Jamie Hanlon is a financial advisor with LPL Financial, holding a Series 66 license and 12 years of industry experience. He has worked at LPL Financial since 2018 and was previously with Invest Financial Corporation. Hanlon is also a non-variable insurance agent affiliated with Penn Mutual, Lincoln, and New York Long Term Care Brokers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, research, and a variety of investment strategies.

Robert Scrivens is a CFP® professional with 18 years of experience, currently serving at Mass Mutual Investors Services since 2011. He holds Series 63 and has concurrent experience at MassMutual Life Insurance Co. Outside of his advisory role, he engages in individual and group life and health insurance sales. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charities, and employers. The firm offers a range of programs including wrap accounts, money-manager services, and educational seminars.

Khooshbu Bassi is a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2018 and previously worked at NYU Langone Health for two years. Bassi holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Turo is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. He previously worked at Cambridge Investment Research Advisors and has operated his own CPA practice since 1999. Outside of his advisory and accounting roles, he serves as Treasurer for a political campaign. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Christopher Spratt is a financial advisor at Equitable Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. He serves as a Foundation Board Member of Saratoga Bridges, a non-profit organization supporting individuals with developmental disabilities. Equitable Advisors provides financial planning, retirement plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm uses a hybrid referral and implementation model, leveraging third-party asset managers and offering both advisory and brokerage channels to clients.

Andrew Jeffreys is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 2014. He specializes in retirement planning, tax minimization, estate planning, and assisting business owners with 401(k) plans. Drew works closely with clients to evaluate trust documents and their overall financial situations, including both assets and liabilities, as part of a comprehensive wealth management strategy. Raised by a Certified Public Accountant, Drew brings a practical approach to optimizing wealth, focusing on thoughtful guidance tailored to hardworking clients. He collaborates with his team to provide services that address the unique needs of active and retired business owners, medical professionals, and others, emphasizing careful consideration of the long-term impacts of financial decisions on clients' families and futures. Drew holds a Bachelor of Science degree in Finance from Siena College. Outside of his professional work, he enjoys playing golf, skiing, traveling, and spending time with family and friends. He is also an avid supporter of Siena basketball and his family's horse racing activities at Saratoga Race Course.

Olivia Brownell is a Financial Consultant at Fidelity Investments, where she currently works to design personalized financial plans that support clients' goals throughout various stages of life. She has held several roles within Fidelity Investments since 2022, including Investment Consultant, Workplace Planning Consultant, and Workplace Planning Associate, gaining a breadth of experience in financial advisory and workplace planning services. Beginning her tenure at Fidelity Investments in 2022 as a Workplace Planning Associate, Olivia progressed through positions that have broadened her expertise in investment consulting and financial planning. Her experience at Fidelity reflects a consistent focus on providing clients with clear and tailored financial strategies. Outside of her professional role, Olivia engages in family activities, fitness, military service, music, outdoor adventures, and traveling.

Michael De Marco is a financial advisor at Edward Jones in Ballston Spa, NY, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Syneos Health, Ronco, and Steris Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branches.

Karl Seitz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Seitz owns racehorses and is involved in horse racing activities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, which distinguishes it among large institutional advisers.

Maria Natarelli is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Ameriprise with 17 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she is involved in leadership and management activities within her office and serves on the boards of the Financial Planning Association of Northeastern New York and the Foundation for Ellis Medicine. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds, offering tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process, with an emphasis on assets held in Ameriprise managed accounts.

Ryan Sheridan is a Series 66 licensed advisor with Equitable Advisors, based in Malta, NY, and has seven years of industry experience. He has been with Equitable Advisors and its predecessor entities since 2019. Prior to that, his background includes roles at New York Air Brake, Barrett Paving Industries, Giffs Beverage Center, and Clarkson University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, relying on LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

James Lennon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Stacey Colao Gardner is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She previously worked at UBS Financial Services for nine years before joining RBC in 2024. Outside of finance, she has involvement in the catering and event service industry, specifically providing waitressing and event support for weddings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies that incorporate both in-house and third-party investment managers and provide options such as tax management and responsible investing.

Daniel O’Keefe is a CFP® and CFA® credentialed advisor with 16 years of industry experience. He is affiliated with LPL Financial and has been serving clients through WealthOne LLC since 2016. Outside of his advisory work, he is a 10% owner of The Neary Group LLC, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven strategies.

Nathaniel Greenwood is a financial advisor with Cetera holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Cetera Investors, he worked in retail and education roles, including four years at Happy Jacks Shops and five years at Glens Falls Middle and High Schools. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, overseeing more than $256 billion in assets and a network of over 10,000 advisors.

Natalie Hart Shepperly is a financial advisor with UBS Financial Services in Albany, NY, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill, Fidelity Brokerage Services, and Brown Brothers Harriman. Outside of her advisory work, she serves as a golf coach for The Albany Academies’ high school golf team. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor investment plans to client goals and risk tolerances.

Ryan Olsen is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. His prior experience includes six years at Wells Fargo Bank, N.A. He is based in Amsterdam, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

Mark Hulbert is a financial advisor with Equitable Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including 27 years at Equitable Advisors and prior work with AXA Advisors. Hulbert serves as a board member of Christian Brothers Academy. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management services for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, leveraging third-party asset managers and LPL programs to tailor advisory solutions based on client goals and risk tolerance.

Paul Wilders is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Merrill and Bank of America since 2022 and was previously with The Ayco Company, L.P./Mercer Allied for eight years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide set of products and services beyond typical managed account offerings.

Eldon Harris is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including Bank of America, Merrill, and LPL Financial. Outside of his advisory role, Harris is involved as a board member of Metropolitan NTM Baptist Church and operates a sports cards retail business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques to support tailored financial plans.