Robert Tannenbaum is a financial advisor with LPL Financial holding a Series 66 designation and six years of industry experience. Prior to joining LPL Financial in 2022, he worked at Woodbury Financial Services INC for two years. He has also been affiliated with Oneonta College since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Christopher Cantele is a financial advisor with LPL Financial, holding Series 63 and 65 credentials and 28 years of industry experience. He has been with LPL Financial since 2006. He is also involved with Hudson Valley Credit Union, offering Medicare Advantage, Supplement, and Prescription Drug Plans through its 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research.

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.

Matthew Nathan is a Financial Advisor with Merrill Lynch Wealth Management who focuses on helping families and businesses achieve their financial goals. He works closely with clients to understand their unique priorities and develop personalized financial strategies that address short-, mid-, and long-term objectives. Matthew provides guidance on a range of topics including investing, retirement planning, and managing unexpected expenses, and offers access to Bank of America specialists for additional financial services. His client focus areas include family wealth management strategies, services for endowments, foundations, and non-profits, as well as socially responsible, values-based, and ESG investing. Matthew holds the Personal Investment Advisor (PIA) designation and obtained his high school diploma from Bruton High School. Outside of his professional work, Matthew engages in horseback riding, hunting, rock climbing, and spending time with his family. His approach emphasizes working one-on-one with clients to create financial plans tailored to their personal and family goals.

Shomari Linton is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and seven years of industry experience. Prior to joining LPL Financial in 2022, he worked at JP Morgan Chase Bank NA and JP Morgan Securities LLC from 2019 to 2022. He has also held positions in retail and catering industries earlier in his career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Anthony Junjulas is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and five years of industry experience. He has been with LPL Financial since 2020 and has also worked at Hudson Valley Credit Union since 2016. Prior to his advisory career, he was involved with Pizza Phil from 2014 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, supported by research and multiple portfolio management strategies.

Perry Goldschein is a Financial Advisor at Merrill Lynch Wealth Management who advises individuals and businesses on financial planning and investment strategies to help them meet their goals, minimize taxes, and mitigate risk. He has experience integrating sustainability, Environmental Social Governance (ESG), business ownership, group benefits, and charitable or philanthropic considerations into client efforts. Perry's client focus areas include corporate executive services, divorce transition planning, institutional consulting, defined benefit plans, philanthropic planning, small business strategies, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. Prior to his career in financial advising, Perry worked as a lawyer, entrepreneur, and management consultant, engaging with a range of clients from individual entrepreneurs and professionals to smaller iconic brands and Fortune 500 companies. In his current role, he collaborates closely with colleagues and clients primarily within the financial services industry. Perry holds a Bachelor's Degree from the University of Pennsylvania and a Juris Doctorate Degree from the University of California, Davis. He also holds the Personal Investment Advisor (PIA) designation. He is active in community initiatives and has served on the boards of two environmental nonprofits, Sustainable Hudson Valley and Wallkill Valley Land Trust. Perry resides in the Hudson Valley with his wife and daughter and enjoys hiking, running, biking, chess, photography, rock climbing, reading, traveling, writing, and spending time with his family.

Michael Stock is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at Lincoln Financial Advisors, Mass Mutual Investors Services, and Metlife Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Fatima Campbell is a financial advisor at Merrill with a Series 66 designation and nine years at the firm. She has three years of industry experience and previously worked at Enterprise Holdings for five years. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mason Delisio is a financial advisor with Equitable Advisors holding a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Marist University and SUNY Oneonta. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a mix of program sponsors and endorsed third-party managers to provide advisory and brokerage solutions.

Tamote Chin is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America and Merrill, as well as a brief position at Juices For Life. 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.

Mark Choinski is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Securities America Advisors and National Planning Corporation. Outside of his advisory role, he is involved in tax preparation and accounting through his business Oak Tree Financial Advisors LLC. LPL Financial serves a broad client base including individuals, retirement plans, banks, and corporations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Tavish Laidlaw is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, he had experience in various roles including positions at Hudson Valley Federal Credit Union, Adams Fairacre Farms, and several financial institutions and educational organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and multiple investment strategies.

Timothy Neilson serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. He emphasizes a collaborative approach, seeking to understand clients’ life priorities to develop personalized financial plans that align with their goals and aspirations. Timothy holds the Personal Investment Advisor (PIA) designation and earned his Bachelor of Arts from the State University of New York System. He is committed to community involvement, volunteering with local organizations, and following the Merrill tradition of service. Outside of his professional work, Timothy enjoys biking, hiking, music, reading, writing, yoga, and spending time with his family.

John Senchak is a financial advisor at LPL Financial with 6 years of industry experience and holds Series 63 and Series 65 licenses. He has worked at LPL Financial since 2019 and is also involved with Hudson Valley Federal Credit Union, where he has held various investment-related roles since 2014. 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 diverse advisory programs, financial planning, and retirement consulting through a nationwide network of investment adviser representatives.

Martin Cukaj is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports through a centralized consulting team that combines research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Starego is a financial advisor with Equitable Advisors in Poughkeepsie, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Equitable Advisors in 2017, he worked at AXA Advisors and IBM, and earlier in his career was employed at Juliano Plumbing and Heating. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning and retirement-plan support, utilizing a hybrid referral and implementation model that includes access to multiple third-party asset managers and advisory programs.

Daniel Trainor is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Charles Schwab since 2022 and previously spent 11 years at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options. The firm combines a large client base and integrated services, including brokerage, custody, and alternative investment due diligence.

Scott Morrow is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial since 2007. He operates in Beacon, NY, and has involvement with Hudson Valley Federal Credit Union, including offering Medicare-related insurance plans and wealth management services through the credit union. 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 provides a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

Lori Coombs is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. She has worked at Cetera and its affiliate Cetera Investment Services LLC since 2013. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable accounts, and institutions. The firm offers diverse portfolio management options and financial planning services through a large network of independent advisors, managing over $256 billion in assets.