Craig P. Irwin is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in a wide range of financial services including family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. He is recognized for his expertise in these areas and was named to the 2024 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list. Craig joined Merrill Lynch Wealth Management in 2008 following his graduation with a Bachelor of Science in Economics and Management from The University of Arizona. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and Personal Investment Advisor (PIA) credential. Craig actively contributes to his community and serves as Vice Chair on The Foundation for Vassar Brothers Medical Center board of directors. He has also served on the boards of several non-profit organizations. He lives in Poughkeepsie, NY with his wife Amy and their daughters Bess and Annie. His personal interests include antiquing, boating, fishing, golfing, hiking, ice hockey, interior decorating, reading, running, and spending time with his family.

Adam Gartside is a financial advisor at OSAIC with six years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2026, he worked at Pinnacle Investments, LLC, and Valic Financial Advisors. Outside of finance, he is involved in a painting and construction business, where he completes and estimates projects on weekends. OSAIC serves a diverse range of clients including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through multiple platforms, utilizing various asset-allocation tools and third-party managers to construct tailored portfolios.

Alexandra Lasky is a Series 66-registered financial advisor with LPL Financial, based in Wappingers Falls, NY. She has two years of industry experience, including roles at Hudson Valley Credit Union and Globex International Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

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 designations and 38 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 investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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 at firms including Prudential Insurance Company of America and Woodbury Financial Services. Outside of his advisory work, he spends time on creative writing, focusing on fiction screenwriting and novels. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, employing a multi-manager platform with discretionary and non-discretionary program options.

Antonio Coppola is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Advisors, Wells Fargo Clearing, and Merrill. Outside of his advisory work, he is involved in several activities including a wholesale/distribution business, a charitable board position, and employment at Marist College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs with a financial planning process that employs firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides comprehensive planning through its Financial Advisors and Estate Planning Strategies Group.

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, holding Series 63 and Series 65 credentials and eight 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. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning without discretionary trading authority and combines planning with managed-account programs under its “WealthPlan” option.

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.

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 firms including Cerity Partners LLC, Lebenthal & Co., LLC, and Securities America Advisors. He is also a partner at RBT Wealth, where he helps operate the daily activities of a wealth management division in partnership with a CPA firm. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services with financial planning, retirement consulting, and access to third-party money managers through a variety of platforms.

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.