Nicolas Dumas is a CFP® and Series 66 licensed financial advisor with eight years of industry experience. He currently works at Silver Oak Securities, Incorporated and has previously been affiliated with firms including Purshe Kaplan Sterling Investments and Arbor Point Advisors. Dumas also engages in insurance sales as a secondary business activity. Silver Oak Securities serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and estates through a network of about 101 financial professionals. The firm manages approximately $2.4 billion in discretionary assets and offers a range of advisory programs that emphasize customized, primarily discretionary investment management tailored to client objectives and risk tolerances.

Amanda D'aprile is a Series 65-registered financial advisor with Forum Financial Management, LP, where she has worked for six years. She has prior experience at KPMG and has held accounting roles at Stark & D'Aprile CPAs PC and Stark & Basila CPAs PC. In addition to her advisory work, she serves as Vice President and Certified Public Accountant at Stark & D'Aprile CPAs PC. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for independent RIAs, employing a Modern Portfolio Theory approach with model portfolios primarily composed of DFA institutional mutual funds and ETFs.

Michael Dejulio is a Series 66 licensed financial advisor with 15 years of industry experience. He has been with PKS Advisory Services, LLC since 2017 and previously worked at The Ayco Company L.P. from 2008 to 2017. 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 for over 4,400 clients, tailoring portfolios based on risk tolerance, time horizon, and objectives using a mix of mutual funds, ETFs, independent managers, and individual securities.

Carl Kipper is a financial advisor with PKS Advisory Services, LLC, holding Series 66 and Series 65 licenses and bringing 25 years of industry experience. He has worked at PKS Advisory Services and Purshe Kaplan Sterling Investments since 2012. PKS Advisory Services, LLC offers financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm designs portfolios based on client risk tolerance and time horizon, employing a range of strategies including mutual funds, ETFs, individual securities, independent managers, model portfolios, and alternative investments.

Scott Cahill is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with PKS Advisory Services and Purshe Kaplan Sterling Investments since 2006 and previously worked with The Murray Group. Cahill is also a referring agent for The Moore Insurance Agency. 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 for over 4,400 clients, tailoring portfolios using mutual funds, ETFs, independent managers, and individual securities based on fundamental and technical analysis.

Paul Morehouse II is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Silver Oak Securities, Inc., Cetera Wealth Services, LLC, and has been associated with HBW Advisory Services since 2016. Morehouse also owns Morehouse Advisory & Tax Services, an independent financial practice offering securities, fixed insurance, and tax services. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach emphasizing risk tolerance, multi-manager diversification, and partnerships with third-party money managers, along with institutional and intermediary services including sub-advisory arrangements and retirement-plan subscription offerings.

Jessica Preville is a financial advisor with TSA Management Inc. holding a Series 66 designation and six years of industry experience. She has worked at Halliday Financial since 2019 and Northwestern Mutual in 2017. Outside of her advisory role, she is employed as a waitress at the Desmond Hotel. TSA Portfolio Management Inc. provides investment supervisory and portfolio management services to a diverse client base including individuals, high-net-worth clients, and institutions, managing approximately $1.5 billion as of the end of 2025. The firm uses model portfolio allocations with an emphasis on asset allocation, tax-aware security selection, and quarterly rebalancing.

Lawrence Natale is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Steward Partners Global Advisory. Outside of advisory duties, he is involved in managing a lake house rental property. PKS Advisory Services provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm employs a tailored approach based on client risk tolerance and time horizon, utilizing a variety of investment strategies including no-load mutual funds, ETFs, individual securities, independent managers, model portfolios, and alternative investments.

Elliott Stanley is a financial advisor at PKS Advisory Services, LLC with 10 years of industry experience and holds the Series 66 designation. He has been with Purshe Kaplan Sterling Investments since 2015. Outside of his advisory role, he is a boxing coach at Schotts Boxing, where he teaches classes and provides private lessons. PKS Advisory Services, LLC offers 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 based on clients’ risk tolerance, time horizon, and objectives using a mix of mutual funds, ETFs, independent managers, and individual securities.

Joseph Marsh is a financial advisor at PKS Advisory Services, LLC in Albany, NY, holding a Series 66 designation. He has worked at PKS Investments since 2022, with prior experience at Fischer Investments and roles outside the financial industry. Marsh attended St. John Fisher University from 2020 to 2024. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, using tailored portfolios and a combination of fundamental and technical analysis.

Brian Purcell is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with PKS Advisory Services since 2013 and has worked with Purshe Kaplan Sterling Investments since 2005. Outside of investment advisory, he is also an independent insurance agent involved in the sale of insurance products and fixed annuities. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, including high net worth clients, as well as trusts, estates, and business entities. The firm manages approximately $905 million in assets and uses a combination of fundamental and technical analysis to tailor portfolios according to client risk tolerance, time horizon, and objectives.

David Reo is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 credentials and over 35 years of industry experience. He has worked at IP Financial Advisory Services LLC since 2019 and has maintained his own firm, Reo Financial Services, since 1992, where he provides financial planning and insurance services. Outside of his advisory role, he is involved in pricing and implementing group health insurance and related insurance services through his DBA, Reo Financial Services. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, consulting, and managed account programs. The firm employs a variety of analytical approaches and offers specialized advisory services including actuarial analysis and benefits consulting, with an emphasis on clients other than high-net-worth individuals.

Marie Stark is a financial advisor at Forum Financial Management, LP with 26 years of industry experience. She holds a Series 66 designation and has a background that includes roles at Forum Financial Management since 2016 and Purshe Kaplan Sterling Investments from 2016 to 2020. Outside of advising, Stark serves as President and Certified Public Accountant of Stark & D'Aprile CPAs PC, providing accounting and tax services. Forum Financial Management, LP offers investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and supports other RIAs through its turn-key asset-management platform and back-office services.

Joseph Kross is a CFP®-credentialed financial advisor with 12 years of industry experience. He is currently with Manning & Napier Advisors, LLC and previously worked at UBS Financial Services and JPMorgan. Manning & Napier Advisors, LLC provides investment advisory services primarily to institutional clients and pooled vehicles, employing a team-based, strategy-specific investment process that combines top-down macro analysis with bottom-up security selection. The firm serves a range of clients including pension plans, government entities, and discretionary separately managed accounts, and is notable for its affiliation with an in-house trust company and a limited-purpose broker-dealer.

Alex Jefferson is a financial advisor at PKS Advisory Services, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PKS Advisory Services and Purshe Kaplan Sterling Investments since 2010. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services 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, employing a mix of mutual funds, ETFs, independent managers, and individual securities.

Sage D'aprile is a financial advisor at Forum Financial Management, LP with three years of industry experience. He holds a Series 65 credential and has prior experience at Stark & D'Aprile CPAs PC, where he worked in accounting and tax services. D'aprile also served in the United States Marines and remains on inactive reserve status. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including portfolio management, financial planning, and back-office support for independent advisors and RIAs.

Jarrid Wilkinson is a financial advisor at PKS Advisory Services, LLC in Albany, NY, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Berkeley Country Club, and the Social Security Administration. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm employs tailored investment strategies based on client profiles and uses a range of vehicles including mutual funds, ETFs, individual securities, model portfolios, and alternative investments.

Roger Brinks is a financial advisor with PKS Advisory Services, LLC, holding a Series 65 credential and 10 years of industry experience. He previously worked at Michigan Advisors, Inc. before joining PKS Advisory Services in 2020. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, using a combination of fundamental and technical analysis to tailor portfolios across mutual funds, ETFs, independent managers, and individual securities.

Stephen Cash is a CFP® and Series 66 licensed advisor with 11 years of industry experience. He currently works at Mariner Independent and has held prior roles at Advisors Capital Management, LPL Financial, and Private Advisor Group. Mariner Independent serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. With a network of 119 advisers, the firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a variety of investment tools and affiliated businesses.

David Connors is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at PKS Advisory and Purshe Kaplan Sterling Investments since 2018 and previously at RBC Capital Markets from 2012 to 2018. Connors serves on the Board of Directors and Finance Committee for the Pride Center of the Capital Region. 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 clients’ risk tolerance and goals, utilizing a mix of mutual funds, ETFs, independent managers, and individual securities.