Kevin Pittz is a Certified Financial Planner (CFP®) with 16 years of industry experience, all spent at Edward Jones since 2010. He is based in Schenectady, NY, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stacy Gregory is a financial advisor with Charles Schwab holding CFP® and Series 66 credentials and has seven years of industry experience. Prior to joining Schwab in 2022, she worked at Goldman, Sachs & Co., LLC, DirectAdvisors, LLC, and The Ayco Company, L.P./Mercer Allied Company, L.P. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s integrated structure combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Evan Croll is a financial advisor with Equitable Advisors in Malta, NY, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Equitable Advisors since 2013, including its predecessor Axa Advisors LLC, where he worked for seven years. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and multiple asset-management programs, utilizing a combination of in-house and third-party advisory models.

Dalijah Demand is a financial advisor with Equitable Advisors holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Demand worked for Regeneron Pharmaceuticals for seven years and Glenmont Job Corps for two years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Michael Peart is a financial advisor with Primerica Advisors in Clifton Park, NY. He holds Series 63 and Series 65 credentials and has three years of industry experience. Prior to his role at Primerica, he has worked in various capacities including positions at PFS Investments Inc. and Wilscott Mobile Mini. Outside of finance, he is involved in event entertainment through Mic Power Entertainment and is a partner in Caption That LLC, which provides photobooth services for events. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm uses model-based investment strategies supported by third-party asset managers and offers a range of models including strategic, tactical, and tax-managed approaches.

Gregory Podgorski is a financial advisor with Equitable Advisors in Malta, NY, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at AXA Advisors, LLC from 2009 to 2020. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing a combination of proprietary and third-party investment solutions.

Steven Cox is a financial advisor with Edward Jones in Saratoga Springs, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Cornerstone Wealth Advisory and Insurance Services, Angi, Inc., and Farmers Insurance. 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 strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Frederick Winkler Jr. is a Series 63 licensed financial advisor with 34 years of industry experience. He is currently with Cetera and previously worked at Avantax Advisory Services, NEXT Financial Group, and has served as president of Fred H. Winkler & Company CPA, PC since 1985. He has longstanding personal and professional relationships that extend to trustee and beneficiary roles for close family friends. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Joel Bennett is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Cetera, Bennett worked at multiple firms including Eqis Capital Management and Mount Yale Investment Advisors. He is also a staff accountant at Hedley & Co., PLLC Certified Public Accountants. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management services and provides advisors with access to multiple investment strategies across discretionary and non-discretionary platforms.

Adam Hersh is a financial advisor with Equitable Advisors in Malta, NY, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked with AXA Advisors LLC from 2015 to 2020. Equitable Advisors serves a diverse client base including individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Timothy Smith is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 24 years of industry experience. His prior roles include positions at Goldman Sachs & Co, Rockefeller Financial LLC, Rock & Co LLC, and The Ayco Company, L.P./Mercer Allied. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Chase Burdick is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has held prior roles at Bank of America, Key Bank, and Ives Holdings / Jonathan Reid. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Maria Mahon is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets beginning in 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

Nicholas Kopff is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with several firms including MPWM Advisory Solutions and Wealthone LLC. Kopff also operates MPWM Advisory Solutions, LLC, an independent registered investment advisor. 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 financial planning, various advisory programs, and retirement plan consulting with discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Sandra Raia is a financial advisor at Merrill with Series 63 and Series 65 licenses and 44 years of industry experience. She has been affiliated with Bank of America since 2009 and with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2008. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard White is a financial advisor with Morgan Stanley in Saratoga Springs, NY, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as president and board member of the Okemo Tutorial Program and coaches alpine ski racers at Vail Mountain Resorts. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Ellen Reidy is a financial advisor at Equitable Advisors with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Cadaret, Grant & Co., Inc. and has been involved in event planning through 408 Events and Occasion. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

John Decrescente is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Hazard & Siegel Advisory Services LLC and Next Financial Group, Inc. Outside of his advisory work, he is also a musician, writer, and producer who receives royalties. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by extensive research and technology.

Tyler Lesniewski is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Holistic Wealth Advisors and Kensington Investment Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Thomas Brown Jr. is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has prior experience at Bank of America, Merrill, and Key Investment Services LLC. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.