Barry Bruno is a financial advisor with Eagle Strategies (NY Life) in Saratoga Springs, NY, holding the ChFC® designation and Series 63 license. He has 34 years of industry experience and has been with Eagle Strategies since 2017. He also operates Bruno & Bruno Financial Services, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Matthew Gallup is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including KPMG LLP and The Ayco Company, L.P./Mercer Allied. His current tenure includes roles at Rockefeller Financial LLC and Rockefeller Capital Management. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, combining a Private Advisor model with an integrated investment platform that includes equities, fixed income, and alternatives.

Alan Bogatch is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has a longstanding background at Morgan Stanley Private Bank, where he worked for a decade before joining Janney. 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 clientele including individuals, families, trusts, estates, and institutional sponsors, offering a range of brokerage, financial planning, and advisory services through multiple wrap programs and centralized asset management.

Ryan Gronostaj is a CFP®, ChFC®, and Series 66 credentialed advisor with nine years of industry experience. He has been with Goldman Sachs Wealth Services since 2019 and previously worked at The AYCO Company, L.P./Mercer Allied from 2016 to 2021. He also served on the faculty at The College of Saint Rose from 2016 to 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutions. The firm offers tailored investment strategies supported by a range of proprietary and third-party analytics, and leverages its integration within the Goldman Sachs ecosystem to deliver comprehensive wealth management solutions.

Anna Millea is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Goldman Sachs Wealth Services since 2021. She previously worked for The AYCO Company, L.P./Mercer Allied for 11 years. Outside of her advisory role, she is a partial owner and general manager of Bright Hog LLC, a vacation rental property. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering tailored advisory support through both discretionary and non-discretionary management strategies.

Patrick Touhey is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds the Series 66 designation and has worked previously at Rockefeller & Co and The Ayco Company, L.P./Mercer Allied. 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 offers both discretionary and non-discretionary portfolio management, financial planning, and consulting services, operating uniquely as a registered broker-dealer with capabilities that include securities transactions, variable insurance products, and placement and investment banking services.

Eileen Lapann is a financial advisor with Goldman Sachs Wealth Services, holding a Series 63 designation and 11 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent five years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, integrating products and expertise across its affiliated entities.

Desiree Monahan is a financial advisor with Key Investment Services LLC in Saratoga Springs, NY. She holds Series 63 and Series 66 licenses and has 13 years of industry experience, including 12 years with her current firm. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, employing a multi-provider model for portfolio management and oversight.

John Flavin is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 15 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 11 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Jonathan Danise is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at LPL Financial LLC, American Portfolios Financial Services Inc, and New York Life Insurance Company. Outside of advising, he is a notary. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies, supported by an internal Investment Committee and various implementation tools.

Laura Carroll is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Saratoga Springs, NY, and has 18 years of industry experience. Prior to joining Goldman Sachs in 2021, she spent 14 years with The Ayco Company, L.P./Mercer Allied. Outside of her advisory role, she is a co-owner of Divine Sole, LLC, a footwear retail business in Saratoga Springs. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate clients, and institutions. The firm combines centralized investment resources and model portfolios with a range of discretionary and non-discretionary managers, delivering tailored wealth management solutions within a large integrated financial group.

Robert Ricciardelli is a financial advisor at Equity Services, Inc. with 26 years of industry experience. He holds a Series 63 designation and has worked at several firms including Npa Financial, Wdr Financial Services, and Whittemore, Dowen and Ricciardelli, where he is a partner in a CPA firm. Ricciardelli is also involved in insurance and tax services through Wdr Financial Services, LLC. 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 and employs a mix of long-term strategies and shorter-term trading, managing a significant portfolio through both discretionary and non-discretionary programs.

Clement Sprout is a financial advisor with Rockefeller Financial LLC in Saratoga Springs, NY, holding a Series 66 designation and nine years of industry experience. His career includes roles at Rockefeller Capital Management, JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. Outside of his advisory work, he manages an e-commerce business selling kitchen supplies online. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, and uniquely operates as a registered broker-dealer, providing securities transactions, variable insurance products, and investment banking services within a Private Advisor model and a consolidated investment platform.

Brian Ferraro is a CFP® professional with five years of industry experience. He has worked at Rockefeller Financial LLC since 2021 and has prior experience at PwC from 2013 to 2019. He is based in Saratoga Springs, NY. Rockefeller Financial LLC serves 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 also operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Katrina Taylor is a Series 66 registered advisor with Goldman Sachs Wealth Services, based in Saratoga Springs, NY, and has six years of industry experience. She has worked at Goldman Sachs since 2019, following roles at The Ayco Company, L.P./Mercer Allied and previous experience at SUNY Geneseo. Outside of finance, she was involved with Rob and Deb's Frozen Dreams from 2013 to 2017. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers a range of tailored services, including executive wealth and private family office support, within a large integrated financial group.

Kathleen Sonnabend is a financial advisor with GWN Securities Inc. in Saratoga Springs, NY, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with GWN Securities since 2005 and also works as an independent insurance agent specializing in traditional life insurance products. 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. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs and model portfolios on the Fidelity-supported FMAX platform.

Christopher Therrien is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and nine years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously at The Ayco Company, L.P./Mercer Allied from 2015 to 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

Elliot Howard is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Before joining Morgan Stanley in 2025, he worked at Equitable Advisors for two years. His background includes roles outside finance, such as involvement with Project HELP at SUNY Plattsburgh and experience in the hospitality industry. Morgan Stanley Wealth Management serves both individual and institutional clients with a comprehensive range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Its approach includes structured planning tools and scenario modeling, catering to a broad client base through tailored financial solutions.

Ashley Pierre is a financial advisor at Morgan Stanley in Saratoga Springs, NY, holding a Series 66 designation with two years of industry experience. Before joining Morgan Stanley in 2021, Pierre spent four years at New Country Motor Car Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analytical models.

Devon Costa is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and previously worked at Goldman Sachs and Bouchey Financial Group. Outside of finance, he owns a sole proprietorship that manages a craft business selling gifts at fairs and local stores. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, financial planning, and advisory services. The firm utilizes asset-allocation tools and third-party platforms to construct managed portfolios tailored to client risk tolerance and investment preferences.