Dawn Faigle is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various JPMorgan Chase entities since 2014. Prior to her current role, she was also employed at Bedford Central School District from 2015 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research, including an ESG eligibility framework, and supports clients with specialized portfolio services.

Sandra Bredthauer is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she serves as a Sustainer Representative on a local board of directors in Poughkeepsie, NY. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning with written recommendation reports and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Arden Baptiste is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 32 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at LPL Financial and People's United Advisors, Inc., among other firms. He also serves as an adjunct professor at Rockland Community College. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, using proprietary research and planning tools to support tailored recommendations across a broad range of financial needs.

Rajan Kumar is a financial advisor at Osaic with 26 years of industry experience and holds a Series 66 designation. His prior work includes roles at RBT Wealth LLC, Securities America Advisors, Private Advisor Group, and Valic Financial Advisors. Outside of his advisory work, he operates as an independent insurance broker specializing in life insurance and long-term care. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with a model-based investment approach emphasizing asset allocation and portfolio optimization.

Michael Ranieri is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager selection, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and supported by affiliates for implementation and portfolio services.

Alissa Provanzana is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 16 years of industry experience. Her prior work history includes roles at Rhinebeck Bank and Infinex Investments, among others. She serves as a board member for Wallkill Youth Lacrosse and the Inspire Foundation, supporting youth athletics and fundraising for individuals with disabilities. Cetera Investment Advisers LLC is an SEC-registered adviser offering a broad range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with access to affiliated and third-party model portfolios and manages over $256 billion in assets through a network of more than 10,000 advisors.

Joseph Montalbano is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Cetera. His career includes roles at Maple Pharmacy/CarePax and Cetera Advisors LLC. Outside of finance, he is involved in managing a modeling and talent agency and serves as director of coaching and scheduling for a local travel baseball organization. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that provides a range of program structures and access to affiliated and third-party managers.

Justin Pucci is a financial advisor with Raymond James & Associates in Goshen, NY, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Grassi & Co., Wiss & Company, and Orange Bank & Trust. He also has experience working in education at Ramapo College of New Jersey and Goshen High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and investment consulting through various advisory programs.

Joshua Stewart is a financial advisor at LPL Financial with 30 years of industry experience. He has been with LPL Financial since 2005 and previously worked at Banc of America Investment Services and Quick & Reilly. Outside of his advisory work, he is involved in coaching and consulting through his business, Stewart & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions utilizing both proprietary and third-party model portfolios and strategies.

Noel Spencer is a financial advisor with Cetera Wealth Services, LLC, holding a Series 63 designation and over 30 years of industry experience. His prior experience includes long tenures at Avantax Advisory Services and AXA, among others. Outside of advising, he serves as president of Spencer’s of Jamaica, Inc., a tax preparation and accounting business, and participates as a Eucharistic Minister at his local Episcopal church. Cetera Investment Advisers LLC is a large SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Bette Ellen Weiss is a financial advisor with Ameriprise in Goshen, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked at Bruderman Brothers LLC and Bruderman Asset Management, LLC for six years. Weiss is involved with the Mary Nagle Charitable Foundation Trust, where she assists community members in need and supports a student scholarship program. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning based on tax-aware withdrawal strategies and dependable income sources.

John Siciliano Jr. is a financial advisor at LPL Financial with 46 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Cambridge Investment Research Advisors and Invest Financial Corporation. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with advanced research and operational tools.

Robert Coffey is a financial advisor at Ameriprise with 27 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm employs a centralized team to produce detailed recommendation reports that integrate investment research and third-party data, with distinct enrollment criteria based on investable assets and a managed account inclusion requirement.

James Pucci is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 57 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Anthony Junjulas is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and five years of industry experience. He has worked at LPL Financial since 2020 and concurrently has served at Hudson Valley Credit Union since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Daniel Lofrese is a financial advisor with LPL Financial in Monroe, NY, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. His prior roles include positions at Webster Bank, Sterling Bank, Essex National Securities, and Citizens Securities. He is also involved in life insurance sales through SBLI USA. 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, model portfolio programs, third-party asset management, and institutional platforms.

Michael Stock is a financial advisor with LPL Financial in Wappingers Falls, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory solutions implemented via discretionary or non-discretionary strategies supported by research and operational tools.

Steven Lombardo is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2017. Outside of his advisory role, he is an owner and landlord of a rental property in Monroe, NY. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Tamote Chin is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America and Merrill, as well as a brief position at Juices For Life. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Edward Kerrisk is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Equitable Advisors and had a sales role at Dick's Sporting Goods. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within its recommendations.