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.

Geoffrey Demarco is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Webster Bank, M&T Securities, Oppenheimer, and Equitable Advisors. He is also involved with DSL Financial Services in a related business capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

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 at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012 and JP Morgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

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, 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.

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.

Michelle Rawl is a financial advisor with Primerica Advisors in Newburgh, NY, holding Series 63 and 65 licenses and seven years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2019. Outside of her advisory role, she owns Rawl Research, LLC, a non-investment-related business based in Kingston, NY. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-based strategies managed by unaffiliated asset managers.

George Pogyo is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 65 designations. Outside of financial advising, he is a 33% owner of JMG Mountain Trucking LLC. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform that provides access to various investment strategies and program options.

Theresa Scott is a financial advisor at Stifel with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services with an investment approach based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Christopher Tomaskovic is a Senior Financial Advisor at Merrill Lynch Wealth Management. He collaborates with individuals, families, and businesses to develop and implement financial strategies tailored to their unique circumstances and goals. With over 20 years of experience in the financial services industry, he focuses on areas including college education planning, family wealth management, legacy planning, and retirement income. Mr. Tomaskovic graduated Magna Cum Laude from Fordham University, earning a Bachelor's Degree with a major in Government & Politics and a minor in Economics. He holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is actively involved in community organizations including the Dutchess County Gaelic Athletic Association, where he serves as Founding Chairman and board member, the Dutchess County Ancient Order of Hibernians, the St Martin De Porres CYO as Instructional League Director, and other local groups. In his personal time, he enjoys coaching basketball and Gaelic football, playing golf, and organizing fundraising events.

John Gadonniex is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1996, focusing on creating strategies and recommendations for individuals and families to assist in achieving both short- and long-term financial goals. John employs a consultative and objective approach to wealth management. He begins by thoroughly reviewing client financial situations, preferences, and objectives. He then proposes asset allocation recommendations tailored to reflect each client's income and growth expectations. Additionally, he engages in ongoing discussions covering a variety of financial opportunities, including investments, retirement, education, and estate planning services. John holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., and he also holds the Personal Investment Advisor (PIA) designation. He earned his Bachelor of Science degree in Finance from the University of Central Florida in 1991.

Matthew Cruz is a financial advisor with LPL Financial in Poughkeepsie, NY, holding a Series 63 designation and having 20 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2006. In addition to his advisory role, Cruz is involved in selling life insurance through Madison Brokerage Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to third-party asset managers, model portfolios, and institutional platforms.

Leona Chan is a financial advisor with Cetera, holding the PFS™ designation and Series 63 license, with nine years of industry experience. She has worked at firms including Avantax and LPL Financial and operates her own CPA consulting practice. Chan serves as a board member of the Mid-Hudson Chinese Christian Church, where she is involved in the children's ministry. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Scott Dancyger is a financial advisor with LPL Financial in Newburgh, NY, holding a Series 63 designation and 23 years of industry experience. He has worked with LPL Financial for 16 years and has been affiliated with Hudson Valley Federal Credit Union for 15 years. Dancyger holds property and casualty insurance licenses but does not solicit business or receive commissions from them. 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, third-party asset management, and institutional platforms.

Anthony Di Gennaro is a financial advisor at Edward Jones in New Windsor, NY, holding the Series 63 designation with 23 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anibal Cruz III is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His background includes roles at Fidelity Investments, Charles Schwab & Co., Inc., and Hudson Valley Credit Union. In addition to his advisory work, he is employed outside the investment industry at Shoprite. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology-driven research tools and managing over $819 billion in discretionary assets.

Philip Fulco Jr. is a CFP®-designated financial advisor with 35 years of industry experience. He is currently affiliated with LPL Financial and has held previous roles at Cadaret, Grant & Co., Inc. and Pinnacle Planning. He also operates Professional Financial Consultants, a DBA for his LPL business. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Olivia Prashad is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. She previously worked at Pruco Securities LLC and has a background that includes roles at Syracuse University and other organizations. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that include financial planning, access to third-party asset managers, and participation in wrap programs.

Charles Betcher is a financial advisor with Edward Jones in New Windsor, NY, holding Series 63 and Series 66 registrations and three years of industry experience. Prior to joining Edward Jones in 2025, he worked at MML Investors Services LLC and MassMutual Life Insurance Co from 2021 to 2024. His background also includes experience in the automotive and service industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dave Grimes is a Series 66-licensed financial advisor at J.P. Morgan Securities with 10 years of industry experience. He previously worked at Merrill and Bank of America, N.A. from 2013 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative screening and qualitative research to offer asset allocation advice, investment manager searches, and customized reporting, with clients retaining final decision-making authority.