Omri Amit is a financial advisor at Oppenheimer with 16 years of industry experience. He holds the Series 66 designation and has worked at Oppenheimer since 2015, following prior roles at RBC Capital Markets and Valley Financial Management. Amit serves as a trustee for a personal living trust. Oppenheimer serves a diverse client base including individuals, corporations, and pension plans, offering a wide range of advisory programs encompassing equity, balanced, and fixed-income portfolios. The firm provides both discretionary and non-discretionary services with an emphasis on asset allocation, manager selection, and customized consulting.

Renee Albrecht is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 63 license and bringing 25 years of industry experience. She has worked at J.W. Cole Financial, Inc. since 2017 and previously at Valley Investment Planning and National Planning Corporation. Albrecht also owns and directs Valley Investment Planning Services, Inc., a DBA for her financial practice. J.W. Cole Advisors serves individuals, charities, corporations, retirement plans, and other entities through a national network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, including access to third-party managers and digital advice platforms.

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 63 and Series 65 licenses and three years of industry experience. She has worked with ClearPath Advisors since 2020 and has ownership in a crafts business, KN Crafts & Creations. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts, offering diverse portfolio management and financial planning services through a large network of independent advisors. The firm operates a multi-manager platform with various program options and manages over $256 billion in assets.

Cory Espejo is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Dutchess Community College and Svetness, and served four years in the United States Marine Corps. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Lynda Beisner is a financial advisor with LPL Financial, holding a Series 63 designation and over 31 years of industry experience. She has been with LPL Financial since 2005. Beisner is involved in offering Medicare Advantage, Medicare Supplement, and Prescription Drug Plans through Hudson Valley Federal Credit Union Insurance Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Christopher Fenton is a CFP® professional with 40 years of industry experience. He has worked at LPL Financial since 2021 and was previously with M&T Securities, Inc. for 24 years. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Nina Hill is a CFP® with 42 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she maintains a Substack blog providing observational journalistic commentary on global events. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

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.

Patrick Sunday is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Network 1 Financial Advisors Inc, Network 1 Financial Securities Inc, and Merrill Lynch Pierce Fenner & Smith Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of more than 23,000 financial advisors.

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.

Erin Clancy is a Series 66-licensed financial advisor with seven years of industry experience, currently with Edward Jones. She has been with Edward Jones since 2017 and previously worked at Jeanette Gordon from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

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.