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421 Troy Schenectady Road, Latham, NY 12110

(518) 608-4608
info@thoroughbredadvisors.com
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Our Team

After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We believe that knowledge of the products and financial tools cannot be separated from the process. We also believe that the tools and process are more effective when anchored with an enduring professional relationship. We have a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. 

Conor Boyd

Conor Boyd

Founder and General Agent

Courtney Schingledecker

Courtney Schingledecker

Chief Operations Officer

May Sterlina

May Sterlina

Chief Marketing Officer

(518) 860-9945

Joe Templin

Joe Templin

Chief Growth Officer

(518) 461-9825

Caroline Dibella

Caroline Dibella

Assistant to Conor Boyd

Deirdre Gibbons

Deirdre Gibbons

Marketing Strategist & Campaign Manager

(518) 394-0329

Lara Smith

Lara Smith

Licensing and Compliance Manager

(518) 254-5354

Marley Buffis

Marley Buffis

Agency Operations Specialist - Latham Office

(518) 290-0990

Nicolette Murray

Nicolette Murray

Financial Advisor

(518) 821-4188

Greg Halpin

Greg Halpin

Senior Recruiting Director

(518) 929-4092

Eric Tobey

Eric Tobey

Talent Acquisition Associate - Manhattan Office

(914) 588-8198

Rochelle Busey Caplan

Rochelle Busey Caplan

Director of New Business & Underwriting

(973) 930-0560

Raye Varney

Raye Varney

Agency Bookkeeper

Max Weber

Max Weber

Agency Operations Specialist - White Plains Office

(914) 428-4000

Carla Johnson

Carla Johnson

Agency Operations Assistant - Latham Office

(518) 608-4608

Brie Dollar

Brie Dollar

Agency Operations and Marketing Assistant - Latham Office

(518) 608-4608

Joshua Lochner

Joshua Lochner

Managing Director

(518) 956-0092

Kara Koenig

Kara Koenig

Managing Associate & Registered Representative, Equity Services, Inc.

(518) 522-4999 (voice only)

Tim Weber

Tim Weber CLU

Financial Advisor

(203) 470-5277

1 (888) 803-5535

Kyle Ohlidal

Kyle Ohlidal

Financial Services Professional, Broker Manager

(518) 534-3297

Dustin Conte

Dustin Conte

Financial Advisor

(518) 821-7560

Darren Conte

Darren Conte

Financial Advisor

(518) 567-6118

Steve Dearstyne

Steve Dearstyne

Financial Professional

(518) 469-5350

Kris Meyrick

Kris Meyrick

Financial Advisor

518-313-0313

Gary Scofield

Gary Scofield

Financial Strategist

518-636-6570

Daniel Jason

Daniel Jason

Financial Professional

(315) 416-1860

Daniel Reitz

Daniel Reitz

Financial Advisor

(610) 217-1655

Thomas Ryan

Thomas Ryan

Financial Services Professional

(518) 852-0134

Sean Relyea

Sean Relyea

Financial Advisor

518-249-5006

Jena Schneider

Jena Schneider

Financial Services Professional

516-410-5362

Audrey Lee-Gulotty

Audrey Lee-Gulotty

Financial Services Professional

(518) 606-2088

Rick Jackson

Rick Jackson
College Funding Professional

Financial Representative

516-945-7175

516-206-4270

Kate Hall

Kate Hall

Financial Representative

(571) 419-4498

Nikolaus Schultz

Nikolaus Schultz

Financial Professional

(518) 265-8538

Mario Ramirez

Mario Ramirez

Financial Professional

(551) 338-2099

Joshua Ramos Rosa

Joshua Ramos Rosa

Financial Professional

(347) 272-4277

Dylan Estrada

Dylan Estrada

Financial Representative

(973)-870-1464

Sofiane SiSaber

Sofiane SiSaber

Financial Professional

(201) 851-9214

Tim Colson

Tim Colson

Financial Professional

(845) 235-6371

Rachel McDermott

Rachel McDermott

Financial Planner

518-252-8339

Ashley Merced

Ashley Merced

Financial Representative

(347) 892 - 6683

Gillian K. Mullings

Gillian K. Mullings

Financial Representative

(914) 510-2888

Rad De La Cruz

Rad De La Cruz

Financial Representative

(914) 456-0165

Sarah Hills

Sarah Hills

Financial Representative

(201) 874-1813

Benjamin Marcella

Benjamin Marcella

Financial Representative

(518) 949-4205

Edward Noble

Edward Noble

Financial Representative

(516) 439-6874

Takeema Joseph

Takeema I Joseph

Financial Professional

(607) 752-1905

Cameron Migliori

Cameron Migliori

Financial Representative

(518) 791-6331

Sabrina Grassia

Sabrina Grassia

Financial Services Professional

(518) 860-8947

Brian Pellegrini, CFA

Brian Pellegrini, CFA

Registered Representative | Investment Adviser Representative

(718) 541-1358

Christopher Bermudez

Christopher Bermudez

Financial Professional

551-556-9577

Nicole Conlin

Nicole Conlin

Financial Representative

339-832-6360

Dallas Betts

Dallas Betts

Financial Representative

518-817-3562

Sandra McCarthy

Sandra McCarthy

Financial Representative

201-956-5176

Owen Li

Owen Li

Financial Professional

646-877-7641

Andrew McCallum

Andrew McCallum

Financial Professional

5182564527

Jeff Viola

Jeff Viola

Financial Representative

516-695-0439

Dilan Solorzano

Dilan Solorzano

Financial Professional

973-653-0090

Noah Sicard

Noah Sicard

Financial Professional

(518) 928-4373

James McGough

James McGough

Financial Professional

845-745-9018

Matthew Cattel

Matthew Cattel

Financial Representative

860-990-4213

Abishek Dawson

Abishek Dawson

Financial Representative

347-380-1780

Anja Knebl

Anja Knebl

Financial Professional

323-834-4913

Christian Wardell

Christian Wardell

Financial Professional

856-630-9845

Esteban Tobon

Esteban Tobon

Financial Professional

551-486-3449

Jaylen Cuevas

Jaylen Cuevas

Financial Professional

347-439-7331

Jesse Parks

Jesse Parks

Financial Advisor

(772) 301-8606

Lucas Ferro

Lucas Ferro

Financial Representative

518-396-0481

Mineva Chand-Singh

Mineva Chand-Singh

Financial Services Professional

646-498-5000

Nina Panetta

Nina Panetta

Financial Representative

518-461-2223

Yasin Aly

Yasin Aly

Financial Professional

(973) 234-6960

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.