Anthony Perez is a financial advisor with Merrill in Middletown, NY, holding a Series 66 designation and eight years of industry experience. He previously worked at PDS Group for nine years and has been with Merrill and Bank of America since 2018. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), 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.

Jessica Lorubbio is a financial advisor with LPL Financial in Goshen, NY, holding a Series 66 designation and with five years of industry experience. She previously worked at Securities America Advisors, Securities America, Inc., and National Planning Corporation. Outside of advisory work, she serves as a trustee for the Helen Grace Quimby Living Trust and is licensed as a life insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. Its platform includes financial planning, model portfolio programs, access to third-party asset management, and institutional wealth programs.

Lawrence Vandemark Jr. is a financial advisor at LPL Financial with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at New York Life Insurance Company and Nylife Securities, as well as operating a home-based farm business producing pickles. 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, utilizing advanced research tools and various investment strategies.

Louis Curci is a financial advisor with Primerica Advisors in Newburgh, NY, holding a Series 63 designation and having 32 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Curci also engages in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that uses model-driven investment strategies and supports trade execution and custody through established financial institutions.

Derrik Wynkoop is a financial advisor with Cetera, holding the Series 63 designation and bringing 27 years of industry experience. He has been with Cetera and its related entities since 2012 and also serves as President and CEO of Walden Savings Bank. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Michael Collins is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC since 2021. His prior roles include six years at Bruderman Brothers LLC and Bruderman Asset Management, LLC, as well as a year at Gary Goldberg Planning Services Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Nicholas Brown is a financial advisor with Edward Jones in Newburgh, NY, holding a Series 66 designation and four years of industry experience. His professional background includes roles at Primerica Advisors, Primerica Financial Services, and Empire Merchants. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

David Rosner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. He has been with Primerica Advisors and Primerica Financial Services since 2025. Outside of his advisory work, Rosner has over 20 years of experience as a private tutor with multiple tutoring businesses. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Benjamin Sasso is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and Northwestern Mutual. His prior roles also include positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.

Dennis Cordova is a CFP® professional with 18 years of industry experience. He is currently with LPL Enterprise and has held prior roles at Bank of America N.A., Merrill, and Key Investment Services LLC. He serves as a fiduciary trustee in an individual capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, third-party asset managers, and an affiliated insurance agency.

Joseph Campanella is a financial advisor with Primerica Advisors in Goshen, NY, holding a Series 63 designation and 27 years of industry experience. He has been with Primerica Advisors since 1999 and with Primerica Financial Services since 1998. In addition to his advisory role, Campanella is involved with Primerica Mortgage, LLC and Primerica Client Services, Inc. through non-investment related referrals and operates Campanella & Associates, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, corporate clients, and charitable organizations. The firm uses model-based investment strategies created by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets across nearly 3,700 advisors and 1,800 offices.

Brian Carter is a financial advisor at Primerica Advisors with 22 years of industry experience. He holds a Series 63 designation and has worked with Primerica Financial Services since 2001, alongside roles at PFS Investments Inc. and Guidepost Solutions. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm emphasizes a wrap-fee structure and curates third-party asset managers while delegating trading and implementation to BNY Mellon Advisors.

Kieran Kreider is a Financial Advisor at Merrill Lynch Wealth Management within the Kendrick-Collesano Wealth Management Group. He works closely with individuals, families, business owners, and organizations to assist them in making informed decisions about their financial futures. Kieran’s focus ranges from building and preserving wealth to preparing for retirement and creating lasting family legacies, employing a thoughtful and personalized approach to each client relationship. Prior to becoming a Financial Advisor, Kieran spent nearly four years as a Wealth Management Client Associate at Merrill. This experience provided him with a strong foundation in wealth management and highlighted the importance of execution, timing, attention to detail, and clear communication in financial decision-making. He holds a Bachelor's Degree from the University at Albany and has earned his Series 7 and Series 66 FINRA registrations, as well as the Chartered Retirement Planning Counselor (CRPC) designation. Kieran's role involves helping individuals and families understand their finances and gain confidence in their financial futures. He collaborates with clients to create personalized financial strategies that align with their priorities, providing services including retirement planning, investments, income strategies, and risk management. Outside of his professional responsibilities, Kieran enjoys baseball, basketball, football, golfing, music, running, spending time with his family, and watching movies.

Karen Morris is a Series 63-licensed financial advisor with Primerica Advisors in Middletown, NY, and has 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. In addition to her advisory role, she is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its offerings.

Steven Trotta is a Series 66-licensed financial advisor with Equitable Advisors, based in Middletown, NY. He joined the firm in 2026 and has previous work experience in education and retail. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Andrew Weyant is a financial advisor with Primerica Advisors in Goshen, NY, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2014. In addition to advisory work, he receives non-investment related compensation for referrals related to home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers model-driven investment strategies supported by third-party asset managers and custodial services.

Allen Zick is a CFP®-certified financial advisor with Raymond James Financial, where he has worked since 2009, accumulating 29 years of industry experience. He serves as Treasurer and Board Member of the West Point Parents Club of New York and New Jersey, a nonprofit organization. Outside his advisory role, he is president and owner of the Zick Whitted Taub Group, a support company based in Goshen, NY. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, with a broad network of advisors and specialized advisory programs.

Michael Berlin is a financial advisor with Primerica Advisors in Goshen, NY, holding a Series 63 designation and 15 years of industry experience. He has held roles at PFS Investments Inc. and Primerica Financial Services since 2010 and 2011, respectively, and has owned Lucky Munchkin, Inc. since 1995. He serves on the board of the Middletown-Goshen Convalescent in New York. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven investment strategies and oversees approximately $15.5 billion in assets managed by nearly 3,700 advisors.

Daniel O'Reilly is a financial advisor with Ameriprise in Chester, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Bruderman Brothers, LLC for seven years before joining Ameriprise in 2022. He also holds a real estate license. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Christopher Petrollese is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Outside of finance, he is the owner of Yukon Contracting LLC, a business he has operated since 2019. Equitable Advisors serves individual and institutional clients, including pension and profit-sharing plans and charitable organizations, offering financial planning, retirement plan consulting, and a range of asset-management programs delivered through Investment Adviser Representatives and third-party asset managers.