Christopher Gilbert is a financial advisor with LPL Financial in Albany, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors, Inc. and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services including financial planning and third-party asset management programs.

Kelly Baker is a financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial in 2026, Kelly worked for six years at Wells Fargo Advisors and has experience in entertainment and food service sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Zachary Rockmore is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and has been with UBS since 2018. Prior to UBS, he worked at Numina Capital Management, L.P., and has additional experience related to managing a family trust focused on estate and asset management. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Michael Coleman is a Wealth Management Advisor engaged in providing tailored financial guidance. He focuses on building strong client relationships to deliver customized wealth management advice and personalized service. By working closely with clients, he develops investment strategies that align with their individual objectives, ensuring a clear understanding of the associated risks and rewards. He holds multiple professional designations, including Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). Michael earned a Bachelor of Science degree in Economics from Siena College.

Susan Brown is a Series 66-registered financial advisor with UBS Financial Services in Albany, NY, bringing 19 years of industry experience. She has been with UBS Financial Services Inc. since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Dianne Funigiello is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at Merrill Lynch, Northwestern Mutual Investment Services, Key Private Bank, HSBC Securities, J.P. Morgan Securities, Morgan Stanley, Citigroup Global Markets, and others. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers financial planning, portfolio management, and a range of capital markets services through a large network of advisors supported by proprietary research and institutional trading capabilities.

Jonathan Turnock is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he serves as a board member for the Niskayuna Soccer Club, where he helps organize teams and plan soccer activities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Wheeler is a Wealth Management Advisor with Merrill Lynch Wealth Management. He follows a disciplined process that begins with taking the time to understand clients, their families, financial situations, and what matters most to them. This approach reflects his belief that advising is not just about markets and returns, but about aligning financial planning with clients' life priorities. Michael’s areas of expertise include managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Michael earned a Bachelor's Degree from the University of Rochester. He emphasizes collaboration with clients to create personalized plans tailored to their goals and aspirations.

Zachary Haggas is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he leads the H Group. Since joining Merrill Lynch in 2012, he has developed strategies for high-net-worth individuals, their families, and businesses to help them pursue their short- and long-term financial goals. Prior to his current role, Zach gained experience in marketing, sales, and financial education in various wealth management firms before building his own team. He also serves as a member of Merrill's Council of Technology Champions, a divisional speaker, national trainer, and head of the training program for the New York Capital Central Complex. Zach's work involves thorough analysis of clients' assets, including company savings plans, IRAs, Roth accounts, pensions, employee benefits, and brokerage accounts, as well as cash management, spending, and goal structuring. He offers services such as tax minimization strategies and assists clients with estate planning in collaboration with legal advisors. His expertise spans areas such as pre-retirement financial analysis, transition and severance planning, retirement income planning, estate planning strategies, and insurance and long-term care strategies. He holds the Personal Investment Advisor (PIA) designation. Raised in Whitesboro, New York, Zach graduated from Siena College with a bachelor's degree in finance. He is a member of the Fort Orange Club and participates in community organizations including the Charity Motor Club formerly Mohawk Valley Lunch Club, the Saratoga Automobile Museum, and The Prevention Council of Saratoga County. Zach resides in Albany, New York, and in his free time, enjoys reading, writing, spending time with family, and maintaining a focus on healthy living.

Philip Loftus is a financial advisor at Edward Jones in Chatham, NY, holding Series 63, 65, and 66 licenses with 30 years of industry experience. His prior roles include positions at Franklin Templeton Distributors, Fisher Investments, and Merrill. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Kathleen O'donnell Luther is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 16 years of industry experience. She has been with Cambridge Investment Research Advisors since 2015. Outside of her advisory role, she operates an independent insurance agency serving various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, with a range of portfolio management options and access to both proprietary and third-party strategies.

Robert Segall is a financial advisor at MassMutual Investors Services with 28 years of industry experience. He holds a Series 63 designation and has worked at MassMutual since 1997, as well as at Lenox Advisors since 2007. In addition to his advisory role, Segall is a writer and speaker. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools and collaborative annual planning relationships.

Todd Trombly is a financial advisor with LPL Financial based in Albany, NY. He holds a Series 66 designation and has nine years of industry experience. He has worked with LPL Financial since 2017 and has also been affiliated with Broadview Federal Credit Union since 2012. In addition, he serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sean Mannis is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping executives, business owners, and their families simplify their financial lives through clear and structured processes, providing confidence and clarity in every financial decision. His expertise encompasses retirement planning, estate coordination, investment management, equity compensation, and philanthropic strategies. Born and raised in the Capital Region, Sean attended La Salle Institute and Siena College before beginning his career in financial services. He holds the Personal Investment Advisor (PIA) designation. Sean is committed to delivering comprehensive financial solutions that address the full spectrum of his clients' needs. Sean is grounded by his family, including his wife and three children. Outside of work, he enjoys baseball, football, golfing, hiking, ice hockey, tennis, woodworking, and spending time with his family.

Valerie Rhodes is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of The Clore-Kelly Group since 2011. She transitioned into the role of Financial Advisor in August 2019 after serving as a Client Associate, where she contributed to client service and support. Valerie manages various aspects of client service and focuses on areas including family wealth management strategies, liquidity management, retirement planning, and socially responsible investing. Valerie holds a bachelor's degree in management with a marketing concentration and an accounting minor from St. John Fisher College, as well as a Juris Doctorate from Albany Law School. She holds the Personal Investment Advisor (PIA) designation. In addition to her professional activities, Valerie has served on the boards of Girls on The Run Capital Region and Albany Leadership Charter School for Girls and has participated in the New York State Mentoring Program. Outside of her professional and community roles, Valerie enjoys running, including marathon running, traveling, and spending time with her family. She also has an interest in music.

Michael Blasl is a financial advisor at Edward Jones in Chatham, NY, holding a Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2025 after eleven years with Marrello Restaurants and Catering. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Henry Ouellette Jr. is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and bringing 33 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at National Planning Corporations and Berkshire Investment Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by technology tools for operational and research support.

Colin Tidings is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides financial advisory services to clients, helping them manage their wealth and achieve their financial goals. His work focuses on delivering tailored financial strategies within the framework of Merrill Lynch's offerings. Through this, he supports clients in a variety of financial planning and investment needs.

Emily Hoag is a financial advisor with UBS Financial Services in Albany, NY, holding a Series 66 designation and nine years of industry experience. She previously worked at Bank of America and Merrill, accumulating seven and eight years at each firm respectively. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

James Hart is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. He has served as president of Albany City Rocks, a nonprofit youth sports and mentoring organization, since its founding 30 years ago. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a range of capital markets and research resources to tailor client solutions.