S4 Bonus Episode: Can You Afford Not to Have a Financial Advisor? Inside Wealth Planning with Equitable Financial

Ann Donnelly on September 28, 2026

In this live-on-location episode from Moreau Commons, host Ann Donnelly sits down with Brandon Crist and Max Benedetto of Equitable Financial Advisors. Brandon shares insights from a decade of helping state employees, retirees, and local business owners navigate complex pensions, Social Security optimization, and tax-efficient distribution strategies. Max discusses his journey coming on board, passing his licensing exams, and elevating client management and customer service. Together, they break down why financial planning isn’t just for the wealthy, how fee transparency works, and why having a trusted local advisor in Queensbury and the North Country makes all the difference.

S4 E12: Unlocking Upstate NY: Small Business Resources, Upskilling & Economic Strategy with Carrie Woerner

Ann Donnelly on August 25, 2026

In this episode of the Building Success Stories Podcast, Ann Donnelly sits down with Assemblywoman Carrie Woerner at ADKtechs headquarters to dissect the economic engines driving Upstate New York. They trace Carrie’s strategic career shifts, from the early days of e-commerce to shaping policy for a diverse, 135,000-person district spanning Saratoga, Warren, and Washington counties.

S4 E2: Kevin O’Brien, President & Insurance Sherpa, TechFirst Insurance

Ann Donnelly on May 10, 2026

In this episode of Building Success Stories, host Ann Donnelly sits down with Kevin O’Brien, co-founder of TechFirst Insurance Agency. With a career spanning decades—from working with industry giants like Travelers to leading family-run agencies and bank consolidations—Kevin has seen the insurance landscape transform through technology and private equity.

S3 E14: Lake George Regional Chamber Women in Business Live @ Herzog Law Firm

Ann Donnelly on March 9, 2026

In this episode, we attend the Lake George Regional Chamber of Commerce’s monthly Women In Business meeting and interview some of the attendees. We explore how the Lake George Regional Chamber of Commerce supports local businesses, fosters community connections, and offers valuable resources for entrepreneurs, solopreneurs, and established businesses alike. From networking events to advocacy and education, discover how their strategic initiatives help businesses thrive in the Lake George region.

S2 E6: Lourene Bouffard, Owner, Every Penny Bookkeeping & Business Services (S2 Ep6)

Ann Donnelly on January 6, 2025

In this episode, Ann Donnelly speaks with Lourene Bouffard, Owner of Every Penny Bookkeeping & Business Services, who shares her journey from aspiring CPA to entrepreneur, detailing the challenges she faced while starting her business during the COVID-19 pandemic. She emphasizes the importance of building strong client relationships, networking, and providing tailored solutions to meet the unique needs of service-based industries.