Joseph Porcelli is a financial advisor at Arax Advisory Partners with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors, Wells Fargo Clearing, and Bank of the Ozarks. Outside of finance, he coaches youth lacrosse through his sole proprietorship, Predator Lacrosse. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, financial planning, retirement consulting, and private fund advisory, utilizing both traditional and alternative investments supported by in-house teams and external managers.

Frederico Rodriguez Jr is a financial advisor at Arax Advisory Partners with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing for a combined ten years. Arax Advisory Partners offers wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm uses a fiduciary approach with a mix of in-house and external portfolio management, combining traditional and alternative investments, and incorporates AI tools and third-party analytics in its processes.

Braedon Bayer is a financial professional at Arax Advisory Partners with six years of industry experience. He holds the Series 66 designation and has previously worked at Cetera, Omni Financial Advisory Group, Fidelity Investments, and Fortitude Systems. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individual and high-net-worth clients, family offices, institutions, and businesses. The firm offers portfolio management, comprehensive financial planning, retirement plan consulting, private fund advisory, and a wrap fee program, utilizing a combination of in-house and external managers along with traditional and alternative investments.

Daniel Short is a financial advisor at Arax Advisory Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the finance committee of Grace Smith House and acts as power of attorney for his mother in New Hamburg, NY. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach with a range of investment strategies and utilizes both in-house and external portfolio management resources.

David Frederick is a CFP® and ChFC® with 43 years of industry experience. He has been with B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management since 2022, following nine years at National Securities Corporation. Frederick is a managing partner and majority owner of Prime Wealth Management LLC, focusing on income tax planning and preparation. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Zachary Herring is a CFP® and ChFC® with 16 years of experience in the financial services industry. He currently serves as an advisor at Arax Advisory Partners and has previous experience with Wells Fargo Advisors, Wells Fargo Clearing Services LLC, Securities America Inc., UA Wealth, M&T Securities, Inc., and Morgan Stanley. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses, offering portfolio management, financial planning, retirement consulting, and private fund advisory through a multi-team platform with over 200 advisors.

Ryan Peek is a financial advisor at Arax Advisory Partners with 27 years of industry experience. He held prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is involved as a partial owner in a thoroughbred stable. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm manages accounts on a fiduciary basis using a combination of in-house teams, external managers, and alternative investments, supported by AI tools and third-party analytics.

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 Wells Fargo Clearing. Outside of his advisory role, he serves as an advisory board member for the American Arbitration Association, a nonprofit arbitration organization. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services such as portfolio management, financial planning, retirement plan consulting, and private fund advisory, using a combination of in-house teams, independent managers, and alternative investments.

Michael Kirtio is a financial advisor with Arax Advisory Partners, holding a Series 63 designation and bringing 34 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined ten years. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing both in-house and external portfolio managers with a blend of traditional and alternative investments.

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.

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.

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.

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.