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.

Jonathan Alviar is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, he worked at Equitable Advisors. He is the owner of Insightful LLC, a consulting venture focused on data organization using tools like Microsoft Power BI, though the company has not yet engaged in business activities. Wealth Enhancement Advisory Services, LLC is an SEC-registered firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a combination of passive and active investment strategies guided by an internal Investment Committee.

Michael De Matteo is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding four years of industry experience. He has been with Wealth Enhancement Advisory Services and its predecessor, Wealth Enhancement Group, since 2020 and previously worked at 10-15 Associates from 2014 to 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting with an investment approach that combines passive and active strategies guided by an internal Investment Committee.

Adam Seifts is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He currently works with Wealth Enhancement Advisory Services, LLC and its affiliate Wealth Enhancement Group since 2020. Prior to and concurrently, he has been associated with 10-15 Associates and Purshe Kaplan Sterling since 2010. Outside of his advisory roles, he is a licensed agent for Jackson National Life Insurance of New York, recommending fixed annuities when suitable for clients. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment approach blending passive and active managers, overseen by an internal Investment Committee.

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.

Michael Bakker is a financial advisor with Commonwealth Financial Network and a managing partner of Flourish Wealth Advisors, where he has worked since 2018. He holds Series 63 and Series 65 licenses and has 35 years of experience in the industry, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including investment management, trading, technology, compliance, and practice management support.

Thomas Stritt is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and Hudson Valley Credit Union. Outside of finance, he remains listed as a per-diem tutor at The Learning Center at Regina Coeli, providing assistance in mathematics for middle- and high-school students. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including model portfolios and separately managed accounts. The firm emphasizes client-directed investment strategy selection and provides ongoing monitoring, with oversight through an internal product due diligence committee and connections to affiliated financial entities within the KeyCorp group.

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®-certified financial advisor with 13 years of industry experience, currently affiliated with NewEdge Advisors. His prior roles include positions at Ameriprise and Edward Jones. He serves on the board of directors for the Council on Addiction Prevention and Education. NewEdge Advisors is an enterprise-scale registered investment adviser that serves a diverse client base, including high-net-worth individuals, pension plans, corporations, and charitable organizations, offering a broad range of portfolio management and consulting services supported by technology and centralized due diligence.

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.

William Dwyer III is a financial advisor with Commonwealth Financial Network and Flourish Wealth Advisors, LLC, where he serves as managing partner and 50% owner. He holds Series 63 and Series 65 credentials and has 36 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

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.

Robert Cipriano is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds the Series 66 and Series 65 designations. His prior work experience includes roles at KeyBank and Key Investment Services LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight.