Omero Catan IV is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® designation and Series 66 license, with 17 years of industry experience. He has been associated with New York Life and its affiliated entities since 2008. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most 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.

Sandra Stein is a financial advisor with Morgan Stanley who holds a Series 63 license and has 46 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and previously at Morgan Stanley Smith Barney and Citigroup Global Markets. Stein serves as a trustee and co-trustee for investment trusts in New Jersey. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Richard Jeffreys is a CFP® with 32 years of industry experience, currently affiliated with Cetera in Kingston, NY. He has worked at Ulster Savings Bank and various Cetera entities since 2014 and has been associated with Marketing One Securities, Inc. since 1997. Cetera Investment Advisers LLC serves a broad client base, including individual and institutional clients, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm provides multiple program structures and access to third-party managers, with over $256 billion in assets under management.

Patricia Guida is a financial advisor at Cetera with 34 years of industry experience. She holds a Series 63 designation and has been affiliated with Cetera Wealth Services, LLC since 2013. Guida also provides annual valuation and government reporting for defined benefit and defined contribution pension plans through a separate pension plan design service. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and retirement services through a multi-manager platform that supports discretionary and non-discretionary strategies across multiple program structures.

Marissa Interrante is a Series 66-registered advisor at Merrill with nine years of industry experience. She has worked at Merrill and Bank of America since 2017 and previously held roles at Consigli Construction NY LLC and JK's Corporate Ventures, Inc. Outside of her advisory work, she owns Summit Silver, a sole proprietorship specializing in handcrafted jewelry. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marianne Hobson is a financial advisor with LPL Financial in Kingston, NY, holding a Series 66 designation and 10 years of industry experience. She previously worked at Dunham & Associates Investment Counsel, Inc. for four years before joining LPL Financial in 2020. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Christopher Pena is a financial advisor with Morgan Stanley, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Outside of his advisory work, he serves on the Finance Committee of The Arc of the Mid-Hudson, a nonprofit focused on children and youth. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and comprehensive investment and estate planning services.

Marc Schain is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has been affiliated with Cetera and its related entities since 1999. Outside of his advisory work, Schain serves as president of the board of directors for the Jewish Congregation of New Paltz and holds leadership roles with local theater and nonprofit organizations. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options including model portfolios, third-party managers, and bespoke strategies.

William Winters is a financial professional with 10 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2015. He also serves as a financial professional at Clearpath Advisors, Inc. Outside of advisory roles, Winters has worked as an insurance agent selling disability insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment program options and a large nationwide network of advisors.

Gerald Sanborn is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 29 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. for 21 years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning relationships.

Derek Seger is a financial advisor with LPL Financial in New Paltz, NY, holding Series 63 and Series 66 licenses with three years of industry experience. He has also been affiliated with Hudson Valley Credit Union since 2021 and has a background in education and retail. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a broad range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools.

Paul Conte is a financial advisor with Cetera, holding a Series 63 designation and 19 years of industry experience. He has worked at Cetera since 2016 and is involved with Gagnon & Associates, where he provides tax, accounting, and consulting services. Conte also serves as an assistant to the executive director of the Military Association of New York. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors, serving individual and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.

Jennifer Harrigfeld is a financial advisor with Merrill and holds the Series 66 designation. She has one year of industry experience, including prior roles at Bank of America from 2017 to 2021. Outside of her advisory work, she is co-owner and officer of Rock City Music Corp dba Woodstock Music Shop, a music retail business operating since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, 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.

Salvatore Bocchimuzzo is a CFP® professional with 35 years of experience in the financial industry. He is currently with LPL Financial and has held positions at CUNA Brokerage Services, CUNA Mutual Group, and TD Ameritrade. His work is based in Kingston, NY. 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, third-party asset management, and institutional platforms.

John Mack is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior work history that includes roles at Mid-Hudson Valley Federal Credit Union and Equitable Advisors, LLC. Outside of finance, he was involved with Next Level Tents, a business venture prior to his advisory career. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Francis Dwyer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He previously worked at Rhinebeck Bank, Osaic Institutions LLC, and Walden Savings Bank. Outside his advisory role, he owns Leo Builds LLC, a family-owned business involved in real estate transactions. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers across discretionary and non-discretionary account structures.

Edward Hill is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2013. He holds Series 63 and Series 65 licenses and is based in Kingston, NY. Outside of his advisory role, Hill is involved in several family and business enterprises, including serving as vice president and office manager for a family real estate business and participating on the finance committee of the Benedictine Health Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses Wells Fargo research and tools to develop tailored recommendations, with clients able to implement advice through various brokerage and advisory programs.

Jonathan Meier is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and economic modeling techniques.