Ryan Sheridan is a Series 66 licensed advisor with Equitable Advisors, based in Malta, NY, and has seven years of industry experience. He has been with Equitable Advisors and its predecessor entities since 2019. Prior to that, his background includes roles at New York Air Brake, Barrett Paving Industries, Giffs Beverage Center, and Clarkson University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, relying on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

James Lennon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Stacey Colao Gardner is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She previously worked at UBS Financial Services for nine years before joining RBC in 2024. Outside of finance, she has involvement in the catering and event service industry, specifically providing waitressing and event support for weddings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies that incorporate both in-house and third-party investment managers and provide options such as tax management and responsible investing.

Daniel O’Keefe is a CFP® and CFA® credentialed advisor with 16 years of industry experience. He is affiliated with LPL Financial and has been serving clients through WealthOne LLC since 2016. Outside of his advisory work, he is a 10% owner of The Neary Group LLC, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven strategies.

Natalie Hart Shepperly is a financial advisor with UBS Financial Services in Albany, NY, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill, Fidelity Brokerage Services, and Brown Brothers Harriman. Outside of her advisory work, she serves as a golf coach for The Albany Academies’ high school golf team. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment plans to client goals and risk tolerances.

Mark Hulbert is a financial advisor with Equitable Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including 27 years at Equitable Advisors and prior work with AXA Advisors. Hulbert serves as a board member of Christian Brothers Academy. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management services for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor advisory solutions based on client goals and risk tolerance.

Paul Wilders is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Merrill and Bank of America since 2022 and was previously with The Ayco Company, L.P./Mercer Allied for eight years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide set of products and services beyond typical managed account offerings.

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.

Mitchell Calabrese is a financial advisor with Equitable Advisors in Malta, NY, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Equitable Advisors in 2019, he worked at AXA Advisors, Capital Financial Planning, LPL Financial, and held roles outside finance including positions at SUNY System Administration and Delmonico's Italian Steakhouse. He also has experience working with Nicole's Special Events & Catering Co. and SUNY University at Albany. 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 that offers both advisory and brokerage/insurance services tailored to client goals, risk tolerance, and time horizon.

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.

Kevin Babcock is a CFP® professional with 37 years of industry experience, currently with LPL Financial since 1995. Prior to that, he has worked with Cluett Peabody & Co. Inc. since 1985. In addition to his advisory role, he is involved with Babcock Investment Group, LLC, which holds contracts to sell life insurance and fixed annuity products, and he provides tax preparation services for individuals and trusts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

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.

Christopher Fabian is a financial advisor with Equitable Advisors, holding a Series 66 designation and 16 years of industry experience. He has worked at Equitable Advisors since 2009 and was previously with AXA Advisors, LLC. Outside of his advisory role, he serves as successor power of attorney for both of his parents. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, leveraging third-party asset managers and offering both advisory and brokerage channels.

Melissa Pronto is a financial advisor at Primerica Advisors with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including positions at Trustmark Health Benefits and Glens Falls Hospital. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a wrap-fee structure.

Nikki Haskins is a financial advisor with RBC Capital Markets in Albany, NY, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ Advisory Risk Profiles.

Leo Nicotera is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial and its predecessor entity since 1998. Outside of his advisory work, he is involved in firearms instruction through several business ventures where he serves as an instructor and partner. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by model portfolios, research, and technology-driven strategies.

John Walsh III is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. His prior work includes 13 years at UBS Financial Services Inc. and his current roles at Merrill and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries.

Gary Blanchard is a financial advisor with Equitable Advisors holding a Series 66 designation. He has one year of industry experience, including prior roles at Atlantic British LTD and Nemer Ford. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a delivery model that incorporates LPL-sponsored programs and various endorsed third-party managers.