Samantha Masey is a CFP® professional with three years of experience in the financial industry. She has been with Bouchey Financial Group, Ltd. since 2021, following four years at PetroSkills Oil and Gas Training. Bouchey Financial Group, Ltd. serves individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm offers wealth management, investment management, discretionary portfolio management, and financial planning services, with a multi-advisor team approach and approximately $1.6 billion in assets under management.

Michael Carrillo is a financial advisor with AlbanyAdvisor Group LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Purshe Kaplan Sterling Investments, Inc. and its affiliated advisory firms from 2007 to 2021 before joining AlbanyAdvisor Group in 2021. AlbanyAdvisor Group LLC provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, small businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis to manage primarily long-term portfolios, offering both discretionary and non-discretionary account management tailored to client objectives.

Bryan Cassick is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Falcon Wealth Planning, LLC and has previously worked at Warren Street Wealth Advisors, Goldman Sachs & Co. LLC, and The Ayco Company, L.P./Mercer Allied. Falcon Wealth Planning, LLC offers investment advisory and financial planning services to individuals, charitable organizations, and business entities, including a Family Office service for clients with more than $5 million under management. The firm employs a combination of fundamental and technical analysis, modern portfolio theory, and both long-term and margin trading strategies, with ongoing portfolio management and quarterly reviews.

Kevin Curran is a CFA® charterholder with over 26 years of industry experience. He is currently with Curran Wealth Management, where he has worked since 2013. His background includes roles at Cim, LLC and Cimas, LLC, both affiliated with Curran Investment Management. Curran Wealth Management serves individuals and families—including high-net-worth and qualified investors—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a bottom-up, fundamental investment discipline focused on long-term ownership of companies with consistent earnings growth and strong financial metrics, offering multiple strategies across market capitalizations and investment objectives.

Dennis Fagan is a financial advisor at Fagan Associates Inc in Troy, NY, with 11 years of industry experience. He holds a Series 63 designation and has been with Fagan Associates since 1989. The firm provides discretionary portfolio management and financial planning to a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. Fagan Associates uses a structured investment approach based on client goals and risk tolerance, employing fundamental, technical, and cyclical analysis in managing portfolios both discretionary and non-discretionary.

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.

David Clarke Jr. is a financial advisor with Bouchey Financial Group, Ltd. in Troy, NY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Prior to joining Bouchey Financial Group in 2020, he worked for Ayco, a Goldman Sachs Company, for eight years. He serves as a compensated board member of the Capital Hockey Association. Bouchey Financial Group, Ltd. provides wealth management and investment advisory services to individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm employs a generally long-term investment approach with tactical adjustments and combines financial planning with portfolio management within a multi-advisor team structure.

Lori Murphy is a CFP® professional with 19 years of industry experience. She is currently with AlbanyAdvisor Group LLC and has held roles at Purshe Kaplan Sterling Investments, Inc. and PKS Advisory Services, LLC. Outside of her advisory work, she is involved in managing a business entity that coordinates office operations and independent contractors. AlbanyAdvisor Group LLC provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, small businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis to construct primarily long-term portfolios, often managing accounts on a non-discretionary basis with client approval prior to trade execution.

Scott Strohecker is a CFP® professional with two years of industry experience. He is currently with Bouchey Financial Group, Ltd., where he has worked since 2023. Prior to this, he spent nine years at Capital Financial Services, LLC. Bouchey Financial Group, Ltd. serves individuals, high-net-worth clients, retirement plans, trusts, estates, business entities, and charitable organizations. The firm provides wealth management, investment management, discretionary portfolio management, and retirement plan advisory services, combining financial planning with portfolio management and maintaining a generally long-term investment orientation.

Mark Smith is a Series 65-credentialed advisor with CPR Investments Inc. in Troy, NY, where he has worked since 2022. He has four years of industry experience and also serves as a pharmacy manager at Walmart. CPR Investments Inc. primarily serves individual investors and businesses, offering discretionary portfolio management, comprehensive financial planning, and ERISA plan services. The firm uses a multi-manager approach with a focus on tactical and absolute-return strategies to manage downside risk.

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.

Bryan Mcwayne is a financial advisor at Blue Jean Financial LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Thrivent Investment Management from 2014 to 2024. Mcwayne is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm manages approximately $95 million across about 284 client relationships, offering customized portfolios primarily focused on long-term investment strategies using low-cost mutual funds, ETFs, and individual securities.

Susan Hart is a CFP® professional with 24 years of industry experience. She is currently with AlbanyAdvisor Group LLC and has previously worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and PKS Advisory Services, LLC. Outside of her advisory role, she owns an insurance agency, AAG Insurance Services LLC, which focuses on insurance commission and override management. AlbanyAdvisor Group LLC provides investment advisory and financial planning services to individuals, high net worth clients, trusts, estates, small businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis to manage primarily long-term portfolios with flexibility for shorter-term trading, often managing accounts on a non-discretionary basis with client approval prior to trade execution.

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.

Robert Mangold Jr. is a CFP® with 11 years of experience in the financial services industry. He is affiliated with Greenbush Financial Group, LLC and has worked at Crump and American Portfolios Financial Services, Inc. since 2015. Outside of advising, he serves as Treasurer for the Greenbush Youth Soccer Club. Greenbush Financial Group provides personalized financial planning, investment consulting, discretionary asset management, and retirement-plan advisory services to individuals and employer-sponsored plans. The firm combines fundamental and technical analysis with continuous monitoring and discretionary trading, managing over $616 million in client assets with a team of four advisors.

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.

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.

Cole Fritz is a financial advisor at Steward Advisors Group, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at CrossPurpose for six years in various roles. Outside of his advisory work, Fritz serves as an independent contractor for CrossPurpose, providing technology, data management, IT, and project management support on an ad hoc basis. Steward Advisors Group is a registered investment adviser managing approximately $105 million in discretionary assets for about 100 clients, including individuals, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management and financial planning, integrating clients’ faith-based and moral values into investment decisions, and employs a range of investment vehicles and specialized strategies.

Hermes Del Sette III is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been self-employed since 2012 and concurrently operates Del Sette Capital Management, LLC. In addition to his advisory roles, he works as an insurance agent. Happiness in Retirement is a five-person team serving individuals, high-net-worth clients, trusts, and estates with wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $192.5 million using a long-term investment approach focused on diversified, low-cost mutual funds and ETFs, complemented by fundamental, technical, and cyclical analysis.