Christopher Buelta is a financial advisor with OSAIC, holding a Series 66 designation and over 25 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 24 years. Outside of advising, Buelta is involved in insurance sales, offering various types of life and disability insurance products. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a range of portfolio construction tools and offers multiple investment platforms, including third-party managed accounts and unified managed account solutions.

Robert Tannenbaum is a financial advisor at LPL Financial with six years of industry experience and holds the Series 66 designation. He previously worked at Woodbury Financial Services and has an ongoing affiliation with Oneonta College. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

Christopher Cantele is a financial advisor with LPL Financial in Poughkeepsie, NY, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with LPL Financial since 2006. In addition to his advisory role, he works with Hudson Valley Credit Union on investment and insurance services, including Medicare Advantage and supplement plans. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining extensive advisory services with a broad range of non-advisory financial products and oversight of significant discretionary assets.

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 at LPL Financial with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at JP Morgan Chase Bank and JP Morgan Securities. 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.

Justin Getts is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Guardian Life and Woodbury Financial Services. 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 provides advisory and brokerage services through a broad network of representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Anthony Junjulas is a financial advisor with LPL Financial in Fishkill, NY, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at LPL Financial since 2020 and has additional experience at Hudson Valley Credit Union and Pizza Phil. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 with LPL Financial in Wappingers Falls, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory solutions implemented via discretionary or non-discretionary strategies supported by research and operational tools.

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.

James Bova is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Securities America Advisors, Inc., Securities America, Inc., and Securities Service Network Inc. Bova is also involved in insurance sales, including variable annuities, on a commission basis. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses various asset-allocation tools and portfolio management techniques to support client investment needs.

William Greeley is a financial advisor at Edward Jones in New Milford, CT, holding Series 63 and Series 66 credentials with six years of industry experience. His prior roles include positions at Walleye Capital and Tmg, as well as periods of self-employment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is known for its extensive retail advisor network and affiliated financial services.

Mason Delisio is a Series 66-licensed financial advisor with Equitable Advisors, based in Poughkeepsie, NY, and has one year of industry experience. Prior to his current role, he held positions at various organizations including Marist University, SUNY Oneonta, and Wiltwyck Country Club. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a range of advisory models implemented by third-party managers and provides ERISA fiduciary services to qualified plans.

Pamela Ciccone is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and has four years of industry experience, including prior roles at Union Savings Bank Wealth Management. She is also involved with Union Savings Bank in a financial institution capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports its clients through a broad advisor network and affiliated advisory firms.

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 with LPL Financial, holding Series 63, 65, and 66 designations and 27 years of industry experience. His prior roles include positions at Securities America Advisors, National Planning Corporation, and General Tax and Financial Services. In addition to his advisory work, Choinski is involved in tax preparation and accounting through Oak Tree Financial Advisors LLC and related entities. 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 portfolio programs, and institutional platforms, supported by IARs who implement a variety of investment strategies.

Gary Meyerer is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Securities America Advisors and National Planning Corporation. He is also licensed as a life and variable insurance agent. OSAIC serves a wide range of clients, including retail and institutional investors, by offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions. The firm employs multiple investment platforms and third-party services to construct diversified portfolios, supporting both discretionary and non-discretionary account management.

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.

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 having eight years of industry experience. He has worked at Equitable Advisors since 2017, following prior roles at AXA Advisors LLC, IBM, and Juliano Plumbing and Heating. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.