Deborah Dulaney is a Series 65-licensed advisor with Fifth Third Wealth Advisors LLC, based in Cornwall, NY, and has two years of industry experience. She previously worked at BNY Mellon for 33 years. Dulaney serves as a trustee of the Hudson Highlands Nature Museum, participating in board and committee meetings for a nature-based education nonprofit. Fifth Third Wealth Advisors LLC provides discretionary investment management and financial planning to individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often delegates to third-party managers, operating as a wholly owned subsidiary of Fifth Third Bank with integrated resources across affiliated entities.

Derek Dimino is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Kestra, he worked at Merrill for five years and has held roles in education and media. He currently assists senior advisors and provides investment advisory services. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a range of investment products and platforms, serving both individual and institutional clients through discretionary and non-discretionary arrangements.

Christopher Tucciariello is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Eagle Strategies since 2012 and operates under the DBA T&B Wealth Strategies, where he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated adviser representatives. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Sean Tierney is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with an emphasis on internal oversight and selectively integrates external managers and alternative exposures.

David Mosenson is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 31 years of industry experience. Prior to joining Ameritas in 2025, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance, among other firms. Outside of his advisory work, he is a partner in Skate Safe, a multisport facility, and is involved in life settlement brokerage activities through several related entities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate clients, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement plan consulting, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary management.

Theodore Gerstein is a financial advisor with GWN Securities Inc., holding a Series 66 designation and one year of industry experience. Prior to joining GWN Securities, he worked at Peralte-Clark LLC and has served as a baseball umpire since 2017. His other business activities include assisting with office work at GWN Securities. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, financial planning, and third-party manager introductions. The firm employs a range of sub-advisers and model-based allocations, offering discretionary portfolio management with a focus on both traditional and tactical market-timing strategies.

Nicholas Shala is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 credential and one year of industry experience. His prior roles include positions at Rhinebeck Bank and State Farm VP Management Corp. He is also involved with Brent T Mentro's Insurance Agency as an agent team member. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer model that combines discretionary and non-discretionary account management.

Brenda Heitmuller is a financial advisor at Key Investment Services LLC with 27 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing product due diligence, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Ayda Lupo is a financial advisor with Key Investment Services LLC in Chester, NY, holding Series 63 and Series 66 designations and 17 years of industry experience. She has been with KeyBank and Key Investment Services since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed account offerings, providing recommendations and ongoing monitoring while allowing clients to select their investment strategies. The firm operates within the KeyCorp group and maintains affiliations with banking and capital markets entities.

Guarionex Ortiz is a financial advisor at &PARTNERS with 30 years of industry experience. He holds a Series 63 designation and has worked previously at UBS Financial Services and Merrill. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a range of investment strategies through both discretionary and non-discretionary management, utilizing proprietary and third-party models and maintains roles as a registered investment adviser, broker-dealer, and municipal advisor.

Kevin Schunck is a financial advisor with Key Investment Services LLC in Monroe, NY, holding Series 63 and Series 65 credentials with 14 years of industry experience. His prior experience includes roles at LPL Financial and M&T Securities. Outside of his advisory work, he is a co-owner of a seasonal ice cream shop, Treats & Tiques NNY LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs and managed account offerings. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.

Hunter Fauci is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Hudson Valley Credit Union, and Axa Advisors. Outside of his advisory role, he occasionally acts as a notary public for friends and family. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection while providing recommendations and ongoing oversight, and it operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Brian Tegnander is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 63 designation and four years of industry experience. He has been with Wealth Enhancement Advisory Services and its affiliated Wealth Enhancement Group since 2020. Prior to that, he spent 20 years with 10-15 Associates. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, using a strategic investment process that combines passive and active management guided by an internal Investment Committee.

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.

Tatiana Williams is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and 10 years of industry experience. Her prior roles include positions at Advised Assets Group, LLC, GWFS Equities, Inc., and Citizens Bank. She is also a Notary Public. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping platforms, emphasizing long-term portfolio returns and annual rebalancing.

Jonathan Schoenberg is a CFP® with 20 years of industry experience. He has been affiliated with Eagle Strategies (NY Life) since 2008 and has held roles at IPB Financial, Lenert Financial Group, and The RSI Group, LLC. He is a shareholder of NYLARC Holding Company Inc., which reinsures life insurance policies he writes with New York Life. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Ryan Bedross is a financial advisor with Private Advisor Group, LLC, holding a Series 65 license and two years of industry experience. His prior roles include positions at Riverstrong Capital and self-employment, with earlier experience in education and healthcare sectors. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various investment strategies and third-party asset management programs.

Seth Rivers is a financial advisor at Kestra Advisory with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at NYLIFE Securities LLC, Northwestern Mutual Wealth Management Company, Murphy Wealth Management Group, and Morgan Stanley. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Shlomo Schmalz is a financial advisor with Primerica Advisors in Pomona, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Primerica Advisors since 2015 and is also affiliated with Safrin Associates. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with a range of investment programs and platforms, managing approximately $15 billion in regulatory assets under management.

Michael Turi is a CFP® professional with five years of industry experience, currently serving with Wealth Enhancement Advisory Services, LLC. His prior work includes roles at Unum and other financial firms, with continuous involvement in the Wealth Enhancement Group since 2020. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network and utilizes a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.