Stephen Waite is a financial advisor with Great Valley Advisor Group, LLC and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at LPL Financial and Cantella & Co., Inc. Waite provides investment advisory services through Great Valley Advisor Group and operates under the DBA Waite Wealth Management. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, employing individualized portfolio construction and ongoing oversight with both in-house and third-party strategies.

Patrick McGinn is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 41 years of industry experience. His prior roles include 15 years at Key Investment Services LLC and current positions at Independent Financial Partners and IFP Securities LLC since 2020. Outside of advising, he is co-owner of Valcour Vista LLC, a short-term rental property in Plattsburgh, NY. Independent Financial Partners is a nationwide advisory firm with a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients. The firm offers a decentralized investment model with both discretionary and non-discretionary options and is noted for its retirement-plan advisory and pension consulting services.

Hannah Provost is a CFP® professional with 11 years of experience in the financial services industry. She is currently affiliated with Lomanto Provost Financial Advisors and Commonwealth Financial Network. Her prior experience includes roles at Securities America Inc., OSAIC, INVEST Financial Corp., and Community Bank. Provost is also co-owner of Lomanto & Company, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a variety of advisory programs, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, while allowing advisors discretion in portfolio construction across a broad range of securities and insurance products.

Andrew Lomanto is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 24 years of industry experience. He has worked at firms including Securities America Advisors and HSBC Securities (USA) Inc., and is co-owner of Lomanto & Company, LLC, which facilitates 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 and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed account programs, access to third-party asset managers, and custodial and back-office services.

Ian Brockhouse is a financial advisor at Sanctuary Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Raymond James Financial Services prior to joining Sanctuary Advisors. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers and offers portfolio management, financial planning, retirement consulting, and access to various managed account platforms, employing a range of analytical approaches and acting as a fiduciary under written agreements.

Brady Boulrice is a financial advisor with Commonwealth Financial Network holding a Series 66 designation and beginning his career in the financial industry. His prior work experience includes positions at Boulrice & Wood CPAs, PC, Lomanto Provost Financial Advisors, and community involvement with the Altona Fire District. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Stephen Mcfadden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include seven years at LPL Financial and ongoing positions with Community Bank, NA and INVEST Financial Corp. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Harrison is a financial advisor with LPL Financial in Plattsburgh, NY, holding Series 66, Series 65, and Series 63 licenses and bringing 14 years of industry experience. His prior firms include Ameriprise Financial Services, MassMutual Investors Services, and Merrill. Outside of his advisory role, he is involved with NIHOA in a capacity unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools.

Leslie Ranger is a financial advisor at OSAIC with nine years of industry experience. Previously, Leslie worked at Edward Jones for eight years before joining Securities America and then OSAIC. Leslie is a member of the Clinton County Enhanced-Multidisciplinary Team, which addresses financial exploitation cases involving individuals over 60. OSAIC serves a broad range 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 utilizes asset-allocation tools and automated rebalancing to manage diversified portfolios across various investment types.

Susan Mousseau is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 25 years of industry experience. She has been with Cambridge Investment Research Advisors since 2007 and also operates as a CPA providing tax preparation, bookkeeping, and consulting services. Additionally, she serves as a licensed real estate broker and is a board member of the Juno Beach Centre Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing a variety of portfolio management strategies across multiple platforms.

Robert Donlan is a CFP® with 42 years of industry experience, currently affiliated with LPL Financial. He previously worked at Ic Advisory Services Inc and The Investment Center, Inc. for 15 years. Donlan is involved in community activities through his volunteer work with the Rotary Club of Plattsburgh, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various tools and resources.

Alice Weir is a financial advisor with LPL Financial in Plattsburgh, NY, holding a Series 63 designation and 13 years of industry experience. She has been associated with NBT Financial Services and LPL Financial since 2016. Outside of her advisory role, she acts as an internal financial consultant involved in marketing and servicing fixed insurance products through NBT Insurance Agency and serves as a notary public for Clinton County. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by extensive advisor tools and a broad network of over 22,800 advisors.

Clark Forster is a financial advisor at Osaic Wealth Inc with 32 years of industry experience. He holds a Series 63 designation and previously worked for Cadaret, Grant & Co., Inc. for 18 years. Outside of his advisory role, he is the owner and president of CFA Insurance Agency LLC, a licensed independent insurance agency. Osaic Wealth Inc serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset allocation tools and third-party platforms to manage portfolios across a range of investment types.

Adam King is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at NBT Bank and LPL. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

April Bingel is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 licenses and 28 years of industry experience. She has worked at Wells Fargo affiliates since 2009, including Wells Fargo Advisors LLC prior to her current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research from the Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Loren Sullivan is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 63 designation and previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Co, and Metlife Securities. In addition to his advisory role, he is involved in insurance sales through Futurity First Insurance Group, focusing on life insurance products. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering brokerage and investment advisory services with access to third-party money managers and a range of investment options. The firm employs sophisticated asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Peter Cadieux is a financial advisor with Mass Mutual Investors Services in Plattsburgh, NY, holding a Series 63 designation and 30 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2015. Outside of his advisory role, he is involved in music as a performer and writer through his ownership of Hamagret Publishing. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm focuses on collaborative, annual planning engagements and offers event-driven planning services such as estate settlement and divorce planning.

Justin Hooper is a financial advisor with LPL Financial based in Plattsburgh, NY. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. Prior to joining LPL Financial in 2018, he worked at INVEST Financial Corp. for seven years and has been affiliated with Community Bank, NA since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services supported by proprietary research, third-party asset management, and various institutional platforms.

Christian Blue is a financial advisor with Edward Jones in Plattsburgh, NY, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at the Adirondack Park Agency, Mountain Lake Academy, and Adirondack Watershed Institute. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices.

Adam Robert is a financial advisor with LPL Financial in Plattsburgh, NY, holding CFP® and Series 66 credentials and having 12 years of industry experience. He has worked at LPL Financial since 2010 and at Clute Wealth Management since 2018. Adam also writes articles outside of his investment activities. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

James Stinson is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. He is based in Plattsburgh, NY. Outside of his advisory work, he co-owns a professionally managed two-unit residential rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of advisors and branch offices.

James Barcomb is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and over 31 years of industry experience. His prior roles include positions at Cantella & Co., Inc., IC Advisory Services Inc, and The Investment Center, Inc. Barcomb serves as Vice President and board member of the Plattsburgh Housing Authority and is also a board member of Hospice of the North Country. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers a range of investment strategies through independent Financial Professionals, with access to proprietary and third-party models, supporting both discretionary and non-discretionary portfolio management.

Alex Davison is a financial advisor with Ameriprise in Plattsburgh, NY, holding a Series 66 designation and six years of industry experience. Prior to Ameriprise, he worked at Community Bank NA and Best Western University Inn. He serves on the Board of Directors for the CCC Foundation and consults with franchise clients through INETWORK NY LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Nicole Parker is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 19 years of industry experience. She previously worked at Cadaret, Grant & Co., Inc. for 17 years before joining Cetera in 2024. Outside of financial advising, she owns and operates Parker Sealcoat & Striping, LLC, a family-owned seasonal business, and serves as an elected board member of the West Bay Plaza Condo Association. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Daniela Fortier is a financial advisor with LPL Financial in Plattsburgh, NY. She holds a Series 66 designation and has worked in the financial industry since 2015, including roles at Donlan Wealth Management, Shelburne Bank, and the Trust Company of Vermont. Prior to her current roles, she was employed at Bergan KDV and Western Dakota Insurers. 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 and access to third-party asset management, with a broad platform supported by advanced operational and research tools.

Robert Beaulieu is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 65 designation and has worked with firms including Lincoln Investment Planning, LLC and Bankers Life Securities, Inc. Beaulieu is also the owner of Level Four, a business involved in selling fixed annuities. 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 a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by advisor-facing tools and extensive non-advisory financial activities.

Vasso Laforest is a financial advisor with Cetera, holding a Series 63 designation and bringing 29 years of industry experience. Prior to joining Cetera in 2025, Laforest worked extensively with Avantax Advisory Services and Avantax Investment Services. Outside of financial advising, Laforest owns and operates a real estate brokerage and provides accounting and tax preparation services through her CPA practice. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform that allows advisors to utilize affiliated and third-party model portfolios or create customized strategies across a range of program options and custodial relationships.

Steven Maicus is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Securities America, Inc., Lincoln Investment, and Brooke & Irwin Insurance, Inc. Maicus is also a licensed insurance agent specializing in life, accident, health, property, and casualty insurance, providing sales and service of these products. OSAIC serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction supported by quantitative tools and access to third-party money managers.

Jared Burns is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked previously with IC Advisory Services Inc and The Investment Center Inc. Outside of his advisory role, Burns serves on the boards of two nonprofit organizations in Plattsburgh, NY, and volunteers with the local Rotary Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options, leveraging both proprietary and third-party strategies.

Jonathan Schneiderman is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Raymond James Financial. He has worked with Raymond James since 2004 and was previously employed at KeyBanc Capital Markets Inc. from 1999 to 2004. Schneiderman is also the owner of Adirondack Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains unique affiliations that enhance its municipal and public finance capabilities.

Paul Seymour is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include 18 years at Cadaret, Grant & Co., Inc., and ownership of a financial services business since 1995. He serves on the board of Champlain Technology Group, a telephone and internet company, in addition to his advisory work. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Tristan Parrotte is a financial advisor with Mass Mutual Investors Services in Plattsburgh, NY. He holds Series 63 and Series 65 licenses and has nine years of industry experience. He has been with MassMutual Life Insurance Co and MML Investors Services since 2015. Outside of his advisory role, Parrotte also works as an insurance broker specializing in fixed annuity contracts. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client data and analytical tools to deliver written recommendations through annual, collaborative planning engagements.

Joseph Connor is a financial advisor at Mass Mutual Investors Services with 43 years of industry experience. He has been with Mass Mutual Investors Services since 1983 and also has a longstanding affiliation with MassMutual Life Insurance Company beginning in 1982. Outside of advising, he is involved in insurance agency activities focusing on fixed annuities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, employing a collaborative and software-driven approach to client goal analysis and strategy recommendations.

Christina Ubl is a CFP® professional with 22 years of industry experience. She has worked at LPL Financial since 2003 and is co-owner of Clute Wealth Management, where she has been involved since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.

David Brown is a financial advisor with LPL Financial holding a Series 66 designation and nine years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, TD Ameritrade, Edward Jones, Equity Services, and National Life Group. 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, supported by a network of over 22,800 advisors and a range of advisory tools and non-advisory financial services.