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.

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.

Christopher McCarthy is a financial advisor with Retirement Planning Group, LLC, holding a Series 63 designation and bringing 40 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Hazard & Siegel Advisory Services. He also owns a fixed insurance and annuity sales business that has been operating since 1985. Retirement Planning Group is a five-advisor team providing discretionary wealth management and comprehensive financial planning for individuals, high-net-worth clients, charitable organizations, and corporations. The firm emphasizes a long-term, diversified investment approach using low-cost mutual funds and ETFs alongside bonds and options, with portfolio management tailored to each client’s goals and risk tolerance.

Jeremy Price is a CFP®-certified financial advisor with four years of industry experience. He is currently with Retirement Planning Group, LLC and holds a Series 66 license. His prior experience includes roles at Goldman Sachs, Chubb Insurance, Penn Mutual, and Northwestern Mutual. Retirement Planning Group provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds and ETFs, with portfolio decisions implemented on a discretionary basis tailored to each client's goals and risk tolerance.

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.

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.