Neal Solomon is a CFP® and ChFC® with 41 years of experience in financial services. He is the founder and managing member of WealthPro, LLC and has held roles at The Strategic Financial Alliance, Inc. since 2005. Outside of advising, he occasionally sells internet domain names and serves as an expert witness and consultant in litigation matters. He is also involved in an audiology practice as a chief financial officer and manager. WealthPro, LLC provides financial planning, investment consulting, and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily recommends and monitors independent investment managers and strategist-driven model portfolios, with a significant portion of assets managed on the AssetMark platform.

Adam Mc Neill is the sole advisor at McNeill Capital, LLC, an independent advisory firm based in Saratoga Springs, NY. He holds a Series 66 designation and has four years of industry experience. Prior to founding McNeill Capital, he was with McNeill Financial Group, LLC from 2010 to the present. McNeill Capital, LLC is an SEC-registered, fee-only firm serving high-net-worth individuals, trustees, charitable organizations, and employer-sponsored retirement plans. The firm focuses on strategic asset allocation using a core-and-satellite approach with actively managed mutual funds and passive ETFs, offering comprehensive financial planning, discretionary investment management, and retirement-plan consulting.

Robert Holbrook is the principal advisor at Bob Holbrook Holdings LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at G.A. Repple & Company, as well as operating his own sole proprietorship. Outside of advising, he runs Weekend Walleye Warrior, a retail business selling fishing equipment on eBay. Bob Holbrook Holdings LLC is a solo-registered investment adviser serving primarily individual clients and retirement plans. The firm combines fundamental analysis with various strategies including options trading and hedging, offering both discretionary and non-discretionary asset management along with specialized ERISA plan services.

Cynthia Zalewsky is a CFP®-certified financial advisor with Saratoga Investment Solutions Inc. in Saratoga Springs, NY, bringing 4 years of industry experience. She has been affiliated with Saratoga Investment Solutions and Commonwealth Financial Network since 2000. Outside of finance, she has long-term involvement with several health and fitness businesses, including Total Body Infecta, Golds Gym, Visions Health & Fitness, and Training Unlimited. Saratoga Investment Solutions provides financial life planning and investment advisory services to individuals and certain businesses, focusing on retirement, income distribution, estate, and elder-care planning. The firm offers individualized portfolio management and operates on a non-discretionary, client-directed basis using retainer and hourly billing without commissions or percentage-of-AUM fees.

Thomas Dubois is the sole advisor at Dubois Capital Management LLC in Saratoga Springs, NY. He holds a Series 65 designation and has two years of industry experience. Prior to founding his firm, he worked at Sentio and Exabel, among other roles. Outside of financial advising, he serves as an Enterprise Account Executive at a software company, Daloopa. Dubois Capital Management LLC provides discretionary asset management, financial planning, and consulting services primarily to individual and business clients. The firm offers tailored investment strategies based on clients’ goals and risk tolerance, combining fundamental and technical analysis, and is notable for regularly conducting public educational seminars and workshops.

Paul Gemmiti is a CFP® and Series 63 credentialed financial advisor with four years of industry experience. He is the principal of Portfolio Allocators LLC, an independent advisory firm based in Saratoga Springs, NY. In addition to his advisory role, he operates a CPA tax preparation practice, Paul J Gemmiti CPA PLLC, which he has owned since 1985, primarily preparing individual, corporate, nonprofit, and trust tax returns. Portfolio Allocators LLC serves a small group of individual clients and a charitable foundation by providing tax consultation and related advisory services connected to clients’ investment portfolios. The firm does not manage portfolios directly but refers clients to unaffiliated investment advisors while focusing on coordinating tax-related matters and advising on investment risk.

Charles Mopsik is a financial advisor with Even Keel Advisors in Saratoga Springs, NY, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Encore Vet Group, Continuum Wealth Advisors, Transamerica Financial Advisors, and Pet Partners LLC. Outside of advisory work, he owns Nimble Nano Inc., a company that manufactures magnetic aquarium glass cleaners, and serves on the boards of the Palamountain Scholarship Benefit Executive Planning Committee and Saratoga Springs Temple Sinai. Even Keel Advisors provides investment management, financial planning, business consulting, and employee benefit consulting to individuals, high-net-worth clients, corporations, and plan sponsors. The firm combines fundamental analysis with modern portfolio theory, integrating passive and active strategies tailored to client objectives and risk tolerance, and offers educational programs and pension consulting services.

First Step Wealth Planning is a firm that serves people seeking guidance on retiring with financial and emotional confidence. Our clients are nearing or already retired, looking for advice on retirement income, tax planning, and investments, and typically have accumulated over $1.5 million. The traditional method of retirement planning is broken. It's about facts and figures as a means to sell products. A traditional firm's business model relies on managing investments for a percentage fee, and they dedicate their time and resources to convincing you that their investment opinions are superior to those of other firms. After over 20 years of working for those firms, I broke away and started First Step Wealth Planning to provide people with the guidance they seek without feeling pressured to purchase investment and insurance products. Guided Planning is a method that helps people clarify their emotional goals and align them with their money. It’s a way to help people figure out for themselves what really matters to them and how money will play a role in those relationships. By the end of the process, they feel confident that their plan accurately reflects who they are, what they want to do, and why. They are clear on their goals, the reasons behind them, and what they need to do to move forward. Guided Planning aligns all aspects of your wealth with how you want to spend your time in retirement and is offered at a flat rate. Half up front, the rest at completion. Implementation of the plan and ongoing guidance include tax planning, investment management, income maximization, and wealth transfer planning. All provided for a flat monthly rate. If this sounds like the type of relationship you would like to have with a financial planner, visit the website to set up a complimentary consultation to see how Guided Planning may be a good fit for you.

Barbara Bouchey is the principal of Barbara J. Bouchey Asset Management, Inc., an independent advisory firm based in Saratoga Springs, NY. She holds the CFP® designation and Series 63 license, and has 39 years of industry experience. Prior to founding her firm in 1996, she worked at Castle Hill Capital Partners, Inc. from 2015 to 2021. Barbara J. Bouchey Asset Management, Inc. provides investment advisory, financial planning, and consulting services to individual investors, retirement-plan participants, and variable annuity owners. The firm uses a client-level suitability assessment to guide asset allocation through SEI models and institutional managers, primarily managing assets on a non-discretionary basis via a third-party wrap-fee platform.

James Cox is a financial advisor at Peak Wealth Management LLC in Saratoga Springs, NY, holding CFP® and ChFC® designations with 12 years of industry experience. His prior firms include Continuum Wealth Advisors, Purshe Kaplan Sterling Investments, and Retirement Planning Group, LLC. Peak Wealth Management provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a discretionary portfolio management approach based on modern portfolio theory, combining passive and active instruments with a long-term buy-and-hold strategy.

Connie Walsh Toler is a CFP® professional with five years of industry experience, currently serving as the sole advisor at Adirondack Retirement Strategies. Her prior work includes roles at H&R Block, multiple school districts, and J Mandwelle Capital Management. Adirondack Retirement Strategies provides investment management and financial planning services to individual clients, including high-net-worth individuals, with a focus on tailored portfolios and project-based planning. The firm employs a primarily passive investment approach combined with fundamental and technical analysis and manages discretionary accounts totaling over $18 million in assets.

David Kopyc is an investment advisor representative with Retirement Planning Group, LLC and a registered representative with Purshe Kaplan Sterling Investments. He holds Series 63 and Series 66 licenses and has 39 years of industry experience. Kopyc has worked with several firms including Ameritas Investment Corp and Purshe Kaplan Sterling Investments. He also hosts a retirement planning radio show. Retirement Planning Group provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm’s investment approach emphasizes long-term strategies using diversified, low-cost mutual funds and ETFs, with discretionary portfolio management and retirement account advice.

Ioulia Guerin is a financial advisor at Holistic Finance LLC with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual in various roles. In addition to her advisory work, she is involved in insurance sales and services through Holistic Finance LLC. Holistic Finance LLC provides investment advisory and financial planning services to a broad range of individual clients, including both non-high-net-worth and high-net-worth households. The firm employs a goal- and risk-based investment approach, incorporates fundamental analysis, and offers access to model portfolios and third-party money managers.

Nicolas Dumas is a financial advisor with Retirement Planning Group, LLC, holding CFP® and Series 66 credentials and seven years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Arbor Point Advisors, and several other firms. In addition to his advisory role, he spends part of his time in insurance sales. Retirement Planning Group provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a primarily long-term investment approach using diversified, low-cost mutual funds and ETFs, and may incorporate bonds and options contracts for hedging or tactical purposes.

Sandy Moi is a financial advisor at WPM Wealth Advisors LLC with 27 years of industry experience. She holds a Series 63 designation and has a background that includes roles at Avantax Advisory Services and Avantax Investment Services, Inc. Additionally, she manages Sandy S. Moi, CPA LLC, an accounting and insurance brokerage firm. WPM Wealth Advisors LLC provides discretionary portfolio management primarily to individual and high-net-worth clients through a firm-sponsored wrap fee program. The firm employs a multi-disciplinary investment approach incorporating various analytical methods and strategies, including long-term investing and short-term trading.

William Gamello is a financial advisor with WPM Wealth Advisors LLC in Saratoga Springs, NY, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior work includes roles at Dinosaur Financial Group and DLG Wealth Management. Outside of advising, he manages an apartment rental business. WPM Wealth Advisors LLC provides discretionary portfolio management primarily to individual and high-net-worth clients through a firm-sponsored wrap fee program. The firm employs a multi-disciplinary investment approach that incorporates various analytical methods and strategies, ranging from long-term investing to short-term trading.

Michael Testa is a financial advisor at Tailored Wealth Solutions with 21 years of industry experience. He holds a Series 66 credential and has worked at firms including Tarella and Testa Financial Group and Eagle Strategies. Tailored Wealth Solutions provides discretionary investment management primarily to pooled vehicles and institutional clients, utilizing a combination of fundamental, technical, and charting analysis with strategic and tactical asset allocation across various security types. The firm manages accounts using proprietary model portfolios and engages third-party money managers and sub-advisors when appropriate.

John Papielion Jr. is a CFP® and Series 66-registered advisor with Tailored Wealth Solutions, bringing three years of industry experience. He previously worked at Eagle Strategies (NY Life) and NYLIFE Securities LLC. Outside of finance, he works part-time as a fitness coach at Crossfit Schenectady, where he leads group fitness classes. Tailored Wealth Solutions provides discretionary investment management primarily to pooled vehicles and institutional clients, utilizing proprietary model strategies and third-party sub-advisors. The firm combines fundamental, technical, and charting analysis with strategic and tactical asset allocation across a broad range of securities.

Timothy Pehl is a CFP® with over 20 years of experience at Luther Forest Wealth Advisors, L.L.C., where he has worked since 2006. He is also a member of Kumlander, Donofrio, Hay & Pehl, CPAs, LLP, an accounting firm providing personal, estate, and trust tax services. Luther Forest Wealth Advisors, LLC serves retail investors, including high-net-worth individuals, offering investment advisory, financial planning, and consulting services such as cash flow planning and asset and debt restructuring. The firm employs a goal- and risk-based approach to build long-term financial plans and tailored portfolios using mutual funds, ETFs, and individual securities.

Matthew Moore is a financial advisor at Nye Street Partners LLC with 17 years of industry experience. He holds a Series 63 designation and has worked at firms including The AYCO Company, L.P./Mercer Allied and Shade Tree Advisors LLC. Moore is also involved with Optifino, working on a referral basis in an insurance-related business. Nye Street Partners serves high-net-worth individuals and charitable organizations, providing portfolio management, financial planning, and comprehensive family office services. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers discretionary management alongside customized Investment Policy Statements.