Bobby Gates

Tracy Dickinson is a financial advisor at Blue Jean Financial LLC with a Series 65 designation. She has been with Blue Jean Financial and its predecessor since 2021 and previously worked at Noonday Collections for eight years. Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm’s team of seven manages about $95 million across approximately 284 client relationships, using customized portfolios with a long-term orientation supported by both fundamental and technical analysis.

Joshua Moraski is the sole advisor at Nightgale Wealth Management LLC in Schenectady, NY. He holds Series 65 and Series 66 licenses and began his advisory career in 2025 after prior experience at RIA Insurance Solutions, a division of Financial Independence Group, where he also works as an independent insurance agent. Before entering the financial industry, his background includes roles in education and extended travel. Nightingale Wealth Management provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, and Modern Portfolio Theory analyses and offers portfolio strategies that may include options trading and the use of margin.

Nathan Tomkiewicz is a CFP®-certified financial advisor with eight years of industry experience. He is the sole advisor at Tomkiewicz Wealth Management, LLC, which he founded in 2025. Prior to establishing his firm, he worked at Berkshire Money Management, Inc. and Berkshire Management, Inc. for a combined nine years, and has a background in education. Tomkiewicz Wealth Management is a fee-only registered investment adviser that manages pooled and institutional assets while also serving individuals, pension plans, charitable organizations, and businesses. The firm employs a blend of fundamental and technical analysis within a Modern Portfolio Theory framework, using both passive and active investment vehicles to tailor asset allocation to client goals, with a long-term investment approach and discretionary management.

Justin Kim is a financial advisor at Ludus Capital, LLC in Albany, NY, holding a Series 65 designation with one year of industry experience. Prior to founding Ludus Capital, he worked at Locust Wood Capital and has an academic background from NYU Stern School of Business. Ludus Capital provides discretionary investment management to individual and select institutional clients, employing a value-oriented, opportunistic equity strategy with a focused, long-term approach. The firm manages concentrated portfolios across a broad range of domestic and international instruments and serves a diverse client base including qualified individuals, trusts, charities, other advisers, and corporate entities.

Lina Zhu is a financial advisor at Mia Lee Financial in Albany, NY, holding a Series 65 designation with one year of industry experience. Her prior work includes positions at Grant Thornton LLP and Kroll. She is also an accountant, which is noted as part of her professional activities. Mia Lee Financial is an independent firm serving individual and high-net-worth clients with portfolio management focused on equities, fixed income, and ETFs. The firm integrates fundamental analysis, modern portfolio theory, and quantitative methods within a long-term trading approach and provides both discretionary and non-discretionary account management.

Brian Parr is a financial advisor at Aquila Ventures LLC in Delmar, NY, holding a Series 65 designation with four years of industry experience. He has been with Aquila Ventures since 2018 and previously worked at the University at Albany for eleven years. Aquila Ventures LLC provides investment advisory and money management services to both individual and institutional investors, employing a long-term, value-oriented investment approach. The firm uses a multi-bucket framework that includes safe money, index exposure, quality individual stocks, and a smaller speculative/options sleeve, favoring buy-and-hold bond strategies and the use of options to generate income and manage risk.