Francine Foerst is a financial advisor at Stifel with 36 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Armando Merino is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Axa Advisors, LLC for 11 years before joining Ameriprise in 2020. Merino is also a co-owner of Arbor Capital Wealth Advisors, where he manages an advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with tax-aware withdrawal strategies and ongoing advice.

Frank Matthews is a financial advisor with Primerica Advisors in Middletown, NY, holding a Series 63 designation and 17 years of industry experience. He has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2007. Outside of investment advisory, he is involved in sales of loan products through Primerica Mortgage, LLC, and referrals for home security and automation services via a Primerica affiliate. Primerica Advisors provides discretionary asset management primarily for individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Brad Whitted is a financial advisor with Raymond James Financial, holding a Series 66 designation and 27 years of industry experience. He has held various roles since 2007, including positions at Merrill and multiple leadership roles within the Zick Whitted Taub entities, where he currently serves as owner and vice president of support companies. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored non-discretionary planning using analytical tools and supports a broad advisor network, with specialized municipal and SIMPLE IRA advisory programs.

James Pucci is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 23 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Bonnie Rule is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, she held roles at Copart, Color Street, Visionary Real Estate Solutions, and PartyLite Gifts Inc. She was previously the owner and manager of Visionary Real Estate Solutions, a real estate flipping and rehabbing business that is currently dormant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Ulana Emerson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds a Series 66 license and is based in Port Jervis, NY. Edward Jones is a full-service wealth management firm serving over four million 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 programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Hillary Cullen is a CFP® professional with 26 years of industry experience, currently affiliated with UBS Financial Services Inc. since 2013. She owns and operates an agricultural and livestock farming business, Black Dirt Property, located in New York. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering proprietary research and model-based asset allocation strategies.

Thomas Anderson is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2016. Outside of his advisory role, he is also employed by Scratch Golf, a company that owns and operates golf courses. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and nonprofits.

Sal Lucido is a financial advisor with Primerica Advisors in Middletown, NY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 1993. Outside of advisory work, he is the owner of Lucido + Associates, Inc., an investment-related business serving Primerica purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-driven strategies supported by third-party asset managers and offers a range of portfolio options with custody and trade execution services provided by Pershing.

Kashif Ali is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2009. He holds Series 63 and Series 66 designations. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Keller is a Series 66-licensed financial advisor with Merrill, where he has worked since 2015. He has 12 years of industry experience and is based in Middletown, NY. Outside of his advisory role, he is a co-owner of a family rental property in Falmouth, MA. 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 model-based and discretionary investment strategies supported by in-house Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tamara Washalski is a financial advisor with Edward Jones, holding a Series 63 designation and 23 years of industry experience. She has been with Edward Jones since 2002. Outside of her advisory role, she serves as a Senior Partner for M1 Investment Club, LLC, where she oversees investment education and stock analysis, and acts as District Commissioner for the Jockey Hollow Pony Club in Middletown, NY. 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 wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Jennifer Paolicelli is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked exclusively with Ameriprise and its affiliated entities since 2005. She is based in Tafton, PA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Roger Pikul Jr. is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior career includes roles at Securities America Advisors and National Planning Corporation. Outside of his advisory duties, he is involved in several business activities, including serving as trustee for the Angela Pikul Trust and participating in consulting and marketing ventures. OSAIC serves a wide range of retail and institutional clients through an extensive network of advisers, offering brokerage, investment advisory, financial planning, and managed account services. The firm employs various asset-allocation and risk-assessment tools and supports legacy platform transitions, utilizing multiple third-party service providers.

Nicholas Godino is a financial advisor at Equitable Advisors with Series 66 credentials. He has recently started his career in the industry and has prior experience working at Teplitz and Bishops Commons. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and third-party program sponsors without sponsoring its own wrap fee program.

Thomas Budington is a financial advisor at Equitable Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2021. Outside of advising, he is also active as a sales associate with Realty Benefit Services and Dergalis Associates LLC. 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 a range of third-party and proprietary solutions tailored to client risk tolerance and needs.

Anthony Tangredi is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 21 years of industry experience. Prior to joining Raymond James in 2017, he worked at Merrill for 13 years. He is also the owner of Tangredi Financial Services, LLC, a support company based in Goshen, NY. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary consulting using analytical tools and supports both advisory programs and institutional portfolio management.

Evan Kirsch is a financial advisor at Osaic Wealth, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at MassMutual Life Insurance Company, New York Life Insurance Company, and MML Investors Services, LLC. Outside of his advisory role, Kirsch is an insurance broker involved in life, disability, long-term care, fixed annuities, and health insurance sales. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a broad range of investment options and utilizes various analytical and portfolio management tools.

Justin Pucci is a financial advisor with Raymond James & Associates in Goshen, NY, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Grassi & Co., Wiss & Company, and Orange Bank & Trust. He also has experience working in education at Ramapo College of New Jersey and Goshen High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and investment consulting through various advisory programs.