Jonathan Mandwelle is the principal of J. Mandwelle Capital Management and holds Series 63 and Series 65 licenses. He has over 35 years of experience as a CPA and financial planner, with additional roles including adjunct college instructor at SUNY Adirondack and owner of an accounting and tax preparation firm. J. Mandwelle Capital Management provides discretionary investment supervisory services and hourly financial planning to individuals, high-net-worth clients, and retirement accounts. The firm employs a blend of charting, fundamental, technical, and cyclical analysis, utilizing both long- and short-term trading strategies with discretionary trading authority.

Ronald Gruber Jr. is a financial advisor with Eagle Strategies (NY Life) in Queensbury, NY, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Eagle Strategies since 2016 and has concurrently worked with Nylife Securities LLC and New York Life Insurance Company since 2003. Outside of advisory work, he serves as an independent contractor brokering non-registered insurance products with outside carriers. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives and plan sponsors, with a significant portion of assets managed on a non-discretionary basis.

Anthony Braico is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has been with Raymond James Financial since 2009 and has worked within the broader Raymond James Financial Services, Inc. organization since 2005. Outside of advising, he owns and operates support companies, including serving as CEO of Valley Fin Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, utilizing various analytical tools and maintains notable affiliations and specialized advisory programs.

Linda Tarbox is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, with an emphasis on Ameriprise-managed accounts and algorithmic support for personalized planning.

Shane Colamarino is a financial advisor with LPL Financial in Queensbury, NY, holding Series 63 and Series 65 registrations and bringing 19 years of industry experience. His prior roles include positions at Cetera Investment Services and Foresters Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a broad range of financial planning and investment management solutions through a large network of advisors.

Katherine Horowitz is a financial advisor with LPL Financial in Chestertown, NY, holding Series 63 and Series 65 licenses and 12 years of industry experience. Her career includes prior roles at Morgan Stanley and Glen Falls National Bank & Trust Co. She also serves as a notary and a wealth management business consultant for Arrow Bank National Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad range of investment strategies and utilizes technology tools for operational and research support while maintaining a diverse platform that includes insurance and banking partnerships.

Jeffrey Hill is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., Financial West Group, and Insight Capital Management, where he is also an owner. Outside of his advisory work, he serves as a board member and trustee at Temple Beth El and acts as a foster parent in Warren County, NY. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of tools and strategies to construct and manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Olivia Wood is a financial advisor with Raymond James Financial holding a Series 66 designation and three years of industry experience. Her prior experience includes five years at RBC Capital Markets and roles at Adirondack Wellness Group and Aim Services. Outside of finance, she was involved with The Lazy Moose Garden Market for five years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers programs that incorporate technology and advanced modeling techniques.

John Gable is a Series 66–licensed financial advisor with Edward Jones in Warrensburg, NY, where he has worked since 2018. He has eight years of industry experience, including a three-year sabbatical prior to joining Edward Jones. Outside of finance, he has authored a children’s book and worked as a contracted actor and voice actor. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment products through a nationwide network of over 23,000 financial advisors.

Mark Ripley is a CFP® professional with 29 years of experience in the financial services industry. He has been with LPL Financial since 2011 and previously worked at UBS Financial Services, Uvest Financial Services Group, Inc., and KeyBanc Capital Markets Inc. Ripley is also associated with Arrow Bank National Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of significant discretionary assets.

Thomas Gabel is a financial advisor at Fisher Investments with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at ClearBridge Investments LLC, Legg Mason & Co LLC, and Morgan Stanley & Co. LLC. He has been with Fisher Investments since 2021. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and offers tax-aware strategies alongside a range of sub-advisory and retirement plan services.

Scott Bouton is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in personalized wealth management for affluent individuals, families, foundations, and corporate clients, with a focus on estate planning, liability management, lending, separately managed accounts, alternative investments, and active wealth management. Scott emphasizes a comprehensive and disciplined approach to wealth management that begins with understanding clients’ financial situations and priorities, enabling him to create customized strategies tailored to evolving needs and market conditions. Scott’s expertise includes family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income planning. He also serves specialized client segments such as women, sports, and entertainment professionals. Holding a Bachelor’s degree in Economics from Syracuse University and a Master’s degree from the University of Phoenix, Scott maintains professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to his professional role, Scott has been involved in community service as a former board member of a nonprofit women’s shelter. His personal interests include boating, fishing, golfing, hiking, music, reading, running, skiing, surfing, and spending time with his family.

Peter Abrami is a CFP® and holds a Series 66 license, with 14 years of industry experience. He has been with Ameriprise since 2008, serving in his current role since 2020. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Nathan Brekke is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 17 years of industry experience. His career includes roles at Cetera Investment Services and Foresters Financial Services prior to joining LPL Financial in 2021. Outside of his advisory work, he operates a small real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with investment advice delivered through a large network of representatives who employ a range of strategies including customized and model portfolios.

Roman Jarosh is a financial advisor with LPL Financial in Queensbury, NY, holding a Series 63 designation and 49 years of industry experience. He previously spent 40 years at Cadaret, Grant & Co., Inc. Outside of his advisory role, he has engaged in investment-related activities including the sale of mutual funds, annuities, insurance products, and asset management programs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by extensive operational tools and a broad platform of financial products.

Robert Dazi is Vice President Private Wealth Management Advisor at Fidelity Investments. He currently serves in this role as a Wealth Management Advisor within the Private Wealth Management division. He has extensive experience with Fidelity Investments, holding various positions since 1991. His roles have included Vice President, Branch Leader; Vice President, Senior Branch Office Manager; Vice President, Branch Office Manager; Branch Manager; Assistant Branch Manager; Vice President, Senior Account Executive; and Retirement Consultant. Prior to joining Fidelity, he worked as a Financial Planner at American Express from 1989 to 1991. In his role, Robert and his team focus on supporting clients and their families by understanding their goals and building financial plans tailored to their visions.

Neil Lajeunesse is a financial advisor with Cetera who holds a Series 63 designation and has 42 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. In addition to his advisory role, he is an independent insurance agent specializing in fixed annuities and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services using a multi-manager platform that includes affiliated and third-party managers and provides various program structures and custodial relationships.

Steven Brown is a financial advisor with Equitable Advisors in Queensbury, NY, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2000. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both in-house and third-party advisory models.

Michael Zivica is a financial advisor with LPL Financial, holding a Series 63 designation and 34 years of industry experience. He worked at Cadaret, Grant & Co., Inc. for 30 years prior to joining LPL Financial in 2025. Outside of his advisory role, he has been involved with Retirement Investors, LLC, an entity related to his LPL business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.