Kevin Pittz is a CFP® and Series 66 credentialed financial advisor with Edward Jones, based in Schenectady, NY, where he has worked since 2010. He has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates 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.

Stacy Gregory is a financial advisor with Charles Schwab holding CFP® and Series 66 credentials and has seven years of industry experience. Prior to joining Schwab in 2022, she worked at Goldman, Sachs & Co., LLC, DirectAdvisors, LLC, and The Ayco Company, L.P./Mercer Allied Company, L.P. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s integrated structure combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Julia Zacher is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2026, she held positions in hospitality and retail, including working at Hana Japanese Steak House and Mosu. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Evan Croll is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2013, previously affiliated with Axa Advisors LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Dalijah Demand is a financial advisor at Equitable Advisors with one year of industry experience. Prior to joining Equitable Advisors, Dalijah worked at Regeneron Pharmaceuticals for seven years and at Glenmont Job Corps for two years. She holds a Series 66 designation. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer and participates in various LPL-sponsored programs and endorsed TAMPs.

Michael Peart is a financial advisor with Primerica Advisors in Clifton Park, NY. He holds Series 63 and Series 65 credentials and has three years of industry experience. Prior to his role at Primerica, he has worked in various capacities including positions at PFS Investments Inc. and Wilscott Mobile Mini. Outside of finance, he is involved in event entertainment through Mic Power Entertainment and is a partner in Caption That LLC, which provides photobooth services for events. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm uses model-based investment strategies supported by third-party asset managers and offers a range of models including strategic, tactical, and tax-managed approaches.

Gregory Podgorski is a financial advisor with Equitable Advisors, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and providing both advisory and brokerage/insurance services.

Frederick Winkler Jr. is a Series 63 licensed financial advisor with 34 years of industry experience. He is currently with Cetera and previously worked at Avantax Advisory Services, NEXT Financial Group, and has served as president of Fred H. Winkler & Company CPA, PC since 1985. He has longstanding personal and professional relationships that extend to trustee and beneficiary roles for close family friends. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Joel Bennett is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Cetera, Bennett worked at multiple firms including Eqis Capital Management and Mount Yale Investment Advisors. He is also a staff accountant at Hedley & Co., PLLC Certified Public Accountants. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management services and provides advisors with access to multiple investment strategies across discretionary and non-discretionary platforms.

Adam Hersh is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Equitable Advisors since 2015, following his tenure at AXA Advisors LLC. 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 multiple third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

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.

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.

Carrie Dady is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds a Series 66 designation and has been with UBS since 2010. Outside of her advisory role, she is a member of an LLC involved in family real estate holdings. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management.

Maria Mahon is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets beginning in 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets.

Siobhan Despart is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, previously working at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a discretionary investment selection option, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Jeffrey Trombetta is a CFP® with 34 years of industry experience, currently serving at Osaic since 2025. He previously worked for 27 years at Lincoln Financial Advisors Corporation. Outside of his advisory role, Trombetta is involved in offering traditional life insurance and annuities and is the sole owner of a real estate business focused on finding, fixing, and flipping properties. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of advisers and multiple advisory platforms, offering integrated brokerage, financial planning, retirement consulting, and managed account services. The firm employs a variety of asset allocation tools and third-party solutions to manage diversified portfolios tailored to client risk tolerance and investment restrictions.