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.

Daniel Pearsall is a financial advisor with Eagle Strategies (NY Life) based in Malta, NY, holding Series 63 and Series 65 licenses. He has seven years of industry experience and has been with Eagle Strategies since 2021. Pearsall is also involved in insurance brokering through his ownership of Post Time Wealth Solutions LLC. Eagle Strategies serves both individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, managing a substantial portion of assets on a non-discretionary basis.

Claudio Mastroianni is a CFP®-certified financial advisor with 36 years of industry experience. He is currently affiliated with Osaic Institutions, Inc. and has held positions at Bank of Greene County, Infinex Investments, Inc., Citizens Securities, Inc., and M&T Securities, Inc., among others. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure that emphasizes firm supervision while delegating investment management to its representatives.

Matthew Whalen is a Series 66-licensed financial advisor at Key Investment Services LLC with three years of industry experience. He previously worked at LPL Financial LLC, High Peaks Asset Management, Cadaret, Grant & Co., Inc., and has held roles at the City Mission of Schenectady and Berne Knox Westerlo Central School. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Cody Hudson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials. He has one year of experience in the financial services industry, including prior roles at PFS Investments Inc. and Primerica Financial Services. Outside of advising, he has been involved in the sale of loan products and home-related services through affiliated companies. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life Insurance Company of America, provides brokerage, financial planning, and retirement consulting services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary models, and integrates proprietary and third-party investment strategies.

Amanda Lewsey is a financial advisor with GWN Securities Inc. in Albany, NY. She holds Series 65 and Series 63 credentials and has been with GWN Securities and Northeast Wealth Management since 2025. Prior to her advisory career, she worked in various roles including at Southwestern Vermont Medical Center and several hospitality and beverage-related businesses. Outside of finance, she has experience working with craft breweries and distilleries. GWN Securities provides investment advisory services to individual and corporate clients through managed account programs, financial planning, and introductions to third-party managers. The firm uses a combination of model-based allocations and discretionary portfolio management, incorporating both affiliated and unaffiliated sub-advisers, and is noted for its use of market-timing and momentum-based strategies in certain programs.

Terrence Pellitteri is a financial advisor with Commonwealth Financial Network, holding CFP® and Series 63 designations and having 30 years of industry experience. He previously worked at LPL Financial for nine years before joining Commonwealth in 2016. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and serves individual and institutional clients with a range of managed-account programs, third-party asset manager access, and brokerage services.

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.

Kevin Marin is a financial advisor with Commonwealth Financial Network based in Clifton Park, NY, holding a Series 63 designation and over 30 years of industry experience. He has worked at Raymond James Financial Services and Advisors Insurance Brokers, and has owned Marin Wealth Solutions, Inc., a private entity facilitating securities and advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a variety of managed account programs, third-party asset manager access, and full back-office support including trading and reporting services.

Katelyn Sager is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and three years of industry experience. Her prior work includes a position at KeyBank and five years of experience in the food service industry at Deli and Brew. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment selection supported by ongoing monitoring and due diligence, operating within the KeyCorp group with affiliated banking and capital markets entities.

Kevin Eberz is a financial advisor with Key Investment Services LLC in Schenectady, NY, holding Series 63 and Series 66 designations and 15 years of industry experience. He has been with Key Investment Services LLC and KeyBank since 2016. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, managed accounts, and affiliated brokerage and insurance products. The firm emphasizes client-directed investment strategies and performs ongoing due diligence and oversight of third-party advisory products.

Stephen Cardinal is a financial advisor with Eagle Strategies (New York Life) located in Malta, NY. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles at Waterfall Asset Management and HBMJ Consulting. Cardinal operates Post Time Wealth Solutions LLC, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and provides advisory services linked to insurance and annuity products, primarily managing assets on a non-discretionary basis.

Alysia Miller is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. She has eight years of industry experience, including prior roles at LPL Financial and CapCom FCU. In addition to her advisory work, she is an agent for non-securities insurance products through Agia. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Anthony Pettograsso is a financial advisor with Private Advisor Group, LLC and holds a Series 63 designation. He has 34 years of industry experience, including roles at Private Advisor Group since 2013 and LPL Financial since 2004. Outside of his advisory work, Pettograsso has involvement in thoroughbred racehorse ownership and breeding. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that includes discretionary and non-discretionary management, using a combination of in-house and third-party portfolio strategies.

Connor Wiggins is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Rockefeller Financial LLC, Ameriprise Financial Services LLC, and Nylife Securities LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate and institutional clients with wealth management and advisory services including investment management, financial and tax planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside alternative tools and legacy strategies.

Stephen Woodard is a CFP®, ChFC®, and Series 63 credentialed advisor with 21 years of experience. He is currently with Eagle Strategies (NY Life), where he has worked since 2011, including prior experience at Brown & Fitzgerald, LLC. Eagle Strategies serves a diverse client base that includes individual investors, institutional plans, and charitable and corporate entities, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis.

Kurtis Parde is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Commonwealth since 2021 and previously spent three years with Ameriprise Financial Services. Outside of finance, he owns and operates Kurt Parde Landscape Design, a business established in 2012. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including investment management and technology support, allowing advisors to construct portfolios from diverse securities and insurance products.

David Mysliwiec Sr. is a financial advisor at Equity Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at National Life Group and Cssc Brokerage Services, Inc., among others. Outside of advising, he is a partner in a CPA firm and serves as treasurer for the Coalition of Fathers and Families NY, Inc. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms with a mix of long-term investment strategies and shorter-term options, often working with third-party asset managers.

Robert Laferriere is a Certified Financial Planner (CFP®) with 13 years of industry experience. He has worked at Voya Financial Advisors, Inc. since 2017 and previously spent three years at SEFCU and LPL Financial. Laferriere is also an independent insurance agent and owns Laferriere Financial, a financial services business involved in the sale and service of insurance, securities, and investment products. Voya Financial Advisors, Inc. serves individual and institutional clients including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and third-party money manager access, delivering advice primarily through non-discretionary, recommendation-based relationships.

Joanne Windas is a financial advisor at &PARTNERS with 28 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining &PARTNERS in 2026, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of her advisory role, she serves as co-executor for her parents’ estates. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies, and operates under dual registration as a registered investment adviser and broker-dealer.