Jake Austro is a Financial Consultant at Fidelity Investments, where he partners with clients to develop comprehensive financial plans that align with their goals and needs. He holds the Certified Financial Planner (CFP®) designation, underscoring his commitment to helping clients make informed decisions regarding their family's wealth. Jake's experience in the financial industry includes roles as a Financial Consultant, Investment Consultant, and Financial Representative at Fidelity Investments from 2023 to the present. Prior to joining Fidelity, he worked as a Relationship Banker at Bank of America from 2022 to 2023. Outside of his professional work, Jake enjoys fishing, fitness, spending time at the lake, and engaging in outdoor adventures.

Tyler Gregory is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior work history at WPS Holdings and Marist College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Alissa Quinn is a financial advisor with UBS Financial Services in Albany, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with UBS since 2009 and serves on the finance committee of the Fort Orange Club, where she reviews financial statements and the 401(k) plan. Quinn is also an author, with her book *The Power of Impact Circles* available for sale, and participates in related book signings and speaking engagements. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies according to clients’ goals and risk tolerances.

John Decrescente is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Hazard & Siegel Advisory Services LLC and Next Financial Group, Inc. Outside of his advisory work, he is also a musician, writer, and producer who receives royalties. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by extensive research and technology.

Ashley LaBelle is a Planning Consultant at Fidelity Investments, where she partners with two wealth management teams to assist clients in achieving their financial goals through a personalized approach. She has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager. Prior to joining Fidelity, Ashley worked as an Investor Accounting Specialist at Broadview Federal Credit Union from 2020 to 2023, and as a Commercial Lending Coordinator at Trustco Bank between 2018 and 2020. Her professional experience spans various aspects of financial services, focusing on client relationship management and financial planning. Outside of her professional role, Ashley enjoys beach activities, fitness, hiking, snowboarding, traveling, and yoga.

Johnathan Wilsey is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Cetera in various capacities since 2019 and was previously with Foresters Financial and Foresters Advisory Services. In addition to his advisory work, he operates a financial planning business, BPS Financial Services, and is licensed to sell life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management services and program options, supported by a large network of over 10,000 advisors and significant assets under management.

Steven Yezzo is a financial advisor at LPL Financial with 34 years of industry experience. He holds a Series 63 designation and has worked previously at Pombo Wealth Management and Cadaret, Grant & Co., Inc. Outside of his advisory role, he is involved with Pombo Wealth Management, operating a related business entity and offering non-variable insurance services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research and model portfolios.

Ian Mann is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include positions at Albany Advisor Group, Goldman Sachs/Ayco, and Mass Mutual. Outside of his advisory work, he is involved with Sit Back Tax LLC, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Michael Hastings is a financial advisor at LPL Financial in Albany, NY, holding a Series 66 designation with 17 years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. He is also involved with Broadview Federal Credit Union through Broadview Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from internal and third-party sources.

Judith Dievendorf is a financial advisor with Primerica Advisors in Delmar, NY, holding a Series 63 designation and bringing 23 years of industry experience. She has worked with Primerica Advisors and Primerica Financial Services since 2002 and also owns Ellis Alexander Consulting, which provides tax preparation services. Additionally, she serves as a trustee for a family trust and works as an energy advisor with Viridian Energy. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Nolan Hart is a financial advisor at UBS Financial Services with nine years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior experience includes roles at Bank of America, Merrill, Bernstein Private Wealth Management, Kellogg Northwestern, and AllianceBernstein. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Joseph Smith is a Financial Advisor at Merrill Lynch Wealth Management. He has a background in financial analysis, strategic planning, risk management, and relationship building. Joseph focuses on providing clear and practical financial guidance tailored to each client's circumstances and long-term goals. He holds a Bachelor's Degree from LeMoyne College and a Master's Degree from Rensselaer Polytechnic Institute. Joseph has earned the designation of Personal Investment Advisor (PIA). His approach emphasizes attentive service, transparent communication, and sound judgment to help individuals and families make informed financial decisions.

Thomas Brown Jr. is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has prior experience at Bank of America, Merrill, and Key Investment Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Lorissa Hoff is a financial advisor with Cetera in Latham, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior work includes roles at Foresters Financial Services and Foresters Financial. She is a co-owner of Greenwood Hoff Wealth Management, a business affiliated with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers various portfolio management and retirement services through a multi-manager platform with discretionary and non-discretionary options and supports a large network of over 10,000 advisors.

Grant Mengel is a Series 66-licensed financial advisor with Thrivent Investment Management in Schenectady, NY, bringing three years of industry experience. His background includes roles at Thrivent Financial and teaching positions at the University of Connecticut, Carleton College, and Guilderland High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers goal-based financial planning across a broad range of topics and offers clients the option to combine planning with managed-account services under a consolidated billing structure, maintaining separate oversight of these services.

Emma Gleason is a financial advisor with LPL Enterprise LLC, holding the Series 63 and Series 66 licenses and bringing one year of industry experience. She previously worked at Mercer Allied Company LP and Goldman Sachs & Co. LLC. LPL Enterprise serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, including financial planning, access to model wealth portfolios, third-party asset management, and insurance products through its integrated platform.

Salvatore Schittino is a CFP®-credentialed financial advisor with Raymond James Financial Services Advisors, Inc., bringing 13 years of industry experience. He previously worked at Northwestern Mutual for six years before joining Raymond James in 2019. In addition to his advisory role, he is an employee at Kelton Financial Group, a support company that provides client service and advisory plan development. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored financial planning and investment consulting using analytical tools and risk profiling, with advisory programs supported by an extensive advisor network and specialized services in municipal and public finance.

Bradley Hayslette is a financial advisor with LPL Financial in Latham, NY, holding a Series 63 designation and bringing 41 years of industry experience. He worked at INVEST Financial Corporation from 2015 to 2018 before joining LPL Financial. He is also involved as an insurance agent with New York LTC Brokers, focusing on life, health, and long-term care insurance. LPL Financial serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

James Sullivan II is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2015. Sullivan also has experience with Albany Financial Group and A.J. Amato Wealth Management as part of his professional background. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Brian Mcguiness is a financial advisor with LPL Financial in Delmar, NY, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has been affiliated with LPL Financial since 2010 and has also served at Global Retirement Partners since 2015, where he provides advisory services including portfolio management and retirement portfolio construction. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support diversified investment strategies.