Mark Hulbert is a financial advisor with Equitable Advisors in Latham, NY, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including 27 years with Equitable Advisors and prior work with Axa Advisors. Hulbert serves as a board member of Christian Brothers Academy. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm employs a range of advisory programs and third-party asset managers, focusing on personalized risk assessment and tailored investment solutions.

Eldon Harris is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including Bank of America, Merrill, and LPL Financial. Outside of his advisory role, Harris is involved as a board member of Metropolitan NTM Baptist Church and operates a sports cards retail business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques to support tailored financial plans.

James Plummer is a CFP® with 26 years of industry experience, currently serving as an advisor at Cetera. He has previously worked at Avantax Investment Services, Inc. for 24 years and has been involved with Plummer Financial Services since 1998, where he also provides tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, with multiple program structures and access to third-party money managers.

R. Paul Moroukian Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and over 40 years of industry experience. He has been with LPL Financial since 1995. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and third-party model portfolios.

Christopher Streich is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Advisory Services and Foresters Financial. Outside of finance, he owns and operates Alfies Hotel, a 14-bedroom hotel, and coaches skiing at Hunter Mountain. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts, offering various portfolio management and financial planning services through a large network of independent advisors.

Dylan Corapi is a Financial Advisor at Merrill Lynch Wealth Management based in New York. He works with individuals and families during pivotal moments in their financial lives, such as retirement, liquidity events, inheritances, and long-term planning. Dylan's approach centers on simplifying complex financial decisions and providing structure, clarity, and confidence throughout the financial journey. He aims to help clients uncover what matters to them and their families to develop strategies aligned with their financial goals. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Siena College.

Vincent Lecce is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and over 42 years of industry experience. He has been with MassMutual Investors Services since 1984 and also serves as an insurance agent with MassMutual Life Insurance Company. In addition, he is a notary public. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using proprietary software and offers specialized programs such as divorce planning and estate-settlement services.

Ian Pacifico is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has experience working at MML Investors Services LLC since 2026 and previously at State Farm from 2022 to 2026. Prior to his career in finance, he held roles at the University of Tampa, Price Chopper, and Christian Brothers Academy. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative client engagements.

Nikki Haskins is a financial advisor at Raymond James Financial with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for RBC Capital Markets Corporation for 21 years before joining her current firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Steven Bauer is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones in Albany, NY. He has been involved with The City Beer Hall since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

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.

Jeffrey Damia is a financial advisor at LPL Financial with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Funds Management and FS Investment Solutions. Outside of advising, he is involved in several business entities, including partnerships related to brewing ventures in Chatham, 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 financial planning, advisory programs, and retirement consulting services with both discretionary and non-discretionary management options.

George Mcavoy is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 63 designation and has previously worked at Cadaret, Grant & Co., Inc., Securities America Advisors, and OSAIC. Mcavoy also manages CP Capital Management, a business he has been involved with since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Christopher DeMania is currently serving as Vice President, Wealth Planner at Fidelity Investments. In this role, he partners with clients and their families to understand their financial goals and collaborates with them to develop comprehensive plans for savings, investments, and retirement. Prior to his current position, Christopher worked as an Associate at Goldman Sachs from 2018 to 2024. Outside of his professional work, Christopher has interests that include beach activities, fitness, football, hiking, and outdoor adventures.

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.

James Faranda is a financial advisor with LPL Financial in Albany, NY, holding Series 63 and Series 66 credentials and possessing 27 years of industry experience. He has worked at LPL Financial since 1999 and most recently is affiliated with Broadview Wealth Management. Outside of his advisory role, he is a notary public and an independent agent for fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering financial planning, advisory programs, retirement consulting, and brokerage services through a large network of investment adviser representatives. The firm provides both discretionary and non-discretionary management, utilizing model portfolios, research, and a range of investment strategies and technologies.

Emma Van Gorder is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2022. Prior to her current role, she was employed at Liberty University and has experience in education and nonprofit settings. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored retirement income recommendations through a centralized consulting team.

Michael Swezey is a financial advisor based in Albany, NY, affiliated with Merrill. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Merrill since 1993 and has been with Bank of America, N.A. since 2011. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Catherine Guay is a financial advisor with Primerica Advisors in Albany, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been affiliated with Primerica Financial Services since 2000 and has concurrently managed several other business ventures, including a restaurant and a management company. Outside of her advisory role, she is an author and a member of Hope*Writers, dedicating significant time to these activities. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selective separately managed accounts for individual and high-net-worth clients, operating primarily as a wrap-fee solution. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, with a fee structure based on tiered percentage fees rather than fixed fees.

Daniel Daley is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Edward Jones since 2018 and previously was associated with Bad Uncle Sam and MassMutual. Daley also has experience outside finance, having worked at the Beekman Arms Delamater Inn. 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, supported by a large network of financial advisors and branch offices across the country.