Jason Burt is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2006. Outside of his advisory role, he serves on the Board of Directors for the Premier Cares Foundation and manages a consulting business focused on financial planning. Ameriprise offers a retirement-income planning service tailored to clients approaching or in retirement, typically serving those with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, with a focus on assets held in Ameriprise-managed accounts.

Ricardo Ventura is a financial advisor with J.P. Morgan Securities in Poughkeepsie, NY, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Wells Fargo Bank and Wells Fargo Clearing. Outside of his advisory work, he is a silent partner in a Florida-based car rental business and an owner of a real estate holding company. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment process.

John Vita IV is a financial advisor with Equitable Advisors holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he has worked in various roles including coaching football at Arlington High School. He also serves as a power of attorney for his parents. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, 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 a broker-dealer and collaborates extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Theresa Scott is a financial advisor at Stifel with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services with an investment approach based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Christopher Tomaskovic serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 20 years of experience in the financial services industry, he works closely with individuals, families, and businesses to develop and implement financial strategies tailored to their unique circumstances and goals. His expertise spans areas including college education planning, family wealth management strategies, legacy planning, retirement planning, and services for endowments, foundations, and defined benefit plans. He holds a Bachelor's Degree from Fordham University, graduating Magna Cum Laude with a major in Government and Politics and a minor in Economics. Christopher has earned professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional role, Christopher is actively involved in his community. He is the Founding Chairman and current Board Member of the Dutchess County Gaelic Athletic Association, a Past-President and Member of the Dutchess County Ancient Order of Hibernians, and participates on various boards including the Marist Red Fox Club, Notre Dame Club of the Mid-Hudson Valley, and committees such as the Dutchess County St Patrick's Parade Committee. He supports several charitable organizations including the Center for the Prevention of Child Abuse and the Dutchess County 10-13 Foundation. He enjoys coaching his daughter Grace's basketball and Gaelic football teams, playing golf, and organizing fundraising events.

John Gadonniex is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1996, focusing on creating strategies and recommendations for individuals and families to assist in achieving both short- and long-term financial goals. John employs a consultative and objective approach to wealth management. He begins by thoroughly reviewing client financial situations, preferences, and objectives. He then proposes asset allocation recommendations tailored to reflect each client's income and growth expectations. Additionally, he engages in ongoing discussions covering a variety of financial opportunities, including investments, retirement, education, and estate planning services. John holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., and he also holds the Personal Investment Advisor (PIA) designation. He earned his Bachelor of Science degree in Finance from the University of Central Florida in 1991.

Matthew Cruz is a financial advisor with LPL Financial in Poughkeepsie, NY, holding a Series 63 designation and 19 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2006. Outside of his advisory role, he sells whole life and term insurance through Madison Brokerage Corp. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support discretionary and non-discretionary management strategies.

Leona Chan is a financial advisor at Cetera with nine years of industry experience and holds the PFS™ and Series 63 credentials. She has worked with firms including Avantax Investment Services, LPL Financial, and Lincoln Financial Advisors. In addition to her advisory work, she serves as a board member and deacon for children’s ministry at Mid-Hudson Chinese Christian Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm operates a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers through various program structures and custodial relationships.

Kimberly Barnett is a financial advisor at Edward Jones with 17 years of industry experience. She previously worked at LPL Financial for 13 years and Hudson Valley Federal Credit Union for 15 years. Barnett holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Louis Bordonaro is a financial advisor with OSAIC based in Washington, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, he owns Sentinel Financial Services, LLC, a limited liability company involved in selling life, health, and medical insurance, fixed annuities, and tax preparation services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services supported by advanced asset-allocation tools and access to multiple advisory platforms and third-party money managers.

Michael Lewis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include two years at Hudson Valley Credit Union and work with the US Census Bureau. Outside of finance, he spent five years involved with CJL Fine Jewelry Design. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across various asset classes.

Philip Fulco Jr. is a Certified Financial Planner® associated with LPL Financial, with 35 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. and Pinnacle Planning for 15 years and has operated Professional Financial Consultants since 2017. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a broad network of investment adviser representatives. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Steven Knapp is a financial advisor at Equitable Advisors with 28 years of industry experience. He has held his current role since 1999 and previously worked with AXA Advisor, LLC for 21 years. He holds Series 63 and Series 65 designations. 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, offering both advisory and brokerage/insurance channels to implement client recommendations.

Silvestro Fabrizio is a ChFC® credentialed financial advisor with 38 years of industry experience. He is currently with LPL Financial and has previously worked at Lincoln Financial Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party subadvisors, and various technology-driven portfolio management tools.

Alexander Morphet is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Infinex Investments, Rhinebeck Bank, Hudson Valley Fed Credit Union, and LPL Financial. Outside of his advisory work, Morphet serves as an activities coordinator at Mirror Lake Retreat, an officer for Hudson Valley Bridge Builders, and treasurer for Friends of Seniors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across various financial topics using goal-based analyses and modeling tools. The firm supports combining planning with managed-account services under a consolidated billing option called “WealthPlan” but does not provide institutional portfolio management or discretionary trading authority for its Dedicated Planning Service.

Thomas Murphy Jr. is a financial advisor at Merrill with 13 years of experience and holds the Series 66 designation. He has worked at Merrill since 2013 and at Bank of America, N.A. since 2014. Outside of his advisory role, he serves as a trustee of a nonprofit organization. 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 plans, corporations, and charitable organizations.

Christopher Stala is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients’ unique perspectives and priorities to help develop personalized financial strategies. He works with clients to pursue a range of goals including investing, retirement planning, funding education, managing healthcare costs, and addressing family long-term objectives. Christopher provides ongoing advice and guidance based on clients’ evolving needs and connects them with specialists at Bank of America for services such as banking, credit, home financing, and small business solutions. He emphasizes clear communication and transparency to simplify the complexities of wealth management. He holds a Bachelor's Degree from Columbia University and a Master of Business Administration from the Kellogg Graduate School of Management.

Denise Bolte is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Outside of her advisory role, she owns and operates a beekeeping business in Staatsburg, NY. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm uses an IPS-driven approach based on modern portfolio theory and acts as an ERISA fiduciary when providing investment advice.

Mauro Parra is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Hudson Valley Federal Credit Union, Banker's Life Conseco, and Equitable Advisors, LLC. Outside of finance, he worked with Catholic Charities Community Services for five years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of financial planning and advisory services, including discretionary and non-discretionary management supported by research and model portfolios.

Sarah Cuozzo is a financial advisor with Morgan Stanley in Poughkeepsie, NY, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2018, with prior experience at LPL Financial and National Planning Corporation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured discovery processes and firm-approved tools such as Monte Carlo simulations to model financial outcomes.