Daniel Mitchell is a financial advisor at Fiorile & Associates, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at TF Cornerstone and Burns Management. Outside of his advisory role, he is involved in residential apartment leasing as a leasing consultant. Fiorile & Associates is an independent investment advisory firm serving individual investors and high-net-worth households through wealth management and consulting. The firm manages client portfolios on a non-discretionary basis, integrating tax planning and estate coordination, and offers services primarily on flat and fixed fee arrangements.

Joseph Fiorile is a financial advisor with Fiorile & Associates, LLC in Saranac Lake, NY. He holds the PFS™ designation and Series 66 license and has 27 years of experience in accounting and financial advisory services, including 15 years with his current firm. In addition to his advisory work, he operates an accounting and bookkeeping business. Fiorile & Associates is an independent investment advisory firm serving individual and high-net-worth clients through wealth management and consulting. The firm manages portfolios on a non-discretionary basis, integrating tax planning and estate coordination, and employs a mix of fundamental and technical analysis alongside asset allocation and option strategies.

Stephen Duttenhofer is a financial advisor at Renaissance Macro Research LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple Renaissance-affiliated entities since 2011. Duttenhofer is also an owner and employee of RenMac Integrated Alpha, a hedge fund focused on large-cap U.S. equities. Renaissance Macro Research provides macroeconomic research products to institutional clients and sophisticated individual investors through a tiered subscription service. The firm uses a proprietary methodology combining economic, policy, portfolio strategy, and quantitative analysis to deliver customized reports and multimedia content without managing client assets.

Jeffrey Degraaf is a CFA® charterholder with 33 years of industry experience, currently serving at Renaissance Macro Research LLC. He has held roles at various Renaissance Macro entities since 2011 and is involved as CIO and founding member of Sentry Capital LLC, a family investment fund. Degraaf also owns JSD Consulting, advising on business strategy and planning. Renaissance Macro Research provides macro-economic research products to institutional and sophisticated individual clients through subscription services. The firm employs a proprietary methodology combining economic, policy, portfolio-strategy, technical, and quantitative analysis to deliver frequent research reports and multimedia content without managing client assets.

Indraneil Dutta is a financial advisor at Renaissance Macro Research LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with affiliated firms including Renmac Advisory, LLC and Renaissance Macro Securities, LLC. Renaissance Macro Research provides macroeconomic research products to institutional and sophisticated individual clients through a subscription model. The firm integrates economic, policy, portfolio-strategy, and technical analysis with quantitative factors to deliver daily reports, weekly analysis, and multimedia content, without managing client assets or offering individual security recommendations.

Eric Boucher is a financial advisor with Renaissance Macro Research LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Renaissance Macro Research since 2011 and is currently employed at Renmac Advisory, LLC. Boucher is also an owner and employee of Renmac Integrated Alpha, a hedge fund investing in large-cap U.S. equities. Renaissance Macro Research provides macroeconomic research products to institutional clients and offers a tiered subscription service for sophisticated individual investors. The firm uses a proprietary methodology combining economic, policy, portfolio-strategy, technical, and quantitative analysis to deliver daily reports, weekly analysis, and multimedia content without managing client assets or providing individual security recommendations.

Adam Sharvit is a Series 65 licensed financial advisor at Renaissance Macro Research LLC with one year of industry experience. He has previously worked at Rosenberg Research and several other firms, and holds a background that includes four years at Bell Canada. Renaissance Macro Research LLC provides proprietary macroeconomic research and subscription products to institutional and sophisticated clients. The firm offers a tiered subscription model and focuses on delivering analysis through various formats without managing client assets or recommending individual securities.

Richard Cerminara Sr. is a financial advisor with Silver Grove Advisory Services and holds Series 63 and 65 licenses. He has 38 years of industry experience, including roles at GWN Securities Inc. and his own firm, Richard Cerminara Investor Services. In addition to advisory work, he is an independent sales representative for United Healthcare and other insurance brokers. Silver Grove Advisory Services provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and business plan sponsors. The firm employs a primarily long-term, customized investment approach, utilizing diversified allocations of low-cost mutual funds, ETFs, and individual securities, supported by a team of 17 advisors and approximately $453.6 million in assets under management.

Stephen Pavlick is a financial advisor at Renaissance Macro Research LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at the U.S. Department of the Treasury and on the Presidential Transition Team. Pavlick has been with Renaissance Macro Research and its affiliated entity, Renaissance Macro Securities, since 2018. Renaissance Macro Research LLC provides proprietary macroeconomic research and subscription products to institutional and sophisticated clients, delivering analysis through a combination of macroeconomic, policy, portfolio strategy, and technical perspectives. The firm operates primarily as a subscription research provider and does not manage client assets or recommend individual securities.

Christopher Miller is a financial advisor at Long Run Wealth Advisors, LLC with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Edward Jones, Olden Lane Securities, and Consultant Relations Group. Long Run Wealth Advisors serves individuals, business owners, non-profits, endowments, foundations, and retirement plans with comprehensive wealth management and financial planning. The firm uses a balanced, low-turnover investment approach that incorporates fundamental, cyclical, and behavioral analysis within an asset-allocation framework based on Modern Portfolio Theory.

Kevin Brady is a CFP® and CFA® with 23 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Long Run Wealth Advisors, LLC and Raymond James Financial Services. He serves as a board member of Champlain National Bank, providing strategic guidance and oversight. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory and financial planning services. The firm uses a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio options and specialized advisory services.

Galen Crane is a financial advisor at Long Run Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services, Inc. and Mercer Global Advisors Inc. His career includes over a decade at Long Run Wealth Advisors, where he is part of a seven-advisor team. Long Run Wealth Advisors serves individuals, business owners, non-profits, endowments, foundations, and retirement plans with comprehensive wealth management and financial planning. The firm employs a balanced, low-turnover investment approach combining fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Kaila Kelleher is a CFP® with seven years of industry experience, currently serving at Long Run Wealth Advisors, LLC. Her prior experience includes roles at Mercer Global Advisors Inc. and Raymond James Financial Services. Outside of financial advising, she is a co-owner of Adirondack Field, a small batch apparel business based in Lake Placid, NY. Long Run Wealth Advisors provides holistic wealth management and financial planning to individuals, business owners, non-profits, and retirement plans. The firm employs a balanced, low-turnover investment approach grounded in Modern Portfolio Theory and serves a diverse client base with discretionary portfolio management and retirement plan consulting.

Brandon Haase is a CFP® with 21 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His prior roles include positions with Raymond James Financial Services, City National Bank, and RBC Capital Markets. He acts as a trustee and health care proxy in family-related roles outside of his advisory work. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Lynn Magnus is a CFP® and Series 65-registered financial advisor at Mercer Global Advisors Inc. with four years of industry experience. Prior to joining Mercer, Lynn worked at Goldman, Sachs & Co. for five years and spent six years with Long Run Wealth Advisors, LLC. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios and offers a range of portfolio management and planning services.

Cynthia Van Dien is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and 18 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. and its related entities for over 20 years. Outside of her primary role, she is also an associate financial advisor at CNMK Operational Support, LLC, focusing on retirement and financial planning. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Tyler Frank is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and two years of industry experience. His prior work includes roles at Long Run Wealth Advisors, BorgWarner, and Lambrides, Arnold, Moulthrop. Mercer Global Advisors serves individuals, families, small business owners, and nonprofit organizations by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm uses a globally diversified investment approach grounded in Modern Portfolio Theory and offers various portfolio implementation options, including low-cost ETFs, separate account managers, and private funds.

Mikayla Ploof is a financial advisor at Mercer Global Advisors Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Long Run Wealth Advisors and Hex and Hop, LLC. She serves as a board member of the Saranac Lake Free Library. Mercer Global Advisors provides investment advisory, financial, tax, retirement, and estate planning services to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm emphasizes globally diversified, risk-appropriate portfolios using a variety of investment vehicles and offers specialized consulting and educational programs.

Edward Dempsey Jr. is a CFP® professional affiliated with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 39 years of industry experience and has worked at Private Advisor Group since 2013 and LPL Financial since 2006. In addition to his advisory roles, he is involved in a separate entity, D&D Wealth Management LLC, which is not investment related. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services through both wrap and non-wrap platforms.

Emily Martz is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 licenses and eight years of industry experience. She previously worked at the Sagamore Institute of the Adirondacks and has held roles within local school districts. Outside of her advisory work, she is a co-manager and part-owner of a real estate venture, Altamont Ventures, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporations, and institutional accounts. The firm offers diverse portfolio management options and financial planning services, operating a multi-manager platform with access to both affiliated and third-party managers.

Kjell Christiansen is a financial advisor with Ameriprise, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Timothy Forman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 35 years of industry experience. His career includes roles at Community Bank, Sunmark Federal Credit Union, INVEST Financial Corporation, and Community Bank, NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

Nicholas Eells is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2025. His prior experience includes roles at Avantax Advisory Services and The Hoffman Eells Group CPAs, where he is the managing partner. Outside of his advisory work, he owns and operates several businesses, including an accounting firm and a real estate company. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services.

Gwynanne Bissonette is a CFP® with 32 years of industry experience, currently affiliated with Cetera. She has previously worked with Cadaret, Grant & Co., Inc. for 27 years and has been involved with Curtis & Bissonette since 1993, serving as an owner and managing client portfolios. Bissonette is also the treasurer of the Zonta Club of the Adirondacks, where she manages the club's cash flow. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting over 10,000 advisors and approximately 800,000 clients.

Joseph Brennan is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Renaissance Baton Rouge and Bank of America/Merrill Lynch, among other roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers various advisory programs with discretionary and non-discretionary strategies, manages over $1 trillion in assets, and operates a large national network of advisors and branch offices.

Matthew Theis is a financial advisor with Edward Jones in Saranac Lake, NY, holding a Series 63 designation and 28 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment options supported by a large national network of advisors and branch offices.

Kaytlin Gochenaur is a Series 66 licensed financial advisor with six years of experience at Ameriprise Financial Services LLC. Prior to joining Ameriprise in 2020, she held roles with Historic Saranac Lake and served briefly in the Maryland General Assembly and at St. John's College. Outside of advising, she submits paintings to local art shows. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on tax-aware withdrawal strategies and dependable income sources for clients approaching or in retirement.

Drew Brown is a financial advisor at OSAIC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at the American Management Association and Mirror Lake Inn Resort & Spa. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisors and employs a variety of portfolio construction tools and third-party platforms.

J Freeman is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has more than 35 years of experience providing financial and wealth management advice and services. J Freeman's areas of focus include asset allocation, portfolio construction, risk management, pension plan consulting, divorce transition planning, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, and retirement income. He holds a bachelor's degree from The Jones School of Business at The State University of New York at Geneseo. J Freeman has completed advanced graduate-level studies at The Wharton School of The University of Pennsylvania, Syracuse University School of Management, The Booth School of Business at The University of Chicago, Argosy University, The New England College of Business and Finance, and Capella University. He earned the Certified Investment Management Analyst (CIMA) designation in 1999, the Certified Plan Fiduciary Advisor (CPFA) designation in 2018, and the Chartered Retirement Planning Counselor (CRPC) designation in 2020. Before joining Merrill Lynch Wealth Management in 2007, he spent 20 years at Morgan Stanley as a Senior Vice-President, Senior Consultant, and Corporate Trainer. In addition to his financial advisory role, J Freeman serves on the Board of Directors of The Goodwill Theater, Mirror Lake Watershed Association, and The Chenango Valley Cemetery Association. His personal interests include biking, boating, fishing, golfing, hiking, photography, reading, spending time with family, tennis, and traveling.

Bradley Varner is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Saranac Lake Central School District and was self-employed for several periods. Outside of his advisory work, he instructs square dancing locally and is listed as a partner in a handmade decal business. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a variety of investment strategies and fiduciary advisory services, supported by a nationwide network of more than 23,700 financial advisors.

Corbin Lucy is a financial advisor at Edward Jones in Saranac Lake, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he served three years in the U.S. Air Force and currently participates in the U.S. Air National Guard as a logistics technician. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs, including managed solutions and separately managed accounts, supported by a large nationwide network of advisors and branch offices.

Jeffrey Keyes is a financial advisor with Osaic Wealth, Inc., holding a Series 63 credential and 36 years of industry experience. He has worked at Royal Alliance since 2021 and previously held roles at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. Keyes is also a partner in BK Capital LLC, focusing on client origination and service. Osaic Wealth serves a diverse clientele, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes, supporting both discretionary and non-discretionary accounts.

Brian Penrose is a financial advisor with Edward Jones in Lake Placid, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Specialty Fabricators and spent 27 years at Corporate Service Solutions Inc., a construction business he continues to oversee on an as-needed basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor and branch network as well as its affiliated capabilities beyond advisory services.