James Aiello is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include multiple positions at Atlas Private Wealth Management, LLC and Triad Hybrid Solutions. Osaic Advisory Services, LLC is an SEC‑registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through various program models, utilizing a combination of proprietary guidance and third-party platforms.

Lee Lashombe is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds Series 63 and Series 66 credentials. Lashombe has worked at Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, unified managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence of third-party advisory products, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Rachel Soka is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. She holds Series 65 and Series 63 registrations and has worked at several firms, including Royal Alliance Associates, Inc. and Atlas Private Wealth Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis along with various portfolio tools and legacy strategies.

Gregory Reo is a Series 66-licensed financial advisor with Valic Financial Advisors in Troy, NY, bringing 10 years of industry experience. He has worked at Valic Financial Advisors since 2015 and is also associated with Agia. Outside of his advisory role, he is involved in tennis and squash instruction, including coaching the Siena College tennis club and organizing squash events at The Fort Orange Club. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Jared Micheller is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 credential and one year of industry experience. Prior to joining VOYA, he worked at Equitable Advisors, LLC. and spent over a decade at Skidmore College. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors, retirement plan sponsors, and high-net-worth individuals. The firm provides services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures, including non-discretionary recommendation-based arrangements.

Deborah Collins is an investment adviser representative at Voya Financial Advisors, Inc. with 21 years of industry experience. She has previously worked at Empire State Wealth Management, Manning & Napier Investor Services, Inc., and Healthcare Community Securities Corp. Collins also serves as a trustee for an irrevocable family trust. Voya Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily through non-discretionary, recommendation-based advisory relationships.

Peter Laurenzo is a CFP® with 41 years of industry experience, currently serving as an advisor at GWN Securities Inc. since 2005. Prior to that, he has been associated with Connecticut Mutual Life Insurance Company since 1985. Outside of his advisory role, he is a principal at Northeast Wealth Management, LLC, where he provides income tax preparation and college planning services. GWN Securities is an SEC-registered investment adviser and broker-dealer with a network of approximately 423 advisors managing about $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of investment strategies including traditional asset allocation and legacy market-timing and momentum-based approaches.

Piotr Skladzinski is a financial advisor at GWN Securities Inc. with 45 years of industry experience. He has been with GWN Securities since 2005. Outside of his advisory role, he works as an insurance broker specializing in life, health, and long-term care insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of investment programs including both traditional asset allocation and legacy market-timing strategies.

David Williams is a financial advisor at Voya Financial Advisors, Inc. in Albany, NY, holding a Series 66 designation with 26 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he also works as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors serves a wide range of clients, including individuals, institutional investors, and retirement plan sponsors. The firm offers various advisory programs such as financial planning, portfolio management, and third-party money manager access, primarily providing non-discretionary recommendations for its managed assets.

Susan Crannell is a financial advisor with Eagle Strategies (NY Life) in Albany, NY, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P. She has briefly engaged in insurance brokering outside of New York Life products but does not intend to continue this activity. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a broad network of advisors. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, with a significant focus on non-discretionary asset management and institutional clients.

Joseph Dibella is a financial advisor with Eagle Strategies (NY Life) based in Albany, NY. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been associated with firms including 21st Century Retirement Planning Group and The Di Bella Financial Group, LLC. Outside of his advisory work, Dibella is an assistant varsity coach for the girls’ lacrosse team at Columbia High School and serves as an officer for The Bus Stop Club, an organization that supports children with sick siblings. Eagle Strategies serves a diverse client base ranging from individual investors to institutional and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Mcgrath is a CFP® with 20 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and previously worked at Ballston Spa National Bank, LPL Financial, and SEFCU. Mcgrath serves as a board member and director for the Estate Planning Association of Eastern NY, where he provides oversight and leadership for the professional association. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term investment approach that combines active and passive strategies, third-party managers, and private funds within an “enhanced open architecture” framework.

Joseph Hermann is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. He holds the Series 63 designation and has previously worked at LPL Financial LLC since 2004. Outside of his advisory work, he operates Joseph Hermann Enterprises, a separate business entity for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions including its proprietary WealthSuite, third-party TAMPs, and alternative investments, employing a fiduciary-based advisory model that incorporates multiple investment strategies and third-party managers.

Noah Koreman is a CFP® and Series 66 registered advisor at Mariner with two years of industry experience. Prior to joining Mariner, he worked at Key Investment Services LLC and KeyBank. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal investment team and external managers, with a notable integration of tax and accounting services uncommon at its enterprise scale.

Keith Fredrickson is a financial advisor with Lincoln Investment, holding a Series 66 designation and over 21 years of industry experience. His career includes roles at Merrill, Bank of America, and currently Lincoln Investment since 2024. Outside of financial advising, he owns several media-related businesses including music production and podcasting ventures focused on guitar lessons, health, self-help, and finance. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a significant emphasis on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches overseen by an Investment Management & Research team.

Mark Pelersi is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including The Colony Group, LLC and Rockefeller Capital Management. Focus Partners serves a diverse clientele including individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that combines active and passive strategies with access to private funds and third-party managers.

James Boyer is a Series 66 credentialed advisor with Key Investment Services LLC, based in Albany, NY. He has 25 years of industry experience and has been with Key Investment Services since 2010. Outside of his advisory role, he owns a second property used as an Airbnb rental in Saratoga Springs, NY. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee, model portfolios, separately managed accounts, and brokerage services. The firm emphasizes client-directed model selection and ongoing monitoring, and operates within the KeyCorp group, collaborating closely with affiliated banking and capital markets entities.

Thomas Gessick is a financial advisor with Equity Services, Inc. who holds a Series 66 designation and has 21 years of industry experience. He has worked at National Life Group and Equity Services, Inc. since 2018 and previously spent over a decade with Cssc Brokerage Services, Inc. and Cssc Investment Advisory Services, Inc. Outside of advising, he serves as treasurer for Altamont Community Tradition, Inc., a nonprofit focused on promoting historical and community activities, and is president and managing principal of T.M. Byxbee Company, CPAs, a certified public accounting firm. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, uses various third-party asset managers and model portfolios, and combines long-term investment strategies with options for shorter-term trading and specialized instruments.

Buffy Leonard is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott for 21 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services through a Private Advisor model and a consolidated investment platform.

Kelly Seeley is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing 19 years of industry experience. Prior to joining Goldman Sachs in 2021, Kelly was self-employed for 20 years and worked at The AYCO Company, L.P./Mercer Allied for 19 years. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporations, and institutions. The firm leverages centralized investment resources and a wide range of affiliated managers to provide tailored wealth management solutions.