Michele Tellstone is a financial advisor with MinichMacgregor Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at MinichMacgregor since 2015 and previously spent 16 years at Purshe Kaplan Sterling Investments. MinichMacgregor Wealth Management serves individuals—including high-net-worth clients—retirement plans, trusts, estates, charitable organizations, and other entities by providing portfolio management, financial planning, and retirement-plan consulting. The firm employs a variety of analytical approaches and proprietary strategies and integrates participant education and enrollment assistance into its retirement-plan services.

Jeremy Scher is a financial advisor with Happiness in Retirement, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining his current firm, he worked at Del-Sette Capital Management and Goldman Sachs & Co. LLC. Outside of his advisor role, Scher serves as an Emergency Medical Technician and Field Training Officer for a volunteer-led community ambulance nonprofit. Happiness in Retirement serves individuals, high-net-worth clients, trusts, and estates with comprehensive wealth management, discretionary portfolio management, and financial planning. The firm emphasizes a long-term investment approach using diversified, low-cost mutual funds and ETFs, combined with fundamental, technical, and cyclical analysis.

Andrew Heuss is a financial advisor with Continuum Wealth Advisors, LLC in Saratoga Springs, NY. He holds the Series 65 designation and has three years of industry experience. Prior to joining Continuum Wealth Advisors in 2025, he worked at Modelist Inc., BHM Capital, and Advisor Ascension. Continuum Wealth Advisors is a mid-sized SEC-registered firm with a team of six professionals managing approximately $345.6 million for individuals, trusts, estates, and retirement plan sponsors. The firm offers comprehensive wealth management services with a long-term, fundamental-analysis-driven investment approach and incorporates customized portfolios alongside due diligence and oversight of independent managers.

Devin Campbell is a Series 65 licensed advisor at LifeGoal Investments, LLC with one year of industry experience. Prior to joining LifeGoal Investments in 2026, he held positions at Van Avery Enterprise, Russell Sage College, Fulton School District, State University of New York at Oswego, and Guilderland School District. LifeGoal Investments, LLC is a team-based registered investment adviser managing approximately $558 million for around 319 clients, including individuals, high-net-worth individuals, and some business entities. The firm uses Modern Portfolio Theory to build investment programs tailored to client profiles and offers discretionary and non-discretionary asset management, as well as financial planning services.

James Rutherford is a financial advisor at Quartz Partners Investment Management with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Etico Partners LLC and Etico Wealth Management LLC since 2016 and 2018, respectively. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, and advisory services. The firm combines top-down macro analysis with bottom-up stock selection and manages portfolios through an investment committee.

Charles Drake is a financial advisor with Holistic Wealth Advisors in Guilford, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial LLC since 2018 and previously at Cetera Advisor Networks LLC from 2013 to 2018. Holistic Wealth Advisors manages approximately $234.3 million in discretionary assets for a diverse client base, including high-net-worth individuals and institutional clients. The firm offers customized portfolio management, financial planning, and access to third-party adviser programs, employing multiple methods of analysis and maintaining custody through major custodians such as LPL, AssetMark, and Schwab.

Kenneth Terpening is a CFP® professional with 15 years of industry experience, currently serving at King Wealth Management Group, LLC since 2017. Prior to that, he worked at The AYCO Company, L.P./Mercer Allied from 2015 to 2017. King Wealth Management Group provides discretionary and non-discretionary investment management and tailored financial planning to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other entities. The firm emphasizes portfolio construction using individual equities, fixed income, and ETFs, supplemented by mutual funds and commodities, and incorporates both fundamental and technical analysis.

Joseph Nassar is a financial advisor at Quartz Partners Investment Management with Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Pacer Advisors, Bank of America, Merrill, and The Vanguard Group. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries by providing model-based investment management through separately managed accounts, model portfolios, and a digital investing platform. The firm's approach combines top-down macro analysis with bottom-up stock selection, and portfolios are monitored and rebalanced by an investment committee on an ongoing basis.

David Rath is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Continuum Wealth Advisors, LLC since 2021. His prior roles include positions at Bouchey Financial Group, Wealth Advisory Group, and Northwestern Mutual Investment Management. Rath is also the owner of Continuum Tax Advisors, a separate tax preparation business affiliated with his firm. Continuum Wealth Advisors is a mid-sized SEC-registered firm with a team of six professionals managing approximately $345.6 million for individuals, trusts, estates, and retirement plans. The firm employs a long-term, fundamental-analysis-driven investment approach and offers comprehensive wealth management services, including discretionary investment management, financial planning, and 401(k) plan advisory.

Jason Macgregor is a financial advisor with MinichMacgregor Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at MinichMacgregor Wealth Management since 2009 and previously spent 13 years at Purshe Kaplan Sterling Investments. MinichMacgregor Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides financial planning, portfolio management, third-party manager selection, and retirement-plan advisory services, employing a mix of fundamental, technical, and cyclical analysis and proprietary strategies that comply with Rule 3a-4.

Herbert Reilly IV is a financial advisor at HFR Wealth Management, LLC with 14 years of experience. He has been with the firm since 2012. HFR Wealth Management provides discretionary investment management for individuals, high-net-worth clients, trusts, corporations, retirement plans, and charitable organizations. The firm follows a Prudent Investor framework with customized Investment Policy Statements and emphasizes regular, detailed performance reporting alongside quarterly reviews.

Thomas Lynch is a CFP® and ChFC® with 16 years of experience in financial advisory roles. He is currently with Holistic Wealth Advisors, a team of five advisors based in Clifton Park, NY, and has prior experience at firms including LPL Financial, Equity Service, Inc., and New York Life Insurance. Lynch is also involved with National Life Group and Advisors Insurance Brokers in insurance-related activities. Holistic Wealth Advisors manages approximately $234.3 million in discretionary assets for individual and institutional clients, offering portfolio management, financial planning, and access to third-party adviser programs. The firm employs multiple methods of analysis and serves a diverse client base, including high-net-worth individuals, municipalities, and niche planning sectors.

Patrick Kalish is a CFP® professional with 10 years of industry experience. He has worked at Continuum Wealth Advisors, LLC since 2025 and previously spent nine years at The Vanguard Group, Inc. Continuum Wealth Advisors is a mid-sized SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors and participants. The firm combines discretionary investment management with comprehensive financial planning and plan advisory services, using a long-term, fundamental analysis approach to build customized portfolios across various asset types.

Sara Bohn is a CFP® professional with 22 years of industry experience. She is currently an advisor at GreenLeaf Financial Network, LLC in Blacksburg, VA, where she has worked since 2018. Prior to this, she was employed at First Citizens Investor Services from 2014 to 2017 and has worked with Montgomery County Government, Virginia since 2018. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate entities, offering discretionary and non-discretionary portfolio management, financial planning, and investment consulting. The firm works through a network of independent advisors to develop customized investment strategies using a variety of analytical methods and investment techniques.

Andrew Pallas is a financial advisor at MinichMacGregor Wealth Management, LLC with nine years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at LPL Financial, Cap Com Financial, and AXA Advisors. MinichMacGregor Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities by providing financial planning, portfolio management, and retirement-plan advisory services. The firm uses a blend of fundamental, technical, and cyclical analysis, employs proprietary investment strategies aligned with Rule 3a-4, and offers distinctive participant education and enrollment assistance programs.

Matthew Stankus is a financial advisor at Steward Advisors Group, LLC with a Series 65 designation and two years of industry experience. Prior to joining Steward Advisors Group, he worked at Simmons Capital Group and was involved with the Schenectady Community Action Program for six years. He is also a co-owner and administrator of Electric City Athletics, a fitness business in Schenectady, NY. Steward Advisors Group serves individuals, trusts, estates, and charitable organizations with discretionary portfolio management and written financial planning. The firm incorporates clients’ faith-based and moral values into investment decisions and manages approximately $105 million in assets for around 100 clients.

Candace Gregory is a financial advisor at Holistic Wealth Advisors with five years of industry experience and a Series 66 designation. Her prior experience includes roles at Goldman Sachs & Co LLC, Morgan Stanley, and LPL Financial. Holistic Wealth Advisors is a team of seven advisors managing approximately $278.7 million in discretionary assets for around 642 clients. The firm offers discretionary portfolio management, various financial planning options, advisor-managed wrap and non-wrap programs, model-based portfolios, and insurance consulting, serving a diverse client base that includes governmental plans, financial institutions, and a sovereign wealth fund.

Patricia Walton is a financial advisor at King Wealth Management Group, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Broadview Wealth Management, LPL Financial, Fagan Associates Inc, and Daniels Financial Partners, Inc. Outside of her advisory role, she serves as Secretary for St. Nicholas Ukrainian Orthodox Church in Troy, NY, and is a notary in Saratoga Springs. King Wealth Management Group provides discretionary and non-discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and institutional accounts. The firm’s investment approach combines fundamental analysis with a technical overlay, utilizing equities, fixed income, ETFs, and selectively mutual funds and derivatives.

Michele Martin is a financial advisor at King Wealth Management Group, LLC in Saratoga Springs, NY, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at King Wealth Management since 2013, concurrently serving at Purshe Kaplan Sterling Investments from 2013 to 2018. Outside of her advisory role, she operates a divorce mediation business under the name Divorce Agree. King Wealth Management Group is a team-based firm managing approximately $931 million in client assets, providing discretionary and non-discretionary investment management and customized financial planning to individuals, high-net-worth clients, trusts, estates, and institutional plans. The firm employs a portfolio construction strategy that combines fundamental analysis with a technical overlay and utilizes derivatives and margin in client accounts as part of its approach.

Herbert Reilly III is a financial advisor at HFR Wealth Management, LLC, holding Series 63 and Series 65 licenses with four years of industry experience. He has been with HFR Wealth Management since 1995. HFR Wealth Management provides discretionary investment management services to individuals, high-net-worth clients, trusts, corporations, retirement plans, and charitable organizations. The firm follows a Prudent Investor framework with customized Investment Policy Statements and emphasizes regular, detailed portfolio performance reporting alongside quarterly reviews.