Crystal Langdon is a CFP® with 13 years of industry experience, currently serving as an advisor at AlphaStar Capital Management since 2017. Prior to this, she worked at Nepsis Advisor Services, Inc. for five years and has been president of Crystal Clear Finances, a financial planning and insurance services business, since 2008. She also engages in public speaking and coaching for various companies. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, small businesses, and other entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing strategic asset allocation and quantitative analysis through both model portfolios and custom strategies.

Harold Heintz III is a financial advisor with The Patriot Financial Group, LLC, holding a CFP® designation and Series 63 and 65 licenses. He has eight years of industry experience, with previous roles at firms including J.P. Morgan Securities LLC and New York Life Insurance Co. He also operates FLEX Financial Planning as an investment-related side business. The Patriot Financial Group serves individuals, small businesses, and retirement plans with investment management, financial planning, and consulting services. The firm uses a tailored approach incorporating multiple analysis techniques and offers diversified portfolio options, including equities, fixed income, commodities, and ETFs, with ongoing portfolio supervision and rebalancing.

Dino Macaluso is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 designations and possessing 39 years of industry experience. He has been with PKS Advisory Services since 2007 and with Purshe Kaplan Sterling Investments since 1997. 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 client risk tolerance and objectives, utilizing a range of investment vehicles and conducting regular account reviews.

Joel Fishman is a financial advisor at HBW Advisory Services LLC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with several firms including Silver Oak Securities, Mountain View Advisory Services, Cetera Wealth Services, and HBW Securities. In addition to his advisory role, he is involved with Encore Estates, providing information related to wills and trusts. HBW Advisory Services manages approximately $1.75 billion in client assets, offering discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and model portfolios, serving a diverse client base through a high client-to-advisor ratio and a mix of retail, charitable, and institutional relationships.

Joseph Natale is a financial advisor at PKS Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Steward Partners Global Advisory. He has also been involved in educational roles at Siena College and La Salle Institute. PKS Advisory Services, LLC provides 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 to clients’ risk tolerance, time horizon, and objectives through a diversified approach including mutual funds, ETFs, independent managers, and individual securities.

Christopher Soltis is a CFP® professional with 19 years of industry experience, currently serving at PKS Advisory Services, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, LLC, and MetLife Securities INC. Outside of finance, he is a musician partnered in a live music entertainment business and an author. 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, tailoring portfolios based on client risk tolerance and objectives using a mix of mutual funds, ETFs, independent managers, and individual securities.

Todd Robertson is a financial advisor with A.G.P. / Alliance Global Partners, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has been with Euro Pacific Capital since 2008. A.G.P. / Alliance Global Partners is an SEC-registered investment adviser and FINRA-member broker-dealer operating a multi-team platform of approximately 131 advisors. The firm manages about $2.95 billion for over 7,000 clients, using an open-architecture model that combines internally managed strategies with co- and sub-advisory relationships, offering a range of portfolio management and financial planning services.

Joseph Mc Donald is a financial advisor at TSA Management Inc with one year of industry experience. He holds a Series 66 designation and previously worked at Halliday Financial, LLC. Outside of his advisory role, he teaches three doctorate-level online classes annually at Northeastern University. TSA Portfolio Management provides investment supervisory services to individuals, retirement, and institutional accounts, managing a broad mix of securities through discretionary and non-discretionary portfolio management with an emphasis on strategic asset allocation and tax-aware portfolio construction.

Wyatt Yennard is a financial advisor at PKS Advisory Services, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments since 2023. Prior to his current role, he held positions across various industries including biosciences, accounting, and logistics. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets and tailors portfolios based on clients’ risk tolerance, time horizon, and objectives using a combination of mutual funds, ETFs, independent managers, and individual securities.

Zachary Mann is a financial advisor with PKS Advisory Services, LLC in Albany, NY. He holds a Series 66 designation and joined the firm in 2026. His prior experience includes roles at PKS Investments, Financial Benefits Group, United Wholesale Mortgage, and The Mather Group, along with several periods of full-time education. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm offers tailored portfolio solutions using a variety of investment vehicles and third-party models, managing assets on both discretionary and non-discretionary bases.

James Carroll is a financial advisor at Geneos Wealth Management, Inc. with 44 years of industry experience. He holds the ChFC® designation and has worked at Geneos since 2006, following nine years at Hornor, Townsend & Kent, LLC. Outside of his advisory role, he acts as an independent representative with various insurance carriers for fixed insurance products. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers through traditional and wrap-fee programs, managing over $5.5 billion in client assets.

George Langdon V is a financial advisor at AlphaStar Capital Management with five years of industry experience. He holds a Series 65 designation and has worked at Crystal Clear Finances, where he also sells life insurance. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services, utilizing both strategic and tactical portfolio approaches across various asset types. The firm operates at enterprise scale with approximately 135 advisors and $2.5 billion in assets under management.

Joseph Gross is a financial advisor with International Assets Investment Management, LLC and holds a Series 66 designation. He has 24 years of industry experience, including prior roles at Bank of America and Merrill. Gross is also president of Sevenoaks Private Wealth, LLC, a private label entity for financial business. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm emphasizes customized, long-term portfolio construction using a variety of investment vehicles and may utilize third-party money managers and wrap programs.

Mary Daoust is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked with PKS Advisory Services and Purshe Kaplan Sterling Investments since 2010. Her role includes selling fixed and life insurance on an investment-related basis. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm uses a client profile to tailor portfolios based on risk tolerance and time horizon, implementing strategies that include mutual funds, ETFs, individual securities, independent managers, model portfolios, and alternative investments.

Pamela Young is a financial advisor at PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 66 licenses with 28 years of industry experience. She has been with PKS Advisory Services and Purshe Kaplan Sterling Investments since 2000. In addition to her advisory role, she is an ambassador for Plexus Worldwide, selling health and beauty products. PKS Advisory Services 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 client risk tolerance and objectives, utilizing a mix of mutual funds, ETFs, independent managers, and individual securities.

Timothy Brothers is a financial advisor with United Capital Financial Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at The Ayco Company, L.P., including its affiliations with Goldman Sachs and Mercer Allied, from 2003 to 2021. Outside of advisory work, he is a member of TJB, LLC, an investment-related real estate holding company. United Capital Financial Advisors serves a broad client base nationwide, including individuals, corporations, retirement plans, and charitable organizations. The firm provides discretionary portfolio management, access to third-party managers, alternative investments, and customized portfolio strategies, supported by proprietary technology and a comprehensive investment policy framework.

James Patrick III is a financial advisor at PKS Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments and Knox Equity Corporation. Outside of his advisory work, he serves on the board of the Country Club of Troy. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm tailors portfolios based on client risk tolerance and time horizon, using a range of investment vehicles and third-party managers while managing various operational and conflict-of-interest considerations through established policies.

Eli Cohen is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, OSAIC, and Equitable Advisors. Outside of finance, he has experience running a food service business, El Taco Shack. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, retirement plans, charitable organizations, and other entities. The firm uses tailored portfolios based on client profiles and implements strategies involving mutual funds, ETFs, individual securities, independent managers, model portfolios, and alternative investments.

Robert Chapman is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and bringing 23 years of industry experience. He previously worked for The Ayco Company, L.P./Mercer Allied Company, L.P. for 20 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 high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Michael Murray is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Goldman Sachs since 2003, including his current role since 2021, and previously worked at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.