John Hackney is a financial advisor at Portfolio Medics, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at A.G.P. / Alliance Global Partners and several healthcare companies. He also serves as a Field Agent for Knights of Columbus Insurance, where he sells insurance products including annuities. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services that combine strategic and tactical approaches across a variety of portfolios and asset types.

Diane Matelsky Lieberman is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 63 designation and bringing 38 years of industry experience. Her prior roles include positions at Securities America Advisors and SSN Advisory, Inc. She is involved in life insurance and annuities sales through a separate business she owns. J.W. Cole Advisors serves individuals, charities, corporations, and retirement plans nationwide through a network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, and access to multiple managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.

Antonio Piccolino is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior roles include positions at Infinex Investments, Rhinebeck Bank, LPL Financial, Sterling National Bank, Citigroup, CCO Investment Services, M&T Securities, and HSBC Securities. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer model.

Stanley Sarli is a financial advisor with Steward Partners Investment Advisory, LLC and holds Series 63 and Series 66 designations. He has 26 years of industry experience, including roles at Morgan Stanley and Fidelity. Outside of his advisory work, he serves as a trustee for St. Augustine Church in Highland, NY, providing guidance on church activities. Steward Partners Investment Advisory, LLC is an enterprise-scale Registered Investment Adviser managing approximately $36.7 billion in assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory, financial planning, and managed account services.

Nicolas Dufresne is a financial advisor at HSBC Securities (USA) Inc. with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Merrill and Morgan Stanley. Outside of his advisory role, he is the owner of a real estate condo property. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary investment solutions supported by a multi-profile asset allocation and fund due diligence process.

Ray Gonzalez is a financial advisor with Citizens Securities, Inc. based in Poughkeepsie, NY. He holds Series 65 and Series 63 licenses and has 13 years of industry experience. His prior experience includes roles at Eagle Strategies, Kingsguard Capital LLC, New York Life Insurance Company, and HSBC. He is also involved in insurance brokering and operates under the DBA Kingsguard Capital LLC for brokering non-registered insurance products. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides a digital advisory program utilizing proprietary algorithms alongside managed accounts, and operates as both a broker-dealer and insurance agency.

Gwendolyn Tibbals is a financial advisor with Eagle Strategies (NY Life) in Poughkeepsie, NY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been associated with Eagle Strategies since 2003 and has operated The Invisible Hand Unplanned Financial Services since 2010. Outside of her advisory work, she serves as a district captain for Convention of States, is a member of the arbitration committee for the Order Sons of Italy in America, and sits on the founders board of a proposed charter school in Poughkeepsie. Eagle Strategies serves a diverse clientele including individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

David Mazzetti is a CFP® professional with 28 years of industry experience, currently serving with NewEdge Advisors. His prior experience includes over 21 years at Ameriprise and Ameriprise Financial Services, Inc. He is an owner of 7B Ventures LLC and serves on the board of the Empire State College Foundation. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent investment adviser representatives. The firm offers a broad range of portfolio management, financial planning, and consulting services while employing multiple program structures and technology tools for manager selection and client support.

F Masri is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining Oppenheimer in 2016, Masri worked at Merrill for 13 years. Outside of advising, he contributes creative writing pieces to the Millbrook Independent newspaper. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services that include strategic asset allocation, manager selection, and both discretionary and non-discretionary portfolio management.

Robert Blenkle is a financial advisor at NewEdge Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, Marshall & Sterling Wealth Advisors, LPL Financial, and AXA Advisors. Outside of his advisory role, he is salaried by 7B Ventures, LLC. NewEdge Advisors is an enterprise-scale registered investment adviser serving a diverse client base, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a broad range of portfolio management and consulting services and employs multiple program structures that combine in-house and third-party management with technology tools and centralized due diligence.

Maximus Di Sesa is a CFP® with 14 years of industry experience, currently serving at NewEdge Advisors. His prior roles include positions at Ameriprise, Kingsview Asset Management, and Edward Jones. He serves on the board of the Council on Addiction Prevention and Education. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services and employs multiple program structures supported by centralized due diligence and technology tools.

Robert Fallone is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and manages institutional-scale operations with specialized market roles and arrangements.

Laurie Schiavone is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 33 years of industry experience. She has been with Commonwealth since 2000 and also owns Brent Financial Group, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Jason Netrosio is a financial advisor with OSAIC Institutions, Inc. in Poughkeepsie, NY, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His previous roles include positions at Rhinebeck Bank, LPL Financial, CUNA Brokerage Services, Cuna Mutual Group, Merrill, and Banc of America Investment Services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on client choice between discretionary and non-discretionary management.

Michelle Haass is a financial advisor at Equity Services, Inc. with 23 years of industry experience. She holds the Series 63 designation and has been with Equity Services since 2015. In addition to her advisory role, she is an agent for several insurance companies under the name Thoroughbred Advisors and is involved in a side business specializing in bookkeeping and the sales of awards and trophies. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a broad range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios with a combination of long-term strategies and options for shorter-term trading.

John Mc Loughlin is a financial advisor at OSAIC Institutions, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Santander Securities, LLC and Rhinebeck Bank. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives, offering customized advisory, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer structure and utilizes third-party promoters and subadvisory relationships to provide a distinctive service model.

Mark Vesely is a financial advisor at Commonwealth Financial Network with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial LLC and J.P. Morgan Securities LLC. Vesely is also involved with Hudson Valley Credit Union in a financial institution duty role. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Joseph Pillot is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 designations and possessing 19 years of industry experience. His career includes roles at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A., along with operating Jpillot Enterprises, LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model that combines firm supervision with delegated investment management.

Brian Daly is a financial advisor with OSAIC Institutions, Inc. in Poughkeepsie, NY, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services, Edward Jones, and various financial institutions. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Mariam Adams is a financial advisor at &Partners with 11 years of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services, Bank of America, and Merrill. She serves on the Board of Advisors for the Seeds of Africa Foundation, a charitable organization. &Partners serves a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm offers comprehensive investment management and financial planning services utilizing a mix of analytical approaches and both proprietary and third-party strategies.