Daniel Short is a financial advisor at Arax Advisory Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He serves on the finance committee of Grace Smith House and acts as power of attorney for his mother in New Hamburg, NY. Arax Advisory Partners provides wealth management and advisory services to a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm employs a fiduciary approach with a range of investment strategies and utilizes both in-house and external portfolio management resources.

David Frederick is a CFP® and ChFC® with 43 years of industry experience. He has been with B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management since 2022, following nine years at National Securities Corporation. Frederick is a managing partner and majority owner of Prime Wealth Management LLC, focusing on income tax planning and preparation. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Zachary Herring is a CFP® and ChFC® with 16 years of experience in the financial services industry. He currently serves as an advisor at Arax Advisory Partners and has previous experience with Wells Fargo Advisors, Wells Fargo Clearing Services LLC, Securities America Inc., UA Wealth, M&T Securities, Inc., and Morgan Stanley. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses, offering portfolio management, financial planning, retirement consulting, and private fund advisory through a multi-team platform with over 200 advisors.

Ryan Peek is a financial advisor at Arax Advisory Partners with 27 years of industry experience. He held prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is involved as a partial owner in a thoroughbred stable. Arax Advisory Partners provides wealth management and advisory services to individuals, high-net-worth clients, family offices, institutions, and businesses. The firm manages accounts on a fiduciary basis using a combination of in-house teams, external managers, and alternative investments, supported by AI tools and third-party analytics.

William Dunstan is a ChFC® with 39 years of industry experience, currently serving as a financial advisor at B. Riley Wealth Advisors, Inc. since 2022. His prior experience includes roles at National Securities Corporation and Asset & Financial Planning, Ltd. Outside of advisory work, he represents the Glatfelter Insurance Group, providing service and education for length-of-service awards programs for volunteer fire districts in Poughkeepsie, NY. B. Riley Wealth Advisors offers investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm employs a range of programs such as Advisor-as-Portfolio-Manager, third-party managed solutions via the Envestnet platform, and internally managed models, overseeing approximately $4.21 billion in client assets.

Jason Siegel is a financial advisor at Arax Advisory Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as an advisory board member for the American Arbitration Association, a nonprofit arbitration organization. Arax Advisory Partners provides wealth management and advisory services to a diverse client base, including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers a range of services such as portfolio management, financial planning, retirement plan consulting, and private fund advisory, using a combination of in-house teams, independent managers, and alternative investments.

Michael Kirtio is a financial advisor with Arax Advisory Partners, holding a Series 63 designation and bringing 34 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing for a combined ten years. Arax Advisory Partners serves a diverse client base including individuals, high-net-worth clients, family offices, institutions, and businesses. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement plan consulting, utilizing both in-house and external portfolio managers with a blend of traditional and alternative investments.

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.

Patricia Heslin is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® and Series 63 designations and has 42 years of industry experience. She has worked with New York Life Insurance Company since 1983 and Nylife Securities LLC since 1984. Outside of her advisory role, she sells paintings and drawings as an owner of a small art business. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides a range of advisory solutions, including fee-based advice, retirement plan consulting, and co-advisory relationships, with an emphasis on tailoring recommendations to client objectives.

Ray Gonzalez is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Eagle Strategies, Kingsguard Capital LLC, NYLife Securities LLC, New York Life Insurance Company, and HSBC Securities (USA) Inc. Gonzalez also operates under the DBA name Kingsguard Capital LLC for brokering non-registered insurance products. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program and managed accounts, and operates as 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.

Jeffrey Scales is a CFP®-certified financial advisor with 37 years of industry experience. He has been with Commonwealth Financial Network since 2005 and previously worked at JSA Sustainable Wealth Management and Longwave Financial. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance. The firm offers various program structures and discretionary model portfolios managed by its Investment Management and Research team.

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.

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.

Karen Detorres is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 27 years of industry experience. She has worked at Private Advisor Group, LLC since 2016 and LPL Financial since 2010. Outside of her advisory roles, she is involved in a family business and partners in a marina operation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model, leveraging technology and third-party managers to tailor investment strategies to client goals and risk tolerances.

Maximus Di Sesa is a CFP® with 13 years of industry experience currently advising at NewEdge Advisors. His prior experience includes roles 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 range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.