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.

Thomas Mc Gimpsey Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Hudson Valley Investment Advisors, Inc. before joining Merrill and Bank of America, N.A. Mc Gimpsey serves as a board member of the Garnet Health Foundation and is part of the 2024 Executive Walk Committee for the Alzheimer's Disease and Related Disorders Association, assisting with fundraising efforts. Merrill and its affiliate Managed Account Advisors LLC provide 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 and profit-sharing plans, corporations, and charitable organizations.

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.

Shawn Behrent is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has prior experience working at the Orange County Department of Finance and the University at Albany. Outside of finance, he has operated Behrent's Performance Warehouse for eight years. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm delivers its services through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs.

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 bringing five years of industry experience. His work history includes roles at LPL Financial since 2018 and at Hudson Valley Credit Union since 2016. He also has experience outside finance, having worked at Pizza Phil from 2014 to 2016. 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 and access to model portfolios and third-party asset management, supported by advisor tools and a large network of over 22,800 advisors.

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.

Joseph Schaefer is a CFP® professional with 23 years of industry experience, currently advising at Edward Jones since 2013. He holds Series 63 and Series 66 licenses and is based in Warwick, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Peter Vanetten is a financial advisor with Primerica Advisors, holding a Series 63 credential and 22 years of industry experience. His prior work includes 12 years at HeritageEnergy and over two decades with PFS Investments Inc. In addition to investment services, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at a large scale with nearly 3,700 advisors and offers model-based investment strategies supported by third-party managers and custodians.

Cristian Biondi is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked with firms including Emerson Reid and Equitable Advisors. Outside of his advisory role, he is involved with Calvary Baptist Church in Warwick, NY, where he provides maintenance and housekeeping services and advises on facility upkeep. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors by offering investment consulting and advisory services through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Steven Lombardo is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He has held roles at JPMorgan Chase Bank, N.A. since 2017 and has been with J.P. Morgan Securities since 2016. Outside of his advisory work, he owns and manages a rental property in Monroe, NY. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Edward Kerrisk is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he worked at Equitable Advisors for three years. Outside the financial industry, he has experience in retail, working part-time in golf sales at Dick's Sporting Goods. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Diane Lindsay is a financial advisor at Osaic with 40 years of industry experience. She holds a Series 63 designation and has worked previously at Cadaret, Grant & Co., Inc. for over three decades and Securities America Advisors. In addition to her advisory role, she is a licensed CPA providing tax preparation and consulting services and is involved in marketing and training activities as well as disability and fixed annuity insurance sales. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses a variety of tools and platforms to construct and manage diversified portfolios tailored to client risk tolerance and investment restrictions.

Scott Morrow is a CFP® professional with 24 years of experience, currently serving at LPL Financial since 2007. He is based in Beacon, NY and holds the Series 63 designation. In addition to his advisory role, he is involved with Hudson Valley Federal Credit Union Insurance Services, offering Medicare Advantage, Medicare Supplements, and Prescription Drug Plans. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, leveraging a large network of investment adviser representatives and employing diverse strategies including model portfolios, third-party asset management, and customized investment approaches.

Rachel Hendricks is a financial advisor with Primerica Advisors based in Goshen, NY, holding Series 63 and Series 65 credentials and 16 years of industry experience. Her prior roles include positions with Pocono Mountains Economic Development Corporation and Milford Township. Outside of advisory work, she is involved in sales of home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated managers and supports execution and custody through Pershing and BNY Mellon Advisors.

Robert Howerter is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. His prior firms include Securities America Advisors and National Planning Corporation. Outside of advising, he is involved in several business ventures, including ownership of Gaynor Mansion Associates LLC and roles in marketing and tax-related businesses. OSAIC serves a diverse client base including individual and institutional investors through a broad network of affiliated advisers and multiple advisory platforms. The firm integrates brokerage and investment advisory services with financial planning and retirement consulting, utilizing various asset-allocation tools and third-party solutions to manage portfolios on both discretionary and non-discretionary bases.