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 and Hudson Valley Federal Credit Union since 2010. In addition to his advisory role, he is involved with Hudson Valley Federal Credit Union Insurance Services. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jesse Uttendorfer is a CFP® with eight years of industry experience, currently affiliated with LPL Financial. He has worked at LPL Financial since 2018 and concurrently provides administrative support to Marshall & Sterling Wealth Advisors, an independent investment advisory firm. Previously, he held roles at Kitu Life, Inc. and Axa Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with diverse investment options and technology tools, managing over $819 billion in discretionary assets through a large network of more than 22,800 advisors.

Patrick Fillette is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 33 years of industry experience. He has worked with Cetera since 2005 and currently serves as president of Clearpath Advisors, Inc., a financial services firm he founded in 2022. Outside of his advisory work, Fillette is involved in managing vacation home rentals and commercial real estate holdings in New York. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

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 previously at RBT Wealth LLC, Securities America Advisors, Cerity Partners LLC, and Lebenthal & Co., LLC. He is a partner and financial advisor at RBT Wealth, where he manages daily activities for a wealth management division partnering with a CPA firm. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and multiple program options delivered through an extensive multi-advisor platform.

Brendynn Kelly is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Kelly worked for Stop and Shop for eleven years and is also associated with Hudson Valley Credit Union. 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 a large network of investment adviser representatives.

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 CFP® professional with 18 years of industry experience, currently serving at OSAIC since 2008. He holds the Series 66 designation and is based in Fishkill, NY. His activities include providing financial planning and consulting, with a focus on college expense planning as part of the overall financial planning process. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm utilizes a multi-advisor platform offering brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and a variety of managed account strategies.

Matthew Caruso is a financial advisor with LPL Financial in Fishkill, NY, holding CFP® and ChFC® designations and over 21 years of industry experience. He has worked at LPL Financial since 2024 and previously spent 14 years at Cambridge Investment Research and three years at Equitable Advisors. Outside of his advisory work, he is the sole member of RWH Holdings, LLC, a business entity for tax and investment purposes. 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 portfolios, and access to third-party asset managers, with advice delivered primarily by investment adviser representatives using a mix of discretionary and non-discretionary strategies.

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.

Adam Breault is a Series 66-licensed financial advisor with Ameriprise in Poughkeepsie, NY, with 4 years at the firm and 1 year of industry experience. He has prior work experience in education at the State University of New York at Plattsburgh and Our Lady of Lourdes High School. He is also co-owner of Arbor Capital Wealth Advisors, an advisory business he manages alongside his Ameriprise role. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Eric Cassalina is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2013. He has been working in the financial services industry in the Hudson Valley region since 2011. In his role, Eric helps clients develop personalized financial plans aimed at achieving goals such as retirement planning, estate planning, tax minimization, and wealth preservation. He utilizes the resources of Merrill Lynch Wealth Management and his team to manage clients' investment strategies and financial planning needs. Eric holds the designation of Certified Plan Fiduciary Advisor (CPFA) and leverages his experience working with retirement plans to assist both business clients and individuals. His expertise spans corporate executive services, divorce transition planning, executive compensation, family wealth management, legacy planning, retirement income, and portfolio management. Eric uses a holistic approach to help clients project their financial future over various timelines and make informed decisions to reach their goals. He obtained his high school diploma from Marlboro High School and attended Marist College without obtaining a degree. Outside of work, Eric spends time with his family, enjoys golfing, 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 eight years of industry experience. He holds a Series 66 designation and previously worked at M&T Bank and GT's Pro Shop. He is based in Lagrangeville, NY. 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 over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Jennifer Delaney is a financial advisor with LPL Financial, holding a Series 63 designation and over 13 years of industry experience. She has worked at LPL Financial since 2012 and also has a long-standing role at Hudson Valley Federal Credit Union dating back to 2001. Outside of her advisory work, she is a notary public and serves as an agent offering Medicare-related insurance plans through Hudson Valley Federal Credit Union Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

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 Series 66 licensed financial advisor at J.P. Morgan Securities with four years of industry experience. His prior roles include positions at Stonebrook Wealth Management and JPMorgan Chase Bank, N.A. He is based in Hopewell Junction, NY. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.