Jacqueline Dufresne is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. She holds a Series 63 designation and previously worked at Janney Montgomery Scott and Commonwealth Financial Network. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting through an integrated platform that includes trust and insurance services.

Karen Detorres is a CFP® and ChFC® with 26 years of experience in the financial services industry. She has been with Private Advisor Group, LLC since 2016 and also maintains an affiliation with LPL Financial. Outside of her advisory work, she is involved in family business management and operates a marina partnership. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to various third-party asset management programs.

Gerard Morra is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has 24 years of industry experience, including 11 years with Eagle Strategies, NYlife Securities LLC, and New York Life Insurance Co. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services. The firm works with individual investors, institutional clients, and plan sponsors, delivering tailored advice primarily through non-discretionary management and a variety of program types.

Bret Contreras is a financial advisor with Transamerica Retirement Advisors, LLC and holds the Series 66 designation. He has 21 years of industry experience, including previous roles at LORD, ABBOTT, AND CO. and Voya Financial Partners, LLC. Outside of his advisory work, he serves as a board member and coach for the Pine Bush Little League. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education focused on asset allocation and retirement planning. The firm utilizes Morningstar Investment Management’s proprietary tools and model portfolios to provide both discretionary and non-discretionary guidance to a broad client base.

Sarah Vatier is a financial advisor at Oppenheimer & Co. Inc. with six years of industry experience. She holds the Series 66 designation and has been with Oppenheimer since 2017. Prior to joining Oppenheimer, she worked at NUS Consulting and Marks Paneth LLP and also taught at Mercy College. Oppenheimer serves a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm offers advisory and brokerage services such as discretionary and non-discretionary investment management, investment consulting, and retirement services, employing strategic asset allocation and a variety of investment strategies tailored to client objectives.

Michael Gomez is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and derivatives trading.

Miles Anthony is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds a Series 63 designation and has previously worked at Richardson & Stout Financial Services Inc. He is also the owner of Anthony Financial Services, although all client business is conducted through Principal Securities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions with ongoing client reviews managed by its Financial Advisors.

Aman Goel is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 credentials, with 11 years of industry experience. He has operated Goel Financial since 2018 and has been affiliated with New York Life and its related entities since 2013. Outside of advisory work, he serves as president of a local networking chapter, BNI Gateway, and leads Goel Management Group, which supports staffing and event management. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers multiple advisory programs tailored to client and plan sponsor objectives, with a focus on non-discretionary management and fiduciary responsibilities within the New York Life affiliate structure.

Richard Ernst is a financial advisor with Eagle Strategies (NY Life), holding the ChFC® and Series 63 credentials and bringing 42 years of industry experience. He has worked with NYLIFE Securities Inc. and New York Life Insurance Co. since 1983 and joined Eagle Strategies in 2021. Richard is also a CFP class instructor and a notary public. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Mariam Adams is a financial advisor at &Partners with 11 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services, Bank of America, and Merrill. She serves on the Board of Advisors for the Seeds of Africa Foundation, a charitable organization. &Partners serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers comprehensive investment management and financial planning services utilizing a mix of analytical approaches and both proprietary and third-party strategies.

Anthony Perez is a financial advisor with Merrill in Middletown, NY, holding a Series 66 designation and eight years of industry experience. He previously worked at PDS Group for nine years and has been with Merrill and Bank of America since 2018. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lawrence Vandemark Jr. is a financial advisor with LPL Financial based in Newburgh, NY. He holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to joining LPL Financial and Hudson Valley Credit Union, he worked at Nylife Securities LLC and New York Life Insurance Company. Outside of his financial advisory role, Vandemark operates a home-based farm business specializing in pickles. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth and non-HNW clients—retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and various management options.

Louis Curci is a financial advisor with Primerica Advisors in Marlboro, NY, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1993 and with Primerica Financial Services since 1992. Outside of advisory services, he is involved in selling loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm uses a wrap-fee structure and curates third-party asset managers while delegating trading functions to BNY Mellon Advisors.

Derrik Wynkoop is a financial advisor with Cetera, holding the Series 63 designation and bringing 27 years of industry experience. He has been with Cetera and its related entities since 2012 and also serves as President and CEO of Walden Savings Bank. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Krista Woodke is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and three years of industry experience. She has worked with ClearPath Advisors since 2020 and owns a crafts and creations business outside of finance. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, and institutional accounts, offering various portfolio management and financial planning services through a multi-manager platform.

Nicholas Brown is a financial advisor with Edward Jones in Newburgh, NY, holding a Series 66 designation and four years of industry experience. His professional background includes roles at Primerica Advisors, Primerica Financial Services, and Empire Merchants. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

David Rosner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. He has been with Primerica Advisors and Primerica Financial Services since 2025. Outside of his advisory work, Rosner has over 20 years of experience as a private tutor with multiple tutoring businesses. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Brian Carter is a financial advisor at Primerica Advisors with 22 years of industry experience. He holds a Series 63 designation and has worked with Primerica Financial Services since 2001, alongside roles at PFS Investments Inc. and Guidepost Solutions. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm emphasizes a wrap-fee structure and curates third-party asset managers while delegating trading and implementation to BNY Mellon Advisors.

Karen Morris is a Series 63-licensed financial advisor with Primerica Advisors in Middletown, NY, and has 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. In addition to her advisory role, she is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its offerings.

Samuele Dragone is a financial advisor with Primerica Advisors, holding a Series 63 designation and 18 years of industry experience. He has worked with PFS Investments Inc since 2008 and with Primerica Financial Services since 2007. Outside of advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model-driven strategies and has approximately 3,977 advisors and $15.5 billion in assets under management.