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, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked with J.P. Morgan Securities since 2014, with additional experience at Wells Fargo Clearing and Wells Fargo Bank. Outside of the financial industry, he is a silent partner in a car rental business operating through a vehicle-sharing platform. 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 combines quantitative and qualitative research, offering recommendations across eligible strategies that may include an ESG framework.

John Vita IV is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Before joining Equitable Advisors, he held various roles including teaching positions and personal training. He is also involved as a seasonal football coach at Arlington High School. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

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 is a Senior Financial Advisor at Merrill Lynch Wealth Management. He collaborates with individuals, families, and businesses to develop and implement financial strategies tailored to their unique circumstances and goals. With over 20 years of experience in the financial services industry, he focuses on areas including college education planning, family wealth management, legacy planning, and retirement income. Mr. Tomaskovic graduated Magna Cum Laude from Fordham University, earning a Bachelor's Degree with a major in Government & Politics and a minor in Economics. He holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is actively involved in community organizations including the Dutchess County Gaelic Athletic Association, where he serves as Founding Chairman and board member, the Dutchess County Ancient Order of Hibernians, the St Martin De Porres CYO as Instructional League Director, and other local groups. In his personal time, he enjoys coaching basketball and Gaelic football, 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 having 20 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2006. In addition to his advisory role, Cruz is involved in selling life insurance through Madison Brokerage Corp. 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 financial planning and investment management services, including access to third-party asset managers, model portfolios, and institutional platforms.

Leona Chan is a financial advisor with Cetera, holding the PFS™ designation and Series 63 license, with nine years of industry experience. She has worked at firms including Avantax and LPL Financial and operates her own CPA consulting practice. Chan serves as a board member of the Mid-Hudson Chinese Christian Church, where she is involved in the children's ministry. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.

Philip Fulco Jr. is a CFP®-designated financial advisor with 35 years of industry experience. He is currently affiliated with LPL Financial and has held previous roles at Cadaret, Grant & Co., Inc. and Pinnacle Planning. He also operates Professional Financial Consultants, a DBA for his LPL business. 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.

Steven Knapp is a financial advisor with Equitable Advisors in Poughkeepsie, NY, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisor, LLC, since 1999. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of proprietary and third-party advisory models.

Silvestro Fabrizio is a financial advisor at LPL Financial with 39 years of industry experience and holds the ChFC® and Series 63 designations. He has worked at several firms including Metlife Securities, Massachusetts Mutual Life Insurance Company, and Lincoln Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, employing both proprietary and third-party strategies across various account types.

Alexander Morphet is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and 18 years of industry experience. His career includes roles at Thrivent Financial, Infinex Investments, Rhinebeck Bank, Hudson Valley Federal Credit Union, and LPL Financial. Outside of his advisory work, he is involved in community activities including serving as Treasurer for Friends of Seniors and participating in youth service projects through Hudson Valley Bridge Builders. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning across various topics but does not provide portfolio management for institutional clients or discretionary trading authority for its planning services.

David Diehl Jr. is a CFP® professional with over 31 years of experience in the financial services industry. He currently serves at LPL Enterprise and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he preaches Sunday morning sermons at a church in White Plains, NY. LPL Enterprise provides investment advisory and brokerage services to a wide client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and various affiliated financial services.

Thomas Murphy Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2013 and Bank of America, N.A. since 2014. He also serves as a trustee in a non-investment-related capacity. 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 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 who holds Series 63 and Series 65 licenses and has 45 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC from 2002 to 2003. Outside of her advisory role, she owns and operates a beekeeping business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a variety of brokerage and advisory solutions to support client investment needs.

Mauro Parra is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. Prior to joining LPL Financial, he worked at Hudson Valley Federal Credit Union and Banker's Life Conseco, and has a background in nonprofit and community services, including five years with Catholic Charities Community Services. He is also involved in financial services at Hudson Valley Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

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.

Kristin Bay is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked for Skyline for 25 years and has been with Ameriprise since 2020. Bay also works as a consultant for Endevour Exhibits, a retail sales business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning advice through a combination of proprietary research and third-party data. The firm’s approach emphasizes dependable income sources, tax-aware withdrawal strategies, and operates within a defined investment universe influenced by its affiliated product ecosystem.