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 with Citizens Securities, Inc. in Albany, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining Citizens Securities in 2022, Ojha worked at Santander Securities, LLC and Santander Bank, NA for a combined seven years. 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 offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program, while operating as both a broker-dealer and insurance agency.

Michael Rosenthal is a financial advisor at Independent Financial Partners with Series 63 and Series 65 credentials and two years of industry experience. Before joining Independent Financial Partners, he worked at Upskill Wealth Management and Berthel, Fisher & Company Financial Services. Outside of advisory work, he owns Upskill Tax Services, providing tax preparation and bookkeeping, and serves as a board member of the Capital Region Vegan Network, organizing vegan networking events. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services nationwide through a network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting 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 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.

Taryn Mentink is a financial advisor with Citizens Securities, Inc. in Albany, NY, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with Citizens Securities and Citizens Bank since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency within the Citizens Bank, N.A. enterprise.

Joseph Badolato is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 22 years of industry experience. He has worked with Key Investment Services since 2016 and previously with Citizens Securities, Inc. for eight years. Outside of his advisory role, he co-owns a short-term family vacation rental property in Rainbow Lake, NY. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers portfolio management and model-based advisory products through a multi-provider platform, integrating services from KeyCorp affiliates and third-party managers.

Vincent Miles is a financial advisor at Key Investment Services LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Private Bank since 2016 before joining Key Investment Services in 2023. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider model and is integrated with KeyCorp affiliates, offering custodial and trade execution services along with ancillary insurance products.

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 with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Banc Of America Investment Services, Inc. and KeyBank. He has been with Key Investment Services LLC since 2016. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform and integrates with KeyCorp affiliates to offer a range of investment and advisory services, with a focus on predominantly non-discretionary management within wrap-fee programs.

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.

Paige Douglas is a financial advisor with Eagle Strategies (NY Life) based in Albany, NY. She holds a Series 66 designation and has three years of industry experience. Her prior work includes roles at Elizabeth Bauer and several positions outside the financial services industry. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives, with a substantial portion of its assets managed on a non-discretionary basis.

Kieran Hughes is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and three years of industry experience. Prior to joining the firm, he was involved with Shanz Beverage Center and engaged with several community organizations including the Capital District Youth Soccer League. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider model with discretionary and non-discretionary portfolio management and integrates services from KeyCorp affiliates, including KeyBank and KeyBanc Capital Markets.

Courtney Fagan is a financial advisor at &PARTNERS in Albany, NY, holding a Series 66 designation with four years of industry experience. Prior to joining &PARTNERS, Fagan worked at Wells Fargo Clearing Services, Fidelity Investments, and Bassett Healthcare, among other roles. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary strategies, utilizing a combination of proprietary and third-party approaches.

Conor Bryant is a CFP® with 16 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth since 2014 and is also associated with Bryant Maloney Prinzo Wealth Management. Outside of his advisory roles, he is an owner of CJB Wealth Management, LLC and co-owner of Bryant Asset Management, LLC, companies engaged in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, supporting clients ranging from individuals to institutions.

Gregory Britton is a financial advisor with Focus Partners Wealth, LLC, holding the ChFC® and Series 66 designations and possessing 11 years of industry experience. He worked at Atlas Private Wealth Management, LLC for 10 years before joining Connectus Wealth and then The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds, with an emphasis on long-term, tax- and fee-sensitive portfolio construction.

Sonya Griffin is a financial advisor at Stratos Wealth Partners, Ltd with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Purshe Kaplan Sterling Investments for 17 years before joining Stratos Wealth Partners and LPL Financial. In addition to her advisory work, she is the owner of Stella's Handy Helpers, LLC, a business outside the financial industry. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and a broad range of financial planning and investment solutions through an open-architecture model.

Brian Smith is a financial advisor at Citizens Securities, Inc. in Albany, NY, with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mercer before joining Citizens Securities and Citizens Bank in various roles since 2017. Smith also serves as a Notary Public. 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 advisory solutions and managed accounts, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Barnaby Bullard is a CFP® with seven years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2024. He previously worked at Atlas Private Wealth Management, LLC and Bullard, McLeod & Associates, Inc., with additional experience at The Hunter Group and Commonwealth Financial Network. Outside of his advisory role, Mr. Bullard is the managing member of G-Squared Venture Management LLC, which manages his personally owned investment properties. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Victoria James is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 credentials and two years of industry experience. Her prior roles include positions at KeyBank and Equitable Advisors, LLC. She also engages in selling secondhand clothes on Depop in her spare time. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model integrating discretionary and non-discretionary portfolio management with services from KeyCorp affiliates.

Sofia Levina is a financial advisor at Citizens Securities, Inc. in Albany, NY, with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked in various roles within Citizens Securities and Citizens Bank since 2015. Outside of her advisory work, Levina is also a Notary Public. 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 approach includes both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency with connections to Citizens Bank, N.A.