Brian Mohan is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2017, he has provided financial advice customized for individuals, families, and business owners. His approach emphasizes understanding clients' short and long-term financial objectives and delivering responsible service tailored to their personal and professional priorities. Brian’s expertise spans multiple domains, including divorce transition planning, equity compensation services, family wealth management strategies, legacy and philanthropic planning, as well as investment consulting for defined contribution plans. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) credentials. Brian earned his bachelor's degree in Finance from Siena College. Outside of his professional work, Brian and his wife live in Clifton Park, NY with their three children. He has been actively involved in his community, including serving as a past board member for The First Tee of NY’s Capital Region. His personal interests include biking, golfing, ice hockey, skiing, and spending time with his family.

Shelley Bullock is a financial advisor with LPL Financial, holding a Series 63 designation and 14 years of industry experience. She previously worked at Equity Services, Inc. and NPA Financial, LLC before joining LPL Financial in 2018. Bullock is also involved in insurance-related activities, including roles with Advisors Insurance Brokers and Zapp Insurance, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michael Sleasman is a CFP® with 20 years of experience in financial advising, currently with OSAIC since 2024. His prior roles include positions at American Portfolios Financial Services Inc., Halliday Financial, LLC, and Equitable Advisors. Outside of finance, he serves as a Lieutenant and EMT with the Albany City Fire Department and is a board member of the NY Bravest Federal Credit Union. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and employs various asset-allocation tools and third-party platforms to construct and manage portfolios.

Thomas Dwyer Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked with Morgan Stanley since 2009 and has been affiliated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients through a variety of advisory programs. The firm’s financial planning process uses structured discovery conversations and approved planning tools to create tailored plans, managing approximately $2.74 trillion in client assets.

Natalie Gecewicz is a financial advisor at Equitable Advisors with 23 years of industry experience. She holds a Series 66 designation and has been with Equitable Advisors and its predecessor, Axa Advisors, since 2003. Outside of her advisory role, she serves as an authorized signer for Class of 65 in Chatham, NY, and acts as a power of attorney for her father. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Kevin Newman is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to this, he spent 11 years at Signator Investors, Inc. and has been involved with Associates of Clifton Park since 2003, where he holds a Vice President role focused on wealth strategies. Newman also operates a financial planning LLC, Newman & Associates, which he markets as part of his advisory services. OSAIC serves a diverse client base including individual and high-net-worth investors, institutions, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to build portfolios across a range of securities and also supports legacy platform programs and third-party managed-account solutions.

Kimberly Bullis Rauh is a Series 66-licensed financial advisor with RBC Capital Markets, based in Albany, NY, and has 25 years of industry experience. She has been with RBC Capital Markets since 2010. Outside of her advisory role, she holds elected positions in local school PTAs, supporting fundraising and event coordination. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles and leverages in-house and third-party managers, providing access to alternative investments and integrated capital markets capabilities.

Michelle Lyman is a financial advisor with LPL Financial in Latham, NY, holding a Series 63 designation and 21 years of industry experience. Her prior roles include positions at Cadaret, Grant & Co., Pioneer Bank, and Anchor Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Adam Jones is a financial advisor with Cetera, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked at Cetera since 2019 and previously at Foresters Financial Services and FirstLight Fiber. Outside of advising, he coaches baseball and softball. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers multiple investment program options and access to third-party managers, managing over $256 billion in assets.

Kyle Mastrianni is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Fidelity Investments, J.P. Morgan Securities LLC, and Purshe Kaplan Sterling Investments. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of wrap fee advisory, brokerage, custody, and financial planning services. The firm’s investment approach includes non-discretionary client relationships supported by model portfolios and access to affiliated discretionary separately managed accounts.

Steven Tennant is a CFP® professional with 29 years of experience in financial services. He currently works at LPL Financial and previously held positions at Northwestern Mutual Wealth Management Company and its affiliated entities from 1996 to 2025. Outside of his advisory role, he is involved with TBW Holdings, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions to individuals, retirement plan participants, and institutions, supported by a variety of investment strategies and technology tools.

Mary Anthony is a financial advisor at Merrill with Series 63 and Series 65 designations and 39 years of industry experience. She has been with Merrill since 2014. Merrill, along 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 plans, corporations, and charitable organizations.

Davis Moeckel is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including Empire Asset Management Group and CCR Wealth Management. Outside of his advisory role, he operates an office cleaning service. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients through a nationwide network of independent advisors, offering various portfolio management, financial planning, and retirement services across multiple program structures.

Douglas Brady is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at American Portfolios Financial Services for 14 years. He also owns Champlain Wealth Management, an insurance business involved in processing insurance applications. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, and access to third-party managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios across multiple asset classes, managing accounts on discretionary or non-discretionary bases.

Mark Caropreso is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Outside of his advisory role, he is the sole proprietor of two investment-related businesses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs supported by structured planning tools and research from its Global Investment Committee.

Alyssa Hicks is a financial advisor with Primerica Advisors in Clifton Park, NY, holding a Series 63 designation and over 25 years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services since 1999, as well as positions at McKenna & Franck PC and Lynch Lovell. Outside of her advisory role, she is the owner and president of a delivery service business and a consultant for health and wellness products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Mark Spagnola is a financial advisor at OSAIC with 28 years of industry experience. He holds a Series 63 designation and previously worked at FSC Securities Corporation for 14 years. In addition to his advisory work, he is a member of Spagnola & Spagnola Accounting Firm LLC, which provides accounting and tax preparation services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory platforms and services, utilizing asset-allocation tools and third-party solutions to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Paul Michaels is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his financial services career in 2008 at Susquehanna International Group before joining Merrill Lynch in 2012. Paul serves clients with diverse financial needs, focusing on retirement planning and wealth management, including areas such as corporate benefits, family wealth strategies, legacy planning, liquidity management, and socially responsible investing. Paul holds the Chartered Retirement Planning Counselor (CRPC) and Accredited Asset Management Specialist (AAMS) designations from the College for Financial Planning. He is a graduate of the University of Connecticut. Paul is part of the Tellstone Sullivan Michaels Wealth Management Group, which provides personalized wealth management services to clients including physicians, business owners, executives, and multiple generations. The team emphasizes a holistic, forward-looking approach to wealth management and client service. Outside of his professional role, Paul and his wife Rachel are raising a family in Saratoga. He is involved in community activities such as serving on a committee for ALS Center fundraising. Paul also enjoys adventure sports, baseball, basketball, boxing, football, golfing, ice hockey, reading, running, and spending time with his family.

John Daley is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2004 to 2009. Outside of his advisory role, he is involved in book publishing and sales, including ownership of BBD Publishing and Retire a Winner, and he holds interests in green energy distribution through Aqua Gen LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering a range of services from brokerage and advisory to financial planning and managed portfolios. The firm utilizes various asset-allocation tools and supports multiple platform programs and third-party solutions for portfolio management.

David O Connell is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds the Series 63 designation and has been with Mass Mutual and its affiliated companies since 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing technology-driven analysis to support collaborative, annual financial planning engagements.