Maram Nashar is a financial advisor with Eagle Strategies (NY Life) based in Latham, NY, holding Series 63 and Series 66 licenses and with 20 years of industry experience. Her prior roles include positions at Tailored Wealth Solutions LLC and Tarella and Testa Financial Group. Nashar is also appointed as an insurance broker for non-registered insurance products and operates under the DBA Tailored Wealth Solutions for related business activities. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services with an emphasis on tailored, primarily non-discretionary solutions integrated within the New York Life affiliate structure.

Joseph Dibella is a financial advisor with Eagle Strategies (NY Life) based in Albany, NY. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been associated with firms including 21st Century Retirement Planning Group and The Di Bella Financial Group, LLC. Outside of his advisory work, Dibella is an assistant varsity coach for the girls’ lacrosse team at Columbia High School and serves as an officer for The Bus Stop Club, an organization that supports children with sick siblings. Eagle Strategies serves a diverse client base ranging from individual investors to institutional and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brandon Siebert is a financial advisor with TIAA-CREF, holding a Series 66 designation and 18 years of industry experience. He has been with TIAA-CREF since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals with existing TIAA retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model distinguishes between one-time planning services and ongoing portfolio management, employing both model-based and customized investment strategies.

Thomas Mcgrath is a CFP® with 20 years of experience in the financial advisory industry. He is currently with Focus Partners Wealth, LLC and previously worked at Ballston Spa National Bank, LPL Financial, and SEFCU. Mcgrath serves as a board member and director for the Estate Planning Association of Eastern NY, where he provides oversight and leadership for the professional association. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term investment approach that combines active and passive strategies, third-party managers, and private funds within an “enhanced open architecture” framework.

Joseph Hermann is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. He holds the Series 63 designation and has previously worked at LPL Financial LLC since 2004. Outside of his advisory work, he operates Joseph Hermann Enterprises, a separate business entity for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions including its proprietary WealthSuite, third-party TAMPs, and alternative investments, employing a fiduciary-based advisory model that incorporates multiple investment strategies and third-party managers.

Martha Nielsen is a CFP® professional at Principal Financial Services with 33 years of industry experience. She has worked at Principal Securities Inc. since 2016 and previously spent five years with Principal Life Insurance Company. Her other business activities include work related to insurance, life products, and fixed annuities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jonathan Sefcik is a Series 66 licensed financial advisor with 20 years of industry experience. He has been with Janney Montgomery Scott since 2008. 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, and municipal clients, offering brokerage services, financial planning, and advisory programs.

Adam Powhida is a financial advisor at Principal Financial Services with two years of industry experience. He holds the Series 66 designation and previously worked at Newport News Shipbuilding and other mechanical firms. In addition to his advisory role, he is involved in the sale of various insurance products including life, disability, annuities, health, long-term care, dental, and Medicare insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Andrew Black is a financial advisor at TIAA-CREF with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2010. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm operates a vertically integrated advisory model that includes point-in-time planning and ongoing portfolio management, serving clients often connected through TIAA-administered employer retirement plans.

Mark Pelersi is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including The Colony Group, LLC and Rockefeller Capital Management. Focus Partners serves a diverse clientele including individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that combines active and passive strategies with access to private funds and third-party managers.

Gary Wusterbarth is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Janney Montgomery Scott since 2017, with prior experience at The Ayco Company, L.P./Mercer Allied. 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, estates, and institutional sponsors, offering brokerage services, financial planning, consulting, and various advisory programs.

Edward Quimby IV is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 credential and three years of industry experience. His work history includes roles at Eagle Strategies, Tailored Wealth Solutions, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of financial services, he is employed as a crane operator at Burt Crane and Rigging. Eagle Strategies serves a diverse client base that includes individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm provides tailored advice delivered via multiple program types and manages a majority of its assets on a non-discretionary basis.

James Boyer is a Series 66 credentialed advisor with Key Investment Services LLC, based in Albany, NY. He has 25 years of industry experience and has been with Key Investment Services since 2010. Outside of his advisory role, he owns a second property used as an Airbnb rental in Saratoga Springs, NY. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee, model portfolios, separately managed accounts, and brokerage services. The firm emphasizes client-directed model selection and ongoing monitoring, and operates within the KeyCorp group, collaborating closely with affiliated banking and capital markets entities.

Thomas Gessick is a financial advisor with Equity Services, Inc. who holds a Series 66 designation and has 21 years of industry experience. He has worked at National Life Group and Equity Services, Inc. since 2018 and previously spent over a decade with Cssc Brokerage Services, Inc. and Cssc Investment Advisory Services, Inc. Outside of advising, he serves as treasurer for Altamont Community Tradition, Inc., a nonprofit focused on promoting historical and community activities, and is president and managing principal of T.M. Byxbee Company, CPAs, a certified public accounting firm. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, uses various third-party asset managers and model portfolios, and combines long-term investment strategies with options for shorter-term trading and specialized instruments.

Augustine Okoye is a financial advisor with Citizens Securities, Inc. in Albany, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at KeyBank, Rockefeller Financial LLC, and Goldman Sachs. Outside of his advisory work, he coaches youth soccer. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory platform and a Managed Account program, operating as a broker-dealer and insurance agency and is wholly owned by Citizens Bank, N.A.

Buffy Leonard is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott for 21 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services through a Private Advisor model and a consolidated investment platform.

Phillip Mabey is a financial advisor at Eagle Strategies (NY Life) with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Wealth Strategies Group and New York Life Insurance Company. Mabey serves as a board member for the Eastern NY Society of FSP and is also on the board of the Tri-Village Little League. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and Plan Sponsor objectives and manages a significant portion of assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Kelly Seeley is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, bringing 19 years of industry experience. Prior to joining Goldman Sachs in 2021, Kelly was self-employed for 20 years and worked at The AYCO Company, L.P./Mercer Allied for 19 years. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporations, and institutions. The firm leverages centralized investment resources and a wide range of affiliated managers to provide tailored wealth management solutions.

Susan Mallery is a financial advisor at &PARTNERS with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting services. The firm utilizes both discretionary and non-discretionary management approaches, combining proprietary and third-party strategies with ongoing monitoring and regular reviews.

Neerja Kalloo is a financial advisor with Citizens Securities, Inc. based in Albany, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior work includes roles at Citizens Bank and CCO Investment Services. She is also a certified notary. Citizens Securities serves a broad retail client base, offering investment advisory programs, brokerage, and insurance services. The firm operates both a digital advisory program with ETF-based portfolios and a Managed Account program, while also functioning as a broker-dealer and insurance agency.