Daniel Mcdonough is a Series 66 licensed financial advisor with 10 years of industry experience. He is currently with LPL Financial and has previously worked with Mid-Hudson Valley Federal Credit Union and CUNA Brokerage Services, Inc. Outside of finance, he is involved with Mirabella's Restaurant in Kingston, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research and technology tools.

John Senchak is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with LPL Financial since 2019 and is also affiliated with Hudson Valley Federal Credit Union, where he has worked since 2014. Outside of his advisory role, Senchak is involved with JatiMara Ink Works, a home-based business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Scott Banker Jr. is a Series 66 licensed advisor with LPL Financial, having started his advisory career in 2026. His background includes roles at Hudson Valley Credit Union, Marshalls, and Northwestern Mutual Investment Services, along with diverse experiences in education and small business management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Summer Mosher is a financial advisor with Equitable Advisors in Kingston, NY, holding a Series 66 designation and four years of industry experience. Her background includes roles outside the financial sector, such as involvement with Hudson Valley Distillers, Reinvented Upscale Resale, and Vaux Vintage. Equitable Advisors serves a broad client base, including individuals, corporations, and institutional clients, providing financial planning, retirement plan consulting, and a variety of asset management programs through a network of Investment Adviser Representatives.

Shawn Shaughnessy is a financial advisor with Cetera who holds a Series 63 designation and has 13 years of industry experience. He has worked with Cetera since 2013 and is also involved with Wealth Planning Services Inc and ACME Accountants and Advisors Inc, focusing on tax, accounting, and payroll services. Additionally, he serves as treasurer for the Highland Rotary Club, a local service organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party managers with multiple program options.

Darlene Pedrosa is a CFP® with 20 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at Cetera Investment Services, Foresters Advisory Services, and Foresters Financial Services. She also operates Rhinebeck Tax, LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by model portfolios, third-party asset managers, and institutional platforms.

Edward Mercier is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Feldman is a financial advisor at UBS Financial Services with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a broad service platform.

Cynthia Troeger is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has worked at Merrill since 2017 and was previously with Wells Fargo Advisors from 2013 to 2017. Outside of her advisory role, she serves as co-trustee for a family trust. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christine Klee is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Merrill since 2017. Prior to that, she was with Wells Fargo Advisors LLC and Wells Fargo Clearing from 2010 to 2017. 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 a range of model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Cubito is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America, N.A. and Merrill for nine years. He is also associated with the Mid-Hudson Valley Federal Credit Union in a registered member service role. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and multiple investment options.

Patrick Fillette is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 33 years of industry experience. He has worked with Cetera since 2005 and currently serves as president of Clearpath Advisors, Inc., a financial services firm he founded in 2022. Outside of his advisory work, Fillette is involved in managing vacation home rentals and commercial real estate holdings in New York. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Jane Mccarthy is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Equitable Advisors since 2006, previously associated with AXA Advisors. Outside of advising, she owns and operates McCarthy & Grandchamp Insurance & Investment Agency, Inc., and participates in business networking groups. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management services. The firm utilizes a range of advisory models, including third-party programs and discretionary portfolio management, and provides ERISA fiduciary services for qualified plans.

John Higbee Jr. is a CFP®-designated financial advisor with Morgan Stanley, based in Kingston, NY, with 43 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including time at Morgan Stanley Private Bank. Outside of his advisory work, he is involved in a vacation home rental business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Catherine Irizarry is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Key Investment Services LLC and Northwestern Mutual Investment Management. Outside of her advisory work, she serves as a notary public and acts as executrix for her father's estate. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized services such as business-owner transition planning and special-needs analysis. Advisors use Wells Fargo's research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing whether to implement these through the firm’s brokerage or advisory programs.

Javier Tavares is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of his advisory role, he owns an e-commerce business, Watchmatic LLC, which sells collectible watches online. 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 broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.

Mitchell Zapka is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to Morgan Stanley, he worked at ThinkEquity LLC, Wallkill Valley Federal Savings and Loan, and has experience in non-financial roles including at Powelton Club and Carry Out Kings. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and proprietary planning tools in its financial planning process and offers a broad range of retail and institutional investment options.

Ojas Sardesai is a financial advisor with LPL Financial, holding a Series 63 license and 13 years of industry experience. He has been with LPL Financial since 2012 and has concurrently worked at Hudson Valley Federal Credit Union since 2010, where he is also involved in insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a network of over 22,800 advisors.

Christina Paul is a CFP® with over 32 years of experience in the financial services industry. She has been with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize client implementation while generally acting in an advisory capacity.

Robert Trismen is a financial advisor with J.P. Morgan Securities, holding a Series 63 license and bringing 41 years of industry experience. He has worked with J.P. Morgan Securities since 2006 and has been employed at JPMorgan Chase Bank, N.A. since 2010. Outside of his financial career, he oversees Quiet Moon Alpacas, an alpaca farm that sells fiber. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized manager due diligence to support non-discretionary decision making.