Meredith Grace Phippen

Mitsuo Lockrow is a financial advisor at Cambridge Wealth Management, LLC with 31 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Mutual Securities, Inc. from 2014 to 2018. In addition to his advisory role, he operates an independent insurance agency. Cambridge Wealth Management provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm employs a process-oriented investment approach combining fundamental security selection with strategic and tactical asset allocation, and offers both discretionary and non-discretionary portfolio management alongside comprehensive financial plans.

James Williams is a CFP® professional with 19 years of experience, currently serving at Williams Financial, LLC since 2005. He has worked as an adjunct professor at Hudson Valley Community College since 2011, teaching online courses. Williams Financial, LLC provides fee-only financial planning, investment management, pension consulting, and digital portfolio services to individuals, trusts, estates, and business entities. The firm combines a long-term investment approach with tactical asset allocation and various analytical methods, offering clients both integrated wealth management and investment-only options.

Michael Mckenna is a financial advisor at Bennington Financial Planning Group with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bennington Financial Planning Group since 1995. In addition to his advisory role, he provides tax preparation services. Bennington Financial Planning Group offers portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and government clients. The firm utilizes fundamental analysis complemented by technical and cyclical methods, employing both long- and short-term trading strategies including covered-call writing, and maintains a dual registration structure with an affiliated broker-dealer.

Shannon Clark is a Certified Financial Planner® with 10 years of industry experience. She has worked at The Alchemists, LLC since 2026 and previously held roles at Kestra Advisory Services LLC, Nicollet Investment Management, Inc., and Wilkerson Resource Advisors, LLC. The Alchemists provides advisory services to individuals and businesses, including retirement plan sponsors, focusing on long-term, passive asset-allocation strategies combined with fundamental and technical analysis. The firm serves approximately 90 clients with a small, two-advisor team and offers educational workshops and seminars at no charge.

Donald Mckenna is a CFP® with 44 years of industry experience. He has been with Bennington Financial Planning Group since 1995 and is also the president and owner of D.B. Mckenna & Co., Inc., a broker-dealer firm. In addition, he owns a small real estate firm and provides tax preparation services. Bennington Financial Planning Group offers portfolio management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and government clients. The firm uses fundamental analysis supplemented by technical and cyclical analysis, employs both long- and short-term trading strategies including covered-call writing, and maintains a distinctive operational model with an affiliated broker-dealer.

Tyler Cinelli is a Certified Financial Planner™ (CFP®) with 15 years of industry experience. He has worked at Williams Financial, LLC since 2017 and previously held positions at LT Trust, America's Best 401k, Goldman Sachs Wealth Services, MSI Financial Services, Inc., and Edward Jones. Williams Financial, LLC provides fee-only financial planning and professional investment management to individuals, trusts, estates, and business entities. The firm uses a long-term investment approach combined with tactical asset allocation and multiple analysis techniques, offering integrated wealth management and digital portfolio services alongside in-house accounting and tax preparation.