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.

Tyler Bates is a financial advisor at Ameriprise in Rhinebeck, NY, holding a Series 66 designation with five years of industry experience. He has been with Ameriprise since 2018 and serves on the Board of Directors for CPCA. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, combining research and modeling with personalized recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies.

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.

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.

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.

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, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial since 2010 and is also involved with Hudson Valley Federal Credit Union, where he provides insurance services and investment products. 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 advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL and third-party providers.

Jesse Uttendorfer is a financial advisor with LPL Financial, holding CFP® and Series 66 credentials and bringing eight years of industry experience. He has worked at Marshall & Sterling Wealth Advisors, Inc. since 2018 and was involved with Kitu Life, Inc. from 2018 to 2022. 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, offering a range of advisory programs and financial planning services.

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.

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.