Mark Stern is a financial advisor at Stone Ridge Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Laurel Wealth Advisors and Integrated Wealth Concepts, LLC. Stone Ridge Advisors is an independent, SEC-registered solo-practitioner firm managing approximately $36.5 million for individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing proprietary blended investment models that integrate multiple analytical approaches and emphasize diversification, rebalancing, and a long-term investment horizon.

Takuya Arai is a financial advisor at Benkei Asset Management with 3 years of industry experience. He holds a Series 65 designation and has been associated with Benkei Asset Management since 2011. Outside of his advisory role, Arai is the CEO of an online newsletter focused on U.S. stocks for Japanese investors. Benkei Asset Management is an independent registered adviser serving affluent individual and business clients in the U.S. and abroad, particularly in Japan. The firm employs a combination of fundamental valuation and quantitative analysis to construct concentrated portfolios aimed at long-term capital appreciation.

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.

Anthony Barrese is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cadaret, Grant & Co., Inc. for 17 years. Barrese also operates Anthony Barrese Asset Management, which he has run since 2008. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

Alex Barrese is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cadaret Grant & Co., Inc. for five years and has been involved with Anthony Barrese Asset Management since 2018. He also has experience in education, having worked at New Paltz Central School District for thirteen years. Outside of advisory work, Barrese is associated with Lutz, Selig, & Zeronda, CPAs, a tax preparation and accounting firm. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and integrates advisory and brokerage services to meet a wide range of client needs.

Karen Detorres is a CFP® and ChFC® with 26 years of experience in the financial services industry. She has been with Private Advisor Group, LLC since 2016 and also maintains an affiliation with LPL Financial. Outside of her advisory work, she is involved in family business management and operates a marina partnership. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to various third-party asset management programs.

Sarah Vatier is a financial advisor at Oppenheimer & Co. Inc. with six years of industry experience. She holds the Series 66 designation and has been with Oppenheimer since 2017. Prior to joining Oppenheimer, she worked at NUS Consulting and Marks Paneth LLP and also taught at Mercy College. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services such as discretionary and non-discretionary investment management, investment consulting, and retirement services, employing strategic asset allocation and a variety of investment strategies tailored to client objectives.

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.

Sandra Stein is a financial advisor with Morgan Stanley who holds a Series 63 license and has 46 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and previously at Morgan Stanley Smith Barney and Citigroup Global Markets. Stein serves as a trustee and co-trustee for investment trusts in New Jersey. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Bonnie Rule is a financial advisor with Edward Jones in Pine Bush, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she held roles at Copart, Color Street, Visionary Real Estate Solutions, and PartyLite Gifts Inc. She was the owner and manager of a real estate flipping business, which is currently dormant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is known for its extensive retail advisor and branch network and offers affiliated services including a trust company and securities-based lending.

Alissa Provanzana is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has worked at several firms including Rhinebeck Bank and Infinex Investments, and currently serves as owner and financial advisor at Valley Wealth Advisors LLC. Outside of her advisory work, she is a board member of Wallkill Youth Lacrosse and the Inspire Foundation, supporting youth athletics and individuals with disabilities. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 advisors. The firm offers a variety of portfolio management and financial planning services, combining discretionary and non-discretionary solutions with access to third-party money managers and fiduciary capabilities.

Joseph Montalbano is a CFP® with 21 years of industry experience, currently serving at Cetera. His career includes roles at Cetera Advisors LLC and Maple Pharmacy/CarePax. Outside of his advisory work, he is the owner of a modeling and talent agency, Only Star Creators, and serves as director of coaching and scheduling for a local travel baseball organization. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

Darren Mccarthy is a financial advisor at Osaic Wealth, Inc. with 10 years of industry experience and holds a Series 66 designation. His prior roles include positions at Securities America Advisors, Securities America Inc., and National Planning Corporation. Outside of advisory work, he owns Learning Ears, a program providing reading support to parents of children with learning challenges, and engages in marketing consulting for property and casualty businesses. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs and employs an investment process incorporating risk tolerance assessments, asset allocation software, and portfolio optimization tools.

Catherine Coombe is a CFP® with 31 years of industry experience, currently affiliated with LPL Financial. She has operated Coombe Financial Services, Inc. since 1994 and Coombe, Bender & Company LLC since 2000. Outside of her advisory work, she serves as secretary and finance committee chair on the boards of multiple insurance companies. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and charities. The firm supports its advisers with in-house research and a wide range of investment solutions, combining large-scale operations with various non-advisory product offerings.

Jason Perry is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 registrations and having 10 years of industry experience. His work history includes roles at JPMorgan Chase Bank and Publishers Circulation Fulfillment Inc. He is based in Middletown, NY. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services.

Philip Coombe III is a CFP®-designated financial advisor with 42 years of industry experience. He currently works at LPL Financial, having joined in 2024 after 23 years at Coombe Financial Services, Inc. Outside of his advisory role, he is a co-owner and managing member of a real estate rental business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by in-house research, combining large-scale advisory operations with additional product offerings such as insurance and lending services.

Jarryd Killian is a financial advisor at LPL Financial with a Series 66 designation and experience beginning in 2016. His prior roles include positions at Coombe, Bender & Co and BNP Paribas Asset Management. LPL Financial provides advisory and brokerage services to a broad range of clients, offering various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management. The firm supports its investment advice with in-house research and offers a platform that accommodates both advisory and brokerage services.

Ryan Strobach is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. Prior to joining Edelman Financial Engines, he held roles at Allstate Financial Services and Northwestern Mutual. Outside of finance, he has work experience in the hospitality and recreation sectors, including positions at Cosimo's Restaurant and Yogi Bear's Jellystone Park. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers sub-advisory services to other financial institutions, supporting a large participant base through advisor-led and online platforms.

Senta Curran is a financial advisor at OSAIC with 31 years of industry experience. She holds the CFP® and ChFC® designations and has worked at several firms including Securities America, Cambridge Investment Research, and National Planning Corporation. Outside of her advisory role, she serves as a board member for the Pine Bush Public Library. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Ali Iftikhar is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities in two periods totaling nine years, as well as at JPMorgan Chase Bank, N.A. for over 19 years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Robert Trismen is a financial advisor at J.P. Morgan Securities with 40 years of industry experience. He holds a Series 63 designation and has been with J.P. Morgan Securities since 2006 and JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he oversees an alpaca farm business that sells fiber. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with affiliated brokerage, distribution, and investment management functions.

Andrea Morris is a Series 66 credentialed financial advisor with nine years of industry experience. She is currently with Mass Mutual Investors Services and previously worked at Edward Jones, LPL Financial, and First Midwest Bank. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and a range of investment and educational programs.

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.