Nikki Haskins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining Raymond James in 2023, she spent 21 years at RBC Capital Markets Corporation. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting services to individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary advice using risk profiling and analytical modeling, and supports clients through various advisory programs and institutional consulting capabilities.

Leo Nicotera is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1998. Outside of his advisory work, Nicotera is involved in firearms instruction through several related business ventures. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Steven Bauer is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Edward Jones in Albany, NY. He has been involved with The City Beer Hall since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

John Walsh III is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services and Bank of America. Outside of his advisory role, he is a co-owner of a family rental property. Merrill, together 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.

Gary Blanchard is a financial advisor at Equitable Advisors with a Series 66 designation. He has worked in various roles prior to joining Equitable Advisors in 2026, including positions at Atlantic British LTD and Nemer Ford. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives and offers access to both proprietary and third-party investment solutions.

Kevin Pittz is a Certified Financial Planner (CFP®) with 16 years of industry experience, all spent at Edward Jones since 2010. He is based in Schenectady, NY, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Damia is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Funds Management and FS Investment Solutions. He is involved in a private wealth company, DoubleView Private Wealth, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

George Mcavoy is a financial advisor with LPL Financial who holds a Series 63 designation and has 23 years of industry experience. His prior roles include positions at Securities America Inc., CP Capital Management, and Cadaret, Grant & Co., Inc. He is also involved with CP Capital Management, LLC in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by a large network of advisors and diverse investment platforms.

Christopher DeMania is currently serving as Vice President, Wealth Planner at Fidelity Investments. In this role, he partners with clients and their families to understand their financial goals and collaborates with them to develop comprehensive plans for savings, investments, and retirement. Prior to his current position, Christopher worked as an Associate at Goldman Sachs from 2018 to 2024. Outside of his professional work, Christopher has interests that include beach activities, fitness, football, hiking, and outdoor adventures.

Stacy Gregory is a financial advisor with Charles Schwab holding CFP® and Series 66 credentials and has seven years of industry experience. Prior to joining Schwab in 2022, she worked at Goldman, Sachs & Co., LLC, DirectAdvisors, LLC, and The Ayco Company, L.P./Mercer Allied Company, L.P. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s integrated structure combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Evan Croll is a financial advisor with Equitable Advisors in Malta, NY, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Equitable Advisors since 2013, including its predecessor Axa Advisors LLC, where he worked for seven years. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and multiple asset-management programs, utilizing a combination of in-house and third-party advisory models.

Dalijah Demand is a financial advisor with Equitable Advisors holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, Demand worked for Regeneron Pharmaceuticals for seven years and Glenmont Job Corps for two years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Michael Peart is a financial advisor with Primerica Advisors in Clifton Park, NY. He holds Series 63 and Series 65 credentials and has three years of industry experience. Prior to his role at Primerica, he has worked in various capacities including positions at PFS Investments Inc. and Wilscott Mobile Mini. Outside of finance, he is involved in event entertainment through Mic Power Entertainment and is a partner in Caption That LLC, which provides photobooth services for events. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm uses model-based investment strategies supported by third-party asset managers and offers a range of models including strategic, tactical, and tax-managed approaches.

Gregory Podgorski is a financial advisor with Equitable Advisors in Malta, NY, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2009 and previously worked at AXA Advisors, LLC from 2009 to 2020. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing a combination of proprietary and third-party investment solutions.

Frederick Winkler Jr. is a Series 63 licensed financial advisor with 34 years of industry experience. He is currently with Cetera and previously worked at Avantax Advisory Services, NEXT Financial Group, and has served as president of Fred H. Winkler & Company CPA, PC since 1985. He has longstanding personal and professional relationships that extend to trustee and beneficiary roles for close family friends. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Joel Bennett is a financial advisor at Cetera with 16 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked at various firms including Eqis Capital Management and T. Rowe Price Advisory Services. In addition to his advisory role, he is a staff accountant at Hedley & Co., PLLC, providing accounting and tax preparation assistance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program options and third-party managers.

Adam Hersh is a financial advisor with Equitable Advisors in Malta, NY, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked with AXA Advisors LLC from 2015 to 2020. Equitable Advisors serves a diverse client base including individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory solutions.

Timothy Smith is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 24 years of industry experience. His prior roles include positions at Goldman Sachs & Co, Rockefeller Financial LLC, Rock & Co LLC, and The Ayco Company, L.P./Mercer Allied. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

James Faranda is a financial advisor with LPL Financial in Albany, NY, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked at LPL Financial since 1999 and has been associated with Broadview Wealth Management since 2023. Outside of his advisory role, he is a licensed independent insurance agent specializing in fixed insurance products and serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Emma Van Gorder is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2022. Prior to her current role, she was employed at Liberty University and has experience in education and nonprofit settings. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver tailored retirement income recommendations through a centralized consulting team.