Broker Check

Our Team

Our team of advisors is as diverse as the clients we serve. Each has his or her own specialties, and many hold professional designations. You can choose your advisor based on your current financial situation, life stage or business needs

Richard Anthony

Richard Anthony

LPL Registered Principal

518-608-0775

518-608-1111

Burt Apfelbaum

Burt Apfelbaum

LPL Financial Advisor

518-608-0774

518-608-1111

Shelley Bullock

Shelley Bullock, LUTCF

Wealth Manager

518-608-1101

518-608-1111

Tom Burdick

Tom Burdick, CFP®, ChFC, CLU

President, LPL Financial Advisor

(518) 608-1117

(518) 608-1111

Gilbert T. Chase

Gilbert T. Chase

Executive Vice President

(518) 608-1112

(518) 608-1111

Daniel Fumarola

Daniel Fumarola

LPL Financial Advisor

518-608-1103

518-608-1111

Brian Harwood

Brian Harwood, AAMS®

LPL Financial Planner

518-608-1105

518-608-1111

Brad Hayslette

Brad Hayslette

LPL Financial Advisor

(518) 608-1108

(518) 608-1111

Renu Kallianpur

Renu Kallianpur, Ph.D.

Vice President, Legacy Planning

518-608-1104

518-608-1111

Janet Labella

Janet Labella, LUTCF

LPL Financial Advisor

518-608-1113

518-608-1111

Taylor Magee

Taylor Magee

Client Service Specialist

518-608-0775

518-608-1111

Pierce Mahar

Pierce Mahar

LPL Financial Advisor

518-608-1115

518-608-1111

Gretchen Meyer-Thornton

Gretchen Meyer-Thornton

Financial Consultant, Owner and President - Gretchen Meyer Financial

518-608-1110

518-608-1111

Mark Papuzza

Mark Papuzza

LPL Financial Advisor

(518) 608-1107

(518) 608-1111

John Rubino

John Rubino

LPL Financial Consultant

518-608-0775

518-608-1111

Rudi F. Seligman

Rudi F. Seligman

Investment Specialist

(732) 718-0139

(732) 718-0139

Andy Siegel

Andy Siegel

LPL Financial Advisor

518-608-1100

518-608-1111

Gregory  Smith

Gregory Smith

LPL Financial Advisor

518-608-1119

518-608-1111

Lisa Tennant

Lisa Tennant, CFP®

Vice President, Senior Wealth Advisor

518-608-1109

518-608-1111

Jay Connolly

Jay Connolly

Client Services Associate

5186080773

5186081111