Levi Ashley is a Financial Consultant at Fidelity Investments, where he partners with clients to co-create financial plans and investment strategies that align with their life goals. He began his current role in 2024 after serving as a Planning Consultant at the same firm from 2022 to 2024. Levi's professional experience includes positions at Merrill Lynch as a Financial Solutions Advisor and Registered Wealth Management Client Associate in 2022 and 2021-2022 respectively. He also worked as a Compliance Officer at Purshe Kaplan Sterling Investments from 2020 to 2021, a Registered Client Associate at Morgan Stanley from 2019 to 2020, and a Financial Assistant at Halliday Financial in 2018. Outside of his professional work, Levi enjoys camping, fishing, and outdoor adventures.

Shamus McCullough is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2008, progressing through various roles including Financial Representative, Investment Solutions Representative, Fixed Income Specialist, Investment Consultant, and Financial Consultant. In his current role, Shamus assists clients in creating personalized financial plans and adjusting their investment and income strategies to help achieve their individual financial goals. His professional experience encompasses a broad range of roles within Fidelity Investments, providing him with a comprehensive understanding of investment and financial consulting. Outside of his professional work, Shamus enjoys biking, gardening, visiting museums, engaging in outdoor adventures, skiing, and traveling.

John Malicki is a financial advisor with Morgan Stanley in Latham, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by approved tools and modeling techniques.

Mark Papuzza is a financial advisor with LPL Financial and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at INVEST Financial Corp. and Empire Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

David Morrison is a financial advisor with Wells Fargo Clearing in Albany, NY, holding a Series 63 designation and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at 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 advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Craig White is a financial advisor with LPL Financial in Albany, NY, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at Cambridge Investment Research and Equitable Advisors. Outside of advising, he has worked as a software programmer and consultant. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Mark Davidson is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Cadaret Grant & Co., Inc., Citizens Securities, Inc., and M&T Securities, Inc. Outside of his advisory work, Davidson serves on the board of the Arkell Museum and Library and volunteers with the Boy Scouts of America. 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 wide range of financial planning and investment services, utilizing both proprietary research and third-party strategies, supported by extensive advisor-facing technology and a broad array of non-advisory financial products.

Mark Wells is a CFP® with 17 years of industry experience, currently practicing at Ameriprise Financial Services, LLC. His work history includes roles at Ameriprise Financial Services Inc, Mass Mutual Investors Services, MassMutual Life Insurance Co, and John Hancock. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Pierce Mahar III is a financial advisor with LPL Financial in Latham, NY, holding Series 63 and Series 65 designations and over 21 years of industry experience. He has worked at LPL Financial since 2018 and previously spent a year with INVEST Financial Corporation. In addition to his advisory role, he serves as president of Education Funding Specialists, Inc., a position he has held since 2003. 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 other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, leveraging both proprietary research and third-party subadvisors.

Todd Mcdonald is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 31 years of experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 1995. Outside of his financial advisory work, he has been involved with Garden Gate Landscape L.T.D. since 1986. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, offering collaborative, annual planning engagements that focus on investment strategies without discretion over client assets.

Jeffrey Miller is a financial advisor with Ameriprise in Freehold, NY, holding a Series 63 designation and 14 years of industry experience. He has been with Ameriprise and its related entities since 2012. Outside of his advisory work, he owns All-Trades Improvements, a remodel construction and woodworking business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering customized recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and algorithmic tools to support its advisory process and offers a broad range of investment and insurance solutions through affiliated entities.

John Rahe is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2022, following eight years at Bank of America, NA. Outside of his advisory role, Rahe owns and manages rental properties in Kingston, NY. 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 plans, corporations, and charitable organizations.

Joseph Geis Jr. is a financial advisor with LPL Financial in Troy, NY, holding Series 63 and Series 66 licenses and over 30 years of industry experience. His prior work history includes roles at Pioneer Bank, HSBC Securities, Sterling National Bank, and Financial Resource Group. Outside of his advisory career, he operates a small family business selling products online. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of investment adviser representatives.

Michael Rowe is a financial advisor with LPL Financial in Delmar, NY, holding a Series 63 credential and 23 years of industry experience. He has been with LPL Financial and its predecessor entities since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining advisory services with a range of financial products and technology tools.

David Martin is a financial advisor with Merrill in Latham, New York, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been affiliated with Merrill since 2008 and also has a role at Bank of America, N.A. since 2015. Outside of his advisory work, Martin serves as an officer and volunteer at the Children's Museum at Saratoga. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm provides investment management through multiple program strategies and emphasizes integration with Bank of America affiliates and tax-focused implementation tools.

Sarah Paige is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has worked at Pachira Wealth Management and Suny Oneonta Career Development Center prior to her current role. Outside of finance, she has experience in the food and beverage industry, including positions at Cooper's Cave Ale Company and Streaking Moose BBQ. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customizable strategies across various asset classes.

Laurie Hasso is a financial advisor with LPL Enterprise holding the CFP®, ChFC®, and Series 63 designations and has 43 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Equity Services Inc, National Life Group, and MSI Financial Services, Inc. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation through model portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and other financial products and services.

Robert Manor is a financial advisor with UBS Financial Services in Albany, NY. He holds a Series 66 designation and has been in the financial industry since 2024. His prior experience includes roles at Goldman Sachs and H&R Block, as well as work in healthcare and academia. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to create tailored financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.

Chancy Darcangelis is a financial advisor with LPL Financial based in Albany, NY, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including over three decades at Metlife Securities Inc. and six years with MassMutual Investors Services. In addition to his advisory role, he is involved with Charter Oak Financial, selling life, long-term care, disability, and fixed annuity insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Philip Cortese is a financial advisor with LPL Financial in Latham, NY, holding a Series 63 designation and 26 years of industry experience. He has been with LPL Financial since 2016 and also has been associated with Pioneer Savings Bank since 2015. Outside of his advisory role, he is involved with Peak Lifestyle, a home-based business, and works with AIB-Advisors Insurance Brokers on non-variable insurance products. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing a range of advisory and brokerage services through a large network of investment adviser representatives.