Dino Macaluso is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 designations and possessing 39 years of industry experience. He has been with PKS Advisory Services since 2007 and with Purshe Kaplan Sterling Investments since 1997. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities, managing approximately $905 million in assets for over 4,400 clients. The firm customizes portfolios based on client risk tolerance and objectives, utilizing a range of investment vehicles and conducting regular account reviews.

Joel Fishman is a financial advisor at HBW Advisory Services LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with several firms including Silver Oak Securities, Mountain View Advisory Services, Cetera Wealth Services, and HBW Securities. In addition to his advisory role, he is involved with Encore Estates, providing information related to wills and trusts. HBW Advisory Services manages approximately $1.75 billion in client assets, offering discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and model portfolios, serving a diverse client base through a high client-to-advisor ratio and a mix of retail, charitable, and institutional relationships.

Joseph Natale is a financial advisor at PKS Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Steward Partners Global Advisory. He has also been involved in educational roles at Siena College and La Salle Institute. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios to clients’ risk tolerance, time horizon, and objectives through a diversified approach including mutual funds, ETFs, independent managers, and individual securities.

Christopher Soltis is a CFP® professional with 19 years of industry experience, currently serving at PKS Advisory Services, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, LLC, and MetLife Securities INC. Outside of finance, he is a musician partnered in a live music entertainment business and an author. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets, tailoring portfolios based on client risk tolerance and objectives using a mix of mutual funds, ETFs, independent managers, and individual securities.

Todd Robertson is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has been with Euro Pacific Capital since 2008. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform of approximately 131 advisors. The firm manages about $2.95 billion for over 7,000 clients, using an open-architecture model that combines internally managed strategies with co- and sub-advisory relationships, offering a range of portfolio management and financial planning services.

Wyatt Yennard is a financial advisor at PKS Advisory Services, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments since 2023. Prior to his current role, he held positions across various industries including biosciences, accounting, and logistics. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets and tailors portfolios based on clients’ risk tolerance, time horizon, and objectives using a combination of mutual funds, ETFs, independent managers, and individual securities.

Zachary Mann is a financial advisor with PKS Advisory Services, LLC in Albany, NY. He holds a Series 66 designation and joined the firm in 2026. His prior experience includes roles at PKS Investments, Financial Benefits Group, United Wholesale Mortgage, and The Mather Group, along with several periods of full-time education. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm offers tailored portfolio solutions using a variety of investment vehicles and third-party models, managing assets on both discretionary and non-discretionary bases.

James Carroll is a financial advisor at Geneos Wealth Management, Inc. with 44 years of industry experience. He holds the ChFC® designation and has worked at Geneos since 2006, following nine years at Hornor, Townsend & Kent, LLC. Outside of his advisory role, he acts as an independent representative with various insurance carriers for fixed insurance products. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers through traditional and wrap-fee programs, managing over $5.5 billion in client assets.

George Langdon V is a financial advisor at AlphaStar Capital Management with five years of industry experience. He holds a Series 65 designation and has worked at Crystal Clear Finances, where he also sells life insurance. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services, utilizing both strategic and tactical portfolio approaches across various asset types. The firm operates at enterprise scale with approximately 135 advisors and $2.5 billion in assets under management.

Joseph Gross is a financial advisor with International Assets Investment Management, LLC and holds a Series 66 designation. He has 24 years of industry experience, including prior roles at Bank of America and Merrill. Gross is also president of Sevenoaks Private Wealth, LLC, a private label entity for financial business. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and may utilize third-party money managers and wrap programs.

Mary Daoust is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked with PKS Advisory Services and Purshe Kaplan Sterling Investments since 2010. Her role includes selling fixed and life insurance on an investment-related basis. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm uses a client profile to tailor portfolios based on risk tolerance and time horizon, implementing strategies that include mutual funds, ETFs, individual securities, independent managers, model portfolios, and alternative investments.

Pamela Young is a financial advisor at PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 66 licenses with 28 years of industry experience. She has been with PKS Advisory Services and Purshe Kaplan Sterling Investments since 2000. In addition to her advisory role, she is an ambassador for Plexus Worldwide, selling health and beauty products. PKS Advisory Services provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities, managing approximately $905 million in assets for over 4,400 clients. The firm customizes portfolios based on client risk tolerance and objectives, utilizing a mix of mutual funds, ETFs, independent managers, and individual securities.

James Patrick III is a financial advisor at PKS Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and Knox Equity Corporation. Outside of his advisory work, he serves on the board of the Country Club of Troy. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm tailors portfolios based on client risk tolerance and time horizon, using a range of investment vehicles and third-party managers while managing various operational and conflict-of-interest considerations through established policies.

Eli Cohen is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, OSAIC, and Equitable Advisors. Outside of finance, he has experience running a food service business, El Taco Shack. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm uses tailored portfolios based on client profiles and implements strategies involving mutual funds, ETFs, individual securities, independent managers, model portfolios, and alternative investments.

Robert Chapman is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 23 years of industry experience. He previously worked for The Ayco Company, L.P./Mercer Allied Company, L.P. for 20 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Michael Murray is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Goldman Sachs since 2003, including his current role since 2021, and previously worked at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Christie Chen is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and approximately one year of industry experience. Prior to joining Goldman Sachs, Christie held positions at Brandwein's Bagels, Parker Dewey, and USA Football. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management alongside specialized wealth programs and access to alternative investments. The firm integrates comprehensive strategic and tactical investment models with a range of fee arrangements and operational tools, supported by the broader Goldman Sachs ecosystem.

Anthony Toffenetti is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Ayco and the New York State Department of Taxation and Finance. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutions. The firm offers comprehensive financial planning and portfolio management, utilizing strategic allocation models and a range of fee arrangements while leveraging resources across the broader Goldman Sachs ecosystem.

Erik Vasquez is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at First Republic Bank and Capital One Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory approach includes a digital advisory program using proprietary algorithms as well as a Managed Account program.

Steven Kennedy is a CERTIFIED FINANCIAL PLANNER™ professional with 18 years of industry experience. He has been with Private Advisor Group, LLC since 2016 and previously worked at LPL Financial, TIAA-CREF, Goldman Sachs Wealth Services, and Equitable Advisors. Outside of his advisory role, he is involved with Albany Financial Group, which offers insurance products. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with portfolio management and third-party strategist selection, utilizing multiple investment methods and technology platforms.