Jason Burt is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2006. Outside of his advisory role, he serves on the Board of Directors for the Premier Cares Foundation and manages a consulting business focused on financial planning. Ameriprise offers a retirement-income planning service tailored to clients approaching or in retirement, typically serving those with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, with a focus on assets held in Ameriprise-managed accounts.

Ricardo Ventura is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 16 years of industry experience. His work history includes roles at JPMorgan Chase Bank, Wells Fargo, and J.P. Morgan Securities. Outside of his advisory work, he has ownership interests in a vehicle rental business and a real estate holding company, though he is not actively involved in their day-to-day operations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Larry Arinsburg is a financial advisor at Osaic Wealth, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in the field since 1981, including 21 years at American Portfolios Financial Services, Inc. Outside of his advisory roles, he operates a sole proprietorship providing insurance sales and policy maintenance, and also works as a tax preparer. Osaic Wealth, Inc. serves a diverse client base of retail and institutional investors through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs advanced asset-allocation tools and supports various account management styles, including discretionary and non-discretionary portfolios.

Robert Angevine is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios Financial Services, Inc. for 21 years. In addition to advising, he prepares income tax returns seasonally. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers comprehensive brokerage and investment advisory services, utilizing various tools and third-party providers to construct diversified portfolios managed on both discretionary and non-discretionary bases.

James Carrion is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Hudson Valley Credit Union and HVCU in various roles including relationship management. Outside of advisory work, he serves as a notary at Hudson Valley Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and employs various model portfolios and third-party strategies to serve its clients.

John Vita IV is a financial advisor with Equitable Advisors, holding a Series 66 designation and one year of industry experience. Before joining Equitable Advisors, he held various roles including teaching positions and personal training. He is also involved as a seasonal football coach at Arlington High School. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, offering financial planning and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Theresa Scott is a financial advisor at Stifel with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2011. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services with an investment approach based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Christopher Tomaskovic is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in the financial services industry. He works closely with individuals, families, and businesses to develop and implement financial strategies tailored to their unique circumstances and goals. His client focus areas include college education planning, family wealth management, legacy planning, personal retirement planning, and services for endowments, foundations, non-profits, and defined benefit plans. Christopher graduated Magna Cum Laude from Fordham University with a Bachelor's Degree, majoring in Government & Politics and minoring in Economics. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond his professional work, Christopher is actively involved in community organizations such as the Dutchess County Gaelic Athletic Association, where he serves as Founding Chairman and Board Member, the Dutchess County Ancient Order of Hibernians, and the Dutchess County St Patrick's Parade Committee. He also contributes to the Dutchess County 10-13 Foundation, The Center for the Prevention of Child Abuse, and other charitable organizations. Christopher enjoys coaching basketball and Gaelic football, playing golf, spending time with his family, and traveling.

John Gadonniex is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with the firm since 1996, focusing on creating strategies and recommendations for individuals and families to assist in achieving both short- and long-term financial goals. John employs a consultative and objective approach to wealth management. He begins by thoroughly reviewing client financial situations, preferences, and objectives. He then proposes asset allocation recommendations tailored to reflect each client's income and growth expectations. Additionally, he engages in ongoing discussions covering a variety of financial opportunities, including investments, retirement, education, and estate planning services. John holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., and he also holds the Personal Investment Advisor (PIA) designation. He earned his Bachelor of Science degree in Finance from the University of Central Florida in 1991.

Benjamin Dubinski is a CFP® professional with 17 years of experience in financial services. He currently works at Cetera and has previous experience with firms such as Wells Fargo and Mass Mutual. Outside of his advisory role, he also works as an insurance broker providing consultation and sales of Medicare Health Insurance plans. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and third-party managers.

Matthew Cruz is a financial advisor with LPL Financial, holding a Series 63 license and having 19 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he is involved in selling life insurance through Madison Brokerage Corp. 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, supporting advisors with research tools and various investment options.

Leona Chan is a financial advisor at Cetera with nine years of industry experience and holds the PFS™ and Series 63 credentials. She has worked with firms including Avantax Investment Services, LPL Financial, and Lincoln Financial Advisors. In addition to her advisory work, she serves as a board member and deacon for children’s ministry at Mid-Hudson Chinese Christian Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm operates a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers through various program structures and custodial relationships.

Michael Martucci is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 designations and over 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Michael Lewis is a financial advisor at Fidelity with two years of industry experience. He previously worked at Hudson Valley Credit Union and has a background that includes roles at the US Census Bureau and CJL Fine Jewelry Design. In addition to his advisory work, he has experience in financial institution duties at Hudson Valley Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and managed solutions.

Philip Fulco Jr. is a CFP®-designated financial advisor with 35 years of industry experience. He is currently affiliated with LPL Financial and has held previous roles at Cadaret, Grant & Co., Inc. and Pinnacle Planning. He also operates Professional Financial Consultants, a DBA for his LPL business. 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 portfolios, third-party asset management, and institutional platforms.

Siobhan Mcintyre is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors, LLC. Outside of her advisory role, she is a landlord of a rental property in Danbury, Connecticut. 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 advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Steven Knapp is a financial advisor with Equitable Advisors in Poughkeepsie, NY, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisor, LLC, since 1999. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a variety of proprietary and third-party advisory models.

Michelle Mcguire is a financial advisor with Equitable Advisors, holding a Series 66 designation and 22 years of industry experience. She has been with Equitable Advisors since 2004, including its previous iteration as Axa Advisors. Outside of her advisory role, Mcguire serves as a board member and officer of the Lewisboro Horsemen's Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of investment approaches, including third-party asset managers and proprietary programs, focusing on matching clients with appropriate models and discretionary management solutions.

Luis Abella is a financial advisor with Edward Jones in New Milford, CT, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Edward Jones since 1996. Abella serves on the board of the Visiting Nurses Association of New Milford. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors.

Silvestro Fabrizio is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, with 38 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Fabrizio is also involved in insurance-related activities and operates under Lincoln Wealth Strategies, LLC as part of his advisory business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on utilizing research models, third-party subadvisors, and customized strategies.