Derek Seger is a financial advisor with LPL Financial in New Paltz, NY, holding Series 63 and Series 66 licenses with three years of industry experience. He has also been affiliated with Hudson Valley Credit Union since 2021 and has a background in education and retail. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a broad range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools.

Irene Berner is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with LPL Financial since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, advisory services, and institutional platforms, utilizing model portfolios, third-party subadvisors, and customized strategies across a wide range of investment approaches.

Tavish Laidlaw is a financial advisor with LPL Financial holding a Series 66 designation and currently based in New Paltz, NY. He has less than one year of industry experience. His prior work includes roles at Hudson Valley Federal Credit Union, Adams Fairacre Farms, and Walden Savings Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio management options.