Alexander Camacho is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 66 and Series 63 designations and previously worked at JPMorgan Chase and JPMorgan Securities. Outside of his advisory role, he mentors students pursuing their Project Management Professional (PMP) designation through Get it Done Consulting, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Peter Sears is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. Sears also operated PSGDesign from 2014 to 2023. 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 brokerage, distribution, and investment management capabilities.

Ann Marie Moore is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. She previously worked at Nationwide Advisory Services and Nationwide Insurance Company. Outside of her advisory work, she is involved with the American Safety Council in a referral capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Evan Kowalczyk is a Series 66-credentialed financial advisor with one year of industry experience, currently affiliated with OSAIC. Prior to his advisory role, he co-owned a junk removal service operated with his brother and has experience in marketing and training at Select Wealth Partners. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a wide network of advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and access to third-party managers to construct portfolios across various asset classes.

Michael Decker is a financial advisor at Primerica Advisors with nine years of industry experience. He holds a Series 63 designation and has been with Primerica Advisors since 2016. Outside of his advisory role, he is involved with Rock Hill Tax Service, LLC as a tax preparer. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Terry Lydecker is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. His prior roles include positions at KeyBank, Resorts World Casino, and Alliance Risk Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Ryan O'Leary is a CFP® professional with 13 years of experience, all with Edward Jones since 2013. In addition to his advisory role, he owns and operates an Amazon retail business focused on selling products through the Amazon Sellers platform. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

Nancy Wright is a financial advisor with Primerica Advisors in Middletown, NY, holding a Series 63 designation and 21 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2004. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers a range of investment models, including options involving cryptocurrency ETFs.

Ashley Magen is a financial advisor with Equitable Advisors holding a Series 66 designation. She has been with Equitable Advisors since 2026 and has prior experience in various roles across marketing, hospitality, and academic support. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, and institutional investors, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through multiple program sponsors and manages assets primarily on a non-discretionary basis.

James Finnegan is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing personalized financial strategies for individuals, families, and businesses. He focuses on client-centric planning by understanding what matters most to each client and providing ongoing guidance to navigate financial opportunities and challenges. James holds the Series 7 and Series 66 registrations, the Chartered Retirement Planning Counselor (CRPC®) designation, the Personal Investment Advisor (PIA) designation, and the Life, Accident & Health Insurance License. He has a Bachelor's Degree and an Associate's Degree from the State University of New York System and a High School Diploma from Goshen. Prior to joining Merrill, he was the General Manager of West Hills Country Club in Middletown, NY, where he managed financial operations, budgeting, and business management. His expertise includes college education planning, individual and corporate investment strategy, and retirement income planning. Outside of his professional responsibilities, James enjoys baseball, football, golfing, and spending time with his family.

Brianna Aslanian is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining LPL, she worked at Cadaret Grant & Co., Inc. and has been involved with Infinity Wealth Management since 2021. Outside of her advisory role, Aslanian has been a clarinet instructor for over a decade and is active as a performing musician with various local schools and institutions. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party strategies.

Paiwei Lee is a financial advisor at Cetera with 28 years of industry experience and holds Series 63 and Series 66 designations. He has been with Cetera and its affiliated entities since 2013. Outside of advising, Lee works as a flight attendant for United Airlines. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates as a multi-manager platform, providing advisors flexible investment options across discretionary and non-discretionary programs.

Leonard Curcio is a financial advisor with Primerica Advisors in Middletown, NY, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked at Primerica Financial Services since 2005 and has held roles at Transamerica Financial Advisors, World Financial Group, and Hagerty Consulting, where he also works as a project manager-engineer assessing hurricane-related damages for the city of New York. He is involved in sales of investment-related products and non-investment 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 entities. The firm offers a wrap-fee asset management program that delivers advisory services largely through model-based strategies managed by unaffiliated asset managers.

James Bannon is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works one-on-one with clients to define their financial goals and develop portfolio strategies designed to help achieve those objectives. He provides ongoing advice and adjusts strategies as clients' situations evolve. James holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned both his Bachelor's and Master's degrees from the University of Scranton. He is affiliated with Bank of America and participates in the Rotary Club as part of his community involvement.

John Recine is a financial advisor with Equitable Advisors in Middletown, NY, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Fifth Avenue Financial and Securities of America, as well as experience in the floral and funeral home industries. 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 operates a hybrid referral and implementation model combining advisory and brokerage channels to deliver tailored client solutions.

Ryan Coakley is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2015 and has a total of 17 years of experience in the financial services industry. Ryan uses a goals-based wealth management approach, working with individuals, families, and businesses to create personalized financial strategies that align with their risk profiles and investment styles. He focuses on areas such as investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management services, and retirement income strategies. Ryan began his career with Bank of America in 2005 and gained experience as a Financial Center Manager before joining Merrill Lynch Wealth Management. He holds Series 7 and 66 FINRA registrations, Life and Health Insurance Licenses with New York State, and obtained the Certified Plan Fiduciary Advisor (CPFA) designation in 2018. This designation allows him to provide Merrill's 401(k) platform to local businesses and non-profit organizations, helping clients achieve successful retirement outcomes while addressing fiduciary responsibilities. A lifelong resident of Orange County, Ryan holds an Associate's Degree from The College of Westchester and a High School Diploma from Newburgh Free Academy. He serves on the boards of the Orange County Chamber of Commerce, Greater Cornwall Chamber of Commerce, and Inspire Foundation. Ryan is also involved with organizations including the Cornwall Lions Club and the Food Bank of the Hudson Valley. In his personal time, he enjoys cooking, gardening, golfing, hiking, racquetball, tennis, watching movies, and spending time with his family.

Steven Campione is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to define their financial goals and develop portfolio strategies tailored to help them achieve those goals. His client focus areas include college education planning, family wealth management, liquidity management, managing new wealth, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Steven's approach to financial planning emphasizes understanding what success looks like for each individual, family, or business. He centers his work on listening, building lasting relationships, and providing personalized guidance tailored to each client's unique circumstances. His services encompass retirement planning, investment management, wealth accumulation, risk management, legacy planning, and more. He holds a Bachelor's Degree from Salisbury University, a Bachelor's Degree from the State University of New York system, and a Master of Business Administration (MBA) from the State University of New York system. Steven holds the Series 7 and 66 FINRA registrations, along with the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. He has also been involved with the Student Managed Investment Fund at SUNY New Paltz from 2022 to 2024.

Brian Dowery is a financial advisor with LPL Financial in Middletown, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes roles at M&T Securities, HSBC Bank USA, and HSBC Securities. Outside of his advisory work, he is a music instructor for the New York Board of Education and owns B.A.D. Cleaning Services LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations, offering a range of advisory programs, retirement consulting, and brokerage services supported by in-house research and third-party strategies.

James Gellman is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior experience at Equitable Advisors and Compass Group. His background also includes roles in education and tutoring. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages conflicts of interest through oversight and evaluation of sub-advisers and share classes.

Susan Perry is a financial advisor with Cetera, holding a Series 63 designation and bringing 15 years of industry experience. She has worked at Cetera and its affiliate Cetera Wealth Services since 2013 and spent seven years with Baldino & Perry Associates, Inc. In addition to her advisory role, she provides debt counseling services to clients. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.