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.

Brian Hughes is a financial advisor at The Huntington Investment Company with 10 years of industry experience. He holds a Series 66 designation and has worked at Manning & Napier Investor Services, KeyBank, and The Huntington National Bank. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and proprietary private bank models, offering various wrap-fee programs on the Envestnet MAS platform.

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 its subsidiary Park Avenue Securities, holding Series 65 and Series 63 designations and eight years of industry experience. His prior roles include positions at Citizens Securities, Foresters Advisory Services, and Foresters Financial Services. In addition to advisory work, he is involved in long-term care, health and medical insurance, annuities, life insurance, and group benefits outside of his primary firm. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, retirement plan consulting, and investment advisory programs that combine proprietary and third-party strategies.

Pieter Burhans is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. His prior roles include positions at JP Morgan Securities, Morgan Stanley, and Wells Fargo. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings. The firm emphasizes client-directed model selection supported by non-binding advisor recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliate relationships across banking and capital markets.

Anthony Chrisikos is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Key Investment Services since 2005. Outside of his advisory role, he serves as president of Washman Associates LLC, a commercial property rental business. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in model selection while providing non-binding recommendations and oversight, operating within the KeyCorp group with connections to affiliated banking and capital markets 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 been with Key Investment Services and KeyBank since 2016. Outside of her advisory role, she is involved in a craft-making hobby business and serves as treasurer on the board of a condominium association. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts, emphasizing client direction in investment strategy selection and ongoing monitoring. The firm operates within the KeyCorp group and coordinates closely with affiliated entities to provide integrated financial services.

Michael Rosenthal is a financial advisor with Independent Financial Partners in Albany, NY. He holds Series 63 and Series 65 licenses and has two years of industry experience, having previously worked at Upskill Wealth Management, Berthel, Fisher & Company Financial Services, and BFC Planning. Outside of financial advising, he is the owner of Upskill Tax Services, which provides tax preparation and bookkeeping, and serves as a board member of the Capital Region Vegan Network, organizing vegan networking events. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

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.

Edward Mccarthy is a financial advisor at Focus Partners Wealth, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including The Colony Group, LLC, Atlas Private Wealth Management, LLC, and Goldman Sachs. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using both active and passive strategies within an enhanced open architecture framework.

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.

Wayne Cook II is a financial advisor with GWN Securities Inc. in Amsterdam, NY, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at Equitable Advisors, Axa Advisors, and Northwestern Mutual Investment Services. Outside of his advisory work, he is involved as an insurance agent with V. Mathis Insurance Services and Risk Advisors, LLC, and creates non-securities audio and video content. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including both traditional asset allocation and legacy market-timing strategies.

Connor Chambers is a financial advisor with Valic Financial Advisors in Corinth, NY, holding a Series 66 designation and five years of industry experience. He has worked at Valic Financial Advisors since 2020 and is also associated with Agia, where he serves as an agent for non-securities insurance products. Valic Financial Advisors primarily 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Cynthia Powell is a Series 63 licensed financial advisor with 39 years of industry experience. She is currently affiliated with OSAIC Institutions, Inc. and has held prior positions at Infinex Investments, Inc., Isagenix, and Melaleuca. Powell serves as a voting board member of the Schenectady Business and Professional Women's Club Inc. and is vice president of a local BNI Referral Group. OSAIC Institutions, Inc. is a hybrid SEC-registered investment adviser and broker-dealer that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA services, and access to alternative investments, employing a model that delegates investment management to its adviser representatives while maintaining firm supervision.

Andrew Roberts is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Key Investment Services LLC since 2016 and concurrently at KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection with advisory monitoring and offers access to third-party discretionary managers while providing rebalancing, reporting, and supervisory oversight.

Gerard Mehan is a financial advisor at &PARTNERS with 33 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining &PARTNERS, he worked at Wells Fargo Clearing Services LLC for seven years, Bank of America, N.A. for eight years, and Merrill for ten years. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management, financial and tax planning, and municipal advisory services using a combination of proprietary and third-party strategies, with both discretionary and non-discretionary account management.