Paul Stracke Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial since 2016 and also provides investment advisory services through WealthOne, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide, offering various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Nicholas Trotta is a CFP® and holds a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Blasch Precision Ceramics from 2015 to 2017. He is based in Niskayuna, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Clark is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has been with LPL Financial since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and technology, providing both discretionary and non-discretionary management options.

Norma Forkeutis is a financial advisor with Morgan Stanley in Latham, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley since 2010, including her current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering comprehensive financial planning supported by firm-approved tools and research from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Liam Ambrosio is a Financial Advisor with Merrill Lynch Wealth Management, based in Latham, New York. He focuses on understanding his clients' unique situations to provide tailored financial solutions. His expertise includes employee benefits planning, executive compensation, family wealth management strategies, investment consulting for defined contribution plans, portfolio management, individual and corporate investment strategy, and tax minimization. Liam holds a Bachelor's Degree from the State University of New York System and has earned the Personal Investment Advisor (PIA) designation. He is affiliated professionally with Merrill Lynch. Outside of his professional work, Liam resides in Saratoga Springs and is involved with the Lucky Puppy Rescue community organization. His personal interests include adventure sports, basketball, chess, cooking, fishing, football, golfing, pickleball, volleyball, yoga, travel, horse races, and hiking.

Austin Weaver is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at Pioneer Bank, Soverance Labs, and Bryant University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios composed of mutual funds, ETFs, and ETPs.

Andrew Minnick is a Planning Consultant at Fidelity Investments, where he collaborates with individuals and their families to address their financial needs. In his role, he provides holistic guidance and develops strategies aimed at helping clients achieve financial peace of mind. Prior to joining Fidelity Investments in 2024, Andrew served as a Private Wealth Manager at CIM LLC from 2020 to 2024. He also held positions at AYCO, a Goldman Sachs Company, including Team Leader from 2018 to 2020 and Senior Financial Analyst from 2014 to 2018. Outside of his professional work, Andrew enjoys spending time at the beach, camping, cooking and baking, as well as engaging in sports such as football, golf, and swimming.

Harry Hartman is a financial advisor with LPL Financial in Albany, NY, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisor role, he is involved with Capcom Financial Services, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio strategies.

Stephen Peer is a financial advisor with Cetera, holding a Series 66 designation and bringing 43 years of industry experience. His prior roles include Voya Financial Advisors and operating Peer Wealth Management, an independent financial services business. He is also involved in fixed insurance product sales through his activities as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and $256 billion in assets under management.

Kayla Kohl is a Financial Advisor at Merrill Lynch Wealth Management in Latham, NY. She holds a Personal Investment Advisor (PIA) designation and a Bachelor's Degree from the University of Miami. Kayla provides financial advisory services with over five years of experience, focusing on retirement planning, tax-efficient management, transitional planning, and overall wealth accumulation and optimization. She works with clients at various life stages, including those planning for a first child, making career changes, or retiring from the workforce. In her practice, Kayla emphasizes attention to detail in investments and planning, aiming to help clients pursue their financial goals by uncovering what matters most to them and their families. She communicates in both English and French. Outside of work, Kayla enjoys cooking, hiking, running, and spending time with her family.

Elijah Weiss is a financial advisor with Merrill in Albany, NY, holding a Series 66 designation and three years of industry experience. He previously held roles at MassMutual, Farmers Insurance, and Bankers Conseco Life Insurance before joining Merrill and Bank of America. He serves as a trustee for an irrevocable trust for his parents. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Francesca Mills currently serves as a Planning Consultant. She has an extensive background in investment consulting and leadership, having held several roles at Fidelity Investments from 2017 to 2026, including Investment Consultant, Investment Solutions Team Leader, New Hire Onboarding Coach, Investment Solutions Representative, and Customer Relationship Advocate. Francesca focuses on partnering with clients to develop thoughtful and aligned financial strategies, emphasizing integrity and transparency in prioritizing clients' financial well-being. Her professional experience encompasses various aspects of investment solutions and client relationship management. While specific educational credentials were not provided, her progressive roles at Fidelity Investments reflect a strong foundation in investment consulting and team leadership. Outside of her professional career, Francesca's personal interests include golf, pets, reading, running, and tennis.

Kenneth Parow Jr. is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds a Series 66 designation and has previously worked at Financial Engines Advisors L.L.C., Bank of America, Merrill, and Citizens Bank. Outside of finance, he also works as a bartender at Active Ingredient Brewing Company in Malta, New York. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary management solutions focused on diversified portfolios and long-term investment strategies.

Michael Barnes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies to help clients pursue their long-term goals through one-on-one collaboration. His areas of expertise include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, retirement income, and services for endowments, foundations, and non-profits. Michael holds a Bachelor's Degree from SUNY Oneonta and has earned the designation of Personal Investment Advisor (PIA). He follows Merrill’s tradition of community involvement, dedicating time to volunteering with local organizations. Through his role, he provides clients access to Merrill’s investment insights along with the banking and lending solutions of Bank of America.

Daniel Desmond is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and previously worked at Ayco/Goldman Sachs & Co. LLC for four years and The AYCO Company, L.P./Mercer Allied for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, combining discretionary and non-discretionary management with resources from LPL Research and third-party subadvisors.

John Hendricks is a financial advisor with Morgan Stanley in Pensacola, FL, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools.

Levi Ashley is a Financial Consultant at Fidelity Investments, where he partners with clients to co-create financial plans and investment strategies that align with their life goals. He began his current role in 2024 after serving as a Planning Consultant at the same firm from 2022 to 2024. Levi's professional experience includes positions at Merrill Lynch as a Financial Solutions Advisor and Registered Wealth Management Client Associate in 2022 and 2021-2022 respectively. He also worked as a Compliance Officer at Purshe Kaplan Sterling Investments from 2020 to 2021, a Registered Client Associate at Morgan Stanley from 2019 to 2020, and a Financial Assistant at Halliday Financial in 2018. Outside of his professional work, Levi enjoys camping, fishing, and outdoor adventures.

Anthony Di Pace is a financial advisor at LPL Financial with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, Edward Jones, Key Investment Services LLC, KeyBank, and Citizen's Bank. 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 advisory programs, financial planning, retirement consulting, and brokerage services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Shamus McCullough is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2008, progressing through various roles including Financial Representative, Investment Solutions Representative, Fixed Income Specialist, Investment Consultant, and Financial Consultant. In his current role, Shamus assists clients in creating personalized financial plans and adjusting their investment and income strategies to help achieve their individual financial goals. His professional experience encompasses a broad range of roles within Fidelity Investments, providing him with a comprehensive understanding of investment and financial consulting. Outside of his professional work, Shamus enjoys biking, gardening, visiting museums, engaging in outdoor adventures, skiing, and traveling.

John Malicki is a financial advisor with Morgan Stanley in Latham, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by approved tools and modeling techniques.