Thomas Vaccaro Jr. is a CFP® and registered investment advisor with Briarcliff Manor Wealth Advisors, where he has worked since 2005. He has three years of industry experience and also operates BMWA Notary Services, providing notary services for residential mortgage transactions in New York. Briarcliff Manor Wealth Advisors manages discretionary investment accounts and offers personal financial planning for individuals, small businesses, and trusts, using a combination of fundamental and technical analysis with a focus on tax-aware investing.

Brian Schmidt is a financial advisor at Hudson Delaware Planning LLC with 13 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to founding Hudson Delaware Planning in 2019, Schmidt worked at Ameriprise Financial Services Inc. and The Depository Trust & Clearing Corp. Outside of advisory work, he is involved with Redbud Farms LLC. Hudson Delaware Planning provides financial planning and consulting services to individuals, high-net-worth clients, and business entities. The firm focuses on comprehensive, written financial plans covering areas such as retirement, tax, estate, and business consultation, operating on a planning-only model without managing or custodial responsibilities.

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.

John Duval Jr. is a financial advisor at Bantam Inc. with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bantam Inc. since 2017 and at Accelerant LLC since 2004. In addition to his advisory work, he manages a securities litigation consulting firm where he serves as an expert witness. Bantam Inc. provides investment management and financial planning primarily to ultra-high-net-worth individuals, families, select institutional clients, and high-trajectory athletes. The firm employs a combination of fundamental, quantitative, technical, and macroeconomic analysis augmented by AI, offering services that include discretionary portfolio management, pension consulting, and tailored CFO services for athletes.

David Sterman is a CFP® professional with nine years of industry experience, currently operating as the sole advisor at Huguenot Financial Planning in New Paltz, NY. He has been associated with LPL Financial since 2016. In addition to his advisory work, Sterman contributes written content to industry publications and leads educational workshops and real-time planning sessions. Huguenot Financial Planning provides fee-only financial planning and periodic investment consultations to individuals, families, trusts, small businesses, pension, and charitable clients. The firm emphasizes a broadly diversified, long-term investment approach using Modern Portfolio Theory and Core + Satellite strategies, primarily with low-cost indexed vehicles tailored to client objectives and risk tolerance.

Alan Lax is a financial advisor with Ryefield Capital, LLC, an independent firm based in Germantown, NY. He holds the Series 66 designation and has 13 years of industry experience, including prior roles at Merrill and Gunnallen Financial, Inc. Ryefield Capital, LLC provides portfolio management and retirement planning services for individuals, professionals, and small businesses. The firm uses a combination of fundamental and technical analysis in an opportunistic approach focused on capital appreciation, and it employs tactical hedging when appropriate.

Danielle Hughes is a financial advisor at Divine Asset Management LLC with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with firms including Churchill Stateside Securities LLC and Essex Securities, LLC. Hughes serves on the board of Hudson Valley Women in Business, Inc., a nonprofit supporting women entrepreneurs and executives, where she is Treasurer. Divine Asset Management LLC offers discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, business owners, and institutional clients. The firm manages portfolios tailored to client objectives using a combination of fundamental, technical, and macro analysis and provides strategic business advisory services under separate agreements.

Edvard Jorgensen is a financial advisor at Seahorse Financial Advisers Inc. with 29 years of industry experience. He holds a Series 65 credential and has maintained a law license in New York since 1977, though he does not currently practice law actively. Jorgensen has led Seahorse Financial Advisers since 1993 and serves as a trustee of three family trusts. Seahorse Financial Advisers provides discretionary management of separately managed brokerage accounts primarily for high-net-worth individuals, families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment strategy informed by fundamental analysis and market-timing considerations, managing approximately $86.7 million across about 20 client relationships.

Daniel D'ordine is a CFP® professional with 16 years of experience in the financial advisory industry, operating through his firm, DDO Advisory Services, LLC, since 2010. He is also a licensed insurance broker specializing in life, disability, and long-term care policies. DDO Advisory Services provides financial planning and fee-based investment management to individuals, families, working professionals, small business owners, retirees, and trusts. The firm primarily uses pooled investments such as mutual funds and ETFs, generally offers non-discretionary investment advice, and may engage third-party managers for specialized strategies with client oversight.

I work with women who feel unseen by traditional financial service providers, and are tired of being talked at instead of spoken to. This includes women breadwinners, who want to be sure they're doing all they can with their money to secure the future; and women who feel like they should be able to create a financial plan but aren't sure where to start. Outside of financial planning, I serve on the board of a non-profit affordable housing network in the metro New York area, am active in my local Rotary Club, and am slowly learning how to build a garden that is friendly to pollinators and unappealing to rabbits. My journey has included life and work in India, Vietnam and other places, an MBA from Cornell University, several years on a trading floor right out of college and stops along the way that contribute to the life experience that I bring to each of you.

Peter Banta is a financial advisor at Beyond Wealth Management Group, LLC in New Paltz, NY, holding a Series 65 designation with two years of industry experience. His prior work includes roles at KC Engineering and Land Surveying and RBT CPA's, LLP. Beyond Wealth Management Group provides investment advisory and planning services to individuals, trusts, retirement plans, endowments, and businesses. The firm develops customized Investment Policy Statements, employs a variety of analytical methods, and offers both discretionary and non-discretionary management tailored to client objectives.

Iseult Laurore is a financial advisor at Beyond Wealth Management Group, LLC in New Paltz, NY, holding a Series 65 credential. Laurore has less than one year of industry experience and previously worked in various roles including residence life at SUNY New Paltz and positions in nonprofit and community service organizations. Beyond Wealth Management Group provides investment advisory and planning services to individuals, trusts, retirement plans, endowments, and businesses. The firm employs a written Investment Policy Statement for each client and integrates asset allocation models with manager selection and ongoing monitoring, using both discretionary and non-discretionary management strategies.

Christopher Drouin is a CFP® and ChFC® with 20 years of experience in financial services. He has worked at Beyond Wealth Management Group, LLC since 2018 and previously spent 16 years at United/Mutual of Omaha. Outside of his advisory role, he serves on the executive committee of the New Paltz Regional Chamber of Commerce and is a board member of the Woodland Pond Continuing Care Retirement Community. Beyond Wealth Management Group provides investment advisory and planning services to individuals, trusts, retirement plans, endowments, and businesses. The firm develops tailored Investment Policy Statements and employs a variety of analytical methods and trading approaches to meet client objectives, offering both discretionary and non-discretionary management.

David Cross is a financial advisor with Beyond Wealth Management Group, LLC in New Paltz, NY, holding a Series 63 designation and five years of industry experience. He has been with Beyond Wealth Management Group since 2018 and has extensive experience with Mutual of Omaha Investor Services, Inc. and Mutual/United Of Omaha Insurance Company dating back to 1997. Outside of advisory work, he is involved in longstanding business operations including managing local enterprises in the food and retail sectors. Beyond Wealth Management Group provides investment advisory and planning services to individuals, trusts, retirement plans, endowments, and businesses. The firm develops tailored Investment Policy Statements and employs a mix of analytical and trading approaches, offering both discretionary and non-discretionary management.

Meredith Briggs is a CFP® with 13 years of industry experience and has been with Taconic Advisors since 2015. She holds a Series 66 license and works out of Saugerties, NY. Taconic Advisors provides personalized financial planning and investment advisory services to individuals and families, including both high-net-worth and non-high-net-worth clients. The firm emphasizes passive, diversified portfolios tailored to clients’ goals, tax situations, and risk tolerances, and operates on a fee-only, fixed retainer basis.

John Kelly is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Taconic Advisors, with 13 years of experience in the financial services industry. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Wells Fargo Advisors, and Neuberger Berman BD LLC. He has been with Taconic Advisors since 2017. Taconic Advisors provides personalized financial planning and investment advisory services to individuals and families, including high-net-worth and non-high-net-worth clients. The firm focuses on passive, diversified portfolio strategies tailored to clients' goals, tax situations, and risk tolerances, typically managing assets on a discretionary basis while overseeing independent sub-advisors.

Dyer Mccabe Jr. is a CFP® and ChFC® with 22 years of industry experience. He is currently with Kilter Group, where he has been since 2024, following prior roles at Invst, LLC and Guardian Life. He also manages Kilter Consulting, LLC, which provides consulting services specializing in generational transitions, sale preparation, and exit planning. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm employs a top-down, macro tactical asset-allocation approach with sector rotation and a relative growth/value framework, offering discretionary and non-discretionary portfolio management along with financial planning and pension consulting.

Derek Doyle is a financial advisor at John G. Ullman & Associates, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining John G. Ullman & Associates, he worked at Rhinebeck Bank for two years and Subway for five years. John G. Ullman & Associates provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, charitable institutions, foundations, trusts, and U.S. corporations. The firm focuses on balanced, value-oriented portfolios with low-to-moderate risk allocations and manages over $1.38 billion in client assets.

Laura Swift is a financial advisor with Quad-Cities Investment Group, LLC, holding a Series 66 designation and 25 years of industry experience. She has been with Quad-Cities Investment Group since 2010. Outside of her advisory role, she serves as a board member and Business Committee Chair for The Arc of the Quad Cities, an organization that promotes equal treatment and support for individuals with disabilities. Quad-Cities Investment Group provides investment advisory and retirement plan consulting services to individuals, trusts, employee benefit plans, charitable organizations, and business entities. The firm manages approximately $375.6 million in assets and employs a blend of fundamental, technical, and cyclical analysis to construct diversified portfolios, including the use of derivatives and margin borrowing within managed accounts, which is a distinctive aspect of their approach.

Philip Baran is a financial advisor with Sage Rhino Capital LLC in Rhinebeck, NY. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Sage Rhino Capital in 2026, he worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2019 to 2026. Sage Rhino Capital LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $883.7 million in discretionary assets and employs an investment process that includes individualized portfolio management with a focus on ongoing monitoring and rebalancing across a diverse range of securities, including the use of option strategies within separately managed accounts.