David M. Kopyc has assisted high-net-worth individuals, successful professionals, business owners, and retirees meet their immediate and long-term financial goals. He focuses on tax reduction strategies, wealth accumulation and preservation, as well as pre-and post-retirement planning. David has been a registered representative since 1983 and has completed the Chartered Retirement Planning Counselor Program (CRPC®) through the College of Financial Planning located in Denver, Colorado. David is the host of The Retirement Planning Show, heard every Saturday morning from 9:00 – 10:00 a.m. on Magic 590 AM & 100.5 FM. David can also be heard on Sunday mornings from 7:00-8:00 on 95.5 FM. Active in the community, David and his wife, Julie, have two sons and two daughters, David II, Kristopher, Kaitlyn, and Makayla.

Adam M. Breault, Esq. is an attorney with the law firm of Meyers & Meyers, LLP, which has offices in Albany and Saratoga Springs. A main area of Adam’s practice focuses on estate planning, probate, and estate administration. Before joining the firm, Adam practiced with a law firm in Syracuse, New York, advocating and litigating exclusively for victims of medical malpractice, personal injury, and defective products. Before that, Adam served as an Assistant Appellate Court Attorney for the Third Department of New York State’s Appellate Division. Adam is a member of the Trust and Estates Law Section, as well as the Elder Law and Special Needs Section, of the New York State Bar Association. He also serves as Treasurer and a member of the Board of Directors of Wildwood Programs, Inc. Wildwood Programs empowers and enables children and adults with neurologically-based learning disabilities, autism, and other developmental disorders to lead independent, productive and fulfilling lives.