Brian Enright is a financial advisor with Janney Montgomery Scott in Albany, NY, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2002. Outside of his advisory work, he serves as a trustee of the Fort Orange Club and is involved with the Hartman Farm Foundation as a board member and its incoming president. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Broderick Yates is a Series 66 licensed financial advisor with two years of experience, currently affiliated with Commonwealth Financial Network in Delmar, NY. His prior work history includes roles at Bryant Maloney Prinzo Wealth Management and Bryant Asset Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing around $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Susan Crannell is a financial advisor with Eagle Strategies (NY Life) in Albany, NY, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P. She has briefly engaged in insurance brokering outside of New York Life products but does not intend to continue this activity. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a broad network of advisors. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, with a significant focus on non-discretionary asset management and institutional clients.

Joseph Dibella is a financial advisor with Eagle Strategies (NY Life) based in Albany, NY. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been associated with firms including 21st Century Retirement Planning Group and The Di Bella Financial Group, LLC. Outside of his advisory work, Dibella is an assistant varsity coach for the girls’ lacrosse team at Columbia High School and serves as an officer for The Bus Stop Club, an organization that supports children with sick siblings. Eagle Strategies serves a diverse client base ranging from individual investors to institutional and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Mcgrath is a CFP® with 20 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and previously worked at Ballston Spa National Bank, LPL Financial, and SEFCU. Mcgrath serves as a board member and director for the Estate Planning Association of Eastern NY, where he provides oversight and leadership for the professional association. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term investment approach that combines active and passive strategies, third-party managers, and private funds within an “enhanced open architecture” framework.

Jonathan Sefcik is a Series 66 licensed financial advisor with 20 years of industry experience. He has been with Janney Montgomery Scott since 2008. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Irena Nikolova is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Bank of America, Merrill, Truist Financial, and SunTrust Advisory Services. Outside of her advisory role, she is a co-author of a cultural anthropology article on Roma minorities for the academic journal Springer Nature, as part of her PhD studies. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates a range of programs including a digital advisory platform that uses proprietary algorithms to recommend ETF-based portfolios, although it primarily conducts commission-based brokerage and non-discretionary activities.

Mark Pelersi is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including The Colony Group, LLC and Rockefeller Capital Management. Focus Partners serves a diverse clientele including individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that combines active and passive strategies with access to private funds and third-party managers.

Gary Wusterbarth is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Janney Montgomery Scott since 2017, with prior experience at The Ayco Company, L.P./Mercer Allied. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, and institutional sponsors, offering brokerage services, financial planning, consulting, and various advisory programs.

Scott Moulton is a financial advisor at Key Investment Services LLC with 25 years of industry experience. His career includes roles at Merrill Lynch, Key Bank NA, Banc of America Investment Services, and Quick & Reilly. He holds Series 63 and Series 65 licenses. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model combining in-house and third-party portfolio management with custodial and trade execution services, primarily on a non-discretionary basis.

James Boyer is a financial advisor with Key Investment Services LLC in Albany, NY, holding a Series 66 designation and 25 years of industry experience. He has been with Key Investment Services since 2010. Outside of his advisory role, he is the owner of an Airbnb property in Saratoga Springs, NY. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, relying on a multi-provider model for portfolio management and includes connections with KeyCorp affiliates for additional financial services.

Augustine Okoye is a financial advisor with Citizens Securities, Inc. in Albany, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at KeyBank, Rockefeller Financial LLC, and Goldman Sachs. Outside of his advisory work, he coaches youth soccer. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory platform and a Managed Account program, operating as a broker-dealer and insurance agency and is wholly owned by Citizens Bank, N.A.

Susan Mallery is a financial advisor at &PARTNERS with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting services. The firm utilizes both discretionary and non-discretionary management approaches, combining proprietary and third-party strategies with ongoing monitoring and regular reviews.

Neerja Kalloo is a financial advisor with Citizens Securities, Inc. based in Albany, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior work includes roles at Citizens Bank and CCO Investment Services. She is also a certified notary. Citizens Securities serves a broad retail client base, offering investment advisory programs, brokerage, and insurance services. The firm operates both a digital advisory program with ETF-based portfolios and a Managed Account program, while also functioning as a broker-dealer and insurance agency.

Amy McGowan is a financial advisor at Citizens Securities, Inc. in Albany, NY, with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles within Citizens Bank and Citizens Securities since 2019, as well as six years at CCO Investment Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program based on ETF portfolios and a Managed Account program, operating as part of a bank-owned enterprise.

Paul Cuomo is a financial advisor with Citizens Securities, Inc. in Albany, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes multiple roles within Citizens Securities and Citizens Bank, as well as prior experience at Park Avenue Securities and Guardian Life Insurance. Outside of finance, he serves as a high school basketball referee. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory, brokerage, and insurance services. The firm provides both a digital advisory program and managed accounts, operating as a broker-dealer and insurance agency within its parent company, Citizens Bank, N.A.

Amanda Lewsey is a financial advisor with GWN Securities Inc. in Albany, NY, holding Series 63 and Series 65 credentials and having one year of industry experience. Her work history includes roles in both financial services and the beverage industry, including entrepreneurial ventures with Unified Beerworks and Village Garage Distillery. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm utilizes a mix of affiliated and unaffiliated sub-advisers and model-based allocations, employing strategies that include market-timing and momentum-based approaches.

Cara Hayes is a financial advisor at Citizens Securities, Inc. in Albany, NY, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, Merrill Lynch, and various credit unions. Outside of her advisory work, she volunteers as a cookie booth supervisor for the Girl Scouts of Southern New England. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, providing investment advisory programs alongside brokerage and insurance services. The firm offers both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

James Thorp is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott continuously since 2015. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory programs.

Christopher Cassidy is a financial advisor at &PARTNERS with 30 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves on the finance committees of St. Stephen's Episcopal Church and the Episcopal Diocese of Albany. &PARTNERS serves both individual and institutional clients, providing investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies.