Andrew Cook Jr. is a financial advisor at &PARTNERS with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he serves as a trustee for Friends Trust in Albany, NY. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting through both discretionary and non-discretionary strategies, employing a combination of fundamental, technical, and quantitative analysis.

Robert Hope is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Key Investment Services since 2005. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap‑fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client direction in model selection and provides access to third-party discretionary managers, while operating within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Mark Grosky is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and over 21 years of industry experience. He is also the owner and managing partner of Grosky Law Firm, where he has practiced law for more than 30 years. In addition to his advisory role, Grosky is involved in several business activities, including ownership and development within the real estate sector. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design and compliance, and employee education, supporting investments with due diligence and utilizing multiple management platforms and third-party solutions.

John Forte is a Chartered Financial Consultant (ChFC®) with 38 years of industry experience. He is affiliated with Eagle Strategies (NY Life) and has worked with Wealth Strategies Group LLC and New York Life since 1987. Outside of his advisory role, Forte serves as a trustee and finance committee member at Corpus Christi Church, is a board member of the Reigniting Our Faith Foundation, and holds a board position at Utica University, including vice chairmanship of its audit committee. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutions, and plan sponsors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing most assets on a predominantly non-discretionary basis within an integrated New York Life affiliate structure.

Megan Donnelly is a financial advisor with Citizens Securities, Inc. in Albany, NY, holding Series 65 and Series 63 licenses and having 13 years of industry experience. She previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2015 to 2023. Megan is also a licensed Notary Public in the State of New York. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Lee Lashombe is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds Series 63 and Series 66 credentials. Lashombe has worked at Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, unified managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence of third-party advisory products, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Rachel Soka is a financial advisor at Focus Partners Wealth, LLC with 19 years of industry experience. She holds Series 65 and Series 63 registrations and has worked at several firms, including Royal Alliance Associates, Inc. and Atlas Private Wealth Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis along with various portfolio tools and legacy strategies.

Gregory Reo is a Series 66-licensed financial advisor with Valic Financial Advisors in Troy, NY, bringing 10 years of industry experience. He has worked at Valic Financial Advisors since 2015 and is also associated with Agia. Outside of his advisory role, he is involved in tennis and squash instruction, including coaching the Siena College tennis club and organizing squash events at The Fort Orange Club. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Timothy Bloomer is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors LLC. His background includes roles outside financial services, including positions at the University of Maine and Hopkinton Country Club. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Lionel Martina is a financial advisor at Citizens Securities, Inc. in Albany, NY, with two years of industry experience. He holds a Series 66 designation and has prior experience at Bank J. Safra Sarasin Ltd, Mercer (Nederland) B.V., and The Prudential Insurance Company of America. Outside of his advisory role, he serves as a general board member for a Dutch language and culture primary school. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers a range of investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

Jared Micheller is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 credential and one year of industry experience. Prior to joining VOYA, he worked at Equitable Advisors, LLC. and spent over a decade at Skidmore College. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors, retirement plan sponsors, and high-net-worth individuals. The firm provides services such as financial planning, portfolio management, and plan-sponsor consulting through various program structures, including non-discretionary recommendation-based arrangements.

Deborah Collins is an investment adviser representative at Voya Financial Advisors, Inc. with 21 years of industry experience. She has previously worked at Empire State Wealth Management, Manning & Napier Investor Services, Inc., and Healthcare Community Securities Corp. Collins also serves as a trustee for an irrevocable family trust. Voya Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily through non-discretionary, recommendation-based advisory relationships.

Peter Laurenzo is a CFP® with 41 years of industry experience, currently serving as an advisor at GWN Securities Inc. since 2005. Prior to that, he has been associated with Connecticut Mutual Life Insurance Company since 1985. Outside of his advisory role, he is a principal at Northeast Wealth Management, LLC, where he provides income tax preparation and college planning services. GWN Securities is an SEC-registered investment adviser and broker-dealer with a network of approximately 423 advisors managing about $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of investment strategies including traditional asset allocation and legacy market-timing and momentum-based approaches.

Piotr Skladzinski is a financial advisor at GWN Securities Inc. with 45 years of industry experience. He has been with GWN Securities since 2005. Outside of his advisory role, he works as an insurance broker specializing in life, health, and long-term care insurance. 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 and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 client accounts and offers a range of investment programs including both traditional asset allocation and legacy market-timing strategies.

James Brandemarte is a financial advisor at Citizens Securities, Inc. in Albany, NY, holding Series 65 and Series 66 licenses with 24 years of industry experience. He has worked at Citizens Securities since 2009. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Brian Enright is a financial advisor with Janney Montgomery Scott in Albany, NY, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2002. Outside of his advisory work, he serves as a trustee of the Fort Orange Club and is involved with the Hartman Farm Foundation as a board member and its incoming president. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and various advisory programs.

Broderick Yates is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and has worked at Bryant Maloney Prinzo Wealth Management and Bryant Asset Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Justin Arnold is a financial advisor with Eagle Strategies (New York Life) in Latham, NY, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Walmart DC and Albany Management. Outside of his advisory career, he is involved with Love City Church. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides tailored solutions across multiple program types, emphasizing primarily non-discretionary asset management and fiduciary responsibilities for retirement investors.

David Williams is a financial advisor at Voya Financial Advisors, Inc. in Albany, NY, holding a Series 66 designation with 26 years of industry experience. He has been with Voya Financial Advisors since 2014. Outside of his advisory role, he also works as an independent insurance agent specializing in the sale of fixed insurance products. Voya Financial Advisors serves a wide range of clients, including individuals, institutional investors, and retirement plan sponsors. The firm offers various advisory programs such as financial planning, portfolio management, and third-party money manager access, primarily providing non-discretionary recommendations for its managed assets.

Susan Crannell is a financial advisor with Eagle Strategies (NY Life) in Albany, NY, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P. She has briefly engaged in insurance brokering outside of New York Life products but does not intend to continue this activity. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a broad network of advisors. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, with a significant focus on non-discretionary asset management and institutional clients.