Matthew Beebe is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and 27 years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC for over two decades before joining Commonwealth and founding Beebe Financial Services. Beebe is also co-owner of Beebe Group, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and supports affiliated advisors with operations, technology, compliance, and practice management.

Benjamin Zarzycki is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Saratoga Springs, NY. He holds Series 65 and Series 66 licenses and has 10 years of industry experience. Prior to joining Equity Services in 2021, he worked at Cabot Lodge Securities LLC and Purshe Kaplan Sterling Investments. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines long-term investment strategies with options for shorter-term trading, frequently utilizing third-party asset managers and model portfolios.

Cale Van Buren is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Rockefeller Financial and Rockefeller & Co. since 2021. Prior to that, he spent 15 years at The Ayco Company, L.P./Mercer Allied and one year at Ayco/Goldman Sachs & Co. LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as 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 investment banking services.

Nicholas Peters is a financial advisor with Rockefeller Financial LLC, holding a Series 66 license and 12 years of industry experience. He previously worked at The AYCO Company, L.P./Mercer Allied from 2013 to 2019 before joining Rockefeller Financial and Rock & Co LLC in 2019. 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, placement, and investment banking services.

Michael Seeley is a ChFC®-designated financial advisor with 24 years of industry experience. He has been with Equity Services, Inc. in Glens Falls, NY since 2003. In addition to his advisory role, he is involved in life, disability, and health insurance sales as a licensed agent and owns a vehicle rental business that operates through online platforms. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Nicholas Taylor is a financial advisor with Equity Services, Inc. in Glens Falls, NY, holding a Series 63 designation and over 39 years of industry experience. He has been with Equity Services since 1987 and has also worked with Independent Brokers Associates since 1985. Taylor serves on the board of the Indian Grandstanders of Glens Falls, a nonprofit that supports local high school athletics. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a wide range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that blend long-term investment strategies with options for shorter-term trading and specialized instruments, frequently utilizing third-party asset managers and model portfolios.

Carissa Morganstein is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. She holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied. She has been with Rockefeller Financial and its affiliate Rock & Co LLC since 2019. 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 portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing a broad range of investment and placement services through an integrated platform.

Nathan La France is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 25 years of industry experience. He has been with Key Investment Services since 2007 and previously worked at KeyBanc Capital Markets Inc. from 2004 to 2006. 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 combines discretionary and non-discretionary portfolio management with platform services provided by Envestnet and oversight by its Product Due Diligence Committee.

Jessica Niles is a Series 66-licensed financial advisor with 12 years of industry experience. She has been with Janney Montgomery Scott since 2015. Outside of her advisory role, she serves as a board member for The Saratoga Institute, a nonprofit supporting organizations in their early stages, and Wellspring, a nonprofit focused on ending relationship and sexual abuse. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and various advisory programs.

Christopher Skinner is a financial advisor with Citizens Securities, Inc. in Queensbury, NY. He holds Series 63 and Series 65 credentials and has 10 years of industry experience, all with Citizens Securities since 2016. Outside of his advisory role, he is involved in rental property ownership. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm features digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Sean Berger is a CFP® professional with 38 years of industry experience, currently affiliated with Wealth Enhancement Advisory Services, LLC. His career includes roles at LPL Financial, American Portfolios Financial Services, and Adirondack Retirement Specialists. Outside of advisory work, he owns racehorses through a business entity. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal committee.

Keven Donohue is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The AYCO Company, L.P./Mercer Allied from 2016 to 2020. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Raymond Bryan is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott and Wells Fargo Advisors. Outside of his advisory role, he is involved in a family horse partnership and serves on the boards of a Broadway incubator nonprofit and the Saratoga Senior Center, as well as mentoring at Skidmore College’s business plan competition. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutions, and corporations, offering portfolio management, financial planning, and investment services through a Private Advisor model and an integrated platform that includes discretionary and non-discretionary solutions. The firm operates as a registered broker-dealer and provides placement and investment banking services alongside its asset management capabilities.

Nelson Darling IV is a financial advisor at Rockefeller Financial LLC with a Series 66 designation. He has been with Rockefeller Financial since 2026 and previously worked at Rockefeller Capital Management and held various roles in education and community organizations in New York. His outside activities include involvement with the Jewish Community Center of Greater Buffalo. 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 portfolio management, financial planning, and consulting services within a Private Advisor model and operates as a registered broker-dealer, providing a broad range of investment and placement services.

Todd Neil is a financial advisor at Equity Services, Inc. with six years of industry experience. He holds the Series 63 and Series 66 licenses and has a background that includes over three decades at Garvey Auto Group prior to joining Equity Services and National Life Group in 2020. In addition to his advisory role, he is involved in the sale and service of fixed insurance products and tax preparation during tax season. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a range of clients including individuals, corporations, trusts, and charitable organizations. The firm utilizes multiple advisory platforms and third-party asset managers, offering a combination of long-term strategies and options for shorter-term trading.

Randolph Altavilla is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. His career includes roles at Novus Wealth Strategies, Mass Mutual Investors Services, MassMutual Life Insurance Company, and Metropolitan Life Insurance Company. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Michael Giacco is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Rockefeller Financial and ROCKEFELLER & Co. since 2021, following prior roles at Eaton Vance Distributors, Inc. and State Street. 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 provides a range of portfolio management, financial planning, and investment banking services through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives.

Nicholas Taylor Jr. is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Glens Falls, NY, holding a Series 63 designation and 18 years of industry experience. He has worked at Equity Services since 2008 and also maintains longstanding roles with National Life and Taylor and Leonard, where he is involved in insurance sales and management. Additionally, he serves on the board of directors for the Glens Falls Independent Living Center. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and combines long-term strategies with options for short-term trading, utilizing third-party asset managers and model portfolios.

Luke Saddlemire is a CFP® with five years of industry experience, currently affiliated with Rockefeller Financial LLC. His prior experience includes roles at Janney Montgomery Scott LLC, Principal Life Insurance Company, and Purshe Kaplan Sterling Investments. He also serves as a Notary Public in New York State, performing notarial acts on a volunteer basis. 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 provides a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform that offers discretionary, non-discretionary, and model-driven solutions across multiple asset classes.

Laura Donovan is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Honor, Townsend & Kent LLC, Penn Mutual Life Insurance Company, Equity Services Inc, and National Life Group. She is also involved in a political campaign for the position of Ulster County Legislator. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and operational support, allowing advisors discretion in portfolio construction alongside model portfolios managed by Commonwealth’s Investment Management and Research team.