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 at LPL Financial with five years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Hudson Valley Credit Union and Chipotle Mexican Grill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and consulting services.

Kenneth Christman Jr. is a financial advisor at Stifel with 25 years of industry experience. He holds Series 65 and Series 66 designations and has been with Stifel Nicolaus & Co Inc since 2011. Christman serves on the Finance and Investment Committee of the Community Foundation of the Hudson Valley. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning.