Stephan Scribner is a CFP® professional with 25 years of industry experience. He is currently affiliated with OSAIC Institutions, INC. and has previously worked with Infinex Investments, Inc. and Ballston Spa National Bank. 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, ERISA plan services, and access to alternative investments and lending solutions within a hybrid adviser/broker-dealer structure.

William Mack is a financial advisor with PlanMember Securities Corporation and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience, including roles at LifePlan Wealth Management Group and a long tenure at PlanMember Securities Corporation since 2008. Mack is also the owner and president of Financial Institutions Services Corporation of America, an insurance marketing services firm. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, delivering education and support services to plan sponsors and participants.

Mitchell Fanning is a financial advisor at Rockefeller Financial LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Before entering the financial industry, he worked at Mirbeau Inn and Spa for three years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating both as a registered investment adviser and a broker-dealer with capabilities in placement and investment banking.

Dedra Brust is a CFP® professional with 18 years of industry experience, currently serving at Rockefeller Financial LLC. Her career includes roles at Janney Montgomery Scott LLC, Ameriprise Financial Services Inc, and Wells Fargo Advisors LLC. She holds the Series 66 designation. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and also operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Thomas Mirra is a financial advisor with MAI Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Global Retirement Partners, LLC; LPL Financial; R F Lafferty & Co. Inc.; and Distribution Partners. He is currently based in Saratoga Springs, NY. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm offers a range of customized investment strategies and integrates financial planning and related services into many client relationships.

Kimberly Hayes is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at CCO Investment Services and Citizens Bank. Outside of her advisory role, she is also a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm operates both a digital advisory program and a Managed Account program, and it is wholly owned by Citizens Bank, N.A.

Christopher Knight is a financial advisor with Rockefeller Financial LLC, holding Series 65 and Series 63 credentials and one year of industry experience. His prior work history includes roles at Rockefeller Capital Management, Park Avenue Securities, and Guardian Life Insurance Company. Outside of advising, he has been involved with Lilac Lawn & Landscape LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, providing portfolio management, financial planning, and consulting. The firm operates as both an investment adviser and a registered broker-dealer, offering a range of discretionary and non-discretionary investment solutions through its integrated platform.

Jonathan Loeck is a Chartered Financial Analyst (CFA®) with 19 years of industry experience. He has been with Goldman Sachs Wealth Services since 2021 and previously worked for 15 years at The AYCO Company, L.P./Mercer Allied. He holds a Series 66 license and is based in Saratoga Springs, NY. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a broad range of clients, including high-net-worth households and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Paul Gugino is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has previously worked at The Ayco Company, L.P./Mercer Allied, Bank of America, and Merrill Lynch. Gugino has also held positions outside of finance, including roles at Russell's Steaks, Chops, and More, Rocky's Big City Games, and Lasertron Joint Ventures. Goldman Sachs Wealth Services serves a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management supported by specialized programs and integrates strategic investment approaches and proprietary research within the larger Goldman Sachs ecosystem.

Cameron Corsi is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Vahanian & Associates Financial Planning and OSAIC prior to joining Commonwealth in 2025. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Matthew Gentile is a financial advisor at Mariner with a Series 66 designation and three years of industry experience. He previously worked at Ameriprise, Equity Services Inc, National Life Group, and Amedore Homes. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, tax services, and family office support through customized, committee-overseen portfolios that integrate in-house research with third-party managers.

Charles Judge II is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and 27 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2018 and has longstanding experience with The Ayco Company, L.P. dating back to 1997. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management through tailored strategies, leveraging proprietary research, alternative investments, and integrated capabilities across the Goldman Sachs network.

Lawrence Larose is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Financial LLC and Rockefeller Capital Management since 2022, following prior roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Jeffrey Campito is a CFP® with 16 years of industry experience, currently serving at Rockefeller Financial LLC since 2021. His prior experience includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm combines a Private Advisor model with a consolidated investment platform to provide discretionary and non-discretionary solutions across equities, fixed income, and alternatives, while also operating as a registered broker-dealer.

Keith Bernard is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at Rockefeller Financial LLC and Rock & Co LLC since 2019, and previously spent eight years with The AYCO Company, L.P./Mercer Allied. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients by providing portfolio management, financial planning, and consulting services. The firm operates as both a registered investment adviser and broker-dealer, offering a range of investment solutions including discretionary and non-discretionary management, access to third-party managers, and alternative investment vehicles.

Christopher Robertson is a financial advisor at Bankers Life Advisory Services, Inc. with two years of industry experience. He holds the Series 66 designation and has prior experience at AIM Services and Bankers Life Securities, Inc. Outside of his advisory role, he has been involved in fitness and community activities, including operating CR Fit. Studio and working with the Saratoga Regional YMCA. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Arnold Vitarelle II is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has worked at Commonwealth since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Al Palkovich is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Financial since 2022. Prior to that, he was with Ayco/Goldman Sachs & Co. LLC for one year and The Ayco Company, L.P./Mercer Allied for 15 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, with a distinctive combination of registered broker-dealer operations and an integrated investment management platform.

Andrew Armstrong is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 12 years of industry experience. He previously worked at The AYCO Company, L.P./Mercer Allied for eight 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth, Personal Wealth, and Private Family Office support.

Megan Bishop is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 credential and has worked at Goldman Sachs and The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a broad range of clients, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrated financial group affiliates to deliver tailored wealth management solutions.