Reid Prinzo is a CFA® charterholder with 18 years of industry experience. He is affiliated with Commonwealth Financial Network and has prior experience at MFS Fund Distributors, Inc. Prinzo is also co-owner of Bryant Asset Management, LLC. 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 $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party managers, retirement consulting, and custody services.

Peter Brucato is a CFP® and CFA® credentialed financial advisor with 22 years of industry experience. He has worked at Private Advisor Group, LLC and LPL Financial since 2017 and previously spent 14 years at AIG Valic. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients through discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.

Ashley Kinney is a financial advisor at Citizens Securities, Inc. in Albany, NY, with eight years of industry experience. She holds a Series 66 designation and has been with Citizens Securities since 2016. Outside of advising, she serves as a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency as well.

Margaret Koetzner is a financial advisor at Citizens Securities, Inc. in Albany, NY, with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citizens Securities since 2019, following a three-year tenure at Key Investment Services LLC. 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 a digital advisory program and a managed account program, operating as a broker-dealer and insurance agency under its parent company, Citizens Bank, N.A.

Scott Wilson is a financial advisor at Janney Montgomery Scott in Albany, NY, holding a Series 63 designation with 26 years of industry experience. He has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities, offering a range of brokerage, financial planning, and advisory services backed by in-house and third-party portfolio management.

Antonio Lisi is a financial advisor with Citizens Securities, Inc. in Albany, NY, holding CFP® certification along with Series 65 and Series 63 licenses. He has 25 years of industry experience, including prior roles at Financial Engines Advisors LLC and VOYA Financial Advisors. His other activities include serving as a notary public and acting as a personal representative for an estate. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory platform and traditional managed account programs, supported by its affiliation with Citizens Bank, N.A.

Shawn Maloney is a financial advisor at Commonwealth Financial Network with nine years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network and Bryant Asset Management in various roles since 2016. Maloney is a co-owner of Bryant Asset Management. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers comprehensive adviser support, including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Kathryn Krause is a financial advisor at Citizens Securities, Inc. in Albany, NY, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked exclusively within Citizens Securities and Citizens Bank since 2015. Krause is also a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, providing investment advisory programs alongside brokerage and insurance services. The firm offers a digital advisory program and managed accounts, and operates as a broker-dealer fully owned by Citizens Bank, N.A.

Bonnie Kenna is a financial advisor with Lincoln Investment in Rensselaer, NY, holding a Series 63 designation and bringing 21 years of industry experience. She worked previously at Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory role, Kenna is involved in coaching field hockey through multiple positions, including serving as a head varsity coach for a public high school and participating in nonprofit and national field hockey programs. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning and a range of advisory programs, employing both strategic and dynamic investment approaches overseen by its Investment Management & Research team.

Anthony Chrisikos is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and possessing 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 provides a range of advisory programs and managed account solutions to individuals, trusts, estates, small businesses, and corporate clients. The firm emphasizes client-directed model selection and ongoing monitoring while offering access to third-party discretionary managers and performing due diligence and supervisory oversight across its offerings.

Kevin Dubner is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 63 designation and 46 years of industry experience. His prior work includes 15 years at Janney Montgomery Scott and two years at Raymond James Financial Services. He has been with Steward Partners-affiliated firms since 2020. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves a diverse client base—including individuals, pension plans, corporations, trusts, and charitable organizations—offering a range of investment advisory, financial planning, pension consulting, and managed account services.

Rani Ojha is a financial advisor at Citizens Securities, Inc. in Albany, NY, with eight years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Santander Securities, LLC and Citizens Bank, N.A. prior to her current role. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, 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.

Michael Rosenthal is a financial advisor with Independent Financial Partners in Albany, NY, holding Series 65 and Series 63 credentials and two years of industry experience. His background includes roles at Upskill Wealth Management, Berthel, Fisher & Company Financial Services, and Upskill Tax Services, which he owns and operates, providing tax preparation and bookkeeping services. Rosenthal also serves as a board member for the Capital Region Vegan Network, organizing vegan networking events. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform managing over $12.5 billion in assets, with notable capabilities in retirement-plan advisory and pension consulting, including ERISA 3(21) and 3(38) services.

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. His prior roles include positions at The Colony Group, LLC, Atlas Private Wealth Management, LLC, The Ayco Company affiliated with Goldman Sachs, and Goldman Sachs itself. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Taryn Mentink is a financial advisor at Citizens Securities, Inc. in Albany, NY, holding Series 63 and Series 65 designations with 14 years of industry experience. She has worked with Citizens Bank and Citizens Securities in various roles since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Joseph Badolato is a Series 66-licensed financial advisor with Key Investment Services LLC, where he has worked since 2016. He has 22 years of industry experience. Outside of his advisory role, he is a joint owner of a short-term family vacation lakefront rental property. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporations through various advisory programs, model portfolios, and brokerage products. The firm emphasizes client direction in model selection and provides oversight of third-party advisory products while operating within the KeyCorp group and its affiliated entities.

Vincent Miles is a financial advisor with Key Investment Services LLC in Albany, NY, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior experience includes seven years at Merrill and ten years at Key Private Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client direction in model selection and uses a structured due diligence process for third-party advisory products, providing ongoing monitoring and supervisory oversight across its offerings.

Daniel Faris is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Brian Enright is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds the Series 66 designation and has worked primarily at Janney since 2018, with prior roles at Bank of America, Merrill, and Ayco. Outside of his advisory role, he serves as a committee member on the membership committee of the Schuyler Meadows Club in Loudonville, NY. 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 diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Andrew Roberts is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Key Investment Services and KeyBank since 2016. 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 unified managed accounts. The firm emphasizes client-directed model selection with non-binding recommendations and ongoing monitoring, and it maintains oversight of third-party advisory products and discretionary managers.