Chelsea Hanlon is a financial advisor at Edward Jones with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Northwestern Mutual and LPL Financial. Outside of finance, she has experience working in food service as a server. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Gene Tannenbaum is a financial advisor with LPL Financial in Poughkeepsie, NY, holding a Series 63 designation and bringing 35 years of industry experience. His career includes roles at Woodbury Financial Services and ongoing involvement with National Wealth Network since 1993. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory and brokerage services through a national network, supporting both discretionary and non-discretionary management with access to model portfolios, research, and technological tools.

Robert Robustelli is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. His prior roles include positions at Key Investment Services LLC and KeyBank. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

John Vita III is a financial advisor at Equitable Advisors with 29 years of industry experience. He has been with Equitable Advisors since 1999, following his tenure at AXA Advisors, LLC. Outside of his advisory role, he serves as an executor of a trust for his parents. 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 operates a hybrid referral and implementation model, offering both advisory and brokerage channels to accommodate various client needs.

Kara Gadonniex is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been associated with Merrill since 1993 and with Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Michael Rodriguez is a financial advisor with Primerica Advisors based in Poughkeepsie, NY. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. His prior work includes roles at PFS Investments Inc. and Public Partnerships LLC. Outside of advising, he engages in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates nationally with a large advisor network and employs model-based investment strategies supported by third-party asset managers and custodians.

Ian Calle is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Before joining Charles Schwab in 2023, he worked in education from 2013 to 2023 and had a brief association with Providence College in 2022. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

Raymond Khoury is a financial advisor with LPL Financial, holding a Series 63 designation and over 13 years of industry experience. He has been with LPL Financial since 2012 and is also affiliated with Hudson Valley Federal Credit Union, where he provides financial services and insurance. 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 a broad range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Jeffrey Sussman is a financial advisor at OSAIC with 45 years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services, Inc. for 21 years and Finesco Assoc. Inc. for 45 years. He has also been affiliated with Empire State College for over five decades. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services utilizing various investment platforms and tools designed to manage portfolios with a wide range of assets.

Marianne Naughton is a financial advisor at Merrill with 41 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 1984. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with broader Bank of America services, including lending and custody.

Marc P. Cassalina, CFP®, is a Senior Vice President and Wealth Management Advisor based in Merrill Lynch's Poughkeepsie, NY office. With over 35 years at Merrill Lynch Wealth Management, Marc has dedicated his career to providing comprehensive financial advice, including family wealth management strategies, personal retirement planning, and retirement income solutions. He has also served as the Senior Resident Director of the Poughkeepsie office from 2009 to 2019. Marc holds a Bachelor of Science degree from Marist College and completed the educational component of the CERTIFIED FINANCIAL PLANNER (CFP) certification. His expertise includes retirement assets and services, asset management, tax minimization strategies, charitable giving, and estate planning. Working with Merrill Lynch and his team, Marc aims to deliver personal attention tailored to clients' financial goals while leveraging the resources of Merrill and the banking convenience of Bank of America. Outside of his professional work, Marc and his wife Margarete are actively involved in community and charitable efforts. They are committed supporters of the Cystic Fibrosis Foundation, where Marc serves as a Board Member and National Individual Giving Co-Chair. Additionally, they support the Culinary Institute of America as fellows and contribute to the African Missionary Health Organization, having participated in donor trips to Kenya and Uganda. Marc resides in his hometown of Milton, NY with his wife and enjoys traveling, golfing, and supporting efforts towards a cure for cystic fibrosis.

Michael Taylor is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

David Long is a CFP® with 39 years of industry experience, currently serving as a financial advisor at LPL Financial since 2026. His prior roles include positions at Founders Financial Securities LLC, Securities America Advisors, and National Planning Corporation. He is also president of Personal Tax Systems, Inc., where he provides tax preparation and planning services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Matthew Meddaugh is a financial advisor with Ameriprise in Poughkeepsie, NY, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of advisory work, he is involved in real estate management and consulting through several personal business entities. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory approach, primarily serving clients with significant investable assets in Ameriprise-managed accounts.

Collin Ford is a financial advisor with Equitable Advisors in Poughkeepsie, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Dave's Tree Service and held positions related to education and recreation. 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 operates a hybrid referral and implementation model with a focus on tailored client intake and a range of advisory and brokerage channels.

Dennis Tracy is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Oppenheimer for 12 years before joining Ameriprise Financial Services Inc. and then Ameriprise. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering personalized recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team, while offering a broad range of advisory, brokerage, and insurance solutions.

Ronald Molles Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Gary Avidon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently affiliated with JPMorgan Chase Bank since 2007. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services focused on asset allocation, investment manager searches, and customized performance reporting through a non-discretionary process. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Joseph Taylor is a financial advisor with Ameriprise in Danbury, CT, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Ameriprise in 2023, he worked for Medtronic from 2005 to 2023. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Charu Ashar is a financial advisor with Cetera who holds a Series 63 designation and has 41 years of industry experience. Ashar has worked at Cetera since 2019 and has prior experience with Ameritas, ICB ICU, and Foresters Financial, where Ashar spent over three decades. Cetera Investment Advisers LLC is a large SEC-registered firm offering services through a nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, providing portfolio management, financial planning, and access to a variety of program platforms and third-party managers.