Mark Felice is a financial advisor at LPL Financial with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Nationwide Investment Services Corporation, J.P. Morgan Securities, and the New York State Deferred Compensation Board. Outside of finance, he owns Meet the Mark Cleaning LLC, a cleaning business based in Ballston Spa, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from LPL Research and third-party subadvisors.

James Merrill is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in maintaining a commercial real estate property in Albany, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ryan Lambert is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2018, with prior roles at Mass Mutual and MetLife Securities. Outside of his advisory work, Lambert serves on the board of directors and as a training coordinator for the nonprofit Reach for the Stars. Ameriprise is a large institutional firm that offers retirement-income planning services tailored to individuals approaching or in retirement, typically with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and automated processes overseen by an internal committee.

Dahvia Doring is a financial advisor with LPL Financial in Troy, NY, holding a Series 63 designation and possessing 11 years of industry experience. She has been with LPL Financial since 2015. Outside of her advisory role, she works as a Branch Financial Professional at Pioneer Bank and serves as a Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.

Virginia Schnapp is a financial advisor with Morgan Stanley in Latham, NY, holding a Series 66 designation and 4 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and detailed modeling techniques in its financial planning process.

Brigitte Murphy is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. She previously worked at Key Investment Services LLC for six years before joining LPL Financial. Outside of advisory work, she distributes dietary supplement products through a multi-level marketing company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting services, employing discretionary and non-discretionary management along with diversified model portfolios and research resources.

Annmarie Franke Suarato is a Senior Financial Advisor with Merrill Lynch Wealth Management. She leads the Franke Stento Mohan Irwin Group, providing goals-based wealth management services to affluent families, accomplished professionals, and successful business owners nationwide. Annmarie and her team focus on cultivating long-lasting relationships by delivering customized advice, exceptional service, and a disciplined approach to investing. Before transitioning to wealth management, Annmarie spent over eight years working on sales teams at two major asset managers in downtown Boston. She holds a Bachelor of Science degree in Finance from Siena College in Loudonville, New York, where she also played on the rugby team and continues to stay involved with the organization. Her professional expertise encompasses areas such as college education planning, divorce transition planning, employee benefits planning, executive compensation, family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, small business strategies, and retirement income. Annmarie resides in Niskayuna, New York, with her wife, daughter, and their yellow Labrador. Outside of her professional activities, she participates in Habitat for Humanity and enjoys boating, fishing, golfing, skiing, traveling, rugby, and fitness. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations.

Chelsea Nelson is a financial advisor with LPL Financial, holding a CFA® designation and Series 63 license, with 11 years of industry experience. Prior to joining LPL Financial in 2025, she spent nine years at Blackstone Securities Partners L.P. and Blackstone Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and utilizes various model portfolios and research to support discretionary and non-discretionary management.

Thomas Brown is a CFP® with 39 years of industry experience, currently affiliated with LPL Financial and Pioneer Bank since 2025. He has previously worked at Brown Financial Management Group and Cambridge Investment Research, Inc. Outside of his advisory career, Brown manages a farm business, Brown Farms LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and utilizes both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Candy Flynn is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her career includes roles at Guardian Life Insurance and UnitedHealthcare before joining Equitable Advisors in 2018. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Kathryn Gates is a financial advisor at LPL Financial with 22 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at firms including Merrill, Morgan Stanley Private Bank, and Janney Montgomery Scott. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, along with various management and portfolio options.

Eric Wendling is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Ayco. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rodney White is a financial advisor with Morgan Stanley in Latham, NY, holding Series 63, Series 65, and Series 66 licenses and bringing 10 years of industry experience. He previously worked at Charles Schwab Investment Advisory, Inc. and ThomasPartners, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Robin Davey is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 22 years of industry experience. He has been with Equitable Advisors since 2003 and previously worked at Axa Advisors, LLC. In addition to his advisory role, Davey maintains a part-time tax preparation business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

Mark Esslie is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked at Cetera since 2019 and previously at Foresters Advisory Services LLC and Foresters Financial Services. Esslie is a board member for Averil Park Community Team, Inc., contributing organizational input. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options, utilizing both affiliated and third-party managers.

Nicholas Hanna is a financial advisor with LPL Financial and holds a Series 66 designation. He has one year of industry experience and a varied background including roles at Broadview Federal Credit Union and Galway Central School District. He is also a licensed relationship banker and notary at Broadview Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Brian Tramontano is a financial advisor with LPL Financial in Albany, NY, holding the Series 63 designation and 15 years of industry experience. He previously worked at Cap Com Financial for nine years before returning to LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, multiple advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by proprietary and third-party research.

Tristin Hotaling is a financial advisor with Ameriprise in Ballston Lake, NY, holding a Series 66 credential and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she teaches outdoor and studio yoga classes seasonally. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations.

Dylan Sprague is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on assisting individuals, families, and businesses in making informed decisions to support their long-term financial goals. Prior to joining Fidelity Investments, Dylan worked as a Financial Coach at Goldman Sachs Ayco from 2020 to 2025. Throughout his career, Dylan has specialized in financial planning and coaching, helping clients navigate complex financial situations with clarity and confidence. His approach emphasizes simplifying financial concepts to enable better decision-making. Outside of his professional responsibilities, Dylan enjoys engaging in activities such as baseball, boating, football, golf, spending time with family, and caring for pets.

Adam Neary is a financial advisor with LPL Financial in Albany, NY, holding a Series 66 designation and 22 years of industry experience. He has been associated with WealthOne, LLC since 2011 and LPL Financial since 2016, with additional experience managing his own advisory entities. Outside of his advisory roles, he is involved with WP Strategic Holding, LLC, a non-investment related business. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from various sources.