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.

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®-designated financial advisor with 40 years of industry experience. He is currently affiliated with LPL Financial and has worked with M&T SECURITIES, Inc. for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios and research to support diversified investment strategies.

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.

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 at Cetera with 19 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including Hudson Valley Financial Advisors and Gagnon & Associates, where he provides tax, accounting, and consulting services. He is also an assistant to the executive director at the Military Association of New York, coordinating activities with the National Guard Association of the United States. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, through a large network of independent advisors. The firm offers diverse portfolio management and retirement services with a multi-manager platform that includes both affiliated and third-party managers.

Richard Treu is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has nine years of industry experience. His previous work includes roles at Bank of America and Merrill. Outside of his advisory work, he is a 50% owner of two investment-related rental property ventures in New York. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data, focusing on diversification and modern portfolio theory.

Jennifer Harrigfeld is a financial advisor with Merrill and holds the Series 66 designation. She has one year of industry experience, including prior roles at Bank of America from 2017 to 2021. Outside of her advisory work, she is co-owner and officer of Rock City Music Corp dba Woodstock Music Shop, a music retail business operating since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Salvatore Bocchimuzzo is a CFP® with 35 years of industry experience. He is currently with LPL Financial, joining the firm in 2022, and has previously worked with CUNA Brokerage Services, Inc. and Cuna Mutual Group since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

John Mack is a financial advisor at LPL Financial in Kingston, NY, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Equitable Advisors, Mid-Hudson Valley Federal Credit Union, and a background in higher education and small business operations. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Gabriel Sakellaridis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Ameriprise and Prudential Insurance Company of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from internal and third-party research.

Edward Hill is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2013. He holds Series 63 and Series 65 licenses and is based in Kingston, NY. Outside of his advisory role, Hill is involved in several family and business enterprises, including serving as vice president and office manager for a family real estate business and participating on the finance committee of the Benedictine Health Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses Wells Fargo research and tools to develop tailored recommendations, with clients able to implement advice through various brokerage and advisory programs.

Jonathan Meier is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and economic modeling techniques.

Jacquelyn Rae is a Series 66 licensed advisor at Wells Fargo Clearing with three years of industry experience. She previously worked for Anywhere Real Estate Inc. from 2014 to 2022 before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings than typical institutional advisers.

Corey Hudak is a financial advisor with LPL Financial in Kingston, NY, holding Series 63 and Series 65 licenses and possessing two years of industry experience. His prior work experience includes roles at Mid-Hudson Hudson Valley FCU, CUNA Mutual, Frank Loughlin State Farm, Spectrum Communications, and Slices of Saugerties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by research and model portfolios.

Donald Bell Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on guiding clients through various life stages and market conditions by providing personalized wealth management strategies. His approach emphasizes understanding clients' individual goals, lifestyle, and legacy to develop thoughtful, research-driven financial plans. Donald holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a High School Diploma from Saugerties Central. He also participates in community activities through volunteering with local organizations. He aims to build strong relationships with clients by keeping them informed and serving as a trusted advisor for their financial decisions. Donald leverages the resources of Merrill Lynch and Bank of America to support clients in achieving their long-term financial goals.

James Armstrong is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Davindra Itwaru is a financial advisor with LPL Financial, holding a Series 66 designation and new to the industry. Prior to joining LPL Financial, he held roles at Hudson Valley Federal Credit Union, Northwestern Mutual, First Republic Bank, IBM Manpower, and DCH Wappingers Toyota. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Scott Levine is a financial advisor with Equitable Advisors, holding a Series 66 designation and 10 years of industry experience. He has worked at Equitable Advisors since 2016, including time with its predecessor, AXA Advisors, LLC. Equitable Advisors serves a wide range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.