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.

Dallas Betts is a Series 66-licensed financial advisor with Valic Financial Advisors in Albany, NY. He began his financial services career in 2025, having previously worked in healthcare at Albany Medical Center and Ellis Medicine. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm utilizes a centralized technology platform and model solutions to manage portfolios and offers discretionary unified managed accounts with tax-aware and impact overlays.

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 CFP® with 13 years of industry experience, currently serving at VOYA Financial Advisors, Inc. since 2017. He previously worked at SEFCU, LPL Financial, and Securities America Advisors, Inc. Laferriere also owns Laferriere Financial, through which he provides insurance, securities, and investment product services, and is an independent agent for fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale investment advisory and broker-dealer affiliate of Voya Financial that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services using a combination of in-house and external strategies, model portfolios, and technology-driven tools, with a focus on both non-discretionary and discretionary account management.

Michael Brandt is a financial advisor with Private Advisor Group, LLC in Albany, NY, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at LPL Financial LLC, Pioneer Savings Bank, and Equitable Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm’s fiduciary-based model combines technology platforms and multiple investment strategies, often utilizing third-party managers and proprietary solutions such as WealthSuite.

Ryan Duff is a Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently with Private Advisor Group, LLC, where he has worked since 2018, and also maintains a role at LPL Financial, LLC that dates back to 2016. Prior to these positions, he worked at Pioneer Savings Bank from 2015 to 2017. Private Advisor Group serves a diverse clientele including individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and managed account solutions, employing a fiduciary-based advisory model that incorporates a range of investment strategies and third-party managers.

Richard Rugel is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Prudential Insurance Company of America and AllState Insurance Company. He also coordinates annuity and life sales through Advisors Insurance Brokers. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management approaches across multiple custodial platforms.

Matthew Dempsey is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at LPL Financial and Pacer Financial, Inc., as well as experience outside the financial sector in fitness and sports training centers. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including the firm’s proprietary WealthSuite platform.

James Pellitteri is a CFP® professional with 43 years of industry experience, currently affiliated with Commonwealth Financial Network since 2016. He is a co-owner of Paper Planes Childcare, LLC and serves as a board member for the Town of Jewett. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 affiliated advisors and managing around $212.7 billion in client assets through a comprehensive adviser-support platform and a range of investment solutions.

Zachary Timm is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including roles at Park Avenue Securities, Citizens Securities, Inc., and Foresters Financial Services. He is also involved in providing health, medical, and life insurance products outside of his advisory role. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and investment advisory programs.

Pieter Burhans is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at JP Morgan Securities, Morgan Stanley, and Wells Fargo. 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 uses a multi-provider platform combining discretionary and non-discretionary models, and integrates services from KeyCorp affiliates including banking, capital markets, and municipal advisory.

Anthony Chrisikos is a financial advisor at Key Investment Services LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Key Investment Services since 2005, following six years at KeyBanc Capital Markets Inc. Outside of his advisory work, he serves as president of Washman Associates LLC. 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 and relies on a multi-provider model, combining in-house and third-party portfolio management with integrated services from affiliated KeyCorp entities.

Jodi Sherman is a financial advisor at Key Investment Services LLC with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Key Investment Services and KeyBank since 2016, with prior experience at HSBC Securities and TD Ameritrade. Outside of her advisory role, she pursues a hobby in arts and crafts, focusing on jewelry and wood products, and serves on the board of a local condominium association as treasurer. Key Investment Services LLC is an SEC-registered investment adviser providing 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 Envestnet platforms with strategist portfolios from the Key Wealth Chief Investment Office and third-party managers, and it integrates services with KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Michael Rosenthal is a financial advisor at Independent Financial Partners with Series 63 and Series 65 credentials and two years of industry experience. Before joining Independent Financial Partners, he worked at Upskill Wealth Management and Berthel, Fisher & Company Financial Services. Outside of advisory work, he owns Upskill Tax Services, providing tax preparation and bookkeeping, and serves as a board member of the Capital Region Vegan Network, organizing vegan networking events. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services nationwide through a network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

John Gigliello is a financial advisor with Private Advisor Group, LLC and holds a Series 63 designation. He has 22 years of industry experience, including service at LPL Financial since 2004. Outside of advising, he is involved in tax preparation and accounting services through JGG Tax Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and a variety of managed account solutions. The firm’s fiduciary-based advisory model combines the use of technology platforms and third-party managers to tailor investment strategies to client goals and risk tolerances.

Bryan Blair is a CFA® charterholder with 17 years of industry experience. He has been with Oppenheimer since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of investment programs and services, including discretionary and non-discretionary portfolio management, with a notable portion of assets managed on a non-discretionary basis.

Francis Caraco is a financial advisor with Bankers Life Advisory Services, Inc., holding the ChFC® designation and a Series 63 license, and has 42 years of industry experience. He has been with Bankers Life Advisory Services since 2017 and has worked within the broader Bankers Life organization since 2009. Caraco serves as a board member of The Prevention Council of Hamilton Fulton and Montgomery Counties, a nonprofit focused on prevention education. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolios according to clients’ goals, risk tolerances, and time horizons.