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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

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

Erin Czupil

Erin Czupil

Operations Manager

518-608-1100

518-608-1111

Burt Apfelbaum

Burt Apfelbaum

LPL Financial Advisor

518-608-0774

518-608-1111

Evanna Bauer

Evanna Bauer

Financial Consultant

518-608-0783

Shelley Bullock

Shelley Bullock, LUTCF

Wealth Manager

518-608-1101

518-608-1111

Frank Chiappone

Frank Chiappone

Financial Consultant

(518) 608-0786

Jayson Chichelli

Jayson R. Chichelli

Financial Advisor

(518) 650-3501

David Chin

David Chin, CFP®, ChFC, CLU

Senior Wealth Advisor

518-477-9074

Jeffrey M. Church

Jeffrey M. Church, CFP®

LPL Financial Planner

518-608-1118

518-608-1111

Roger Clarkson

Roger Clarkson CFP®

Senior Wealth Advisor

607-316-7878

607-334-4665

Jay Connolly

Jay Connolly

Client Services Associate

518-608-0773

518-608-1111

Christopher Davison

Christopher P. Davison, CFP®

LPL Financial Advisor

518-608-0779

518-608-1111

Paul Donato

Paul Donato

LPL Financial Advisor

845-345-2001

518-608-1111

Darby Fabrizio

Darby Fabrizio

Senior Wealth Advisor

845-505-5247

Thomas Gregg

Thomas Gregg

LPL Financial Advisor

518-608-0776

518-608-1111

Jamie D. Hanlon, AAMS®

Jamie D. Hanlon, AAMS®

LPL Financial Advisor

518-608-1116

518-608-1111

Brooks Hastings

Brooks Hastings

LPL Financial Advisor

518-608-0778

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

Adam Knaust

Adam Knaust

Senior Vice President

518-608-0775

Nick Kopff

Nick Kopff

Wealth Advisor

518-608-0785

Janet Labella

Janet Labella, LUTCF

LPL Financial Advisor

518-608-1113

518-608-1111

Pierce Mahar

Pierce Mahar

LPL Financial Advisor

518-608-1115

518-608-1111

Ian Mann

Ian Mann, CFP®, EA

LPL Financial Advisor

(518) 652-1710

Clare Mertz, MBA

Clare Mertz, MBA

Senior Vice President, Branch Development

518-608-1100

Gretchen Meyer-Thornton

Gretchen Meyer, CFP, MBA

Financial Consultant, CEO and Founder — Pachira Wealth Management

518-608-1110

518-608-1111

Luciana Murdza

Luciana Murdza

Operations Manager

518-608-0777

Brigitte Murphy

Brigitte Murphy

Senior Wealth Advisor, Owner & President - Brigitte Murphy Wealth Management

518-608-1119

518-608-1111

Mark Papuzza

Mark Papuzza

LPL Financial Advisor

(518) 608-1107

(518) 608-1111

Garrett Sherman

Garrett Sherman

Wealth Advisor

518-572-1451

518-608-1111

Andy Siegel

Andy Siegel

LPL Financial Advisor

5714514067

518-608-1111

Michael Stock

Michael Stock

Senior Wealth Advisor

845-797-2344

Joe Tecklenburg

Joe Tecklenburg, CFP®, ChFC, MBA

LPL Financial Planner

(518) 608-1103

(518)-608-1111

Lisa Tennant

Lisa Tennant, CFP®

Vice President, Senior Wealth Advisor

518-608-1109

518-608-1111

Joseph Vidarte

Joseph Vidarte

Vice President, Partner - Saratoga Private Wealth

(518) 288-5835

Harrison Xu

Harrison Xu

Founder & President, Senior Financial Advisor - Saratoga Private Wealth

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