Robert Priore is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Paul Ferrigno is a CFP® professional affiliated with OSAIC, with 21 years of industry experience. He has previously worked at FSC Securities Corp and SII Investments. Outside of his advisory role, he serves on the Membership Committee for Business Network International, assisting with member performance metrics, interviews, and conflict resolution. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of advisors and advisory platforms. The firm offers a wide range of financial services and employs firm-provided asset allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Nicolette Harney is a financial advisor at OSAIC with 11 years of industry experience. She holds the Series 66 designation and previously worked at FSC Securities Corp and SII Investments. Outside of advising, she is a notary public and operates Ferrigno Financial as a registered assistant. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a broad network of advisers and multiple advisory platforms, offering a range of brokerage, advisory, and managed account services.

Anthony Perez is a financial advisor with Merrill in Middletown, NY, holding a Series 66 designation and eight years of industry experience. He previously worked at PDS Group for nine years and has been with Merrill and Bank of America since 2018. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), 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.

Jessica Lorubbio is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and has previously worked at Securities America Advisors, Securities America, Inc., and National Planning Corporation. In addition to advising, she serves as a trustee for the Helen Grace Quimby Living Trust and is licensed to sell non-variable life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and providing access to proprietary and third-party research and model portfolios.

Lawrence Vandemark Jr. is a financial advisor with LPL Financial based in Newburgh, NY. He holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to joining LPL Financial and Hudson Valley Credit Union, he worked at Nylife Securities LLC and New York Life Insurance Company. Outside of his financial advisory role, Vandemark operates a home-based farm business specializing in pickles. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals—including high-net-worth and non-HNW clients—retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and various management options.

David Rosner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. He has been with Primerica Advisors and Primerica Financial Services since 2025. Outside of his advisory work, Rosner has over 20 years of experience as a private tutor with multiple tutoring businesses. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Andrea Coladarci is a financial advisor with OSAIC, holding a Series 66 designation and 15 years of industry experience. She previously worked at Pinnacle Investments for four years and Valic Financial Advisors for eleven years. OSAIC Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios.

Dennis Cordova is a CFP®-certified financial advisor with 18 years of industry experience. He is currently affiliated with LPL Enterprise and has prior experience at Bank of America, Merrill, and Key Investment Services LLC. Outside of his advisory work, he serves as a trustee in a fiduciary capacity. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs, combining advisory services with brokerage and insurance product sales through an integrated platform.

Allison Gaudio is a Series 66-licensed financial advisor with Merrill, based in Middletown, NY. She has 14 years of industry experience and has been with Merrill since 2007. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Carter is a financial advisor at Primerica Advisors with 22 years of industry experience. He holds a Series 63 designation and has worked with Primerica Financial Services since 2001, alongside roles at PFS Investments Inc. and Guidepost Solutions. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm emphasizes a wrap-fee structure and curates third-party asset managers while delegating trading and implementation to BNY Mellon Advisors.

Kieran Kreider is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in offering a comprehensive financial advisory experience tailored to clients' unique needs, focusing on areas such as college education planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. Kieran's approach centers on understanding clients' priorities to create personalized plans aligned with their goals and aspirations. Kieran holds a bachelor's degree in economics from Hofstra University and the Chartered Retirement Planning Counselor™ (CRPC™) designation. He is registered with FINRA Series 7 and 66 and licensed for Life, Accident & Health insurance in the state of Pennsylvania. His professional role includes providing clients access to Merrill's investment insights, Bank of America Private Bank's trust and fiduciary services, and Bank of America's banking and lending solutions, facilitating a holistic management of financial life. Outside of his professional work, Kieran prioritizes personal development and maintains an active lifestyle. He enjoys boating, fishing, golfing, pickleball, and surfing, often spending time at the Jersey Shore. Originally from Springfield (Delco), he currently resides in South Jersey with his wife Jennifer and their dog Bailee.

Karen Morris is a Series 63-licensed financial advisor with Primerica Advisors in Middletown, NY, and has 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. In addition to her advisory role, she is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its offerings.

Eliezer Gewirtzman is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and nine years of industry experience. He has worked with Mass Mutual Investors Services since 2016 and with MassMutual Life Insurance Company since 2011. Outside of his advisory role, he is the board president of Yedei Chesed, Inc., an organization that supports developmentally disabled individuals, and he is also a partner in a company providing speech language therapy services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring client engagements as annual, collaborative processes using firm-approved analytical tools.

Allen Zick is a CFP®-certified financial advisor with Raymond James Financial, where he has worked since 2009, accumulating 29 years of industry experience. He serves as Treasurer and Board Member of the West Point Parents Club of New York and New Jersey, a nonprofit organization. Outside his advisory role, he is president and owner of the Zick Whitted Taub Group, a support company based in Goshen, NY. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, with a broad network of advisors and specialized advisory programs.

Douglas Sternemann is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at M&T Securities and M&T Bank since 2014 and joined LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charities. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a variety of model portfolios, third-party research, and technology-driven strategies.

Daniel O'Reilly is a financial advisor with Ameriprise in Chester, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Bruderman Brothers, LLC for seven years before joining Ameriprise in 2022. He also holds a real estate license. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Michael Del Grosso is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a partner and contact person for two family-owned real estate entities. 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 an ESG eligibility framework to support non-discretionary investment decisions.

Edward Lynch is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and over 22 years of industry experience. He previously worked at Highland Capital Brokerage for six years and has been with Raymond James since 2014. Outside of his advisory role, Lynch is the CEO of Lynch Wealth Strategies, Inc., and serves as an insurance agent specializing in life, long-term care, disability, and fixed annuities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored, non-discretionary planning and advanced analytical tools to align investment strategies with client goals, and it supports municipal and public finance through a unique affiliation with a municipal advisor.

Scott Kendrick is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Middletown, New York, where he leads the Kendrick-Collesano Wealth Management Group. He has been with Merrill Lynch since 1999 and holds the title of Managing Director. In addition, Scott serves as a liaison between Resident Directors nationwide and Merrill's senior management, having been nominated and currently serving on the Resident Director Advisory Council to Management. Scott specializes in wealth management for ultra-high-net-worth clients, focusing on areas such as retirement planning, asset and risk management, tax minimization strategies, wealth transfer planning, private banking, and complex lending strategies. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, along with FINRA Series 7, 9, 10, 31, and 66 registrations, as well as Life, Accident, and Health insurance licenses. Scott was named to the Forbes "Best in State Wealth Advisors" list from 2022 to 2026, and his team was recognized on the Forbes "Best-in-State Wealth Management Teams" list from 2024 to 2026. Before his financial career, Scott was selected by the Chicago Cubs in the 7th round of the 1993 Major League Baseball Draft. He earned a bachelor's degree in Business and Economics with minors in Marketing and Finance from SUNY Oneonta. Scott has served as Vice Chairman of the Board of Trustees for the Garnet Health Foundation and as a Board Member of the Michael J. Finnegan Scholar Athlete Scholarship Fund. He is a lifelong resident of Orange County, New York, and resides in Sugarloaf with his wife Alison, their daughters, and their dog. In his free time, Scott enjoys spending time with family and friends, yard work, golf, and snowmobiling.