Jeffrey Lashway is a CFP® with 34 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory to offer both brokerage and advisory solutions.

Nolan Hart is a financial advisor with UBS Financial Services in Albany, NY, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. His prior roles include positions at Bank of America, Merrill, Bernstein Private Wealth Management, AllianceBernstein, and Kellogg Northwestern. Nolan joined UBS in 2024. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Joseph Smith is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families bring clarity and coordination to their financial lives by providing investment strategy, risk management, cash-flow and liquidity planning, and coordination with tax, estate, and legal professionals. Joseph has a strong foundation in financial analysis, strategic planning, risk management, and relationship building. He is skilled at translating complex financial information into clear, practical guidance, tailoring his approach to each client's circumstances, priorities, and long-term goals. His philosophy centers on clear guidance, open communication, and disciplined follow-through to help clients make informed decisions with confidence. He holds a Bachelor's Degree from LeMoyne College and a Master's Degree from Rensselaer Polytechnic Institute. Joseph also has the Personal Investment Advisor (PIA) designation. He is involved in community events and has personal interests in basketball, cooking, football, gardening, golfing, reading, and spending time with his family.

Tyler Lesniewski is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior roles include positions at Holistic Wealth Advisors and Kensington Investment Company, as well as work in corporate and other sectors. 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 portfolio programs, third-party asset management, and institutional platforms.

Thomas Brown Jr. is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch, Key Investment Services, Citizens Securities, and Morgan Stanley. 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 financial planning and investment solutions through a large network of advisers, utilizing both proprietary and third-party strategies across multiple account types.

Lorissa Hoff is a financial advisor at Cetera with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera since 2019. Prior to joining Cetera, she was with Foresters Financial Services and Foresters Financial. Hoff is also a co-owner of Greenwood Hoff Wealth Management, which operates as a dba for her Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors.

Robert Hicks is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His background includes roles at Google and various other companies, alongside ongoing positions at PFS Investments Inc. and Primerica Financial Services. He is also affiliated with Alfred University and has experience in diverse fields such as delivery services and education. Primerica Advisors serves primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm operates a wrap-fee asset management program using model-delivery strategies from unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

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 at LPL Financial with 42 years of industry experience. He has worked at LPL Financial since 2018 and previously spent three years at INVEST Financial Corporation. Outside of advisory work, he is an insurance agent specializing in life, health, and long-term care insurance. 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 services including financial planning, third-party asset management, and institutional platforms, supporting advisors with proprietary research and technology tools.

James Sullivan II is a financial advisor at LPL Financial in Albany, NY, holding a Series 66 designation with 10 years of industry experience. He has been affiliated with LPL Financial since 2015 and concurrently with Albany Financial Group since 2021. Outside of his advisory roles, he is involved in non-variable insurance services through several entities. 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 portfolio programs, third-party asset management, and institutional platforms.

Paul Stracke Jr. is a financial advisor with LPL Financial based in Albany, NY, holding Series 63 and Series 65 licenses and having 34 years of industry experience. His prior roles include working with VOYA Financial Advisors, Inc. and operating WealthOne, LLC, through which he provides investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad financial services presence with a large network of investment advisor representatives.

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 at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2006. Outside of his advisory role, he is involved with Advisors Insurance Brokers, a non-variable insurance brokerage firm. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Sandner II is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the ChFC® designation and the Series 66 license. His prior experience includes positions at Merrill Lynch and Axa Advisors. He is also a volunteer with the Cyprus Shriners in Glenmont, NY. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and offers ERISA fiduciary services, without sponsoring its own wrap fee program.

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.

Brian Garnets is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 registrations and bringing 30 years of industry experience. His prior work includes roles at Ic Advisory Services Inc, The Investment Center Inc, and National Planning Corporation. Outside of his advisory career, he owns SPENCER AVERY INC., a non-investment business. Equitable Advisors serves a diverse client base, including individuals, retirement plans, corporations, and charitable organizations, offering financial planning and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory programs and provides fiduciary services to qualified plans.

Emily Muhvich is a financial advisor at Equitable Advisors with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Equitable Advisors and Axa Advisors LLC since 2014. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm uses a range of third-party asset managers and advisory programs to tailor investment solutions based on clients’ risk tolerance and personal or plan information.

Lauren Woodcock is a financial advisor with Equitable Advisors based in Malta, NY, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has been with Equitable Advisors and its predecessor firm since 2013, including a seven-year period with AXA Advisors, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory programs and maintaining a focus on matching clients to appropriate investment models and managers.