Barbara Boccuto is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2018. In addition to her advisory role, she serves as an ambassador for Rhinebeck Wealth Advisors LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored planning and consulting using analytical tools and supports both advisory programs and institutional portfolio management.

Fatima Campbell is a financial advisor at Merrill with a Series 66 designation and nine years at the firm. She has three years of industry experience and previously worked at Enterprise Holdings for five years. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mason Delisio is a financial advisor with Equitable Advisors holding a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Marist University and SUNY Oneonta. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a mix of program sponsors and endorsed third-party managers to provide advisory and brokerage solutions.

Mark Choinski is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Securities America Advisors and National Planning Corporation. Outside of his advisory role, he is involved in tax preparation and accounting through his business Oak Tree Financial Advisors LLC. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Tavish Laidlaw is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, he had experience in various roles including positions at Hudson Valley Federal Credit Union, Adams Fairacre Farms, and several financial institutions and educational organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and multiple investment strategies.

Daniel Mcdonough is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He has worked at LPL Financial since 2022 and concurrently has experience with CUNA Brokerage Services, Mid-Hudson Valley Federal Credit Union, and Mirabella's Restaurant since 2015. 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 financial planning, various advisory programs, retirement plan consulting, 529 account management, and brokerage services with discretionary and non-discretionary management options supported by research and model portfolios.

Timothy Neilson serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. He emphasizes a collaborative approach, seeking to understand clients’ life priorities to develop personalized financial plans that align with their goals and aspirations. Timothy holds the Personal Investment Advisor (PIA) designation and earned his Bachelor of Arts from the State University of New York System. He is committed to community involvement, volunteering with local organizations, and following the Merrill tradition of service. Outside of his professional work, Timothy enjoys biking, hiking, music, reading, writing, yoga, and spending time with his family.

John Senchak is a financial advisor at LPL Financial with 6 years of industry experience and holds Series 63 and Series 65 licenses. He has worked at LPL Financial since 2019 and is also involved with Hudson Valley Federal Credit Union, where he has held various investment-related roles since 2014. 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 diverse advisory programs, financial planning, and retirement consulting through a nationwide network of investment adviser representatives.

Martin Cukaj is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports through a centralized consulting team that combines research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Starego is a financial advisor with Equitable Advisors in Poughkeepsie, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Equitable Advisors in 2017, he worked at AXA Advisors and IBM, and earlier in his career was employed at Juliano Plumbing and Heating. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning and retirement-plan support, utilizing a hybrid referral and implementation model that includes access to multiple third-party asset managers and advisory programs.

Daniel Trainor is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Charles Schwab since 2022 and previously spent 11 years at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options. The firm combines a large client base and integrated services, including brokerage, custody, and alternative investment due diligence.

Scott Banker Jr. is a Series 66-licensed financial advisor with LPL Financial in Lake Katrine, NY. He joined LPL Financial in 2026 and has prior experience working at Hudson Valley Credit Union, Northwestern Mutual Investment Services, and in various roles unrelated to finance. Outside of his advisory work, he was involved with A&T Bounce House and has worked in the hospitality and education sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology, providing both discretionary and non-discretionary portfolio management options.

Lori Coombs is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. She has worked at Cetera and its affiliate Cetera Investment Services LLC since 2013. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable accounts, and institutions. The firm offers diverse portfolio management options and financial planning services through a large network of independent advisors, managing over $256 billion in assets.

Andrew Jones is a Series 66-licensed financial advisor at Merrill with four years of industry experience. His work history includes roles at Bank of America, Merrill, One Main Financial, TD Bank, and Nike. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Raymond Abreu is a financial advisor at LPL Financial in Poughkeepsie, NY, holding a Series 66 designation with three years of industry experience. Prior to joining LPL Financial in 2022, he worked at Hudson Valley Credit Union and Advance Auto Parts. He also has experience in education, having worked at Dover Middle/High School. 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, retirement consulting, and brokerage services with discretionary and non-discretionary management options supported by LPL Research and third-party subadvisors.

Jack Cupelli is a financial advisor with LPL Financial, holding a Series 63 designation and over 36 years of industry experience. He has worked at LPL Financial since 2025 and previously spent 11 years at Cadaret, Grant & Co., Inc. He is also associated with Cornerstone Financial, where he has been involved since 1990. 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, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, research, and portfolio management tools.

Mary Winters is a financial advisor at Merrill with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1986. Outside of her advisory role, she owns a rental property in Florida. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Francis Venezia is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 44 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and previously at Citigroup Global Markets starting in 1993. Outside of his advisory role, he is involved with Good Shepherd Church in Rhinebeck, New York. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that cover both direct and employer-sponsored financial planning arrangements.

Summer Mosher is a financial advisor with Equitable Advisors in Kingston, NY, holding a Series 66 designation and three years of industry experience. Prior to her current role beginning in 2021, she has worked in various positions including at Hudson Valley Distillers and Outdoor Voices. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Shawn Shaughnessy is a financial advisor with Cetera who holds a Series 63 designation and has 13 years of industry experience. He has worked with Cetera since 2013 and is also involved with Wealth Planning Services Inc and ACME Accountants and Advisors Inc, focusing on tax, accounting, and payroll services. Additionally, he serves as treasurer for the Highland Rotary Club, a local service organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party managers with multiple program options.