Michael Hodgson is a financial advisor with LVZ, Inc. in Rock Hill, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Next Financial Group Inc for 12 years before joining LVZ, Inc. in 2021. Outside of his advisory role, Hodgson serves as president of SAFE HARBOR INVESTMENTS INC, an S-Corp specializing in fixed life and long-term care insurance. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a combined fundamental and technical investment process guided by an internal committee, offering portfolios in Classic and Specialty styles implemented mainly through ETFs, mutual funds, and other pooled vehicles.

Linda Barriger is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. She has been with Prospera since 2009. Outside of her advisory role, Barriger is active in community service as a board member of the Kiwanis Club of Monticello and is a member of Professional Women of Sullivan County. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base including individuals, corporations, charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services through multiple platforms and a combination of firm and third-party portfolio models.

Arthur Kole is a financial advisor with StoneX Advisors Inc. in Jeffersonville, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at StoneX Advisors since 2015 and StoneX Securities since 2014. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm employs a variety of strategies through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers for portfolio implementation and oversight.

David Skurowitz is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and integrates in-house research and execution capabilities, supporting complex and large-scale client relationships.

Charles Gilbride is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 36 years of industry experience, including prior roles at National Alliance Securities, LLC. Gilbride is also employed with TAG Advisors, an enterprise of Cambridge, where he is involved in advisory and trading activities. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a network of independent financial professionals using multiple account platforms and a range of investment strategies.

Lori Simon is a financial advisor at Morgan Stanley with 35 years of industry experience. She has been with Morgan Stanley since 2014 and holds a Series 63 designation. Outside of her advisory role, she is a partner in DruttyHop, LLC, a business involved in rental property management. Morgan Stanley Wealth Management offers a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a variety of investment strategies to support its clients.