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.

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.

James Marshall is the sole advisor at JM Advisors, LLC, an independent firm based in Albany, NY. He holds Series 63 and Series 65 credentials and has 13 years of industry experience, having founded JM Advisors in 2011. JM Advisors provides fee-only financial planning and investment advisory services to individuals, trusts, and estates, focusing on areas such as cash management, risk management, education funding, retirement planning, estate and charitable giving, tax planning, and capital needs planning. The firm offers written investment recommendations and supplemental reporting while clients retain control over trade execution, operating on a retainer basis without discretionary portfolio management or percentage-of-AUM fees.

Joel Sproul is a financial advisor at Kronos Wealth Management with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Cambridge Investment Research advisors, Inc. and Cambridge Investment Research, Inc. for over a decade before joining Kronos Wealth Management in 2016. Kronos Wealth Management serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines technical and charting analysis with a predominantly passive investment approach using low-cost index funds and ETFs alongside rules-based tactical strategies, and offers pension consulting and participant education for small- to medium-sized retirement plans.

Kean Bouplon is a financial advisor with Good Capital, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Morgan Stanley and Strategy One Wealth Management, LLC. Outside of his advisory work, he is a co-owner of a fourth-generation family farm spanning approximately 100 acres. Good Capital is a sole-proprietor registered investment adviser offering portfolio management, pension consulting, and financial planning to a diverse client base including pension and profit-sharing plans, charitable organizations, corporations, and individuals. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory to construct primarily long-term, income- and cash-flow-oriented portfolios.

Douglas Bauer is a CFP® and ChFC® with 36 years of industry experience. He has been with AllSquare Wealth Management, LLC since 2010. AllSquare Wealth Management provides integrated wealth management and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm combines fundamental analysis with an efficient-market philosophy, primarily using passively managed investment vehicles tailored to clients’ risk tolerance and restrictions.

Bernard Murphy is a CFP® professional with 12 years of experience, currently serving at Arista Advisory Group, LLC since 2016. He is also the sole owner of HoisTech Kft., a small business in Hungary that sells and installs fall protection equipment. Arista Advisory Group, LLC provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods to customize asset allocation and security selection, serving clients with approximately $181 million in assets under management.

Nicholas Preddice is a financial advisor at The Affinity Group, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at BST Wealth Management, LLC and MML Investors Services, LLC/MassMutual Life Insurance Co. Outside of advising, he serves as Chair of the Foundation Board for Access Supports for Living, a nonprofit organization. The Affinity Group primarily serves individual investors and participant-directed retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach focuses on long-term asset allocation using passive mutual funds and ETFs, supported by model portfolios and institutional sub-advisors.

Daniel Bauer is a CFP® with 24 years of industry experience. He is affiliated with AllSquare Wealth Management, LLC and has also worked with Purshe Kaplan Sterling Investments since 2014. Bauer is an independent insurance agent in addition to his advisory role. AllSquare Wealth Management provides integrated wealth management and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental analysis approach combined with an efficient-market philosophy, focusing on asset allocation through passive investment vehicles and offers additional services such as tax preparation and Medicaid application assistance.

Michael Ryan is a CFP® professional with 33 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and has been with Marathon Mission, Inc. since 2003. Marathon Mission, Inc. offers discretionary portfolio management, pension consulting, and financial planning services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm applies a combination of fundamental, technical, and modern portfolio theory in its investment approach and manages approximately $154.7 million across its client base.

Joseph Ventura is a financial advisor with Eden Advisory Services, LLC in Albany, NY, holding Series 63, 65, and 66 licenses and eight years of industry experience. He has worked at Creative Financial Designs Inc and CFD Investments Inc since 2013. Outside of advising, he is involved with Ashley's Farm Stand and works as an independent insurance agent. Eden Advisory Services provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and charitable organizations. The firm uses fundamental, technical, and quantitative analysis along with modern portfolio theory in a long-term trading approach and engages a third-party adviser for portfolio assistance.

Kathleen Godfrey is the sole owner of Godfrey Financial Associates, Inc. in Glenmont, NY, where she has worked since 1995. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Her firm serves individuals, including high-net-worth clients, as well as corporations and business entities, providing discretionary portfolio management and financial planning services. The firm uses a national custodian platform and offers customized portfolios that include exchange-listed securities, mutual funds, ETFs, and fixed income, with both long- and short-term strategies.

Daniel Weinberg is a financial advisor at AllSquare Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments since 2014. Outside of his advisory role, Weinberg serves on the board of the Albany Jewish Community Center and is vice-chair of the investment committee for the Endowment Board of Governors at the Jewish Federation of Northeastern New York. AllSquare Wealth Management provides integrated wealth management and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses a fundamental analysis framework combined with an efficient-market philosophy, primarily implementing asset allocation through passively managed vehicles, and offers discretionary portfolio management tailored to client risk tolerance without an account minimum.

Jason Dongelewic is a Series 65 licensed advisor at Marathon Mission, Inc. with one year of industry experience. Prior to joining Marathon Mission, he was a student for several years. Marathon Mission, Inc. provides discretionary portfolio management, pension consulting, and financial planning services to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and modern portfolio theory in its investment approach and manages approximately $154.7 million in client assets.

Nicholas Ventura is a financial advisor at Eden Advisory Services, LLC with two years of industry experience. He holds the Series 65 designation and has been with Eden Advisory Services since 2017. Prior to that, he worked at Target for one year. Eden Advisory Services provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and charitable organizations. The firm uses fundamental, technical, and quantitative analysis along with modern portfolio theory to guide investment decisions, typically following a long-term trading approach.

Ruth Maresca is a financial advisor at Godfrey Financial Associates, Inc. with 21 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at firms including LPL Financial, CUNA Brokerage Services, and Key Investment Services. Outside of her advisory role, she serves as an alternate trustee for Demberg Farm LLC and is a certified notary public. Godfrey Financial Associates serves individuals, including high-net-worth clients, as well as corporations and business entities, offering discretionary portfolio management and financial planning. The firm customizes portfolios across various asset classes and employs both long- and short-term strategies, while also providing access to licensed insurance products through its representatives.

Tiffany Soricelli is a financial advisor with Godfrey Financial Associates, Inc. and holds Series 63 and Series 65 licenses, with nine years of industry experience. Her prior roles include positions at Virtuoso Asset Management LLC, Marshall & Sterling Wealth Advisors, LPL Financial, and Northwestern Mutual. Outside of financial advising, she owns Virtuoso Advising for Artists, a career coaching business for singers, musicians, and creatives. Godfrey Financial Associates serves individuals, including high-net-worth clients, as well as corporations and other business entities, offering discretionary portfolio management and financial planning. The firm customizes portfolios across various securities and employs ongoing monitoring and periodic rebalancing, often recommending outside professionals for legal, tax, or insurance needs.

Laura Sodorsky is a financial advisor at Marathon Mission, Inc. with five years of industry experience. She holds a Series 65 designation and has worked at Marathon Mission since 2019, following two years at Auto/Mate Inc. Marathon Mission, Inc. provides discretionary portfolio management, pension consulting, and financial planning to individual and high-net-worth clients as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and modern portfolio theory approaches and manages approximately $154.7 million in assets.

Brett Harris is a financial advisor at AllSquare Wealth Management, LLC in Albany, NY, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments, First Niagara Securities, and LPL Financial. Harris serves on the finance committee of Liberty ARC, a charitable organization, as a board member. AllSquare Wealth Management provides integrated wealth management and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental analysis framework combined with an efficient-market approach, primarily using passively managed vehicles to tailor portfolios to client risk tolerance and preferences.

Gary Sancilio is a financial advisor at The Affinity Group, LLC with 29 years of industry experience. He holds a Series 63 designation and has worked previously at BST Wealth Management, LLC and Mass Mutual Investors Services. He also acts as an insurance agent for individual and group life, long-term care, and disability products. The Affinity Group serves individual investors and participant-directed retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes long-term, asset-allocation strategies using passively managed funds and employs institutional sub-advisors and tools such as Monte Carlo simulations in its investment approach.