Kathleen Peer is a financial advisor at SAGE 360 Advisors LLC with 30 years of industry experience. She holds a Series 63 designation and has worked at Peer Law Firm since 2011 while also serving at Sage360 Advisors since 2007. Outside of financial advising, she is an investor in Coalbed Methane Solutions LLC, a company that develops and manufactures down-hole sensor equipment for oil and gas wells. SAGE 360 Advisors serves individual and high-net-worth clients, as well as trusts and estates, managing approximately $21 million for about two dozen households. The firm provides portfolio management and financial planning services, primarily using fundamental analysis and a variety of investment strategies, and maintains a mostly non-discretionary management approach.

Frederick Schmalkuche is a CFP® and PFS™ credentialed advisor with 24 years of industry experience. He is a partner at Pinnacle Wealth Strategies, LLC and has held roles at Latitude Advisors, LLC and GWN SECURITIES, Inc. since 2011. In addition to his financial advisory work, he is a partner at Foster & Schmalkuche, PC, a CPA firm. Pinnacle Wealth Strategies provides comprehensive financial planning and consulting services to individuals, families, and businesses. The firm delivers written financial plans through a multi-meeting process focused on individualized, asset-allocation-based strategies, while clients implement investment recommendations through custodians or third-party managers.

Philip Stire is a financial advisor with key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with key Investment Services LLC since 2008. key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates through non-discretionary, model-based wrap programs and collaborates with third-party managers, with oversight provided by internal committees and affiliation with KeyBank/KeyCorp.

Shyanna Curless is a financial advisor at OSAIC Institutions, INC. with one year of industry experience. She holds the Series 66 designation and has previously worked at Bank of Greene County and Brickyard. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering a variety of advisory and brokerage services, including financial planning, ERISA plan services, and access to alternative investments. The firm’s approach includes both advisory and brokerage solutions delivered through a network of investment adviser representatives.

Jeffrey Hannett is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services, KeyBank, First Niagara Bank, and LPL Financial. In addition to his advisory role, he serves as a financial education instructor at Kaplan North America, where he teaches and develops curriculum for financial planning and investment industry designations. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, corporations, and small businesses. The firm primarily operates through non-discretionary, model-based wrap programs and maintains committees to oversee third-party strategists and program suitability.

Philip Loftus is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63, 65, and 66 designations. Prior to joining Edward Jones in 2021, he worked at Franklin Templeton Distributors Inc. and Franklin Templeton Financial Services Corp. from 2004 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a nationwide network of more than 23,700 financial advisors.

Michael Blasl is a financial advisor at Edward Jones in Chatham, NY, holding a Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2025 after eleven years with Marrello Restaurants and Catering. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lauren Healey is a financial advisor at UBS Financial Services with nine years of industry experience. She holds a Series 66 designation and has worked at UBS and Merrill prior to her current role. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, delivering advisory work supported by proprietary research and model-based asset allocations.

James Armstrong is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2008. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of adviser representatives.

Ryan Hussey is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Next Financial Group Inc for 12 years. In addition to his advisory role, he is involved in non-variable insurance activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

Scott Levine is a financial advisor with Equitable Advisors in New York, NY, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2016, previously affiliated with AXA Advisors, LLC. Outside of finance, he has worked in the food and beverage sector, including roles at Sushi Lounge and Nectar Juice Bar. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Michael Magliocca is a financial advisor at Equitable Advisors with a Series 66 designation and experience beginning in 2019. Prior to his current role, he worked in real estate sales with Century 21 New West Properties. Outside of advising, he continues involvement in real estate as a licensed salesperson. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm offers both advisory and brokerage channels and employs a hybrid referral and implementation model that includes client intake processes and tailored advisory programs.

Peter Hussey is a CFP® professional with 44 years of industry experience. He has been with LPL Financial since 2025 and previously worked at Next Financial Group, Inc. for 22 years. In addition to his advisory work, he is involved in non-variable insurance activities. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with additional financial products and services.

Edward Zaik is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at AXA Advisors, LLC. Outside of his advisory role, Zaik operates a tax preparation service and serves with the Treasure Valatie Fire Department. Equitable Advisors provides financial planning, retirement plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm employs a hybrid referral and implementation model, utilizing third-party asset managers and programs to tailor investment solutions to client goals and risk tolerance.

Jodi Hills is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory role, she is involved in construction management through Hills Construction Management, Inc., and serves as a Notary Public in New York State. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house Research team and a large network of investment adviser representatives.

Alexandra Armstrong is a Series 66-licensed financial advisor with LPL Financial, based in Hudson, NY, and has six years of industry experience. Prior to joining LPL Financial in 2018, she held roles at Columbia County Habitat for Humanity, FRG Objects & Design, Samascotts Garden Market, and Fashion Snoops. She is also a Notary Public in Hudson, NY. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.