Our Albany Members

CPA, CFF, MAFF, MBA

camodio@fazforensics.com

Charles is a Partner with FAZ (Ferraro Amodio & Zarecki CPAs).  FAZ is a boutique firm specializing in forensic accounting, business valuation, and business advisory services.   Charles focuses on economic damage analysis, specializing in evaluating lost earnings for individuals as a result of personal injury, wrongful death, and employment disputes.  In addition, , Charles analyzes lost profits for companies who have suffered a business interruption or a loss of profits due to the actions of another party.   

Senior Account Executive

gbarcomb@teneyckgroup.com

The Ten Eyck Group is a 100+ year old Independent Insurance Agency headquartered in Albany, NY. Our mission is to provide a highly consultative and hands on approach to risk management built on a trusting relationship. We are a generalist agency with specialties in the following industries:

Lawyers - Architects and Engineers - Real Estate Development - General Construction - Heating and Cooling Contractors - Electrical Contractors - Manufacturing - **Cannabis and Hemp/CBD - Bars and Restaurants

CEO for Hire

dbarcomb@ceo-for-hire.com

It’s easy to put together a business plan that looks good on paper. Executing that plan against real-world challenges is what separates successful businesses from the rest of the pack. You must be clear about what makes your company unique, develop a strategic competitive advantage and deliver value to your clients.

Over the last 30 years, I have helped leaders at some of the finest companies in the world see and seize opportunity. I was in the trenches with US auto manufacturers to implement quality processes that helped them to turn the corner and compete against Asian bands. I’ve worked side-by-side with domestic manufacturers to expand while others retreated. And I have provided professional guidance to young teams, to provide stability, process and metrics as they pursue aggressive growth strategies.

As CEO FOR HIRE, I turn the sum of my experience into short-term professional engagements, custom-designed to meet the needs of enterprises seeking to supplement their on-staff expertise.

Associate

jblanchette@bsk.com

Jessica is a business attorney engaged in a comprehensive practice of corporate law, property law, and tax law. Jessica understands both the business and personal components to her work and takes a practical yet critical approach when advising individual, for-profit, and not-for-profit clients on navigating these complex laws to meet objectives and goals while mitigating risk. She has particular experience in entity structuring, corporate governance, corporate and tax compliance, and stock and asset transactions, as well as drafting, analyzing, and negotiating contracts and other documents to meet daily business operation needs. Jessica also counsels and assists clients throughout all stages of the purchase, sale, and refinance of commercial real property. In addition, Jessica has advocated and negotiated favorable outcomes for both entity and individual clients in tax disputes before both the Internal Revenue Service and New York State Department of Taxation and Finance.

CERTIFIED FINANCIAL PLANNER™ professional at The Summit Group

stephen.bronder@equitable.com

Trust and confidence are the most important factors to me in building relationships with my clients. I take pride in designing, implementing and monitoring financial plans through life’s many stages. I look at every situation as if it were my own to deliver an optimal plan for each client, designed to achieve their goals.

I focus on comprehensive financial planning strategies, specifically to rising young entrepreneurs, business owners and medical professionals. I provide advice on a broad range of financial areas including, but not limited to: wealth protection, investment management, retirement planning, estate planning, college planning strategies and group benefits.

Licensed Real Estate Salesperson

Brandon Castle is a licensed real estate salesperson in the Capital Region. He grew up in Colonie and currently resides in Niskayuna. He began his sales career in 2013 spending 5 years in commercial real estate before later entering residential real estate in 2021. In his first full year in residential real estate, he was recognized as a top 10% producing realtor in the greater capital region. He was featured as the “Rising Star” agent in the September 2023 issue of Real Producers magazine. 

Brandon and his wife, Chere were married in 2017 and they welcomed their first daughter Lorelai in August 2022. 

Vice President, Commercial Loan Officer

cjdambro@firstscotia.com

25+ years in banking, enthusiastically worked my way from a teller to a Branch Manager. Passionately pursued and have developed 15+ years of experience in Commercial Lending, currently Vice President, Commercial Loan Officer who enjoys enhancing the Commercial process, with a specialty in Real Estate Lending and Construction Lending with experience as a former Commercial Credit Manager.

Virtual Chief Information Officer

jgiordano@tagsolutions.com

Jim Giordano is a results-driven technology executive with over 30 years of leadership experience spanning cybersecurity, digital transformation, and IT strategy. As a Virtual Chief Information Officer (vCIO) at TAG Solutions, he partners with small and mid-sized businesses to align their technology investments with strategic growth, risk mitigation, and operational excellence.

Jim specializes in building multi-year IT roadmaps, conducting cybersecurity assessments, and guiding AI adoption to enhance business efficiency. He leads initiatives in endpoint protection, compliance, cloud migrations, and data security—helping organizations stay secure, scalable, and competitive.

Prior to TAG, James held senior leadership roles including Chief Information Officer at Latham Pool Products, Vice President of Information Technology at Protective Industrial Products, and Chief Technology Officer at General Electric. He also founded and scaled his own small business, gaining firsthand experience in entrepreneurship and client service.

James holds an MBA from the Lally School of Management at RPI and a Bachelor of Science in Computer Information Systems from SUNY Poly.

Sr. Account Executive 

k.hanif@gtm.com

At GTM Payroll Services, I help businesses optimize their payroll and HR operations with a strategic and personalized approach. We combine the power of an advanced corporate platform with the dedicated support of a local partner, ensuring seamless payroll processing, benefits administration, background checks, and compliance management. Our flexible, week-to-week service model allows businesses to operate with confidence—without the constraints of long-term contracts.

Financial Advisor

eric.hungershafer@nm.com

My team and I help individuals achieve a more secure future for themselves, their families and businesses. Our objective is to create an individual, goal based financial plan for every client that aligns their financial decision making with their long term personal goals. A small amount of foresight and responsibility help to allow our clients to live their lives by design rather than by default. Please let me know how I may be able to help you realize your vision for the future. We specialize in Risk Management (insurance) planning, Wealth accumulation (investment planning) and wealth preservation & distribution.  Our goal is that everyone we meet with understands where the blind spots in there plan might be, and we provide world class insurance and investment options to help them achieve their goals.

Member (Partner)

rkeleher@bsk.com

Ryan is co-deputy chair of Bond's litigation department. Recognized in Best Lawyers in America and Upstate New York Super Lawyers Rising Stars, he is a business and tort trial attorney who practices complex civil litigation in state and federal courts.  Ryan has tried both jury and non-jury trials, argued at the appellate level and represented clients during mediation and arbitration proceedings.

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Partner

dkubikian@herzoglaw.com

David A. Kubikian became a principal of the Herzog Law Firm in 2017. He concentrates his practice in the areas of Estate Planning, Medicaid Planning/Elder Law, Estate Administration, Matrimonial Law and Estate Litigation. 

David prides himself on providing a superior client experience. A teacher at heart, David takes the time to make sure clients are educated about their options while providing a no pressure atmosphere that allows clients the space and time to make important decisions.

Regional Managing Partner 

peter.lauricella@wilsonelser.com

Peter is the Regional Managing Partner in Wilson Elser's Albany Office. Wilson Elser is an international law firm with 38 offices in the United States, as well as affiliated offices around the globe. In New York, Peter, leads a growing team of attorneys that practice in the areas of Business Litigation, Employment and Labor Law, Corporate and Business Law, Intellectual Property, Shareholder and Partnership disputes; Protection of Trade Secrets; Enforcement of Non-Compete Agreements; Professional Liability Defense Litigation and Government Investigations and Regulatory compliance.

Attorney

ashley@jeanmahserjian.com

Ashley is an attorney at The Law Offices of Jean M. Mahserjian, Esq., P.C. She practices all areas of Matrimonial and Family law, including but not limited to divorce, equitable distribution, custody, child support, domestic violence, and QDROs. Ashley is a registered Attorney for Children in Saratoga County. She also handles Trust and Estates and Probate matters. In addition to litigation, Ashley is  a certified mediator focusing her mediation practice on Family law and Elder law disputes.

Principal Broker

spepe@tworld.com

Transworld has been a mainstay in the business brokerage industry for over 40 years, specializing only in business sales. We focus on the client's specific industry to find the right buyer. This means faster results for business owners. Our brokers are some of the most sophisticated and experienced in the industry. Many brokers have owned businesses and can relate to client specific needs. Our service, dedication and drive is their guarantee that if they are prepared to sell a company, we are ready to sell it for them.

The focus of our team is helping the business achieve its goals. That could be establishing a value for the business, merging with another company, franchising the operation, buying another business or selling a business.

Principal

tstevens@cresa.com 

Todd joined Cresa in 2017 and manages the Albany office’s accounts. As their clients’ advocate, he provides guidance in implementing strategy to meet their operational and financial goals. His specialties include strategic planning, market analysis, site selection, financial analysis and transaction management. Prior to joining Cresa, Todd worked his way from loan officer to CEO of a credit union. Under his leadership they completely overhauled their products and services in concert with a new marketing initiative. He also forged strategic partnerships to allow the credit union to increase its capacity to serve its membership.

Merchant Consultant

roofmonster.ny@gmail.com

Matt Smith, is the owner of Roof Monster, a full service roofing company.  Matt grew up in the capital region and has a great reputation of being fair and honest. Roof Monster provides commercial and residential services within the capital region. Roof Monster, prides itself on its treatment of their customers.

Roof Monster, is a proud sponsor of the Siena Saints and The Boys and Girls Club of the Capital District.

Partner

ewood@meliorafirm.com

Erika Wood is a Tax and Corporate attorney who thrives on building personal connections with her clients and translating technical details into practical solutions.  She brings clever ideas, a smile, and optimism to challenging situations.  She advises individuals, for-profit, and non-profit entities on all facets of New York State and federal tax issues.  Erika also counsels clients on broad-ranging corporate and legal matters regarding all fundamental events from ownership, operation, transfer, and the termination or sale of businesses across industries.

Are you looking for new networking opportunities with like minded B2B professionals?

Our Hudson Valley Members

CPA, CFF, MAFF, MBA

camodio@fazforensics.com

Charles is a Partner with FAZ (Ferraro Amodio & Zarecki CPAs).  FAZ is a boutique firm specializing in forensic accounting, business valuation, and business advisory services.   Charles focuses on economic damage analysis, specializing in evaluating lost earnings for individuals as a result of personal injury, wrongful death, and employment disputes.  In addition, , Charles analyzes lost profits for companies who have suffered a business interruption or a loss of profits due to the actions of another party.   

Managing Director

Experienced Managing Director with a demonstrated work history in the telecommunications industry. Extensive business development experience; professionally skilled in government relations, crisis communications, event management and video journalism.

B.A.S.I.

Benefits Advisor

Thomas_Frederick@us.aflac.com

"Value your people. It’s inexpensive and makes all the difference."

Financial Advisor

Matthew.Haye@nm.com

I grew up in the greater Albany area and pursued my studies at the University of Albany. Hard work has been instilled in me as a young child, so I continued working through college in order to pay for my education. Growing up in a working middle class family I learned early on the value of a good work ethic and commitment. I am privileged to have found a career with Northwestern Mutual where I can utilize my strong work ethic while fulfilling my dream of helping people.

Partner

vlemma@antalek-moore.com

Vince is a Partner in a full-service insurance and risk-management advisory firm offering customized commercial and personal insurance solutions.

Director of Sales

tom@eaworkforce.com

Ethan Allen Workforce is a professional employer organization, or PEO, that serves as an outsourced human resources department for small and midsize businesses, providing vital employment services and them access to expertise and competitive employee benefits that they wouldn’t normally have.

President, Chief Investment Officer

john@mvswealth.com

I founded Mountain View Strategic Wealth because I knew there was a better way to help individuals and families work toward their long-term goals, whether they involve a comfortable retirement or ensuring they can provide their children with a college education. I counsel clients to take stock of their current financial position, educate them on the many strategies available, formalize a plan of action, and then execute and fine-tune that plan as their lives change, so they can spend time doing what they love.

Read Full Bio

Owner

robert@countrywide
financialsolutions.com

Robert has worked as an employee benefits consultant and broker for multiple organizations. This work inspired Robert to found Countrywide Financial Services. They quickly earned the respect of being a a nationally recognized financial company serving their clients' financing needs. In these trying times, most banks have a policy to lend money only to those companies that don't really need it. Additionally, most banks are one-dimensional and only do one type of financing. Countrywide Financial Solutions, with their expertise and our partnerships with national lenders can provide all of your financing needs. Whether you need to get new equipment, finance your accounts receivable and inventory, raise working capital, or acquire a company, Countrywide Financial Solutions can do it all. Whether your business has just started, or is well established, we have a financing solution for you.

Producing Sales Manager

Adam Simpson has been a leader in the mortgage industry since 2006, bringing nearly two decades of expertise to his role as Producing Sales Manager at Nationwide Mortgage Bankers. Beyond his professional accomplishments, Adam is a dynamic networker and the founder of PNP, a small business networking group that flourished for over a decade with 12 chapters throughout the Hudson Valley, creating lasting connections and opportunities for local entrepreneurs.

Adam’s dedication to professional development and community service extends far beyond the mortgage business. In 2015, he launched a business book club to inspire lifelong learning among local professionals. As the former chair of The Career Achievement Program Committee and a current member of the Professional Development Committee for the Chamber Foundation, Adam helps facilitate The Leadership Dutchess program, shaping the next generation of business leaders. His passion for empowering others and creating impactful programs has solidified his reputation as a visionary and mentor within the Hudson Valley community.

President

kstudt@itc-technologies.com

ITC is a technology company that focuses on commercial clients including businesses, municipalities and schools. Founded in 1989, ITC provides a broad range of technology solutions including: Access Control, Managed IT, Situational Awareness, Structured Cabling, Unified Communications, Video Surveillance, Wireless Networking, Voice over IP (VoIP) and others using Cloud and premises-based always-on technology.

Partner

Brooke represents employees, as well as private and public-sector employers, before state and federal agencies, including the New York State Division of Human Rights and the Equal Employment Opportunity Commission.  These matters involve employment harassment and discrimination, labor violations, and various other federal and state claims. In addition, she frequently provides counsel services on a range of employment related topics. 

Brooke holds client training sessions and continuing legal education seminars on various topics including: employment discrimination and harassment prevention, institutional sexual abuse, discrimination and harassment investigations, electronic discovery and dispositive motions. Brooke also handles a variety of other types of commercial and civil disputes including franchise, foreclosure, and business litigation.  Brooke focuses her practice on litigation, contributing to the firm’s aggressive, ethical and cost-effective legal counsel for new and existing clients.

Are you looking for new networking opportunities with like minded B2B professionals?

Our Young Professional Members

CPA, CFF, MAFF, MBA

camodio@fazforensics.com

Charles is a Partner with FAZ (Ferraro Amodio & Zarecki CPAs).  FAZ is a boutique firm specializing in forensic accounting, business valuation, and business advisory services.   Charles focuses on economic damage analysis, specializing in evaluating lost earnings for individuals as a result of personal injury, wrongful death, and employment disputes.  In addition, , Charles analyzes lost profits for companies who have suffered a business interruption or a loss of profits due to the actions of another party.   

Attorney

Benjamin.Farstad@1800LAW1010.com

Benjamin attended the University of Maine in Orono. During his undergraduate studies, Benjamin also spent a summer at the University of Maastricht in the Netherlands at the School of International Law and Public Policy. After graduating from the University of Maine cum laude with a bachelor’s degree in Political Science, Benjamin returned home to obtain his Juris Doctor from Albany Law School. While in law school, Benjamin began his legal career as a law clerk for Martin, Harding & Mazzotti working in the Connective Tissue, Mass Torts, and Litigation departments. Upon graduation, Benjamin was thrilled to receive an offer to join the litigation department full-time. Benjamin was admitted to the New York State Bar in 2022.

risk management consultant

joe.guerette@amer.allianz-trade.com

Joe is a Risk Management Consultant with Allianz Trade. Joe received his MBA from the College of Saint Rose in Albany, NY. With a five-year collegiate baseball background at Saint Rose, he brings a competitive spirit to his role. Joe specializes in crafting strategic solutions that not only protect against non-payment but also foster business expansion for his clients. At Allianz Trade, Joe is dedicated to empowering companies to navigate uncertainties confidently, ensuring their long-term success in the marketplace.

CLCS

tyler.kuznia@usi.com

Tyler is a Commercial Lines Vice President in USI’s Upstate NY Non-Profit Practice who has served the greater Albany market and beyond for 6 years as an insurance and risk management advisor. He comes to USI with expertise in helping large non-profit human service agencies reduce their total cost of risk, protect their people, assets, and reputation, and support the individuals they serve. Tyler is passionate about partnering with non- profits to deliver bottom-line financial impact and solutions that help his clients create competitive advantages and execute their community-centric missions.

zlafave@charteroakfinancial.com

Zack is a Financial Services Professional with Charter Oak Financial focusing on individual & business financial planning, investment management, and insurance. Zack earned his Bachelor of Business Management from SUNY Canton in 2022 while competing in two DIII sports, Lacrosse & Golf.  Zack is still an avid golfer and is able to continue his passion for lacrosse by coaching at his alma mater, South Glens Falls High School.  In addition to his coaching, Zack stays involved in the community through his work as an ambassador for the Adirondack Regional Chamber of Commerce and as a board member for the Glens Falls Civic Center Foundation.

cleva@fazforensics.com

Christian is currently an Analyst with FAZ Forensics, where he focuses on forensic accounting and business valuation engagements, as well as the analysis of business interruption, economic damage, and lost earnings claims.

Christian earned a Bachelor of Science degree in Accounting with a focus in Finance, from the Smeal College of Business at Penn State University. His coursework at Penn State provided Christian with a valuable introduction and experience in forecasting, business valuation, financial reporting, and accounting information systems. Driven by creating value for clients, his team at FAZ, and himself, Christian is currently working towards his Certified Fraud Examiner (CFE) and Certified Public Accountant (CPA) designations.

EKO@saratogawills.com

Emily earned  a Bachelor of Science degree in 2020 from the University at Albany in Financial Market Regulation, and Criminal Justice, with a minor in Business Administration. In 2023, she graduated from Albany Law School with a concentration in Business Law. Emily is currently an Associate Attorney at the Harris-Pero Law Firm, PLLC.  She focuses her practice on estate planning and business law. Particularly, she enjoys bringing clients peace of mind whether through protection and management of assets within their estate, or by helping form and run their business smoothly. Emily also serves as a committee member of the University at Albany Graduates of the Last Decade (GOLD) Alumni Group, and as a board member for Saratoga PLAN.

matthewr@thewagonerfirm.com

Matthew graduated from the State University of New York at Albany in 2018 and Albany Law School in 2021. Since then, he has represented businesses and business owners, ranging from startups to mature companies, on a variety of business-related issues. Matthew’s primary areas of focus are corporate law, commercial transactions, real property issues, and commercial litigation. Matthew represents clients in a variety of litigation matters, including breach of contract, breach of fiduciary duty, tortious interference, and other related claims in both state and federal courts. He also represents and counsels clients on a variety of corporate transactions, including the acquisition and sale of assets and business interests.

CBEC

stesfamariam@fazforensics.com

Samuel Tesfamariam Haile is currently an Analyst at FAZ Forensics, where he focuses on forensic account and business valuation engagements. With a keen analytical mindset and diverse experience, Samuel brings valuable insights to the firm. Samuel holds a bachelor’s degree in Business Management and Economics from Skidmore College, where he developed a strong foundation in business principles. Continuing his academic journey, he earned a master’s degree in Economics from the University at Albany (SUNY), specializing in economic forecasting to understand modeling techniques at a deeper level.

Driven by a passion for continuous growth and professional excellence, Samuel recently received the Certified Business Exit Consultant (CBEC) certification designation from the International Exit Planning Association (IEPA). This dedication showcases his commitment to staying at the forefront of industry practices and providing exceptional services to clients.

nvogel@bsk.com

Natalie is a management-side labor and employment attorney at Bond, Schoeneck & King, PLLC. Natalie serves employers in all aspects of labor and employment law, including employment litigation and counseling. Her experience includes counseling employers on compliance with federal and state employment laws, including wage and hour, leave, and anti-discrimination laws; assisting employers before various federal, state, and local administrative agencies, including the Equal Employment Opportunity Commission and New York State Division of Human Rights, as well as federal and state courts; assisting employers on “traditional” labor matters, including labor arbitrations and proceedings before the National Labor Relations Board; and reviewing and developing employee handbooks and policies.

Are you looking for new networking opportunities with like minded B2B professionals?

Our Albany Members

CPA, CFF, MAFF, MBA

camodio@fazforensics.com

Charles is a Partner with FAZ (Ferraro Amodio & Zarecki CPAs).  FAZ is a boutique firm specializing in forensic accounting, business valuation, and business advisory services.   Charles focuses on economic damage analysis, specializing in evaluating lost earnings for individuals as a result of personal injury, wrongful death, and employment disputes.  In addition, , Charles analyzes lost profits for companies who have suffered a business interruption or a loss of profits due to the actions of another party.   

Senior Account Executive

gbarcomb@teneyckgroup.com

The Ten Eyck Group is a 100+ year old Independent Insurance Agency headquartered in Albany, NY. Our mission is to provide a highly consultative and hands on approach to risk management built on a trusting relationship. We are a generalist agency with specialties in the following industries:

Lawyers - Architects and Engineers - Real Estate Development - General Construction - Heating and Cooling Contractors - Electrical Contractors - Manufacturing - **Cannabis and Hemp/CBD - Bars and Restaurants

CEO for Hire

dbarcomb@ceo-for-hire.com

It’s easy to put together a business plan that looks good on paper. Executing that plan against real-world challenges is what separates successful businesses from the rest of the pack. You must be clear about what makes your company unique, develop a strategic competitive advantage and deliver value to your clients.

Over the last 30 years, I have helped leaders at some of the finest companies in the world see and seize opportunity. I was in the trenches with US auto manufacturers to implement quality processes that helped them to turn the corner and compete against Asian bands. I’ve worked side-by-side with domestic manufacturers to expand while others retreated. And I have provided professional guidance to young teams, to provide stability, process and metrics as they pursue aggressive growth strategies.

As CEO FOR HIRE, I turn the sum of my experience into short-term professional engagements, custom-designed to meet the needs of enterprises seeking to supplement their on-staff expertise.

Associate

jblanchette@bsk.com

Jessica is a business attorney engaged in a comprehensive practice of corporate law, property law, and tax law. Jessica understands both the business and personal components to her work and takes a practical yet critical approach when advising individual, for-profit, and not-for-profit clients on navigating these complex laws to meet objectives and goals while mitigating risk. She has particular experience in entity structuring, corporate governance, corporate and tax compliance, and stock and asset transactions, as well as drafting, analyzing, and negotiating contracts and other documents to meet daily business operation needs. Jessica also counsels and assists clients throughout all stages of the purchase, sale, and refinance of commercial real property. In addition, Jessica has advocated and negotiated favorable outcomes for both entity and individual clients in tax disputes before both the Internal Revenue Service and New York State Department of Taxation and Finance.

CERTIFIED FINANCIAL PLANNER™ professional at The Summit Group

stephen.bronder@equitable.com

Trust and confidence are the most important factors to me in building relationships with my clients. I take pride in designing, implementing and monitoring financial plans through life’s many stages. I look at every situation as if it were my own to deliver an optimal plan for each client, designed to achieve their goals.

I focus on comprehensive financial planning strategies, specifically to rising young entrepreneurs, business owners and medical professionals. I provide advice on a broad range of financial areas including, but not limited to: wealth protection, investment management, retirement planning, estate planning, college planning strategies and group benefits.

Licensed Real Estate Salesperson

Brandon Castle is a licensed real estate salesperson in the Capital Region. He grew up in Colonie and currently resides in Niskayuna. He began his sales career in 2013 spending 5 years in commercial real estate before later entering residential real estate in 2021. In his first full year in residential real estate, he was recognized as a top 10% producing realtor in the greater capital region. He was featured as the “Rising Star” agent in the September 2023 issue of Real Producers magazine. 

Brandon and his wife, Chere were married in 2017 and they welcomed their first daughter Lorelai in August 2022. 

Vice President, Commercial Loan Officer

cjdambro@firstscotia.com

25+ years in banking, enthusiastically worked my way from a teller to a Branch Manager. Passionately pursued and have developed 15+ years of experience in Commercial Lending, currently Vice President, Commercial Loan Officer who enjoys enhancing the Commercial process, with a specialty in Real Estate Lending and Construction Lending with experience as a former Commercial Credit Manager.

Virtual Chief Information Officer

jgiordano@tagsolutions.com

Jim Giordano is a results-driven technology executive with over 30 years of leadership experience spanning cybersecurity, digital transformation, and IT strategy. As a Virtual Chief Information Officer (vCIO) at TAG Solutions, he partners with small and mid-sized businesses to align their technology investments with strategic growth, risk mitigation, and operational excellence.

Jim specializes in building multi-year IT roadmaps, conducting cybersecurity assessments, and guiding AI adoption to enhance business efficiency. He leads initiatives in endpoint protection, compliance, cloud migrations, and data security—helping organizations stay secure, scalable, and competitive.

Prior to TAG, James held senior leadership roles including Chief Information Officer at Latham Pool Products, Vice President of Information Technology at Protective Industrial Products, and Chief Technology Officer at General Electric. He also founded and scaled his own small business, gaining firsthand experience in entrepreneurship and client service.

James holds an MBA from the Lally School of Management at RPI and a Bachelor of Science in Computer Information Systems from SUNY Poly.

Sr. Account Executive 

k.hanif@gtm.com

At GTM Payroll Services, I help businesses optimize their payroll and HR operations with a strategic and personalized approach. We combine the power of an advanced corporate platform with the dedicated support of a local partner, ensuring seamless payroll processing, benefits administration, background checks, and compliance management. Our flexible, week-to-week service model allows businesses to operate with confidence—without the constraints of long-term contracts.

Financial Advisor

eric.hungershafer@nm.com

My team and I help individuals achieve a more secure future for themselves, their families and businesses. Our objective is to create an individual, goal based financial plan for every client that aligns their financial decision making with their long term personal goals. A small amount of foresight and responsibility help to allow our clients to live their lives by design rather than by default. Please let me know how I may be able to help you realize your vision for the future. We specialize in Risk Management (insurance) planning, Wealth accumulation (investment planning) and wealth preservation & distribution.  Our goal is that everyone we meet with understands where the blind spots in there plan might be, and we provide world class insurance and investment options to help them achieve their goals.

Member (Partner)

rkeleher@bsk.com

Ryan is co-deputy chair of Bond's litigation department. Recognized in Best Lawyers in America and Upstate New York Super Lawyers Rising Stars, he is a business and tort trial attorney who practices complex civil litigation in state and federal courts.  Ryan has tried both jury and non-jury trials, argued at the appellate level and represented clients during mediation and arbitration proceedings.

Read More

Partner

dkubikian@herzoglaw.com

David A. Kubikian became a principal of the Herzog Law Firm in 2017. He concentrates his practice in the areas of Estate Planning, Medicaid Planning/Elder Law, Estate Administration, Matrimonial Law and Estate Litigation. 

David prides himself on providing a superior client experience. A teacher at heart, David takes the time to make sure clients are educated about their options while providing a no pressure atmosphere that allows clients the space and time to make important decisions.

Regional Managing Partner 

peter.lauricella@wilsonelser.com

Peter is the Regional Managing Partner in Wilson Elser's Albany Office. Wilson Elser is an international law firm with 38 offices in the United States, as well as affiliated offices around the globe. In New York, Peter, leads a growing team of attorneys that practice in the areas of Business Litigation, Employment and Labor Law, Corporate and Business Law, Intellectual Property, Shareholder and Partnership disputes; Protection of Trade Secrets; Enforcement of Non-Compete Agreements; Professional Liability Defense Litigation and Government Investigations and Regulatory compliance.

Attorney

ashley@jeanmahserjian.com

Ashley is an attorney at The Law Offices of Jean M. Mahserjian, Esq., P.C. She practices all areas of Matrimonial and Family law, including but not limited to divorce, equitable distribution, custody, child support, domestic violence, and QDROs. Ashley is a registered Attorney for Children in Saratoga County. She also handles Trust and Estates and Probate matters. In addition to litigation, Ashley is  a certified mediator focusing her mediation practice on Family law and Elder law disputes.

Principal Broker

spepe@tworld.com

Transworld has been a mainstay in the business brokerage industry for over 40 years, specializing only in business sales. We focus on the client's specific industry to find the right buyer. This means faster results for business owners. Our brokers are some of the most sophisticated and experienced in the industry. Many brokers have owned businesses and can relate to client specific needs. Our service, dedication and drive is their guarantee that if they are prepared to sell a company, we are ready to sell it for them.

The focus of our team is helping the business achieve its goals. That could be establishing a value for the business, merging with another company, franchising the operation, buying another business or selling a business.

Principal

tstevens@cresa.com 

Todd joined Cresa in 2017 and manages the Albany office’s accounts. As their clients’ advocate, he provides guidance in implementing strategy to meet their operational and financial goals. His specialties include strategic planning, market analysis, site selection, financial analysis and transaction management. Prior to joining Cresa, Todd worked his way from loan officer to CEO of a credit union. Under his leadership they completely overhauled their products and services in concert with a new marketing initiative. He also forged strategic partnerships to allow the credit union to increase its capacity to serve its membership.

Merchant Consultant

roofmonster.ny@gmail.com

Matt Smith, is the owner of Roof Monster, a full service roofing company.  Matt grew up in the capital region and has a great reputation of being fair and honest. Roof Monster provides commercial and residential services within the capital region. Roof Monster, prides itself on its treatment of their customers.

Roof Monster, is a proud sponsor of the Siena Saints and The Boys and Girls Club of the Capital District.

Partner

ewood@meliorafirm.com

Erika Wood is a Tax and Corporate attorney who thrives on building personal connections with her clients and translating technical details into practical solutions.  She brings clever ideas, a smile, and optimism to challenging situations.  She advises individuals, for-profit, and non-profit entities on all facets of New York State and federal tax issues.  Erika also counsels clients on broad-ranging corporate and legal matters regarding all fundamental events from ownership, operation, transfer, and the termination or sale of businesses across industries.

Are you looking for new networking opportunities with like minded B2B professionals?

Our Saratoga Springs Members

CPA, CFF, MAFF, MBA

camodio@fazforensics.com

Charles is a Partner with FAZ (Ferraro Amodio & Zarecki CPAs).  FAZ is a boutique firm specializing in forensic accounting, business valuation, and business advisory services.   Charles focuses on economic damage analysis, specializing in evaluating lost earnings for individuals as a result of personal injury, wrongful death, and employment disputes.  In addition, , Charles analyzes lost profits for companies who have suffered a business interruption or a loss of profits due to the actions of another party.   

Manager

CBurke@tbccpa.com

As a Manager for TBC Chris specializes in audit, review, compilation, and tax engagements for commercial clients primarily in construction and manufacturing industries. Chris also oversees several employee benefit plans. He’s a member of the construction and manufacturing committees within the firm.

Prior to TBC, Chris worked in the audit department at a small regional accounting firm in Glastonbury Connecticut for several years.

Outside of work Chris enjoys playing golf, spending time with his wife Miranda and his 3 year old dog Mia, and rooting for the Buffalo Bills.

Arrow Financial

leslie.dangelico@arrowbank.com

Employee Benefits Sales Executive

agorgen@marshallsterling.com

Andrea Gorgen is an Employee Benefits Sales Executive at Marshall & Sterling, a 160 year old leader in employee benefits, property and casualty insurance and wealth management. Andrea is responsible for generating new growth opportunities in Northern New York by combining proven cost containment strategies, technology and superior account management solutions into one cohesive package for the benefit of Marshall & Sterling’s current and prospective clients.

Andrea joined the Employee Benefits Division in 2021 after several years working as a travel agent and territory sales executive in other industries. Recognized as "top rookie", a "rising star" and also a recipient of a sales spotlight for her time in those previous roles, Andrea's experience has proven to be invaluable as she navigates her shift into providing employee benefits. Her high quality of service to her clients is evident as she works to advise and help employers manage their risk and achieve their health insurance goals through industry analysis, strategic planning, and detailed information and support as they navigate their benefits needs and requirements.

Andrea earned a Bachelor’s Degree in Criminal Justice from SUNY Oneonta where she also minored in Communications. In 2022, she was a member of the Presidents Club for Marshall & Sterling. She plays volleyball regularly and often supports Red Cross blood drive initiatives. 

Managing Attorney

Megan@saratogawills.com

Megan founded the Harris-Pero Law Firm, PLLC in 2015 to help individuals, families and business owners navigate life’s transitions wisely and comprehensively. After working in both large and small firms, Megan wanted to create a warm, individualized experience for every client in the areas of: estate planning (wills and trusts), estate settlement (probate and administration), agricultural law (conservation easements), and business law (business formation and business succession). Planning ahead provides peace of mind. We are a boutique firm with a small group of dedicated legal professionals who believe in striving to protect our clients from life’s uncertainties and help during times of need. As we continue to grow – we remain committed to giving back to our community by serving on the Agricultural Stewardship Association’s board and supporting other local charities .

Corporate Account Manager

jlufkin@adktechs.com

Joey Lufkin, Sales Manager at ADKtechs. His focus is to build ADKtechs’ customer relations, marketing efforts, and sales force in the Glens Falls, Saratoga, Albany, and surrounding regions. He is a graduate of Hartwick College, where he earned his B.S. in Business Administration and played collegiate basketball. In his off hours, you can find him spending time with his wife, Miranda, and his son Luka. He also enjoys working out, traveling, attending sporting events, and boating in the summer months.

Partner & Creative Director

michael@fivetowers.us

Our mission is to give unwavering support to entrepreneurs and small business owners with new client acquisition and company communications. We know how complex the digital universe has become and we want to help our clients navigate it successfully. Whether it is Graphic design, Websites, Digital Marketing, Content Creation, or Communications we make marketing easy.

Meliora Law

eoreilly@meliorafirm.com

Elizabeth (Liz) O’Reilly is an Associate with Meliora Law, PLLC who approaches the practice of law with attention to detail, collegiality, and a client-centered focus.  She assists clients with corporate, health care, and trust & estates matters.  Liz brings a dynamic and personal approach to lawyering and tackling the ever-changing regulatory landscape her clients find themselves in. 

Owner, Build Better Culture

tom@buildbetterculture.com

Account Executive

MSchunck@teneyckgroup.com

President

Forensic Accountant

pzarecki@fazforensics.com

I work with a talented team of Forensic Accountants! We successfully resolve financial disputes, conduct investigations, analyze economic losses, and calculate business value.

Are you looking for new networking opportunities with like minded B2B professionals?

Our Hudson Valley Members

CPA, CFF, MAFF, MBA

camodio@fazforensics.com

Charles is a Partner with FAZ (Ferraro Amodio & Zarecki CPAs).  FAZ is a boutique firm specializing in forensic accounting, business valuation, and business advisory services.   Charles focuses on economic damage analysis, specializing in evaluating lost earnings for individuals as a result of personal injury, wrongful death, and employment disputes.  In addition, , Charles analyzes lost profits for companies who have suffered a business interruption or a loss of profits due to the actions of another party.   

Managing Director

Experienced Managing Director with a demonstrated work history in the telecommunications industry. Extensive business development experience; professionally skilled in government relations, crisis communications, event management and video journalism.

B.A.S.I.

Benefits Advisor

Thomas_Frederick@us.aflac.com

"Value your people. It’s inexpensive and makes all the difference."

Financial Advisor

Matthew.Haye@nm.com

I grew up in the greater Albany area and pursued my studies at the University of Albany. Hard work has been instilled in me as a young child, so I continued working through college in order to pay for my education. Growing up in a working middle class family I learned early on the value of a good work ethic and commitment. I am privileged to have found a career with Northwestern Mutual where I can utilize my strong work ethic while fulfilling my dream of helping people.

Partner

vlemma@antalek-moore.com

Vince is a Partner in a full-service insurance and risk-management advisory firm offering customized commercial and personal insurance solutions.

Director of Sales

tom@eaworkforce.com

Ethan Allen Workforce is a professional employer organization, or PEO, that serves as an outsourced human resources department for small and midsize businesses, providing vital employment services and them access to expertise and competitive employee benefits that they wouldn’t normally have.

President, Chief Investment Officer

john@mvswealth.com

I founded Mountain View Strategic Wealth because I knew there was a better way to help individuals and families work toward their long-term goals, whether they involve a comfortable retirement or ensuring they can provide their children with a college education. I counsel clients to take stock of their current financial position, educate them on the many strategies available, formalize a plan of action, and then execute and fine-tune that plan as their lives change, so they can spend time doing what they love.

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Owner

robert@countrywide
financialsolutions.com

Robert has worked as an employee benefits consultant and broker for multiple organizations. This work inspired Robert to found Countrywide Financial Services. They quickly earned the respect of being a a nationally recognized financial company serving their clients' financing needs. In these trying times, most banks have a policy to lend money only to those companies that don't really need it. Additionally, most banks are one-dimensional and only do one type of financing. Countrywide Financial Solutions, with their expertise and our partnerships with national lenders can provide all of your financing needs. Whether you need to get new equipment, finance your accounts receivable and inventory, raise working capital, or acquire a company, Countrywide Financial Solutions can do it all. Whether your business has just started, or is well established, we have a financing solution for you.

Producing Sales Manager

Adam Simpson has been a leader in the mortgage industry since 2006, bringing nearly two decades of expertise to his role as Producing Sales Manager at Nationwide Mortgage Bankers. Beyond his professional accomplishments, Adam is a dynamic networker and the founder of PNP, a small business networking group that flourished for over a decade with 12 chapters throughout the Hudson Valley, creating lasting connections and opportunities for local entrepreneurs.

Adam’s dedication to professional development and community service extends far beyond the mortgage business. In 2015, he launched a business book club to inspire lifelong learning among local professionals. As the former chair of The Career Achievement Program Committee and a current member of the Professional Development Committee for the Chamber Foundation, Adam helps facilitate The Leadership Dutchess program, shaping the next generation of business leaders. His passion for empowering others and creating impactful programs has solidified his reputation as a visionary and mentor within the Hudson Valley community.

President

kstudt@itc-technologies.com

ITC is a technology company that focuses on commercial clients including businesses, municipalities and schools. Founded in 1989, ITC provides a broad range of technology solutions including: Access Control, Managed IT, Situational Awareness, Structured Cabling, Unified Communications, Video Surveillance, Wireless Networking, Voice over IP (VoIP) and others using Cloud and premises-based always-on technology.

Partner

Brooke represents employees, as well as private and public-sector employers, before state and federal agencies, including the New York State Division of Human Rights and the Equal Employment Opportunity Commission.  These matters involve employment harassment and discrimination, labor violations, and various other federal and state claims. In addition, she frequently provides counsel services on a range of employment related topics. 

Brooke holds client training sessions and continuing legal education seminars on various topics including: employment discrimination and harassment prevention, institutional sexual abuse, discrimination and harassment investigations, electronic discovery and dispositive motions. Brooke also handles a variety of other types of commercial and civil disputes including franchise, foreclosure, and business litigation.  Brooke focuses her practice on litigation, contributing to the firm’s aggressive, ethical and cost-effective legal counsel for new and existing clients.

Are you looking for new networking opportunities with like minded B2B professionals?

Our Glens Falls Members

CPA, CFF, MAFF, MBA

camodio@fazforensics.com

Charles is a Partner with FAZ (Ferraro Amodio & Zarecki CPAs).  FAZ is a boutique firm specializing in forensic accounting, business valuation, and business advisory services.   Charles focuses on economic damage analysis, specializing in evaluating lost earnings for individuals as a result of personal injury, wrongful death, and employment disputes.  In addition, , Charles analyzes lost profits for companies who have suffered a business interruption or a loss of profits due to the actions of another party.   

Estate and Elder Law

jessica@gfwills.com

Bookkeeping Master

lbouffard@everypennybooks.com

Counsel

vbuzzelli@meliorafirm.com

Franchise Business Consultant

518-339-5621

As a franchise business consultant, I partner with aspiring and current business owners, guiding them in identifying franchise concepts that align with their financial qualifications, lifestyle goals, dreams, and passions. With an unbiased, consultative approach, I work with individuals to match them with one of over 800 franchise opportunities across more than 100 industries, including fitness, wellness, pet care, food services, senior care, beauty, home services, restoration, childcare, travel, technology, restaurants, and more.

In addition, I support established businesses with strong reputations, proven processes, and solid financial performance in becoming franchise brands.

Let’s find the right franchise opportunity for you, or take your existing business to national through franchising.

Visit my website here.

Account Executive

Rhaig@amsureins.com

Ryan earned an associate’s degree in business administration from SUNY Adirondack and a bachelor’s degree in business from Skidmore College.  Having achieved his Certified Insurance Counselor (CIC) designation, Ryan now serves as a trusted advisor at Amsure providing risk management services for commercial clients primarily in Warren, Washington, and Saratoga counties. 

Having moved to upstate NY in 2010 and experienced the generosity of the North Country community that has benefitted him both personally and professionally, Ryan is passionate about creating community and servant leadership.

Ryan resides in northern Saratoga County with his wife, Tiffany and two children, Elsie and Adam.

Engagement Engineer

jkoons@tech-ii.com

At ADNET Technologies, we’re dedicated to providing our clients the IT services they need to achieve their goals efficiently and securely. If you’re looking for a partner you can trust to manage IT, cloud and cybersecurity for your organization, our team of experienced professionals can help.

As an Engagement Manger, I bring 15 years of experience in the industry to support your organization. My goal is to build and maintain a strong relationship as your trusted advisor. You can count on me as your personal advocate – both within your organization and at ADNET – where I can leverage the full resources of ADNET and New Charter Technologies to meet your needs. I’ll work to accurately set and manage expectations, oversee your account, offer strategic recommendations, and support you with projects.

Area Vice President

Chad_Marvin@ajg.com

I am from Clifton Park, NY, attended Siena College and currently live in Ballston Lake, NY. I have 13 years of employee benefit specialized industry experience.  My career began with 6 years on the Broker side with Brown and Brown of Albany (formerly Rowlands + Barranca Agency) and 6 years with Anthem (formerly Empire BlueCross) as a strategic large group account manager. I am currently the Area Vice President at Gallagher Benefit Services (Latham, NY Office) where I serve as a benefits consultant for existing clients and I work in a new sales capacity as well with prospects.

Partner & Creative Director

michael@fivetowers.us

Our mission is to give unwavering support to entrepreneurs and small business owners with new client acquisition and company communications. We know how complex the digital universe has become and we want to help our clients navigate it successfully. Whether it is Graphic design, Websites, Digital Marketing, Content Creation, or Communications we make marketing easy.

Residential Mortgage Originator

kevin.porpora@arrowbank.com

My interests include coaching my kids in various sports, family, swimming, skiing, golf, reading, being active in the community, and helping people with their home financing. I can help you buy or build a house or refinance from Albany to Plattsburgh.  I specialize in construction loans, second homes, first time homebuyers (grants and low downpayment options available), and investment properties. Pretty much any situation with a residential home (four units or less) involved.

VP

eric.ryan@td.com

Leveraging over 20 years of experience in consumer, small business, and commercial banking, I deliver an array of financial and risk management tools that equip and empower businesses to execute key strategic moves with confidence.  My clients are concentrated in New York's Capital District and reach throughout Upstate NY and beyond.   

Beyond banking, I actively engaged in the community. I am an active volunteer at my church and serve as a director and committee member for various local and regional non-profits and trade organizations. I understand the unique needs of my community. 

I am a lifelong resident of the Saratoga-Glens Falls-Lake George Region (currently residing in Greenwich, NY).  When i'm not helping clients succeed, you can find me spending time with my wife, Amanda, and our three boys and two girls.  My hobbies include homesteading, music, college basketball, hiking, and mountain biking.

CPA, CVA

bstidd@stiddcpa.com

Chief Sales Office

avantassel@salesxceleration.com 

518-232-8000

I bring 30+ years of sales leadership expertise and an immense passion for helping small to mid-sized businesses grow profitable revenue. I've worked with hundreds of businesses across many industries and have a tremendous appreciation for the 'real-world" life of a business owner.

As an Outsourced VP of Sales, I provide hands-on sales leadership expertise on a part-time (fractional) interim basis to help your company achieve sustainable revenue growth and profitability by leveraging the power of Sales Xceleration's proven sales growth and sales management systems. Contact me today to learn how I can help you.

Certified EOS Implementer®, Owner of WaldronWorks, LLC

wendy.waldron@eosworldwide.com

I help entrepreneurs and their leadership teams solve root problems, lead more effectively, and gain Traction® in their businesses through a simple, proven operating system. Isn't it time? Let's get to work!

Visit my website here.

Are you looking for new networking opportunities with like minded B2B professionals?

Our Albany Members

CPA, CFF, MAFF, MBA

camodio@fazforensics.com

Charles is a Partner with FAZ (Ferraro Amodio & Zarecki CPAs).  FAZ is a boutique firm specializing in forensic accounting, business valuation, and business advisory services.   Charles focuses on economic damage analysis, specializing in evaluating lost earnings for individuals as a result of personal injury, wrongful death, and employment disputes.  In addition, , Charles analyzes lost profits for companies who have suffered a business interruption or a loss of profits due to the actions of another party.   

Senior Account Executive

gbarcomb@teneyckgroup.com

The Ten Eyck Group is a 100+ year old Independent Insurance Agency headquartered in Albany, NY. Our mission is to provide a highly consultative and hands on approach to risk management built on a trusting relationship. We are a generalist agency with specialties in the following industries:

Lawyers - Architects and Engineers - Real Estate Development - General Construction - Heating and Cooling Contractors - Electrical Contractors - Manufacturing - **Cannabis and Hemp/CBD - Bars and Restaurants

CEO for Hire

dbarcomb@ceo-for-hire.com

It’s easy to put together a business plan that looks good on paper. Executing that plan against real-world challenges is what separates successful businesses from the rest of the pack. You must be clear about what makes your company unique, develop a strategic competitive advantage and deliver value to your clients.

Over the last 30 years, I have helped leaders at some of the finest companies in the world see and seize opportunity. I was in the trenches with US auto manufacturers to implement quality processes that helped them to turn the corner and compete against Asian bands. I’ve worked side-by-side with domestic manufacturers to expand while others retreated. And I have provided professional guidance to young teams, to provide stability, process and metrics as they pursue aggressive growth strategies.

As CEO FOR HIRE, I turn the sum of my experience into short-term professional engagements, custom-designed to meet the needs of enterprises seeking to supplement their on-staff expertise.

Associate

jblanchette@bsk.com

Jessica is a business attorney engaged in a comprehensive practice of corporate law, property law, and tax law. Jessica understands both the business and personal components to her work and takes a practical yet critical approach when advising individual, for-profit, and not-for-profit clients on navigating these complex laws to meet objectives and goals while mitigating risk. She has particular experience in entity structuring, corporate governance, corporate and tax compliance, and stock and asset transactions, as well as drafting, analyzing, and negotiating contracts and other documents to meet daily business operation needs. Jessica also counsels and assists clients throughout all stages of the purchase, sale, and refinance of commercial real property. In addition, Jessica has advocated and negotiated favorable outcomes for both entity and individual clients in tax disputes before both the Internal Revenue Service and New York State Department of Taxation and Finance.

CERTIFIED FINANCIAL PLANNER™ professional at The Summit Group

stephen.bronder@equitable.com

Trust and confidence are the most important factors to me in building relationships with my clients. I take pride in designing, implementing and monitoring financial plans through life’s many stages. I look at every situation as if it were my own to deliver an optimal plan for each client, designed to achieve their goals.

I focus on comprehensive financial planning strategies, specifically to rising young entrepreneurs, business owners and medical professionals. I provide advice on a broad range of financial areas including, but not limited to: wealth protection, investment management, retirement planning, estate planning, college planning strategies and group benefits.

Licensed Real Estate Salesperson

Brandon Castle is a licensed real estate salesperson in the Capital Region. He grew up in Colonie and currently resides in Niskayuna. He began his sales career in 2013 spending 5 years in commercial real estate before later entering residential real estate in 2021. In his first full year in residential real estate, he was recognized as a top 10% producing realtor in the greater capital region. He was featured as the “Rising Star” agent in the September 2023 issue of Real Producers magazine. 

Brandon and his wife, Chere were married in 2017 and they welcomed their first daughter Lorelai in August 2022. 

Vice President, Commercial Loan Officer

cjdambro@firstscotia.com

25+ years in banking, enthusiastically worked my way from a teller to a Branch Manager. Passionately pursued and have developed 15+ years of experience in Commercial Lending, currently Vice President, Commercial Loan Officer who enjoys enhancing the Commercial process, with a specialty in Real Estate Lending and Construction Lending with experience as a former Commercial Credit Manager.

Virtual Chief Information Officer

jgiordano@tagsolutions.com

Jim Giordano is a results-driven technology executive with over 30 years of leadership experience spanning cybersecurity, digital transformation, and IT strategy. As a Virtual Chief Information Officer (vCIO) at TAG Solutions, he partners with small and mid-sized businesses to align their technology investments with strategic growth, risk mitigation, and operational excellence.

Jim specializes in building multi-year IT roadmaps, conducting cybersecurity assessments, and guiding AI adoption to enhance business efficiency. He leads initiatives in endpoint protection, compliance, cloud migrations, and data security—helping organizations stay secure, scalable, and competitive.

Prior to TAG, James held senior leadership roles including Chief Information Officer at Latham Pool Products, Vice President of Information Technology at Protective Industrial Products, and Chief Technology Officer at General Electric. He also founded and scaled his own small business, gaining firsthand experience in entrepreneurship and client service.

James holds an MBA from the Lally School of Management at RPI and a Bachelor of Science in Computer Information Systems from SUNY Poly.

Sr. Account Executive 

k.hanif@gtm.com

At GTM Payroll Services, I help businesses optimize their payroll and HR operations with a strategic and personalized approach. We combine the power of an advanced corporate platform with the dedicated support of a local partner, ensuring seamless payroll processing, benefits administration, background checks, and compliance management. Our flexible, week-to-week service model allows businesses to operate with confidence—without the constraints of long-term contracts.

Financial Advisor

eric.hungershafer@nm.com

My team and I help individuals achieve a more secure future for themselves, their families and businesses. Our objective is to create an individual, goal based financial plan for every client that aligns their financial decision making with their long term personal goals. A small amount of foresight and responsibility help to allow our clients to live their lives by design rather than by default. Please let me know how I may be able to help you realize your vision for the future. We specialize in Risk Management (insurance) planning, Wealth accumulation (investment planning) and wealth preservation & distribution.  Our goal is that everyone we meet with understands where the blind spots in there plan might be, and we provide world class insurance and investment options to help them achieve their goals.

Member (Partner)

rkeleher@bsk.com

Ryan is co-deputy chair of Bond's litigation department. Recognized in Best Lawyers in America and Upstate New York Super Lawyers Rising Stars, he is a business and tort trial attorney who practices complex civil litigation in state and federal courts.  Ryan has tried both jury and non-jury trials, argued at the appellate level and represented clients during mediation and arbitration proceedings.

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Partner

dkubikian@herzoglaw.com

David A. Kubikian became a principal of the Herzog Law Firm in 2017. He concentrates his practice in the areas of Estate Planning, Medicaid Planning/Elder Law, Estate Administration, Matrimonial Law and Estate Litigation. 

David prides himself on providing a superior client experience. A teacher at heart, David takes the time to make sure clients are educated about their options while providing a no pressure atmosphere that allows clients the space and time to make important decisions.

Regional Managing Partner 

peter.lauricella@wilsonelser.com

Peter is the Regional Managing Partner in Wilson Elser's Albany Office. Wilson Elser is an international law firm with 38 offices in the United States, as well as affiliated offices around the globe. In New York, Peter, leads a growing team of attorneys that practice in the areas of Business Litigation, Employment and Labor Law, Corporate and Business Law, Intellectual Property, Shareholder and Partnership disputes; Protection of Trade Secrets; Enforcement of Non-Compete Agreements; Professional Liability Defense Litigation and Government Investigations and Regulatory compliance.

Attorney

ashley@jeanmahserjian.com

Ashley is an attorney at The Law Offices of Jean M. Mahserjian, Esq., P.C. She practices all areas of Matrimonial and Family law, including but not limited to divorce, equitable distribution, custody, child support, domestic violence, and QDROs. Ashley is a registered Attorney for Children in Saratoga County. She also handles Trust and Estates and Probate matters. In addition to litigation, Ashley is  a certified mediator focusing her mediation practice on Family law and Elder law disputes.

Principal Broker

spepe@tworld.com

Transworld has been a mainstay in the business brokerage industry for over 40 years, specializing only in business sales. We focus on the client's specific industry to find the right buyer. This means faster results for business owners. Our brokers are some of the most sophisticated and experienced in the industry. Many brokers have owned businesses and can relate to client specific needs. Our service, dedication and drive is their guarantee that if they are prepared to sell a company, we are ready to sell it for them.

The focus of our team is helping the business achieve its goals. That could be establishing a value for the business, merging with another company, franchising the operation, buying another business or selling a business.

Principal

tstevens@cresa.com 

Todd joined Cresa in 2017 and manages the Albany office’s accounts. As their clients’ advocate, he provides guidance in implementing strategy to meet their operational and financial goals. His specialties include strategic planning, market analysis, site selection, financial analysis and transaction management. Prior to joining Cresa, Todd worked his way from loan officer to CEO of a credit union. Under his leadership they completely overhauled their products and services in concert with a new marketing initiative. He also forged strategic partnerships to allow the credit union to increase its capacity to serve its membership.

Merchant Consultant

roofmonster.ny@gmail.com

Matt Smith, is the owner of Roof Monster, a full service roofing company.  Matt grew up in the capital region and has a great reputation of being fair and honest. Roof Monster provides commercial and residential services within the capital region. Roof Monster, prides itself on its treatment of their customers.

Roof Monster, is a proud sponsor of the Siena Saints and The Boys and Girls Club of the Capital District.

Partner

ewood@meliorafirm.com

Erika Wood is a Tax and Corporate attorney who thrives on building personal connections with her clients and translating technical details into practical solutions.  She brings clever ideas, a smile, and optimism to challenging situations.  She advises individuals, for-profit, and non-profit entities on all facets of New York State and federal tax issues.  Erika also counsels clients on broad-ranging corporate and legal matters regarding all fundamental events from ownership, operation, transfer, and the termination or sale of businesses across industries.

Are you looking for new networking opportunities with like minded B2B professionals?