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.

Brendynn Kelly is a financial advisor at LPL Financial with Series 66 credentials and one year of industry experience. Prior to joining LPL Financial, Kelly worked at Hudson Valley Credit Union and spent over a decade at Stop and Shop. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Dean Marquis is a Wealth Management Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management, based in the Poughkeepsie, NY office. He joined Merrill Lynch in 2019 and works as part of a team of financial professionals focused on helping clients identify their primary financial goals and constructing tailored strategies to build and preserve current and future generational wealth. His client focus areas include college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Dean has worked in the finance industry since 2013, with experience in personal banking, private equity, and the hedge fund space. He holds a Bachelor of Science degree in Finance and Economics from The State University of New York at New Paltz and an MBA in Financial Management from Marist College, graduating both with honors. He also holds the Certified Investment Management Analyst® (CIMA®) designation. Beyond his professional career, Dean is involved with the Cystic Fibrosis Foundation, where he serves as the board chair of the Greater New York Chapter and leads the national young professional's program. He also volunteers through the mentor programs at Marist College.

Vivian Rentas is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 66 and Series 63 designations and has been with J.P. Morgan Securities since 2012. Outside of her advisory role, she serves as a board member for her condominium community in Yorktown Heights, NY. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

James Santangelo is a Certified Financial Planner (CFP®) with 18 years of industry experience. He has been with Osaic since 2008 and currently serves as a financial advisor based in Fishkill, NY. His professional activities include providing financial planning and consulting services, as well as assisting clients with estate and trust planning. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and employs various asset-allocation and portfolio management tools across multiple advisory platforms.

Matthew Caruso is a CFP® and ChFC® credentialed financial advisor with 20 years of industry experience. He currently works at LPL Financial since 2024, following a 14-year tenure at Cambridge Investment Research Advisors. Caruso is also the sole member of RWH Holdings, LLC, a business entity used for tax and investment purposes. 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, financial planning, and retirement consulting services supported by research, model portfolios, and advanced portfolio management technologies.

Michael Mattes is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his financial services career in 2009 and currently serves as a Senior Vice President. Michael is a CERTIFIED FINANCIAL PLANNER® professional with expertise in family wealth, trusts, and corporate executive services. He works within The Mattes Group, focusing on tailored portfolio construction and comprehensive wealth management planning for high-net-worth individuals. Michael engages clients in a personalized approach to wealth management, emphasizing the importance of understanding life priorities in addition to market considerations. His areas of specialization include corporate executive services, education planning, legacy planning, philanthropic planning, retirement income strategies, and services for endowments, foundations, and non-profits, among others. He achieved the CERTIFIED FINANCIAL PLANNER® certification in 2015 and holds the Personal Investment Advisor (PIA) designation. He holds a bachelor's degree in Economics and Leadership Studies from the University of Richmond. Before joining Merrill Lynch, Michael worked at Western Union Ireland in EMEA Corporate Governance. Outside of his professional activities, Michael has interests in boating, cooking, fishing, golfing, hiking, music, rock climbing, surfing, traveling, and woodworking.

Eric Cassalina is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2013. He has been active in the financial services industry in the Hudson Valley since 2011. In his role, Eric helps clients identify their personal financial goals and develops comprehensive investment management strategies and financial plans aimed at achieving these goals. His client focus areas include corporate executive services, retirement income planning, portfolio management, legacy planning, and family wealth management strategies. Eric holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his high school diploma from Marlboro High School and attended Marist College, although no degree was conferred. Eric utilizes his experience with retirement plans to assist business clients and integrates the resources of Merrill Lynch Wealth Management in serving his clients. Outside of his professional work, Eric enjoys golfing, spending time with his family, and traveling.

Erika Sammons is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. In this role, she provides advisory and wealth management services to a diverse client base. Erika's background includes experience supporting clients with retirement income planning, investment portfolio customization, and corporate retirement plan consulting. Her expertise encompasses retirement income strategies, portfolio management, services for defined benefit plans, and nonprofit and foundation endowment services. Erika’s professional qualifications include the Certified 401(k) Professional and Chartered Retirement Planning Counselor™ designations. She holds a Master’s degree from Saint Joseph’s University and a Bachelor’s degree from LaSalle University. She is involved in the community through participation in organizations such as the Delaware Valley Youth Athletic Association and Saint Pio Catholic School.

Christopher Coppola is a financial advisor with Morgan Stanley in Poughkeepsie, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at TEG Federal Credit Union, Rhinebeck Bank, The Culinary Institute of America, and operated Coppola's on 9 Restaurant. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides a wide range of services including estate planning and corporate financial planning agreements.

Jeremy Angevine is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he was employed at M&T Bank and was involved with GT's Pro Shop. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, supported by a nationwide network of over 23,700 financial advisors.

Jennifer Delaney is a financial advisor with LPL Financial, holding a Series 63 designation and 13 years of industry experience. She has been with LPL Financial since 2012 and also serves at Hudson Valley Federal Credit Union, where she has worked for over 25 years. Outside of advisory work, she is a notary public. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio strategies.

Manolito Dizon Jr. is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at National Bank of Canada Financial Inc. from 2009 to 2020. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a network of more than 23,700 financial advisors and 15,000 branch offices nationwide.

Brandon Vance is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and previously worked at Stonebrook Wealth Management and Prodigy Realty. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Geoffrey Demarco is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Oppenheimer & Co., M&T Securities, and Webster Bank. He is also involved with Tidewater Insurance Consulting/DSL Financial Services. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various technology tools.

Ryan Strobach is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. Prior to joining Edelman Financial Engines, he held roles at Allstate Financial Services and Northwestern Mutual. Outside of finance, he has work experience in the hospitality and recreation sectors, including positions at Cosimo's Restaurant and Yogi Bear's Jellystone Park. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers sub-advisory services to other financial institutions, supporting a large participant base through advisor-led and online platforms.

Victor Margiotta Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and with JP Morgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan banking organization.

Mark Temple is a financial advisor at Merrill with 21 years of industry experience. He has held his current position since 2012 and holds Series 63 and Series 66 credentials. 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. The firm integrates investment management with Bank of America’s broader platform, including lending and custody services.

Joseph Mecenas is a financial advisor with MassMutual Investors Services holding a Series 66 designation and one year of industry experience. Prior to joining MassMutual, he worked at Northwestern Mutual Wealth Management Company and engaged in consulting and marketing roles through entities such as Mecenas Holdings LLC and Unfold Your Path LLC. His activities include managing digital marketing operations and providing consulting support focused on marketing and sales initiatives. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as collaborative relationships that utilize firm-approved software to deliver written recommendations tailored to client goals.