Michael Tannenbaum is a financial advisor with LPL Financial in Poughkeepsie, NY. He holds a Series 66 designation and has six years of industry experience, including roles at CitiGroup and Woodbury Financial Services. Prior to his financial career, he spent four years at the College of Saint Rose. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Dominick Profaci is a financial advisor with Edward Jones in Poughkeepsie, NY, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Starbucks for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Christa Coates is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Her prior firms include Lincoln Financial Advisors and Commonwealth Financial Network. Outside of advising, she is involved with wealth legacy planning businesses and works as an employee at a dance center. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management and model-based solutions across multiple custody platforms.

Suhair Marji is a financial advisor at J.P. Morgan Securities with 9 years of industry experience. She holds Series 63 and Series 66 designations and has been with JPMorgan Chase and its affiliates since 2013. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Daniel Lariccia is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Northwestern Mutual, and several automotive dealerships. Outside of financial services, he works as a consultant and independent contractor for Amazon Flex. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Scott Witherspoon is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Morgan Stanley, Invest Financial Corporation, and multiple credit unions. Outside of his advisory role, he serves as Chief Credit Officer at Hudson Valley Credit Union and is involved with mortgage and real estate services at Coldwell Banker Real Estate Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad range of financial products.

Zachary Passman is a financial advisor with LPL Financial in Sherman, CT, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, he writes, plays, records, and produces music, including composing jingles on a freelance basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kenneth Lindner is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at LPL Financial and Webster Services Inc. since 2015 and was previously employed by Wells Fargo Clearing from 2009 to 2015. 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, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

William Settembrino is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Professional Financial Consultants and Cadaret, Grant & Co., Inc. He is also the president and owner of Allset Consultants. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Kabulis Jr. is a financial advisor with Primerica Advisors in Brookfield, CT, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1989. Outside of advising, he is the owner of Genco Holdings, LLC, a Primerica entity. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients, operating under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors for implementation.

Daniel Tarrant is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at Agia, Hudson Farmer and the Fish, and Valic Financial Advisors. He is also co-owner of Arbor Capital Wealth Advisors, where he manages an advisory business. Ameriprise provides a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver non-discretionary recommendations through a centralized consulting team.

William Flash is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he serves as a director of the Brewster Chamber of Commerce, participates as a board member promoting local businesses in Amherst, and is involved in nonprofit education through presentations on non-violence and social inclusion. He also performs as a musician at community events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory and investment solutions supported by a nationwide network of over 23,000 advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Stephen O. Flaherty is a financial advisor with Stifel, holding Series 63 and Series 65 designations and over 21 years of industry experience. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he serves as a councilman for the Town of Plattekill and as a director for the Hudson Valley Athletic Club's youth soccer program. Stifel serves a diverse range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to inform asset allocation and financial planning analyses.

James Hanson is a financial advisor with LPL Financial in Poughkeepsie, NY, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Next Financial Group Inc for 11 years. Outside of his advisory role, Hanson is active as a bassist and band member in the local music community. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Benn Albrecht is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial since 2023 and previously held positions at Hudson Valley Credit Union, Instacart, and People's United Bank. Albrecht is also a New York State notary. 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, model portfolio programs, third-party asset management, and institutional platforms, with investment strategies implemented by advisors through discretionary and non-discretionary approaches.

Brian Mc Koy is a financial advisor with Mass Mutual Investors Services in Danbury, CT. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to joining Mass Mutual Investors Services in 2021, Mc Koy worked at People's United Advisors and People's Securities, Inc. He is the founder and CEO of Money Where Your Muscle Is, Inc., a technology-based wellness and fitness accountability platform. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers collaborative, annual planning engagements using firm-approved software and offers a range of programs including wrap accounts, money-manager options, and educational seminars.

Careena Melia is a financial advisor with LPL Enterprise holding a Series 66 designation and beginning her advisory career in 2026. Her prior work experience includes roles at Macy's Inc. and Speakeasy Inc., as well as operating her own business, Careena Melia Speaking and Storytelling LLC, since 2013. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a wide network of investment adviser representatives.

Erica Salzmann Talbi is a CFP® certificant with 38 years of industry experience. She is currently with OSAIC and has previously worked at Sagepoint Financial, Inc. and American General Securities Incorporated. Outside of advisory work, she prepares tax returns seasonally for a select group of clients and serves as co-trustee of a family trust. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations, offering a range of financial planning, advisory, and brokerage services through a large network of affiliated advisors and multiple platforms. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary account management.

Allison Gaudio is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2007. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies managed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bruce Iacono is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2018, following six years at Axa Advisors LLC. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.