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 at LPL Financial with 19 years of experience in the industry. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Investment Services and Foresters Advisory Services. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management supported by model portfolios, third-party research, and a variety of investment strategies.

Katherine Horowitz is a financial advisor at LPL Financial with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley and Glen Falls National Bank & Trust Co. Horowitz also serves as a notary through Arrow Bank National Association. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with investment options supported by in-house and third-party research.

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.

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 28 years of industry experience, currently serving at LPL Financial since 2011. He also holds a position at Arrow Bank National Association, where he has worked since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Cetera Investment Services and Foresters Financial Services. His outside activities include involvement with his own retirement strategies and wealth management business operating under LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by proprietary and third-party research and technology.

Roman Jarosh is a financial advisor at LPL Financial with 48 years of industry experience. He holds the Series 63 designation and has worked at Cadaret, Grant & Co., Inc. for over four decades before joining LPL Financial in 2025. His other business activities include investment-related services such as the sale of mutual funds, variable and fixed annuities, life and health insurance, and asset management programs. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 Series 66-licensed financial advisor with Equitable Advisors, where he has worked since 2000. He has 25 years of industry experience, including a prior role at Axa Advisors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, leveraging multiple third-party asset managers and offering both advisory and brokerage channels.

Michael Zivica is a financial advisor at LPL Financial with 33 years of industry experience. He holds a Series 63 designation and previously spent 30 years at Cadaret, Grant & Co., Inc. He is also involved with Retirement Investors, LLC, an entity related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives, offering a variety of advisory programs and financial planning services.