Christopher Crocker is a financial advisor & wealth manager with Cetera Investors. Cetera Investors LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services with a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.

Joshua Moraski is a financial advisor at Nightgale Wealth Management LLC in Schenectady, NY, holding Series 65 and Series 66 designations with one year of industry experience. Prior to his current role, he worked as an independent insurance agent for RIA Insurance Solutions, a division of Financial Independence Group (FIG). Nightingale Wealth Management LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes investment programs based on clients’ goals, time horizons, and risk tolerances, utilizing fundamental and technical analysis along with Modern Portfolio Theory.

Robert Holbrook is a financial advisor with Bob Holbrook Holdings LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at G.A. Repple & Company for 14 years and has operated as a sole proprietor since 2009. Outside of his advisory work, he runs a retail store on eBay selling fishing equipment. Bob Holbrook Holdings is a solo-registered investment adviser serving individual clients and retirement plans, managing about $10 million across 68 accounts. The firm employs fundamental analysis combined with hedging strategies, including options trading and margin, and provides ERISA plan services with both limited-scope and discretionary fiduciary roles.

Darren Leader is a CFA® charterholder with eight years of industry experience, currently serving as the sole advisor at Acacia Grove Wealth Management in Schenectady, NY. His prior experience includes roles at Simmons Capital Group and Purshe Kaplan Sterling Investments. Acacia Grove Wealth Management provides discretionary investment management, financial planning, and project-based investment consulting to individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a tactical allocation approach focused on risk reduction and performance enhancement, primarily using ETFs, mutual funds, and certificates of deposit, and manages approximately $41.6 million for a select client base.

Cynthia Zalewsky is a CFP®-certified financial advisor with Saratoga Investment Solutions Inc. in Saratoga Springs, NY, bringing 4 years of industry experience. She has been affiliated with Saratoga Investment Solutions and Commonwealth Financial Network since 2000. Outside of finance, she has long-term involvement with several health and fitness businesses, including Total Body Infecta, Golds Gym, Visions Health & Fitness, and Training Unlimited. Saratoga Investment Solutions provides financial life planning and investment advisory services to individuals and certain businesses, focusing on retirement, income distribution, estate, and elder-care planning. The firm offers individualized portfolio management and operates on a non-discretionary, client-directed basis using retainer and hourly billing without commissions or percentage-of-AUM fees.

Lanny Rosenbaum is a financial advisor at SIP Financial Services with 4 years of industry experience. He holds a Series 66 designation and has been with SIP Financial Services since 2007. SIP Financial Services provides financial planning, portfolio management, and pension consulting to a diverse client base, including pension and profit-sharing plans, charitable organizations, trusts, estates, corporations, and other business entities. The firm offers customized investment advice primarily on a non-discretionary basis, utilizing fundamental, technical, and cyclical analysis, and incorporates a range of trading strategies tailored to client objectives and risk tolerance.

Timothy Wilson is a financial advisor at Wilson Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Goldman Sachs Wealth Services for seven years. Wilson has led his independent advisory practice since 2007. Wilson Advisors, LLC serves senior corporate executives and high-net-worth individuals by providing comprehensive financial counseling focused on tax and estate planning, retirement and cash-flow modeling, and coordinating with external professionals. The firm emphasizes tailored financial planning rather than portfolio management, offering analyses and recommendations while outsourcing execution and custody.

James Reale is the president of Reale Managed Assets, Inc. in Clifton Park, NY, with 38 years of industry experience. He has held roles at StoneX Securities Inc. since 2014 and has led his own firm since 2003. In addition to his advisory work, he is a licensed financial representative and insurance agent involved in investments, life insurance, long-term care, and fixed annuities. Reale Managed Assets, Inc. serves individual investors, high-net-worth clients, retirement plan participants, and trusts by providing discretionary mutual fund timing and exchange services. The firm focuses on shifting assets between aggressive and defensive mutual fund positions based on technical, fundamental, and cyclical market indicators through daily implemented signals.

Joseph Ribis Jr. is a financial advisor with Sibir Investment Advisors in Latham, NY, holding Series 63 and Series 66 licenses and over 21 years of industry experience. He has served at Sibir Investment Advisors since 2019 and previously worked with Independent Financial Partners and LPL Financial from 2013 to 2019. Sibir Investment Advisors provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, offering access to third-party managers and alternative investments. The firm employs a combination of charting and fundamental analysis with long-term trading strategies and operates as a portfolio manager within a wrap fee program, requiring clients to custody assets at Fidelity or AssetMark.

Carl Kempf is a CFP® professional and Series 63 license holder with one year of experience in financial advisory services. He is the principal of Carissima Capital LLC and has a background that includes legal practice as a solo attorney since 2019, as well as prior roles with the County of Rensselaer and The Research Foundation for SUNY. Kempf maintains an active solo law practice alongside his advisory work. Carissima Capital LLC serves individuals, trusts, estates, charitable organizations, family foundations, family offices, corporations, and other entities by providing investment advisory, financial planning, co-advisory services, and evaluation of unaffiliated private funds. The firm’s approach involves top-down macroeconomic analysis to guide asset allocation and constructs client-specific portfolios with ongoing monitoring, often including discretionary management. It integrates financial planning with legal and tax coordination, and uniquely offers separate legal services when requested.

Joseph Polsinelli is a financial advisor at Nottingham Wealth Partners, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial, OneGroup Wealth Partners, and Cetera. He also serves as a trustee for a family member's irrevocable trust and is the owner of Empire State Asset Management LLC. Nottingham Wealth Partners provides fee-based discretionary investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term, fundamental analysis-based portfolio construction using low-cost, diversified funds and operates as a fiduciary with multiple affiliated businesses.

Sandy Moi is a financial advisor with WPM Wealth Advisors LLC in Saratoga Springs, NY, holding a Series 63 designation and 28 years of industry experience. Prior to joining WPM Wealth Advisors in 2023, she spent over two decades with Avantax Investment Services, Inc. and Avantax Advisory Services. Outside of her advisory role, Sandy manages an accounting and insurance brokerage firm, Sandy S. Moi, CPA LLC. WPM Wealth Advisors LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, offering a wrap fee program that covers advisory and transaction costs. The firm uses a variety of analytical methods and strategies, including leveraged and inverse investment products, while managing wrap accounts on a discretionary basis without outside managers.

William Gamello is a financial advisor with WPM Wealth Advisors LLC in Saratoga Springs, NY, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior work includes roles at Dinosaur Financial Group and DLG Wealth Management. Outside of advising, he manages an apartment rental business. WPM Wealth Advisors LLC provides discretionary portfolio management primarily to individual and high-net-worth clients through a firm-sponsored wrap fee program. The firm employs a multi-disciplinary investment approach that incorporates various analytical methods and strategies, ranging from long-term investing to short-term trading.

Timothy Pehl is a financial advisor at Luther Forest Wealth Advisors, L.L.C. He holds the CFP® and Series 63 designations and has two years of industry experience. He has worked at Luther Forest Wealth Advisors since 2006 and is also a member of Kumlander, Donofrio, Hay & Pehl, CPAs, LLP, an accounting firm specializing in personal, estate, and trust tax services. Luther Forest Wealth Advisors provides investment consulting, discretionary portfolio management, and financial planning for individuals, trusts, retirement plans, corporations, and charitable organizations. The firm manages diversified portfolios using fundamental, technical, and cyclical analysis and maintains a relationship with a local accounting firm to occasionally offer tax planning and preparation services.

Matthew Moore is a financial advisor at Nye Street Partners LLC with 17 years of industry experience. He holds a Series 63 designation and has worked at firms including The AYCO Company, L.P./Mercer Allied and Shade Tree Advisors LLC. Moore is also involved with Optifino, working on a referral basis in an insurance-related business. Nye Street Partners serves high-net-worth individuals and charitable organizations, providing portfolio management, financial planning, and comprehensive family office services. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers discretionary management alongside customized Investment Policy Statements.

Heather Fox is a financial advisor at Nye Street Partners LLC with 15 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Nye Street Partners in 2021, she worked at Shade Tree Advisors, Bender Lane Advisory, and The Ayco Company LP. In addition to her advisory role, she provides tax and accounting services to single family offices. Nye Street Partners LLC offers portfolio management, financial planning, and family office services primarily to high-net-worth individuals and charitable organizations. The firm employs a long-term investment approach, focusing on a small client base with comprehensive services that include accounting, tax, estate planning, and insurance advice.

Evan Ryan is a Series 65-credentialed advisor at Marathon Mission, Inc. with one year of industry experience. Prior to joining Marathon Mission, he worked in logistics and financial services roles, including positions at Shaker Logistics, UPS, and Symmetry Financial Group. He also has an academic background linked to Florida Gulf Coast University. Marathon Mission, Inc. provides discretionary portfolio management, pension consulting, and standalone financial planning services to individual and high-net-worth clients, as well as retirement plans. The firm uses a combination of fundamental and technical investment methods, manages client assets in-house, and supports estate-plan implementation by coordinating with third-party legal providers.

Robert Roback Jr. is a CFP® professional at Luther Forest Wealth Advisors, L.L.C. in Malta, NY, with 15 years at the firm and two years of industry experience. Luther Forest Wealth Advisors provides investment consulting, discretionary portfolio management, and financial planning for individuals, trusts, retirement plans, corporations, and charitable organizations. The firm manages diversified portfolios using mutual funds, ETFs, and individual securities, employing fundamental, technical, and cyclical analysis in its investment approach.

Timothy Graney is a CFP® with 35 years of experience in the financial industry. He has been with Graney & King, LLC and LPL Financial LLC since 1998. Graney & King provides asset management, financial planning, and retirement plan consulting to individuals, trusts, and employer plans. The firm manages approximately $484 million in assets across about 791 client relationships, utilizing LPL Financial’s Strategic Wealth Management platform and several sponsored programs.

Manuel Choy is a CFP® and holds a Series 66 license with 23 years of industry experience. He has worked at WPM Wealth Advisors LLC since 2021 and previously held roles at Dinosaur Financial Group LLC, DCM Advisors, and DLG Wealth Management. Outside of his advisory work, he serves as Chief Financial Officer at WCM Wealth Advisors. WPM Wealth Advisors LLC provides discretionary portfolio management primarily to individual and high-net-worth clients through a firm-sponsored wrap fee program. The firm employs a multi-disciplinary investment approach that includes charting, fundamental, technical, and quantitative analysis, offering strategies from long-term investing to short-term trading.