Michael Hastings is a financial advisor with LPL Financial in Albany, NY, holding a Series 66 designation and 17 years of industry experience. He previously worked at Goldman Sachs & Co. LLC for four years and The AYCO Company, L.P./Mercer Allied for thirteen years. Hastings is also involved with Broadview Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party strategies, and supports its advisors with advanced operational and research technologies.

Judith Dievendorf is a financial advisor with Primerica Advisors in Delmar, NY, holding a Series 63 designation and bringing 23 years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2002 and also owns Ellis Alexander Consulting, which provides tax preparation services. Additionally, she serves as a trustee for a family trust and works as an energy advisor with Viridian Energy. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Nolan Hart is a financial advisor with UBS Financial Services in Albany, NY, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. His prior roles include positions at Bank of America, Merrill, Bernstein Private Wealth Management, AllianceBernstein, and Kellogg Northwestern. Nolan joined UBS in 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Joseph Smith is a Financial Advisor at Merrill Lynch Wealth Management. He applies his background in financial analysis, strategic planning, and risk management to support individuals and families in making informed financial decisions. His approach emphasizes attentive service, transparent communication, and tailoring strategies to each client's specific circumstances, priorities, and long-term goals. Joseph holds a Bachelor's Degree from LeMoyne College and a Master's Degree from Rensselaer Polytechnic Institute. He also holds the Personal Investment Advisor (PIA) designation. His work involves translating complex financial information into clear guidance, focusing on listening to clients to develop personalized strategies that align investments with broader objectives. Committed to building trust through sound judgment and relationship building, Joseph begins his advisory process by understanding client priorities and comfort with risk. He aims to evolve financial strategies over time to adapt to changing needs.

Thomas Brown Jr. is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch, Key Investment Services, Citizens Securities, and Morgan Stanley. 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 financial planning and investment solutions through a large network of advisers, utilizing both proprietary and third-party strategies across multiple account types.

Lorissa Hoff is a financial advisor at Cetera with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera since 2019. Prior to joining Cetera, she was with Foresters Financial Services and Foresters Financial. Hoff is also a co-owner of Greenwood Hoff Wealth Management, which operates as a dba for her Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors.

Emma Gleason is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 registrations and one year of industry experience. Her background includes roles at Mercer Allied Company LP and Goldman Sachs & Co. LLC. Outside of her advisory work, she is involved with a non-variable insurance agency. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven portfolio management and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Salvatore Schittino is a CFP®-credentialed financial advisor with Raymond James Financial Services Advisors, Inc., bringing 13 years of industry experience. He previously worked at Northwestern Mutual for six years before joining Raymond James in 2019. In addition to his advisory role, he is an employee at Kelton Financial Group, a support company that provides client service and advisory plan development. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored financial planning and investment consulting using analytical tools and risk profiling, with advisory programs supported by an extensive advisor network and specialized services in municipal and public finance.

Bradley Hayslette is a financial advisor at LPL Financial with 42 years of industry experience. He has worked at LPL Financial since 2018 and previously spent three years at INVEST Financial Corporation. Outside of advisory work, he is an insurance agent specializing in life, health, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, third-party asset management, and institutional platforms, supporting advisors with proprietary research and technology tools.

James Sullivan II is a financial advisor at LPL Financial in Albany, NY, holding a Series 66 designation with 10 years of industry experience. He has been affiliated with LPL Financial since 2015 and concurrently with Albany Financial Group since 2021. Outside of his advisory roles, he is involved in non-variable insurance services through several entities. 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.

Brian Mcguiness is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked with Global Retirement Partners since 2015 and has been with LPL Financial since 2010, with prior roles at NRP Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons. He also provides advisory services through Global Retirement Partners, an independent registered investment advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Paul Stracke Jr. is a financial advisor with LPL Financial based in Albany, NY, holding Series 63 and Series 65 licenses and having 34 years of industry experience. His prior roles include working with VOYA Financial Advisors, Inc. and operating WealthOne, LLC, through which he provides investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad financial services presence with a large network of investment advisor representatives.

Nicholas Trotta is a CFP® and holds a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Blasch Precision Ceramics from 2015 to 2017. He is based in Niskayuna, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Clark is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2006. Outside of his advisory role, he is involved with Advisors Insurance Brokers, a non-variable insurance brokerage firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Norma Forkeutis is a financial advisor with Morgan Stanley in Latham, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley since 2010, including her current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering comprehensive financial planning supported by firm-approved tools and research from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Liam Ambrosio is a Financial Advisor with Merrill Lynch Wealth Management, based in Latham, New York. He focuses on understanding his clients' unique situations to provide tailored financial solutions. His expertise includes employee benefits planning, executive compensation, family wealth management strategies, investment consulting for defined contribution plans, portfolio management, individual and corporate investment strategy, and tax minimization. Liam holds a Bachelor's Degree from the State University of New York System and has earned the Personal Investment Advisor (PIA) designation. He is affiliated professionally with Merrill Lynch. Outside of his professional work, Liam resides in Saratoga Springs and is involved with the Lucky Puppy Rescue community organization. His personal interests include adventure sports, basketball, chess, cooking, fishing, football, golfing, pickleball, volleyball, yoga, travel, horse races, and hiking.

Austin Weaver is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at Pioneer Bank, Soverance Labs, and Bryant University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Andrew Minnick is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and their families to address their financial needs. In his role, he provides holistic guidance and develops strategies aimed at helping clients achieve financial peace of mind. Prior to joining Fidelity Investments in 2024, Andrew served as a Private Wealth Manager at CIM LLC from 2020 to 2024. He also held positions at AYCO, a Goldman Sachs Company, including Team Leader from 2018 to 2020 and Senior Financial Analyst from 2014 to 2018. Outside of his professional work, Andrew enjoys spending time at the beach, camping, cooking and baking, as well as engaging in sports such as football, golf, and swimming.

Harry Hartman is a financial advisor with LPL Financial in Albany, NY, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved with Capcom Financial Services, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and institutional platforms, supported by a large network of investment adviser representatives.

Stephen Peer is a financial advisor with Cetera, holding a Series 66 designation and bringing 43 years of industry experience. His prior roles include Voya Financial Advisors and operating Peer Wealth Management, an independent financial services business. He is also involved in fixed insurance product sales through his activities as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and $256 billion in assets under management.