Mark Compton is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at J.P. Morgan Securities and long-term involvement with Turbodog/Calamity Jane. Outside of his advisory work, he plays guitar in a band. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s IPS-driven investment process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Howard Schachter is a financial advisor with LPL Financial in Danbury, CT, holding a Series 66 credential and 26 years of industry experience. He previously worked at Woodbury Financial Services from 2016 to 2022. Outside of his advisory role, he is involved in education through AEFA classes and provides tax preparation and accounting services with Jackson Hewitt. 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 financial planning and advisory programs with discretionary and non-discretionary management supported by model portfolios, research, and various technology tools.

Gregory Ashe is a financial advisor with Primerica Advisors in Poughkeepsie, NY, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Primerica Advisors since 2010 and has worked in Primerica Financial Services since 1999. Outside of advising, he is involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with nearly 3,700 advisors and offers model-driven investment strategies managed by third-party asset managers.

Helen Curtin is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Curtin is a member of the Brookfield Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Craig Irwin is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in a range of client focus areas including family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. Craig began his career at Merrill Lynch Wealth Management in 2008 following his graduation from The University of Arizona with a Bachelor of Science degree in Economics and Management. He also holds a high school diploma from Avon Old Farms School. His expertise encompasses a broad spectrum of financial advisory services, tailored to meet the needs of diverse client profiles. Residing in Poughkeepsie, NY, Craig lives with his wife Amy and their two daughters, Bess and Annie. He maintains active involvement in his local community, serving on the boards of directors for The Foundation for Vassar Brothers Medical Center and Miles of Hope Breast Cancer Foundation. Outside of his professional and community commitments, Craig enjoys antiquing, boating, fishing, golfing, hiking, ice hockey, interior decorating, reading, running, and spending time with his family.

Melissa Rios is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, LPL Financial, and Hudson Valley Federal Credit Union. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory work and fund advisory services.

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.

Robert O'Donnell is a financial advisor at Edward Jones with a Series 66 designation and eight years of industry experience. He previously worked at Prudential Annuities for 14 years and operated O'Donnell Consulting (Longevity Partners) for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates 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.

Christopher Howard is a financial advisor with Primerica Advisors in Bethel, CT, holding Series 63 and Series 65 designations and six years of industry experience. He is also the owner of Greenleaf Birch, Inc., a non-investment-related business. Howard has been with Primerica Advisors since 2019. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients via a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors for model implementation.

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.

Antonio Coppola is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Wells Fargo Advisors. Outside of his advisory role, he is involved in several activities including serving as a board member for a charitable organization and working in education at Marist College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

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.

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 in Lagrangeville, NY, holding a Series 66 designation and 16 years of industry experience. He has been affiliated with LPL Financial and Hudson Valley Federal Credit Union since 2010. Cwik is involved in investment-related activities through Hudson Valley Federal Credit Union Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

Katherine Bernardi is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Wells Fargo Advisors LLC since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions that are IPS-driven and grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Monaco is a financial advisor with Cetera, holding the PFS™ designation and Series 63 license, and has 26 years of industry experience. His prior experience includes over two decades at Avantax in various advisory and insurance roles, and he also operates an accounting and bookkeeping practice as president of John R. Monaco, CPA PC. Additionally, he is appointed as a health insurance sales representative for MVP Health Care. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, providing access to both affiliated and third-party managers across discretionary and non-discretionary programs.