Susan Schell is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with Independent Financial Partners since 2011 and was previously affiliated with LPL Financial. Outside of her advisory role, she is a part-owner of Warbler Brewery, LLC, and serves on the boards of the Hartwick College Alumni Association, Westminster Presbyterian Church, and the Financial Planning Association of Northeastern New York. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a decentralized multi-advisor platform. The firm supports a wide range of clients with customizable investment strategies and notable retirement-plan advisory and pension consulting services.

Michael Cowles is a financial advisor with Janney Montgomery Scott, holding the CFP® designation and Series 63 and 66 licenses. He has 34 years of industry experience and has been with Janney since 2016. Outside of his advisory role, he serves as an adjunct professor at Siena College, teaching Insurance and Risk Management in the Financial Planning Program. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, and institutional entities. The firm offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple programs.

Kenneth Shriver is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 licenses and has two years of industry experience. He previously worked at Datto, A Kaseya Company, from 2016 to 2023. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Walter Klisiwecz is a Certified Financial Planner® with 27 years of industry experience. He has worked at Private Advisor Group, LLC since 2013 and has been affiliated with LPL Financial, LLC since 2004. Klisiwecz serves on the board of the Delmar Masonic Temple Association, Inc. 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 model that combines client goal assessment with discretionary and non-discretionary management through proprietary platforms and third-party strategists.

John Heslin is a financial advisor at Focus Partners Wealth, LLC with 4 years of industry experience. He holds Series 63 and Series 65 licenses. Heslin’s prior experience includes roles at The Colony Group, LLC, Atlas Private Wealth Management, LLC, and BULLARD McLEOD & ASSOCIATES, INC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jose Segura is a financial advisor with Primerica Advisors in Latham, NY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2013. Outside of his advisory role, he assists dental organizations with strategic business discussions through Segura Strategic Advisors, LLC. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors with a range of brokerage and advisory services. The firm offers multiple proprietary advisory programs and utilizes a combination of proprietary and third-party investment solutions.

Paul Murray is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2001. He is based in Albany, NY. Murray also serves on the board and investment committee of the Cobleskill Richmondville Education Foundation, a charitable organization supporting student activities and classroom enrichment. 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, corporations, and charitable organizations, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Christine Suozzi is a CFP® professional based in Albany, NY, with nine years of industry experience. She currently works at Focus Partners Wealth, LLC and has previously held roles at The Colony Group, LLC, Atlas Private Wealth Management, LLC, Capital Financial Services, LLC, and The Ayco Company, L.P./Mercer Allied. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients by providing wealth management, financial planning, retirement plan consulting, and access to private and registered pooled investment vehicles. The firm employs a long-term investment approach combining active and passive strategies within an enhanced open architecture framework.

Timothy Drumm is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 25 years of industry experience, including roles at LPL Financial, LLC since 2006. Drumm operates within an independent investment advisory firm structure. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and uses a variety of investment strategies and technology platforms, often implementing advice through third-party managers and advisory programs.

Jason Delaney is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 designations. He has 18 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company dating back to 2008. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm specializes in tailored advisory solutions for individual investors, institutional clients, and retirement plans, with a focus on non-discretionary asset management and integrated insurance-related advisory products.

Jeffrey Weygant is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing 24 years of industry experience. He has been with TIAA-CREF since 2014. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and other entities. The firm offers both point-in-time planning and ongoing portfolio management, with a fiduciary standard applied to its advisory services.

Rodger Jordan is a financial advisor with Citizens Securities, Inc. in Albany, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Transamerica Financial Advisors, World Financial Group, and Ameriprise Financial Services. Outside of his advisory work, he serves as an independent preacher and minister. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory, brokerage, and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Ray Gonzalez is a financial advisor with Citizens Securities, Inc. in Albany, NY, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. His prior experience includes roles at Eagle Strategies (NY Life), Kingsguard Capital LLC, NYLife Securities LLC, New York Life Insurance Company, and HSBC Securities and Bank USA. He also operates under the DBA Kingsguard Capital LLC for selling New York Life products and brokering non-registered insurance products. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm operates both a digital advisory program and a managed account program and functions as a broker-dealer and insurance agency.

Christopher Hunt is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services since 2013. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection and provides oversight and due diligence on third-party advisory products while operating within the KeyCorp group.

Frederick Hepfer is a financial advisor at Citizens Securities, Inc. in Albany, NY, holding Series 65 and Series 66 licenses with 26 years of industry experience. He previously worked at M&T Securities and Key Investment Services LLC before joining Citizens Securities in 2021. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both advisory and brokerage services. The firm provides various investment programs, including a digital advisory platform and managed accounts, and operates as a broker-dealer and insurance agency.

Gavin Heffernan is a financial advisor with GWN Securities Inc. in Albany, NY, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Northwestern Mutual and Northeast Wealth Management, as well as bartending at Mixed Breed Brewing. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs, including both traditional and active investment strategies.

Jodi Herman is a financial advisor with Eagle Strategies (NY Life) based in Latham, NY. She holds a Series 66 designation and has 12 years of industry experience, including prior roles at Raymond James Financial Services and Wealth Strategies Group. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis, working with both individual and institutional clients.

John Carl is a financial advisor with Rockefeller Financial LLC in Albany, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes eight years at Janney Montgomery Scott followed by a two-year tenure there before joining Rockefeller Capital Management in 2025. Outside of his advisory role, he is involved with Boogie Fish Property LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, offering a range of portfolio management, financial planning, and consulting services. The firm operates with a Private Advisor model and integrates investment solutions across equities, fixed income, and alternatives, while uniquely maintaining broker-dealer registration and providing placement and investment banking services.

Brian Slattery is a CFP® with 14 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and has prior experience at Independent Financial Partners and LPL Financial, LLC. Outside of his advisory work, he is a co-owner of B Squared Ad Ops LLC, a company specializing in online ad traffic consulting. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of services including portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates both proprietary and third-party investment strategies delivered through various technology platforms.

Johanna Imhof is a financial advisor with Citizens Securities, Inc. in Albany, NY, holding Series 63 and Series 65 licenses and having 18 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing, Fifth Third Securities, HSBC Securities, and Citigroup Global Markets. Outside of advisory work, she owns and manages an interior plant decor business based in Naples, Florida. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory program and managed accounts, operating as a broker-dealer and insurance agency under the full ownership of Citizens Bank, N.A.