Emalie Lasko is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 63 designation and has worked at LPL Financial since 2018. Lasko is also affiliated with Hudson Valley Federal Credit Union, where she provides financial services and wealth management as part of her role. 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 portfolios, third-party asset management, and institutional platforms.

Lam Wong Carbone is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior experience includes roles at People's United Bank, Chase Investment Services Corp., and People's Securities, Inc. He also provides notary services for bank and investment clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment solutions supported by advanced operational tools.

Michael Lentini is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including JPMorgan Securities LLC and M&T Securities Inc. Outside of his advisory work, he serves as the varsity girls head soccer coach for the Beacon City School District. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of investment adviser representatives.

Tyler Miller is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has previously worked at Bank of America and various retail companies. Outside of his advisory role, he is the owner of LeapYear, a clothing business based in Middletown, NY. 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.

Adam Gartside is a financial advisor at OSAIC with six years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2026, he worked at Pinnacle Investments, LLC, and Valic Financial Advisors. Outside of finance, he is involved in a painting and construction business, where he completes and estimates projects on weekends. OSAIC serves a diverse range of clients including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, utilizing various asset-allocation tools and third-party managers to construct tailored portfolios.

Thomas Gorman is a CFP®-credentialed financial advisor with 34 years of industry experience, currently affiliated with Raymond James Financial. He has been with Raymond James Financial Services Advisors, Inc. since 2015 and operates as an independent contractor providing investment and retirement planning advice. Outside of his advisory duties, he has authored material, though this activity is presently limited. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Trevor Zamudio is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His work history includes roles at Focused Wealth Management and OSAIC Wealth, Inc., as well as experience outside finance in the food service and hospitality sectors. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and advisory platforms, offering integrated brokerage and advisory services along with access to multiple third-party investment solutions.

Thomas Geoghegan is a CFP® professional with 11 years of industry experience, currently affiliated with Edward Jones since 2014. He holds a Series 66 designation and is based in Beacon, NY. Outside of his advisory role, he manages Geoghegan Holdings, LLC, an LLC related to a rental property in Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors.

Robert Greenwald is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Brian Kopilak is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Outside of advisory work, he is involved in affiliated business activities including sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure.

Dawn Sweed is a financial advisor with Cetera, holding a Series 63 designation and nine years of industry experience. She has worked with Cetera and its affiliates since 2017 and has additional experience at Walden Savings Bank since 2015. Outside of finance, she has been involved with Royalty Dry Cleaning Inc. for over two decades. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform combining affiliated and third-party strategies, managing over $256 billion in assets across more than 10,000 advisors.

Keith Preston is a financial advisor at Cetera with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, LLC, Woodbury Financial Services, and his own firm, Preston & Virga Insurance. Outside of his advisory work, he is involved in creative writing, including fiction screenwriting and novels. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

Matthew Keegan is a financial advisor with Thrivent Investment Management in Beacon, NY, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2018 and previously worked at the Center for Physical Therapy from 2015 to 2018. 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 analyses and combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and management services separate.

Yehuda Flohr is a financial advisor with Cetera, holding a Series 63 designation and 37 years of industry experience. He has been with Cetera and its affiliated entity, Cetera Wealth Services, LLC, since 2013. Outside of his advisory role, he operates as an independent insurance agent specializing in disability, life, accident, health, long-term care, and group medical insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options across multiple program structures.

Peter Sears is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. Sears also operated PSGDesign from 2014 to 2023. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kitty Chung is a financial advisor with Edward Jones in Croton-on-Hudson, NY, holding CFP® and ChFC® designations and over 19 years of industry experience. Prior to joining Edward Jones in 2022, she worked at JPMorgan Chase & Co and JPMorgan Securities LLC from 2016 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jason Pucci is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2014. He serves on the investment committee for the SUNY Orange Foundation, reviewing advisors for the foundation's investments in an unpaid capacity. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles and in-house research, and is notable for its municipal advisory services and extensive affiliate network.

Ann Marie Moore is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. She previously worked with Nationwide Advisory Services, Inc. and Nationwide Insurance Company for over two decades. Outside of her advisory role, she is affiliated with the American Safety Council in a referral capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies.

Austin Schweitzer is a financial advisor at Edward Jones in Fishkill, NY, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018, following prior roles at Foresters Financials and The Builder Development. Outside of his advisory role, he is a partner in a real estate development project involving a small subdivision. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products under a fiduciary standard.

Chase Smith is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 63 designation and has worked at Cerity Partners LLC, Securities America Advisors, Lebenthal & Co., LLC, and RBT Wealth LLC. He is a partner at RBT Wealth, where he operates the daily activities of a wealth management division in partnership with a CPA firm. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.