Wesley Golby is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Seven Canyons Advisors, LLC. His prior roles include positions at Acacia Research, Ark Global Asset Management, and Fleckenstein Capital Management. Outside of his financial career, he is the managing member and sole owner of Ramshackle Properties, LLC, a hotel operating business. Seven Canyons Advisors provides discretionary investment management primarily to pooled vehicles and institutional accounts, including registered mutual funds and retirement plans. The firm uses a bottom-up fundamental research process and proprietary screening to build concentrated strategies across its global equity approaches.

Alan Besterman is a financial advisor at FSP Advisors, Inc. with 43 years of industry experience. He holds a Series 66 designation and has worked at FSP Advisors since 2017 and at Leigh Baldwin & Co., LLC since 2008. Outside of advising, he serves as a certified pistol instructor and is involved with the East Chatham Fire Department as an assistant chief, treasurer, and bookkeeper. He also owns a tax return preparation business, The Balance Sheet, Inc. FSP Advisors, Inc. provides advisory services to individuals, employee benefit plans, trusts, estates, and other institutions, offering portfolio management, financial planning, and pension consulting. The firm employs a variety of investment methods tailored to client objectives and risk tolerance, delivering both discretionary and non-discretionary management while making educational seminars available to the public at no charge.

Kathleen Godfrey is the sole owner of Godfrey Financial Associates, Inc. in Glenmont, NY, where she has worked since 1995. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Her firm serves individuals, including high-net-worth clients, as well as corporations and business entities, providing discretionary portfolio management and financial planning services. The firm uses a national custodian platform and offers customized portfolios that include exchange-listed securities, mutual funds, ETFs, and fixed income, with both long- and short-term strategies.

Ruth Maresca is a financial advisor at Godfrey Financial Associates, Inc. with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has worked at firms including LPL Financial, CUNA Brokerage Services, and Key Investment Services LLC. Outside of financial advising, she serves as an alternate trustee for Demberg Farm LLC and is a licensed notary public. Godfrey Financial Associates serves individuals, including high-net-worth clients, as well as corporations and business entities, providing discretionary investment management and financial planning services. The firm employs a mix of fundamental, technical, charting, and cyclical analysis methods to build tailored asset allocations and monitors portfolios on an ongoing basis.

Kathleen Peer is a financial advisor at SAGE 360 Advisors LLC with 30 years of industry experience. She holds a Series 63 designation and has worked at Peer Law Firm since 2011 while also serving at Sage360 Advisors since 2007. Outside of financial advising, she is an investor in Coalbed Methane Solutions LLC, a company that develops and manufactures down-hole sensor equipment for oil and gas wells. SAGE 360 Advisors serves individual and high-net-worth clients, as well as trusts and estates, managing approximately $21 million for about two dozen households. The firm provides portfolio management and financial planning services, primarily using fundamental analysis and a variety of investment strategies, and maintains a mostly non-discretionary management approach.

Tiffany Soricelli is a financial advisor at Godfrey Financial Associates, Inc. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Virtuoso Asset Management LLC and Marshall & Sterling Wealth Advisors. In addition to her advisory role, she owns Virtuoso Advising for Artists, a career coaching business for singers, musicians, and creatives. Godfrey Financial Associates serves individuals, including high-net-worth clients, as well as corporations and other business entities. The firm provides discretionary investment management and financial planning, using customized asset allocations that incorporate mutual funds, ETFs, and fixed income, supported by a mix of fundamental, technical, charting, and cyclical analysis.

David Jeram Jr. is a Series 65-credentialed advisor with Dutch Asset Corporation, bringing less than one year of industry experience. Prior to joining Dutch Asset Corporation, he worked at The Hertz Corporation and The Nielsen Corporation. Dutch Asset Corporation advises individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides portfolio management, financial planning, and pension consulting, employing fundamental and technical analysis alongside modern portfolio theory to guide asset allocation and security selection.

Cullen Breen is a CFP® with 14 years of industry experience, currently serving as an advisor at Dutch Asset Corporation. He has worked at Dutch Asset Corporation since 2014 and is also involved with StackHabit LLC. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies including fundamental and technical analysis, use of derivatives and margin, and may allocate assets through third-party managers or separately managed accounts.

Tyler Rapp is a financial advisor at Dutch Asset Corporation with four years of industry experience. He holds a Series 66 designation and has previously worked at Broadway Advisor Group, LPL Financial, and Sgroi Wealth Management. Outside of advising, he is involved as a semi-professional car racer. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies including the use of derivatives and margin, and offers both discretionary and non-discretionary management with individualized Investment Policy Statements.

Gary Barkman is a CFP® with 41 years of industry experience. He is currently with Dutch Asset Corporation, where he has worked since 2025. His prior experience includes roles at Cetera Wealth Services, Cetera, and Voya Financial Advisors. Barkman is also a licensed insurance agent, working fewer than 10 hours per month during trading hours. Dutch Asset Corporation advises individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides portfolio management, financial planning, and pension consulting, employing fundamental and technical analysis alongside modern portfolio theory, with strategies that include the use of derivatives and third-party managers.

Richard Oxford is a Series 65-licensed financial advisor with 17 years of industry experience. He has been with Dutch Asset Corporation since 2015. Outside of his advisory role, he serves as a board member and holds a 10% ownership stake in Dunlap Stone University, a small private online university. Dutch Asset Corporation provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a range of investment strategies including fundamental and technical analysis, options and margin use, and allocates assets through third-party managers or separately managed accounts.

John Dady is a financial advisor with Sovereign Financial Group, Inc. in Hudson, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Merrill. Sovereign Financial Group serves individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and other RIAs with investment management, financial planning, retirement plan advisory, and cash-management services. The firm employs a primarily long-term, portfolio-focused investment approach using a mix of low-cost mutual funds, ETFs, individual securities, and options, supported by fundamental and technical analysis and AI tools.

Michelle Peterson is a CFP® with 32 years of industry experience. She currently works at Dutch Asset Corporation, joining the firm in 2026, and previously held roles at Cetera and Voya Financial Advisors. Michelle is also associated with Professional Planning Group, a financial services firm. Dutch Asset Corporation advises individuals, high-net-worth clients, pension plans, charitable organizations, and corporate entities with services that include portfolio management, financial planning, and pension consulting. The firm employs both fundamental and technical analysis alongside modern portfolio theory and utilizes a range of investment strategies, including derivatives and third-party managed accounts.

James Carroll is a financial advisor at Geneos Wealth Management, Inc. with 44 years of industry experience. He holds the ChFC® designation and has worked at Geneos since 2006, following nine years at Hornor, Townsend & Kent, LLC. Outside of his advisory role, he acts as an independent representative with various insurance carriers for fixed insurance products. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, pension and profit-sharing plans, and other institutions. The firm offers financial planning, portfolio management, and referrals to third-party money managers through traditional and wrap-fee programs, managing over $5.5 billion in client assets.

Stanley Paddock is a financial advisor with GWN Securities Inc., holding a Series 63 designation and over 33 years of industry experience. He has been with GWN Securities since 2005. Outside of his advisory role, he sells health, fixed, and long-term care insurance and serves as a trustee for a family trust. 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 and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of investment programs, including legacy market-timing and momentum-based strategies.

Timothy Bartholomew is an investment advisor at OSAIC Institutions, INC. He holds Series 63 and Series 65 credentials and has 28 years of industry experience. His prior work includes roles at Infinex Investments, Inc. since 2016 and Bank of Greene County since 2000. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and lending solutions, operating with a hybrid adviser/broker-dealer model.

Philip Stire is a financial advisor at Key Investment Services LLC with 40 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Key Investment Services since 2008, following a two-year tenure at McGinn, Smith Advisors LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs supported by a multi-provider model that integrates discretionary and non-discretionary portfolio management, with additional services including custodial, trade execution, and ancillary insurance products.

Jeffrey Hannett is a financial advisor with Key Investment Services LLC in Hudson, NY, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Key Investment Services in various roles since 2016 and previously worked at KeyBank. In addition to advising, Hannett is a financial education instructor at Kaplan North America’s College for Financial Planning, where he teaches and develops curriculum. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers model-based advisory products with multi-provider platform support and integrates with KeyCorp affiliates to provide a range of investment and advisory services.

Leslie Seymour is a financial advisor with Ameriprise in Clifton Park, NY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Ameriprise in 2022, Leslie worked at Cetera and Foresters Financial. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, algorithm-assisted recommendations through a centralized consulting team.

Philip Loftus is a financial advisor at Edward Jones in Chatham, NY, holding Series 63, 65, and 66 licenses with 30 years of industry experience. His prior roles include positions at Franklin Templeton Distributors, Fisher Investments, and Merrill. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Robert Segall is a financial advisor at MassMutual Investors Services with 28 years of industry experience. He holds a Series 63 designation and has worked at MassMutual since 1997, as well as at Lenox Advisors since 2007. In addition to his advisory role, Segall is a writer and speaker. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools and collaborative annual planning relationships.

Michael Blasl is a financial advisor at Edward Jones in Chatham, NY, holding a Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2025 after eleven years with Marrello Restaurants and Catering. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Guevara is the Branch Leader at Fidelity Investments' Albany Investor Center, a role he has held since 2024. He co-leads the center with a dedication to Fidelity's mission and values, focusing on financial planning and making an impact during important financial moments for clients. Jacob is committed to ensuring that every client interaction is meaningful and meets high standards of service. Jacob has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Senior Service Support Specialist, Managed Account Support Specialist, and several leadership roles within Advisory Services and Relationship Management. His experience spans client advising and team leadership, reflecting a depth of knowledge in financial services and client relationship management. Outside of his professional responsibilities, Jacob enjoys cooking and baking, fitness, and gardening.

Jennifer George is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. from 2009 to 2020. In addition to her advisory role, she owns and manages STJMD Enterprises, Inc., a management company based in Castleton, NY. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

James Armstrong is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2008. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad suite of financial products.

Ryan Hussey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked for Next Financial Group Inc for 12 years before joining LPL Financial. He is also involved in non-variable insurance activities related to his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Scott Levine is a financial advisor with Equitable Advisors in Hudson, NY, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2016, including a period when the firm operated as AXA Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on aligning client information and risk tolerance with suitable investment models and discretionary management options.

Thomas Curtin is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial. His work history includes positions at Retirement and Benefit Partners, Inc. and Asset & Financial Planning, Ltd. He also works as an independent insurance agent specializing in life, disability, long-term care, and fixed annuities. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Peter Hussey is a financial advisor at LPL Financial with 44 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining LPL Financial in 2025, he worked for Next Financial Group, Inc. for 22 years. He is also involved in non-variable insurance activities. 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, model portfolios, third-party asset management, and institutional platforms.

Edward Zaik is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors, LLC since 1999. Outside of advisory work, he provides tax preparation services through ED ZAIK TAX SERVICE and serves with the Treasure Valatie Fire Department in Valatie, NY. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of advisory models implemented through third-party sponsors and offers ERISA fiduciary services to qualified plans.

Jodi Hills is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with LPL Financial since 2008. Outside of advising, Hills is involved in construction management through Hills Construction Management, Inc., and serves as a Notary Public in New York State. 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 variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across a wide range of investment options.

Alexandra Madsen is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has been with LPL Financial since 2018 and previously worked with Columbia County Habitat for Humanity and Samascotts Garden Market. Alexandra is also a commissioned notary public in Hudson, NY. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and a diverse suite of non-advisory financial activities.