PKS Advisory Services, LLC

Harold Jones is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at PKS Advisory Services and Purshe Kaplan Sterling Investments since 2012 and maintains a CPA accounting practice focused on tax preparation and accounting services. PKS Advisory Services provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, using tailored portfolios that combine fundamental and technical analysis across mutual funds, ETFs, independent managers, and individual securities.

Dennis Colavito is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at PKS Advisory Services since 2005 and has been associated with Purshe Kaplan Sterling Investments since 1997. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on risk tolerance, time horizon, and objectives using a combination of mutual funds, ETFs, independent managers, and individual securities.

Joseph Osborne is a financial advisor at PKS Advisory Services, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purse Kaplan Sterling Investments, Cape Securities, Terra Wealth Management, and Primerica Financial Services. Outside of his advisory role, he is involved in sales coaching and training through Amerita. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities, managing approximately $905 million in assets. The firm tailors portfolios based on clients’ risk tolerance, time horizon, and objectives, utilizing mutual funds, ETFs, independent managers, and individual securities with a mix of fundamental and technical analysis.

Keith Flood is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 1997 and with PKS Advisory Services since 2007. In addition to his advisory role, he writes fixed annuity policies as a licensed fixed insurance agent. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities, managing approximately $905 million in assets for over 4,400 clients. The firm tailors portfolios to client objectives using mutual funds, ETFs, independent managers, and individual securities, with regular account reviews.

Michael Dejulio is a Series 66 licensed financial advisor with 15 years of industry experience. He has been with PKS Advisory Services, LLC since 2017 and previously worked at The Ayco Company L.P. from 2008 to 2017. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on risk tolerance, time horizon, and objectives using a mix of mutual funds, ETFs, independent managers, and individual securities.

Michael Laine is a financial advisor with LPL Financial in Marina Del Rey, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, Laine owns a sailboat charter business, Living Well Enterprises LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individuals, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Carl Kipper is a financial advisor with PKS Advisory Services, LLC, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. He has been with PKS Advisory Services and Purshe Kaplan Sterling Investments since 2012. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, offering tailored portfolios that incorporate mutual funds, ETFs, independent managers, and individual securities.

Scott Cahill is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with PKS Advisory Services and Purshe Kaplan Sterling Investments since 2006 and previously worked with The Murray Group. Cahill is also a referring agent for The Moore Insurance Agency. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios using mutual funds, ETFs, independent managers, and individual securities based on fundamental and technical analysis.

Lawrence Natale is a financial advisor at PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of advisory work, he is involved in the rental of a lake house in Altamont, NY. PKS Advisory Services provides financial planning, consulting, and investment management to individuals, trusts, estates, and business entities, managing approximately $905 million in assets. The firm customizes portfolios based on clients’ risk tolerance and objectives, utilizing mutual funds, ETFs, independent managers, and individual securities.

Elliott Stanley is a financial advisor at PKS Advisory Services, LLC with 10 years of industry experience and holds the Series 66 designation. He has been with Purshe Kaplan Sterling Investments since 2015. Outside of his advisory role, he is a boxing coach at Schotts Boxing, where he teaches classes and provides private lessons. PKS Advisory Services, LLC offers financial planning, consulting, and investment management services to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on clients’ risk tolerance, time horizon, and objectives using a mix of mutual funds, ETFs, independent managers, and individual securities.

Joseph Marsh is a financial advisor at PKS Advisory Services, LLC in Albany, NY, holding a Series 66 designation. He has worked at PKS Investments since 2022, with prior experience at Fischer Investments and roles outside the financial industry. Marsh attended St. John Fisher University from 2020 to 2024. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, using tailored portfolios and a combination of fundamental and technical analysis.

Andrew Ferraro is a financial advisor at PKS Advisory Services, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Equitable Advisors, and MCG Securities. PKS Advisory Services provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets and offers tailored portfolios using mutual funds, ETFs, independent managers, and individual securities.

Victoria Wabnig is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Her prior roles include positions at CL Wealth Management LLC, Purshe Kaplan Sterling Investments, MML Investors Services, LLC, and Metlife Securities. Outside of her advisory work, she serves as a bookkeeper for Camp Wishe Farm, a horse boarding facility, and acts as a trustee for family trust accounts. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets, tailoring portfolios to clients’ risk tolerance, time horizon, and objectives through diversified allocations and regular account reviews.

Brian Purcell is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with PKS Advisory Services since 2013 and has worked with Purshe Kaplan Sterling Investments since 2005. Outside of investment advisory, he is also an independent insurance agent involved in the sale of insurance products and fixed annuities. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individuals, including high net worth clients, as well as trusts, estates, and business entities. The firm manages approximately $905 million in assets and uses a combination of fundamental and technical analysis to tailor portfolios according to client risk tolerance, time horizon, and objectives.

William Ogles is a financial advisor with PKS Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior work includes long tenures at Pfs Investments Inc. and Primerica Financial Services, as well as roles at Terra Wealth Management, LLC and ConnectMyBiz LLC. PKS Advisory Services, LLC provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities, managing approximately $905 million in assets. The firm tailors portfolios based on clients’ risk tolerance and objectives, utilizing a mix of mutual funds, ETFs, independent managers, and individual securities.