Latham, NY Office

William Joslyn is a Series 65-licensed advisor at Discipline Wealth Solutions, Inc. with five years of industry experience. Prior to joining Discipline Wealth Solutions in 2024, he worked at CPR Investments, Inc. for six years and has held various roles outside finance, including as a distribution driver for a bread delivery service. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other registered advisors by providing investment advisory services through discretionary and non-discretionary managed accounts, sub-advisory relationships, and retirement plan consulting. The firm tailors portfolios to client objectives using a combination of asset allocation, technical analysis, and both long- and short-term trading strategies.

Joseph Petry is a financial advisor with Discipline Wealth Solutions, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at Ausdal Financial Partners and CPR Financial Group, and he has operated Petry Financial Services since 2008. Outside of advising, he has worked as a freelance actor since 2021. Discipline Wealth Solutions serves individuals, corporations, retirement plans, and other advisors by offering tailored investment advisory services that include managed accounts, sub-advisory relationships, and retirement plan consulting. The firm employs a variety of investment approaches and manages portfolios through both in-house and third-party managers.