Kerri Herlick is a financial advisor with HBW Advisory Services LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at HBW Advisory Services since 2018 and previously held roles at Sterling Manor Financial LLC and Cadaret, Grant & Co., Inc. Outside of her advisory work, she is the owner of Women’s Divorce Alliance in Saratoga Springs, NY, where she provides services as a Certified Divorce Analyst. HBW Advisory Services manages approximately $1.75 billion in client assets and offers asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach, combining tactical asset allocation and multi-manager diversification, and is notable for its high client load per advisor and its mix of retail, charitable, and institutional client relationships.

Rebecca Freeman is a CFP® with 28 years of industry experience, currently serving as an advisor at Concorde Asset Management, LLC since 2015. She holds a Series 63 license and has additional involvement as an independent contractor consulting on technology processes and planned giving for a nonprofit organization. Freeman also provides insurance services through Concorde Insurance Agency. Concorde Asset Management delivers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm uses model-based portfolio construction and individualized asset allocation, offering a range of products and fiduciary services tailored to client objectives.

Stephan Scribner is a CFP® and holds a Series 66 license with 24 years of industry experience. He is currently affiliated with OSAIC Institutions, Inc. and has worked at infinex Investments, Inc. since 2016 and Ballston Spa National Bank since 2009. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm is notable for its predominantly non-discretionary assets and its combined broker-dealer and advisory structure, providing access to alternative investments, lending, and cash-management solutions.

Mitchell Fanning is a Series 66 licensed financial advisor with Rockefeller Financial LLC, based in Saratoga Springs, NY, with four years of industry experience. His prior roles include positions at Northwestern Mutual and experience in the hospitality industry at Mirbeau Inn and Spa. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Dedra Brust is a CFP® professional with 18 years of industry experience. She is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at Janney Montgomery Scott LLC, Ameriprise Financial Services Inc, and Wells Fargo Advisors. 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 offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, providing discretionary and non-discretionary solutions across various asset classes.

Thomas Mirra is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Global Retirement Partners, LLC; LPL Financial; R F Lafferty & Co. Inc.; and Distribution Partners. He is currently based in Saratoga Springs, NY. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm offers a range of customized investment strategies and integrates financial planning and related services into many client relationships.

Kimberly Hayes is a financial advisor at Citizens Securities, Inc. in Saratoga Springs, NY, with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citizens Bank and CCO Investment Services. Hayes also serves as a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Christopher Knight is a financial advisor at Rockefeller Financial LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Rockefeller Capital Management, Park Avenue Securities, and Guardian Life Insurance Company. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm combines a private advisor model with a consolidated investment platform offering equities, fixed income, and alternatives, alongside broker-dealer services and placement capabilities.

Jonathan Loeck is a Chartered Financial Analyst (CFA®) with 19 years of industry experience. He has been with Goldman Sachs Wealth Services since 2021 and previously worked for 15 years at The AYCO Company, L.P./Mercer Allied. He holds a Series 66 license and is based in Saratoga Springs, NY. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a broad range of clients, including high-net-worth households and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Paul Gugino is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied, Bank of America, and Merrill Lynch. Gugino has also held positions outside of finance, including roles at Russell's Steaks, Chops, and More, Rocky's Big City Games, and Lasertron Joint Ventures. Goldman Sachs Wealth Services serves a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and integrates strategic investment approaches and proprietary research within the larger Goldman Sachs ecosystem.

Cameron Corsi is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Vahanian & Associates Financial Planning and OSAIC prior to joining Commonwealth in 2025. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Michael Altavilla is a financial advisor with Commonwealth Financial Network based in Saratoga Springs, NY. He holds the CFP® and ChFC® designations and has 12 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Altavilla is also a co-owner of Novus Wealth Strategies, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Charles Judge II is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and 27 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018 and has longstanding experience with The Ayco Company, L.P. dating back to 1997. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management through tailored strategies, leveraging proprietary research, alternative investments, and integrated capabilities across the Goldman Sachs network.

Lawrence Larose is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Lawrence is based in Saratoga Springs, NY. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, with a focus on customized asset-allocation frameworks and access to alternative and private investments.

Chase Carroll is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and has worked at firms including Goldman Sachs Ayco and Luther Forest Wealth Advisors. Outside of finance, he has experience in retail and community roles, including positions at Dick's Sporting Goods and the YMCA. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm operates within the KeyCorp group and emphasizes client-driven model selection with ongoing monitoring and due diligence.

Jeffrey Campito is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior experience includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a structure that includes institutional minority ownership and active distribution roles.

Keith Bernard is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at The AYCO Company, L.P./Mercer Allied from 2011 to 2019 before joining Rockefeller Financial and Rock & Co LLC in 2019. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities, access to alternative and private investments, and a designated Private Advisor model to implement tailored investment strategies.

Christopher Robertson is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. He holds the Series 66 designation and has prior experience at AIM Services and Bankers Life Securities, Inc. Outside of his advisory role, he has been involved in fitness and community activities, including operating CR Fit. Studio and working with the Saratoga Regional YMCA. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Al Palkovich is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Ayco/Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and provides access to alternative and private investments alongside traditional asset management solutions.

Andrew Armstrong is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 12 years of industry experience. He previously worked at The AYCO Company, L.P./Mercer Allied for eight years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth, Personal Wealth, and Private Family Office support.