Daniel Mitchell is a financial advisor at Fiorile & Associates, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at TF Cornerstone and Burns Management. Outside of his advisory role, he is involved in residential apartment leasing as a leasing consultant. Fiorile & Associates is an independent investment advisory firm serving individual investors and high-net-worth households through wealth management and consulting. The firm manages client portfolios on a non-discretionary basis, integrating tax planning and estate coordination, and offers services primarily on flat and fixed fee arrangements.

Joseph Fiorile is a financial advisor with Fiorile & Associates, LLC in Saranac Lake, NY. He holds the PFS™ designation and Series 66 license and has 27 years of experience in accounting and financial advisory services, including 15 years with his current firm. In addition to his advisory work, he operates an accounting and bookkeeping business. Fiorile & Associates is an independent investment advisory firm serving individual and high-net-worth clients through wealth management and consulting. The firm manages portfolios on a non-discretionary basis, integrating tax planning and estate coordination, and employs a mix of fundamental and technical analysis alongside asset allocation and option strategies.

Stephen Duttenhofer is a financial advisor at Renaissance Macro Research LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple Renaissance-affiliated entities since 2011. Duttenhofer is also an owner and employee of RenMac Integrated Alpha, a hedge fund focused on large-cap U.S. equities. Renaissance Macro Research provides macroeconomic research products to institutional clients and sophisticated individual investors through a tiered subscription service. The firm uses a proprietary methodology combining economic, policy, portfolio strategy, and quantitative analysis to deliver customized reports and multimedia content without managing client assets.

Jeffrey Degraaf is a CFA® charterholder with 33 years of industry experience, currently serving at Renaissance Macro Research LLC. He has held roles at various Renaissance Macro entities since 2011 and is involved as CIO and founding member of Sentry Capital LLC, a family investment fund. Degraaf also owns JSD Consulting, advising on business strategy and planning. Renaissance Macro Research provides macro-economic research products to institutional and sophisticated individual clients through subscription services. The firm employs a proprietary methodology combining economic, policy, portfolio-strategy, technical, and quantitative analysis to deliver frequent research reports and multimedia content without managing client assets.

Indraneil Dutta is a financial advisor at Renaissance Macro Research LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with affiliated firms including Renmac Advisory, LLC and Renaissance Macro Securities, LLC. Renaissance Macro Research provides macroeconomic research products to institutional and sophisticated individual clients through a subscription model. The firm integrates economic, policy, portfolio-strategy, and technical analysis with quantitative factors to deliver daily reports, weekly analysis, and multimedia content, without managing client assets or offering individual security recommendations.

Eric Boucher is a financial advisor with Renaissance Macro Research LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Renaissance Macro Research since 2011 and is currently employed at Renmac Advisory, LLC. Boucher is also an owner and employee of Renmac Integrated Alpha, a hedge fund investing in large-cap U.S. equities. Renaissance Macro Research provides macroeconomic research products to institutional clients and offers a tiered subscription service for sophisticated individual investors. The firm uses a proprietary methodology combining economic, policy, portfolio-strategy, technical, and quantitative analysis to deliver daily reports, weekly analysis, and multimedia content without managing client assets or providing individual security recommendations.

Adam Sharvit is a financial advisor at Renaissance Macro Research LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Rosenberg Research and several advisory firms. Renaissance Macro Research provides macro-economic research products to institutional clients and sophisticated individual subscribers through tiered subscription services, delivering customized reports and multimedia content without managing client assets.

Richard Cerminara Sr. is a financial advisor with Silver Grove Advisory Services, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at GWN Securities Inc. and operating his own advisory entities since 2005. Outside of advisory work, he is an independent sales representative for United Healthcare and licensed in insurance sales. Silver Grove Advisory Services is a multi-advisor firm managing approximately $326.6 million for nearly 1,929 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm offers discretionary portfolio management with a long-term, client-specific approach utilizing diversified mutual funds, ETFs, and individual securities, supported by a range of third-party model portfolios and sponsored platforms.

Stephen Pavlick is a financial advisor at Renaissance Macro Research LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at the U.S. Department of the Treasury, the Presidential Transition Team, and The Cypress Group. Renaissance Macro Research provides macroeconomic research products to institutional clients and offers a tiered subscription service for sophisticated individual investors. The firm uses a proprietary methodology combining economic, policy, portfolio-strategy, technical, and quantitative analysis to deliver daily and weekly research content, focusing on market insights rather than individual security recommendations.

Christopher Miller is a financial advisor at Long Run Wealth Advisors, LLC with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Edward Jones, Olden Lane Securities, and Consultant Relations Group. Long Run Wealth Advisors serves individuals, business owners, non-profits, endowments, foundations, and retirement plans with comprehensive wealth management and financial planning. The firm uses a balanced, low-turnover investment approach that incorporates fundamental, cyclical, and behavioral analysis within an asset-allocation framework based on Modern Portfolio Theory.

Kevin Brady is a CFP® and CFA® with 22 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Long Run Wealth Advisors, LLC and Raymond James Financial Services. Brady serves as a board member of Champlain National Bank, providing strategic guidance and governance oversight. Mercer Global Advisors provides investment advisory and planning services to individuals, families, business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management.

Galen Crane is a financial advisor at Long Run Wealth Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services, Inc. and Mercer Global Advisors Inc. His career includes over a decade at Long Run Wealth Advisors, where he is part of a seven-advisor team. Long Run Wealth Advisors serves individuals, business owners, non-profits, endowments, foundations, and retirement plans with comprehensive wealth management and financial planning. The firm employs a balanced, low-turnover investment approach combining fundamental, cyclical, and behavioral analysis within a Modern Portfolio Theory framework.

Brandon Haase is a CFP® with 21 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His prior roles include positions at Raymond James Financial Services, City National Bank, and RBC Capital Markets. Outside of his advisory work, he serves as a trustee and is the secondary health care proxy for a family member. Steward Partners Investment Advisory, LLC manages approximately $28.34 billion in assets and serves a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management through proprietary strategies and third-party money managers across a broad range of asset classes.

Lynn Magnus is a CFP® and Series 65-registered financial advisor at Mercer Global Advisors Inc. with four years of industry experience. Prior to joining Mercer, Lynn worked at Goldman, Sachs & Co. for five years and spent six years with Long Run Wealth Advisors, LLC. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios and offers a range of portfolio management and planning services.

Edward Dempsey Jr. is a CFP® professional affiliated with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 39 years of industry experience and has worked at Private Advisor Group since 2013 and LPL Financial since 2006. In addition to his advisory roles, he is involved in a separate entity, D&D Wealth Management LLC, which is not investment related. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering a range of portfolio management and financial planning services through both wrap and non-wrap platforms.

Emily Martz is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and eight years of industry experience. She has worked at Cetera and related entities since 2025 and was previously employed by the Sagamore Institute of the Adirondacks for seven years. Outside of her advisory role, she is co-manager and part owner of Altamont Ventures, LLC, a real estate business. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions, along with retirement and fiduciary capabilities integrated into its institutional platform.

Timothy Forman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and with 34 years of industry experience. His career includes roles at Community Bank, Sunmark Federal Credit Union, INVEST Financial Corporation, and LPL Financial. 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 advisory operations with insurance and credit services.

Nicholas Eells is a financial advisor with Cetera, holding a Series 63 designation and 12 years of industry experience. He is also the managing partner of The Hoffman Eells Group CPAs, P.C., an accounting and tax preparation firm, and owns HEG Advisory Services LLC. Outside of financial advising, he is involved in real estate as the owner of 31 Elm Inc., which operates a commercial office building. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement and institutional capabilities with access to multiple investment programs and custodial arrangements.

Gwynanne Bissonette is a CFP®-certified financial advisor with 31 years of industry experience. She is currently affiliated with Cetera and has a long tenure at Curtis & Bissonette dating back to 1988, including ownership since 1993. Additionally, she serves as treasurer for the Zonta Club of the Adirondacks, managing the club’s cash flow. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients, offering a range of portfolio management and fiduciary solutions through a large network of independent advisors.

Joseph Brennan is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Renaissance Baton Rouge and Bank of America/Merrill Lynch. Outside of finance, he has been involved with 5 Tool Sports Science. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment options, and tax-efficient services through a large nationwide network of financial advisors and branch offices.