Mark Giordano is a financial advisor with Ameriprise in Fishkill, NY, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his primary role, he serves as an Associate Financial Advisor at VMCK Associates, Inc., providing client service. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which relies on a combination of proprietary research, third-party data, and algorithmic tools to create personalized recommendations.

Lucas Ward is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining LPL Financial in 2021, he worked at Hudson Valley Credit Union and Chipotle Mexican Grill. 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 variety of advisory and brokerage services including financial planning, model portfolios, third‑party asset management, and institutional platforms.

Kenneth Christman Jr. is a financial advisor at Stifel with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Stifel Nicolaus & Co. Inc. since 2011. Outside of his advisory role, he serves on the Finance and Investment Committee of the Community Foundation of the Hudson Valley. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm's investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.