Michael Testa believes the best financial plans are a lot like the best fitness routines—structured, intentional, and built to last.

As Founder and CEO of Tailored Wealth Solutions, Michael has spent more than 20 years helping individuals, families, and business owners simplify complex decisions, organize their financial lives, and maximize what matters most: long-term wealth, security, and peace of mind.

His work is grounded in retirement income planning, tax-aware strategy, and thoughtful planning for business owners. Michael holds FINRA Series 7, 66, and 31 licenses, along with Life, Accident, and Health Insurance licenses, and is a Chartered Retirement Plans Specialist™ (CRPS®). These credentials support a planning-first approach that is both comprehensive and practical.

Michael leads the firm with the same discipline he brings to his personal life. He starts each day with a consistent fitness routine—not because he has to, but because consistency builds strength. That mindset carries directly into the planning process delivered to clients.

What sets Tailored Wealth Solutions apart is a commitment to communication. Personal communication isn’t just part of the process—it is the process. The team takes the time to understand each client’s goals and values, then builds organized, tax-smart strategies designed to evolve as life changes. Clients often cite the firm’s planning-first approach, accessibility, and ownership mindset as key differentiators.

Outside the office, Michael is a proud husband to his wife, Ashley, and a very active father to three children under the age of five. Life is busy, loud, and rewarding—and it keeps him grounded in what truly matters.

*Chartered Retirement Plans Specialist™ and CRPS® are registered service marks of the College for Financial Planning.

John Papielion Jr. brings a strong foundation in tax accounting and financial strategy to his role as an Associate Financial Advisor at Tailored Wealth Solutions. With a Master’s degree in Taxation from the University at Albany, John combines technical expertise with a thoughtful, client-centered approach to long-term planning.

John focuses on helping clients build durable financial plans that support wealth accumulation and longevity. He believes education is essential to confident decision-making and works closely with clients to help them understand their financial choices, clarify goals, and implement strategies aligned with their personal plans.

A lifelong resident of the Capital Region, John stays active outside the office and can often be found at the gym, fishing on Saratoga Lake, or camping with family and friends. He also embodies a “helping hand” mentality beyond the workplace, coaching at CrossFit Schenectady several mornings each week.

John holds FINRA Series 7 and 66 licenses, along with Life, Accident, and Health Insurance licenses.

Nic Carbone brings a balanced combination of analytical expertise, discipline, and character to his role as a trusted advisor at Tailored Wealth Solutions. With a degree in Applied Mathematics and Finance, Nic approaches complex financial decisions with precision, structure, and care.

Clients value Nic’s steady demeanor, attention to detail, and genuine commitment to understanding their individual goals. He believes great advising is built on trust and long-term relationships, and he delivers tailored strategies designed to support clarity and sustainable success.

Outside of work, Nic enjoys following professional sports, staying active, and spending time with family and friends. His integrity, reliability, and client-first mindset make him a dependable partner for those seeking confidence in their financial decisions.

Nic holds FINRA Series 7 and 66 licenses, along with Life, Accident, and Health Insurance licenses.

Brianne Wall plays a central role in keeping Tailored Wealth Solutions organized, efficient, and client-focused. With a degree in English and Communications from SUNY Potsdam, she brings a strong passion for service, communication, and operational excellence to the firm.

Brianne oversees business operations and process improvement, ensuring that both the advisory team and clients receive a seamless, well-coordinated experience. Her background as an Office Manager at a physical therapy practice and a Patient Care Coordinator at a veterinary hospital shaped her thoughtful, service-oriented approach.

Outside the office, Brianne enjoys traveling with her husband, cooking (orange chicken is a favorite), and practicing Pilates. She is also passionate about giving back and stays active in volunteer work within her community. At home, she shares life with two dogs—a playful Vizsla and a spirited French Bulldog—who keep things lively.

Trent Pollock brings a strong background in banking and operations to his role at Tailored Wealth Solutions. Prior to joining the firm, he served as an Assistant Branch Manager at The Adirondack Trust Company, where he developed operational expertise, leadership skills, and a thoughtful, service-driven approach.

At Tailored Wealth Solutions, Trent provides essential support to both clients and advisors, ensuring account processes and client requests are handled smoothly and efficiently. He values clear communication, attention to detail, and building strong relationships that contribute to a positive, collaborative environment.

Outside of work, Trent enjoys traveling, spending time outdoors hiking and kayaking, and exploring Lake Champlain on his family’s pontoon boat. He shares his home with three dogs—a Bernese Mountain Dog, German Shepherd, and Beagle. Deeply rooted in his community, Trent serves as Treasurer of the Fort Ann Volunteer Fire Department and President of its Support Group, leading fundraising and community engagement initiatives.

Hallie Barot brings a strong background in high-touch client service and relationship management to her role at Tailored Wealth Solutions. She spent nearly a decade in Key Largo, Florida, working at Ocean Reef Club, where she developed experience in leadership, operations, and delivering thoughtful service across multiple food and beverage outlets.

In a fast-paced, detail-driven environment, Hallie built lasting relationships with members and cultivated a deep commitment to attentive, consistent client care. She brings that same professionalism and service mindset to Tailored Wealth Solutions, where she is focused on expanding her financial knowledge and contributing to a seamless, high-quality client experience for both clients and the advisory team.

Hallie values clear communication, reliability, and supporting others with care and precision. Her approach helps ensure that client needs are handled efficiently and thoughtfully from start to finish.

Outside of work, Hallie enjoys staying active and spending time outdoors. During her years in the Florida Keys, she enjoyed golfing and being out on the water. Now back in her hometown, she’s grateful to be closer to friends and family and looks forward to reconnecting with the community where she grew up.