Emalie Lasko is a financial advisor with LPL Financial in Montgomery, NY, holding a Series 63 designation and 8 years of industry experience. She has worked at LPL Financial since 2018 and also has a role with Hudson Valley Federal Credit Union dating back to 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Lam Wong Carbone is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at People's Securities, Inc. and People's United Bank. In addition to his advisory role, he provides notary services for bank and investment clients. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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 with firms including M and T Securities, KeyBank, and JPMorgan Securities. Outside of his advisory role, Lentini serves as the varsity girls head soccer coach for the Beacon City School District. LPL Financial is an SEC-registered investment adviser and broker-dealer providing financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, banks, corporations, and charitable organizations through a broad national 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 worked at Merrill since 2021 and previously held roles at Bank of America, Tapestry, Inc., and several retail companies. Outside of his advisory role, he is the owner of LeapYear, a clothing business based in Middletown, NY. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional investors.

Craig Irwin is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in a range of client focus areas including family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. Craig began his career at Merrill Lynch Wealth Management in 2008 following his graduation from The University of Arizona with a Bachelor of Science degree in Economics and Management. He also holds a high school diploma from Avon Old Farms School. His expertise encompasses a broad spectrum of financial advisory services, tailored to meet the needs of diverse client profiles. Residing in Poughkeepsie, NY, Craig lives with his wife Amy and their two daughters, Bess and Annie. He maintains active involvement in his local community, serving on the boards of directors for The Foundation for Vassar Brothers Medical Center and Miles of Hope Breast Cancer Foundation. Outside of his professional and community commitments, Craig enjoys antiquing, boating, fishing, golfing, hiking, ice hockey, interior decorating, reading, running, and spending time with his family.

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.

Alexandra Lasky is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has previously worked at Globex International Group and Hudson Valley Credit Union. Alexandra also has experience with Younglife and has been involved in wealth management through a credit union. 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, financial planning, and brokerage services, supported by model portfolios, research, and various investment management options.

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.

Kenneth Mc Cormick is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with firms including LPL Financial and Ulster Savings Bank. He also serves as trustee of the Cathleen A. McCormick Irrevocable Trust. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, featuring multiple program structures and access to third-party money managers.

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.

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.

Antonio Coppola is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Wells Fargo Advisors. Outside of his advisory role, he is involved in several activities including serving as a board member for a charitable organization and working in education at Marist College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Ramiro Galvan is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works with individuals, families, and business professionals to help them pursue their financial goals. He focuses on building lasting relationships and providing personalized guidance to assist clients in navigating important financial decisions. Ramiro's client focus areas include Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, Individual and Corporate Investment Strategy, Tax Minimization, and Retirement Income. He works closely with individuals, executives, and business owners to create customized strategies aimed at growing, preserving, and transferring wealth while helping clients stay on track toward their financial objectives. He holds a Personal Investment Advisor (PIA) designation. Ramiro has a High School Diploma from Poughkeepsie High School and an Associate's Degree from Dutchess Community College. He is fluent in both English and Spanish. Outside of his professional work, Ramiro has interests in baseball, boxing, camping, and watching movies.

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.

James Walker Jr. is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with the Morgan Stanley organization since 2009, currently affiliated with Morgan Stanley Private Bank. Outside of his advisory role, he owns a tailor-made clothing business in Fishkill, NY. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that employs structured discovery processes and advanced modeling tools.

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.

David Murry is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he operated The Tool Pro, a business known as The Tool Nut, for 20 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Daniel Cwik is a financial advisor with LPL Financial in Lagrangeville, NY, holding a Series 66 designation and 16 years of industry experience. He has been affiliated with LPL Financial and Hudson Valley Federal Credit Union since 2010. Cwik is involved in investment-related activities through Hudson Valley Federal Credit Union Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.