for about 59 client relationships, including pension plans, foundations, trusts, and private funds.

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.

Richard Oxford is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Dutch Asset Corporation since 2015. Outside of his advisory role, he serves as a board member and holds a 10% ownership stake in Dunlap Stone University, a small private online university. 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 fundamental and technical analysis, options and margin use, and allocates assets through third-party managers or separately managed accounts.

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.

Bryan Cassick is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Falcon Wealth Planning, LLC and has previously worked at Warren Street Wealth Advisors, Goldman Sachs & Co. LLC, and The Ayco Company, L.P./Mercer Allied. Falcon Wealth Planning, LLC offers investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office service for clients with more than $5 million under management. The firm employs a combination of fundamental and technical analysis, modern portfolio theory, and both long-term and margin trading strategies, with ongoing portfolio management and quarterly reviews.

Kevin Curran is a CFA® charterholder with 26 years of experience in the financial services industry. He currently serves at Curran Wealth Management, where he has worked since 2013, alongside prior roles at Wells Fargo Clearing. Curran Wealth Management serves individuals and families, including high-net-worth and qualified investors, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a bottom-up, fundamental investment approach focusing on long-term ownership of companies with consistent earnings growth and strong financial metrics, offering multiple strategies across market capitalizations and investment 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.