Stephen Hakim is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and bringing 40 years of industry experience. He has been associated with Raymond James since 1999 and owns Stephen Hakim Asset Management LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal and public finance work through a unique affiliation with a municipal advisor.

Eric Johnson is a Senior Financial Advisor at Merrill Lynch Wealth Management based in the Kingston, NY office. He has been with Merrill Lynch since 1981, providing financial guidance to clients through tailored investment strategies designed to address their risk tolerance, time horizon, liquidity needs, and overall investment objectives. Eric employs asset allocation models and professional money management to support clients in achieving long-term wealth accumulation goals. He also assists high net worth clients with estate planning strategies, including trust work and charitable gifting. Eric holds the Chartered Retirement Planning Counselor (CRPC) designation, earned in 2007, and the Personal Investment Advisor (PIA) certification. He completed his Bachelor's Degree from Cortland State. Outside of his professional work, Eric enjoys hiking, running, spending time with his family, and traveling.

Barbara Blas is a financial advisor at Osaic Wealth, Inc. with 28 years of industry experience. She holds the Series 63 designation and previously worked at Woodbury Financial Services and Questar Asset Management. Apart from her advisory role, she serves as a board member for Congregation Agudas Achim and is president emeritis of The Reher Center for Immigrant Culture and History. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Melanie Hammond is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in delivering personalized wealth management strategies tailored to individual client goals. With over 15 years of client-focused experience, she emphasizes purposeful and personal attention to help clients pursue long-term financial objectives, including areas such as college education planning, divorce transition planning, family wealth management, retirement income, and socially responsible investing. Melanie holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). She graduated from Kingston High School and is an active member of the philanthropic educational organization PEO. Melanie’s commitment to her clients is complemented by her involvement in community initiatives, reflecting the Merrill tradition of service. Outside of her professional duties, Melanie engages in various personal interests, including boxing, cooking, hiking, music, reading, running, skiing, traveling, writing, and spending time with her family. As a native of upstate New York, she appreciates the diversity of her community and strives to contribute positively to both her clients and the region she calls home.

Barbara Boccuto is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2018. In addition to her advisory role, she serves as an ambassador for Rhinebeck Wealth Advisors LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored planning and consulting using analytical tools and supports both advisory programs and institutional portfolio management.

Daniel Mcdonough is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. He has worked at LPL Financial since 2022 and concurrently has experience with CUNA Brokerage Services, Mid-Hudson Valley Federal Credit Union, and Mirabella's Restaurant since 2015. 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 financial planning, various advisory programs, retirement plan consulting, 529 account management, and brokerage services with discretionary and non-discretionary management options supported by research and model portfolios.

Scott Banker Jr. is a Series 66-licensed financial advisor with LPL Financial in Lake Katrine, NY. He joined LPL Financial in 2026 and has prior experience working at Hudson Valley Credit Union, Northwestern Mutual Investment Services, and in various roles unrelated to finance. Outside of his advisory work, he was involved with A&T Bounce House and has worked in the hospitality and education sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and technology, providing both discretionary and non-discretionary portfolio management options.

Summer Mosher is a financial advisor with Equitable Advisors in Kingston, NY, holding a Series 66 designation and three years of industry experience. Prior to her current role beginning in 2021, she has worked in various positions including at Hudson Valley Distillers and Outdoor Voices. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Darlene Pedrosa is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial since 2023. She previously worked at Cetera Investment Services and Foresters Advisory Services, among others. Outside her advisory role, she is involved with Rhinebeck Tax, LLC, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services supported by research and model portfolios.

Edward Mercier is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Feldman is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a broad service platform.

Cynthia Troeger is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has worked at Merrill since 2017 and was previously with Wells Fargo Advisors from 2013 to 2017. Outside of her advisory role, she serves as co-trustee for a family trust. 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.

Christine Klee is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Merrill since 2017. Prior to that, she was with Wells Fargo Advisors LLC and Wells Fargo Clearing from 2010 to 2017. 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. The firm offers a range of model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Antonio Coppola is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes positions at Morgan Stanley Private Bank and Wells Fargo Advisors. Outside of his advisory role, he is involved in educational employment at Marist College and serves as a board member for a charitable organization in Hyde Park, New York. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both individual plans and corporate financial planning services.

John Cubito is a Series 66-licensed financial advisor with six years of industry experience, currently affiliated with LPL Financial. His prior experience includes nine years at Bank of America, N.A., and Merrill. He is also registered with the Mid-Hudson Valley Federal Credit Union. 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.

Jane Mccarthy is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Equitable Advisors since 2006 and previously worked at AXA Advisors, LLC. Outside of her advisory role, she is involved in business networking groups and owns an insurance and investment agency in Red Hook, NY. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party managers and LPL programs. The firm uses a hybrid referral and implementation model that emphasizes tailored client services and offers both advisory and brokerage channels.

John Higbee Jr. is a CFP®-designated financial advisor with Morgan Stanley, based in Kingston, NY, with 43 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including time at Morgan Stanley Private Bank. Outside of his advisory work, he is involved in a vacation home rental business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Catherine Irizarry is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Key Investment Services LLC and Northwestern Mutual Investment Management. Outside of her advisory work, she serves as a notary public and acts as executrix for her father's estate. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized services such as business-owner transition planning and special-needs analysis. Advisors use Wells Fargo's research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing whether to implement these through the firm’s brokerage or advisory programs.

Javier Tavares is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of his advisory role, he owns an e-commerce business, Watchmatic LLC, which sells collectible watches online. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.

Mitchell Zapka is a financial advisor with Morgan Stanley in Kingston, NY, holding Series 65 and Series 63 licenses. He has one year of industry experience, including prior roles at ThinkEquity LLC and Wallkill Valley Federal Savings and Loan. Outside of finance, he has been involved in the food service industry through ownership of Carry Out Kings. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and data-driven modeling techniques.