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 at Voya Financial Advisors, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors, LLC. Jared also spent over a decade at Skidmore College prior to entering the financial advisory field. Voya Financial Advisors, Inc. serves individuals, retirement plans, charitable organizations, and corporate clients through a comprehensive range of advisory and brokerage services. The firm integrates investment policy statements, model portfolios, and technology-enabled tools to deliver both discretionary and non-discretionary investment management.

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 Series 66–licensed financial advisor with VOYA Financial Advisors, Inc., based in Albany, NY. He has 26 years of industry experience and has been with VOYA since 2014. Outside of his advisory role, he operates as an independent insurance agent focused on the sales of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, retirement-plan advisory, and other services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines model portfolios, technology-enabled tools, and a mix of discretionary and non-discretionary account management to support its client relationships.

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.

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.

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.

Daniel Pearsall is a financial advisor with Eagle Strategies (NY Life) based in Malta, NY, holding Series 63 and Series 65 licenses. He has seven years of industry experience and has been with Eagle Strategies since 2021. Pearsall is also involved in insurance brokering through his ownership of Post Time Wealth Solutions LLC. Eagle Strategies serves both individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, managing a substantial portion of assets on a non-discretionary basis.

Claudio Mastroianni is a CFP®-certified financial advisor with 36 years of industry experience. He is currently affiliated with Osaic Institutions, Inc. and has held positions at Bank of Greene County, Infinex Investments, Inc., Citizens Securities, Inc., and M&T Securities, Inc., among others. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure that emphasizes firm supervision while delegating investment management to its representatives.

Matthew Whalen is a Series 66-licensed financial advisor with three years of industry experience. He currently works at Key Investment Services LLC and previously held roles at LPL Financial LLC, High Peaks Asset Management, and Cadaret, Grant & Co., Inc. Prior to his financial services career, he spent several years in education and nonprofit work, including positions at Berne Knox Westerlo Central School and the City Mission of Schenectady. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory solutions to individuals, trusts, estates, small businesses, and institutional clients. The firm employs a multi-provider approach with discretionary implementation through Envestnet and offers integrated services linked to KeyCorp affiliates, focusing primarily on non-discretionary model portfolios with wrap-fee structures.

Cody Hudson is a financial advisor at Guardian Life with Series 63 and Series 65 licenses and one year of industry experience. He previously worked at PFS Investments Inc. and Primerica Financial Services. Outside of advisory work, he has engaged in sales of loan products and home-related services through affiliated companies. He is part of Park Avenue® Wealth Management, a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of advisory programs.

Terrence Pellitteri is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 63 designations and having 30 years of industry experience. He previously worked at LPL Financial for nine years before joining Commonwealth in 2016. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and serves individual and institutional clients with a range of managed-account programs, third-party asset manager access, and brokerage services.

Kevin Marin is a financial advisor with Commonwealth Financial Network based in Clifton Park, NY, holding a Series 63 designation and over 30 years of industry experience. He has worked at Raymond James Financial Services and Advisors Insurance Brokers, and has owned Marin Wealth Solutions, Inc., a private entity facilitating securities and advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a variety of managed account programs, third-party asset manager access, and full back-office support including trading and reporting services.

Katelyn Sager is a financial advisor at Key Investment Services LLC with three years of industry experience. She holds the Series 66 credential and previously worked at KeyBank and Deli and Brew. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider platform with discretionary and non-discretionary portfolio management and integrates services from affiliated KeyCorp entities.

Kevin Eberz is a financial advisor with Key Investment Services LLC in Schenectady, NY, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Key Investment Services and KeyBank since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

Stephen Cardinal is a financial advisor with Eagle Strategies (New York Life) located in Malta, NY. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles at Waterfall Asset Management and HBMJ Consulting. Cardinal operates Post Time Wealth Solutions LLC, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and provides advisory services linked to insurance and annuity products, primarily managing assets on a non-discretionary basis.