Davindra Itwaru is a financial advisor with LPL Financial, holding a Series 66 designation and new to the industry. Prior to joining LPL Financial, he held roles at Hudson Valley Federal Credit Union, Northwestern Mutual, First Republic Bank, IBM Manpower, and DCH Wappingers Toyota. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Daniel Toronto is a financial advisor with LPL Financial in Rhinebeck, NY, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at UBS Group AG, CUNA Mutual Group, and Evva Technologies. He is also involved with Wealth Management at Hudson Valley Credit Union as an investment-related business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

Ojas Sardesai is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 13 years of industry experience. He has been with LPL Financial since 2012 and also works with Hudson Valley Federal Credit Union, where he is involved in insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of advisers. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Adan Koepp is a financial advisor with LPL Financial and holds a Series 66 designation. He has experience working in education and credit unions, including roles at Dutchess Community College, Hudson Valley Credit Union, and Rhinebeck middle and high schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.