Gabriel Sakellaridis

Thomas Vaccaro Jr. is a CFP® and registered investment advisor with Briarcliff Manor Wealth Advisors, where he has worked since 2005. He has three years of industry experience and also operates BMWA Notary Services, providing notary services for residential mortgage transactions in New York. Briarcliff Manor Wealth Advisors manages discretionary investment accounts and offers personal financial planning for individuals, small businesses, and trusts, using a combination of fundamental and technical analysis with a focus on tax-aware investing.

Danielle Hughes is a financial advisor at Divine Asset Management LLC with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with firms including Churchill Stateside Securities LLC and Essex Securities, LLC. Hughes serves on the board of Hudson Valley Women in Business, Inc., a nonprofit supporting women entrepreneurs and executives, where she is Treasurer. Divine Asset Management LLC offers discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, business owners, and institutional clients. The firm manages portfolios tailored to client objectives using a combination of fundamental, technical, and macro analysis and provides strategic business advisory services under separate agreements.

Daniel D'ordine is a CFP® professional with 16 years of experience in the financial advisory industry, operating through his firm, DDO Advisory Services, LLC, since 2010. He is also a licensed insurance broker specializing in life, disability, and long-term care policies. DDO Advisory Services provides financial planning and fee-based investment management to individuals, families, working professionals, small business owners, retirees, and trusts. The firm primarily uses pooled investments such as mutual funds and ETFs, generally offers non-discretionary investment advice, and may engage third-party managers for specialized strategies with client oversight.

I work with women who feel unseen by traditional financial service providers, and are tired of being talked at instead of spoken to. This includes women breadwinners, who want to be sure they're doing all they can with their money to secure the future; and women who feel like they should be able to create a financial plan but aren't sure where to start. Outside of financial planning, I serve on the board of a non-profit affordable housing network in the metro New York area, am active in my local Rotary Club, and am slowly learning how to build a garden that is friendly to pollinators and unappealing to rabbits. My journey has included life and work in India, Vietnam and other places, an MBA from Cornell University, several years on a trading floor right out of college and stops along the way that contribute to the life experience that I bring to each of you.

Meredith Briggs is a CFP® with 13 years of industry experience and has been with Taconic Advisors since 2015. She holds a Series 66 license and works out of Saugerties, NY. Taconic Advisors provides personalized financial planning and investment advisory services to individuals and families, including both high-net-worth and non-high-net-worth clients. The firm emphasizes passive, diversified portfolios tailored to clients’ goals, tax situations, and risk tolerances, and operates on a fee-only, fixed retainer basis.

John Kelly is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Taconic Advisors since 2017. Before joining Taconic, he held positions at Wells Fargo Clearing, Wells Fargo Bank, N.A., and Wells Fargo Advisors. Taconic Advisors provides personalized financial planning and investment advisory services to individuals and families, serving both high-net-worth and non-high-net-worth clients. The firm emphasizes passive, diversified portfolio strategies tailored to clients’ goals, tax situations, and risk tolerances, typically managing assets on a discretionary basis with oversight of independent sub-advisors.