Steven Kennedy is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience. He has been with Private Advisor Group, LLC since 2016 and previously worked at LPL Financial, TIAA-CREF, Goldman Sachs Wealth Services, and Equitable Advisors. Outside of his advisory role, he is involved with Albany Financial Group, which offers insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management and third-party strategist selection, utilizing multiple investment methods and technology platforms.

William Mack is a financial advisor with PlanMember Securities Corporation and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including roles at LifePlan Wealth Management Group and a long tenure at PlanMember Securities Corporation since 2008. Mack is also the owner and president of Financial Institutions Services Corporation of America, an insurance marketing services firm. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, delivering education and support services to plan sponsors and participants.

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.

Louis Dangelo is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and five years of industry experience. His background includes roles at LPL Financial, Anheuser-Busch InBev, and Ernst & Young. He is based in Albany, NY. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing numerous investment strategies and technology platforms, and offers access to both proprietary and third-party managed account solutions.

Matthew Gentile is a financial advisor at Mariner with a Series 66 designation and three years of industry experience. He previously worked at Ameriprise, Equity Services Inc, National Life Group, and Amedore Homes. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office support through customized, committee-overseen portfolios that integrate in-house research with third-party managers.

Thomas Chambers is a financial advisor with Valic Financial Advisors in Albany, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Valic Financial Advisors since 2008 and is also associated with Agia since 2022, where he engages in non-securities insurance product activities. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm utilizes discretionary unified managed accounts with third-party model managers and offers financial planning, portfolio management, and tax-aware overlay services through a large network of over 1,200 advisors.

Danielle Major is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and 12 years of industry experience. Her prior experience includes roles at Janney Montgomery Scott, Morgan Stanley, and Pearl Insurance. She also serves as an agent for AGIA, selling non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm manages portfolios through discretionary unified managed accounts using Envestnet’s platform and offers tax-aware and impact/ESG overlay services.

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.

Christopher Robertson is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. He holds the Series 66 designation and has prior experience at AIM Services and Bankers Life Securities, Inc. Outside of his advisory role, he has been involved in fitness and community activities, including operating CR Fit. Studio and working with the Saratoga Regional YMCA. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Arnold Vitarelle II is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has worked at Commonwealth since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Jackson Bennice is an advisor at Independent Financial Group, LLC with a Series 66 designation and one year of industry experience. Prior to his current role, he held positions at Pronova BG Wealth Management and worked in the hospitality industry at Delmonico's Italian Steakhouse, Homestyle Enterprises, Inc., and Outback Steakhouse. He was also a full-time student for nine years. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services utilizing both firm and third-party models, combining passive and active investment approaches tailored to client risk profiles.

Susan Schell is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with Independent Financial Partners since 2011 and was previously affiliated with LPL Financial. Outside of her advisory role, she is a part-owner of Warbler Brewery, LLC, and serves on the boards of the Hartwick College Alumni Association, Westminster Presbyterian Church, and the Financial Planning Association of Northeastern New York. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a decentralized multi-advisor platform. The firm supports a wide range of clients with customizable investment strategies and notable retirement-plan advisory and pension consulting services.

Walter Klisiwecz is a Certified Financial Planner® with 27 years of industry experience. He has worked at Private Advisor Group, LLC since 2013 and has been affiliated with LPL Financial, LLC since 2004. Klisiwecz serves on the board of the Delmar Masonic Temple Association, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that combines client goal assessment with discretionary and non-discretionary management through proprietary platforms and third-party strategists.

Jose Segura is a financial advisor with Primerica Advisors in Latham, NY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2013. Outside of his advisory role, he assists dental organizations with strategic business discussions through Segura Strategic Advisors, LLC. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors with a range of brokerage and advisory services. The firm offers multiple proprietary advisory programs and utilizes a combination of proprietary and third-party investment solutions.

Timothy Drumm is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 25 years of industry experience, including roles at LPL Financial, LLC since 2006. Drumm operates within an independent investment advisory firm structure. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and uses a variety of investment strategies and technology platforms, often implementing advice through third-party managers and advisory programs.

Christopher Hunt is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial and Chase Investment Services Corp. He has been with Key Investment Services since 2013. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs using a multi-provider model that integrates discretionary and non-discretionary management, with services supported by KeyCorp affiliates.

John Carl is a financial advisor with Rockefeller Financial LLC in Albany, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes eight years at Janney Montgomery Scott followed by a two-year tenure there before joining Rockefeller Capital Management in 2025. Outside of his advisory role, he is involved with Boogie Fish Property LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, offering a range of portfolio management, financial planning, and consulting services. The firm operates with a Private Advisor model and integrates investment solutions across equities, fixed income, and alternatives, while uniquely maintaining broker-dealer registration and providing placement and investment banking services.

Robert Hope is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Key Investment Services since 2005 and previously spent six years with KeyBanc Capital Markets Inc. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model for portfolio implementation and offers multiple wrap-fee programs with integrated custodial, trade execution, and ancillary insurance services.

Mark Grosky is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and over 21 years of industry experience. He is also the owner and managing partner of Grosky Law Firm, where he has practiced law for more than 30 years. In addition to his advisory role, Grosky is involved in several business activities, including ownership and development within the real estate sector. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance, and employee education, supporting investments with due diligence and utilizing multiple management platforms and third-party solutions.

James Aiello is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include multiple positions at Atlas Private Wealth Management, LLC and Triad Hybrid Solutions. Osaic Advisory Services, LLC is an SEC‑registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through various program models, utilizing a combination of proprietary guidance and third-party platforms.