Zachary Herring is a CFP® and ChFC® credentialed advisor with 16 years of industry experience. He currently works at Arax Advisory Partners and previously held roles at Wells Fargo Advisors, Wells Fargo Clearing Services LLC, M&T Securities, Securities America Inc., and UA Wealth. Outside of advisory work, he serves as an executor for an estate-related matter. Arax Advisory Partners is an SEC-registered multi-team wealth manager serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset-allocation strategies, and is notable for its use of performance-based fees and carried-interest structures for certain investors and private funds.

Ryan Peek is a financial advisor with Arax Advisory Partners in Poughkeepsie, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Arax Advisory Partners is a multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets, serving individuals, high-net-worth clients, family offices, institutions, and retirement plans. The firm employs a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives, and is noted for its use of performance-based fee arrangements and carried-interest structures for qualified investors and private funds.

William Dunstan is a ChFC® with 39 years of industry experience, currently serving as a financial advisor at B. Riley Wealth Advisors, Inc. since 2022. His prior experience includes roles at National Securities Corporation and Asset & Financial Planning, Ltd. Outside of advisory work, he represents the Glatfelter Insurance Group, providing service and education for length-of-service awards programs for volunteer fire districts in Poughkeepsie, NY. B. Riley Wealth Advisors offers investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a range of programs such as Advisor-as-Portfolio-Manager, third-party managed solutions via the Envestnet platform, and internally managed models, overseeing approximately $4.21 billion in client assets.

Jason Siegel is a financial advisor at Arax Advisory Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and its affiliated entities for over 17 years. He is an advisory board member of the American Arbitration Association, a nonprofit arbitration organization. Arax Advisory Partners is an SEC-registered, multi-team wealth manager overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans, employing a combination of internal portfolio management, third-party models, and tailored asset allocation to meet client objectives.

Michael Kirtio is a financial advisor at Arax Advisory Partners with 34 years of industry experience. He holds the Series 63 designation and has previously worked at Wells Fargo Advisors and its related entities from 2009 to 2026. Arax Advisory Partners is a multi-team wealth manager with over 200 advisors, overseeing approximately $26.5 billion in regulatory assets. The firm serves individuals, high-net-worth clients, family offices, institutions, and retirement plans by combining internal portfolio management, third-party models, and tailored asset-allocation strategies.

Charles Larsen is a financial advisor with Key Investment Services LLC in Kingston, NY. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Key Investment Services, he worked at KeyBank for 11 years. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and uses a multi-provider model for portfolio management, combining discretionary implementation with non-discretionary client-selected models and integration with KeyCorp affiliates for additional financial services.

Michael Risko is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes roles at Infinex Investments, Inc., Essex National Securities, Inc., BlackRock Fund Advisors, and Invesco AIM Private Asset Management, Inc. He is based in Kingston, NY. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives, offering a range of advisory services including financial planning, ERISA plan management, and access to alternative investments. The firm operates a hybrid adviser/broker-dealer model with both discretionary and non-discretionary account management, supported by a lending marketplace and third-party manager relationships.

Diane Matelsky Lieberman is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 63 designation and bringing 38 years of industry experience. Her prior roles include positions at Securities America Advisors and SSN Advisory, Inc. She is involved in life insurance and annuities sales through a separate business she owns. J.W. Cole Advisors serves individuals, charities, corporations, and retirement plans nationwide through a network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, and access to multiple managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.

Stanley Sarli is a financial advisor with Steward Partners Investment Advisory, LLC and holds Series 63 and Series 66 designations. He has 26 years of industry experience, including roles at Morgan Stanley and Fidelity. Outside of his advisory work, he serves as a trustee for St. Augustine Church in Highland, NY, providing guidance on church activities. Steward Partners Investment Advisory, LLC is an enterprise-scale Registered Investment Adviser managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory, financial planning, and managed account services.

Patricia Heslin is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® and Series 63 designations and has 42 years of industry experience. She has worked with New York Life Insurance Company since 1983 and Nylife Securities LLC since 1984. Outside of her advisory role, she sells paintings and drawings as an owner of a small art business. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides a range of advisory solutions, including fee-based advice, retirement plan consulting, and co-advisory relationships, with an emphasis on tailoring recommendations to client objectives.

Ray Gonzalez is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Eagle Strategies, Kingsguard Capital LLC, NYLife Securities LLC, New York Life Insurance Company, and HSBC Securities (USA) Inc. Gonzalez also operates under the DBA name Kingsguard Capital LLC for brokering non-registered insurance products. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program and managed accounts, and operates as a broker-dealer and insurance agency.

Gwendolyn Tibbals is a financial advisor with Eagle Strategies (NY Life) in Poughkeepsie, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been associated with Eagle Strategies since 2003 and has operated The Invisible Hand Unplanned Financial Services since 2010. Outside of her advisory work, she serves as a district captain for Convention of States, is a member of the arbitration committee for the Order Sons of Italy in America, and sits on the founders board of a proposed charter school in Poughkeepsie. Eagle Strategies serves a diverse clientele including individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jeffrey Scales is a CFP®-certified financial advisor with 37 years of industry experience. He has been with Commonwealth Financial Network since 2005 and previously worked at JSA Sustainable Wealth Management and Longwave Financial. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.

David Mazzetti is a CFP® professional with 28 years of industry experience, currently serving with NewEdge Advisors. His prior experience includes over 21 years at Ameriprise and Ameriprise Financial Services, Inc. He is an owner of 7B Ventures LLC and serves on the board of the Empire State College Foundation. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services while employing multiple program structures and technology tools for manager selection and client support.

F Masri is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Oppenheimer in 2016, Masri worked at Merrill for 13 years. Outside of advising, he contributes creative writing pieces to the Millbrook Independent newspaper. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services that include strategic asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

Robert Blenkle is a financial advisor at NewEdge Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, Marshall & Sterling Wealth Advisors, LPL Financial, and AXA Advisors. Outside of his advisory role, he is salaried by 7B Ventures, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures that combine in-house and third-party management with technology tools and centralized due diligence.

Maximus Di Sesa is a CFP® with 13 years of industry experience currently advising at NewEdge Advisors. His prior experience includes roles at Ameriprise, Kingsview Asset Management, and Edward Jones. He serves on the board of the Council on Addiction Prevention and Education. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Jason Netrosio is a financial advisor with OSAIC Institutions, Inc. in Poughkeepsie, NY, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His previous roles include positions at Rhinebeck Bank, LPL Financial, CUNA Brokerage Services, Cuna Mutual Group, Merrill, and Banc of America Investment Services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on client choice between discretionary and non-discretionary management.

Ronald Phillis is a financial advisor at Integrated Wealth Concepts LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Ivernia Capital, LLC and Laurel Wealth Advisors. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios and a mix of internal and third-party management strategies.

John Mc Loughlin is a financial advisor at OSAIC Institutions, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Santander Securities, LLC and Rhinebeck Bank. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives, offering customized advisory, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer structure and utilizes third-party promoters and subadvisory relationships to provide a distinctive service model.