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.

Benjamin Sasso is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and Northwestern Mutual. His prior roles also include positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.

Joseph Campanella is a financial advisor with Primerica Advisors in Goshen, NY, holding a Series 63 designation and 27 years of industry experience. He has been with Primerica Advisors since 1999 and with Primerica Financial Services since 1998. In addition to his advisory role, Campanella is involved with Primerica Mortgage, LLC and Primerica Client Services, Inc. through non-investment related referrals and operates Campanella & Associates, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, corporate clients, and charitable organizations. The firm uses model-based investment strategies created by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets across nearly 3,700 advisors and 1,800 offices.

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 at Merrill Lynch Wealth Management. He works closely with clients to create personalized financial plans that reflect their individual goals and priorities. Kieran helps clients with various financial matters including retirement planning, education funding, liquidity management, philanthropic planning, and portfolio management services. Kieran holds the Chartered Retirement Planning Counselor (CRPC) designation and is registered with FINRA Series 7 and 66. He also holds a Life, Accident & Health insurance license for the state of Pennsylvania. He graduated with a bachelor's degree in economics from Hofstra University. His approach integrates resources from Merrill Lynch and Bank of America to provide clients with access to investment insights, trust and fiduciary services, and banking solutions. Outside of his professional role, Kieran enjoys boating, fishing, golfing, pickleball, and surfing. He lives in South Jersey with his wife Jennifer and their dog Bailee. His balanced approach extends to his personal life, where he prioritizes fitness and an active lifestyle.

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.

Steven Trotta is a Series 66-licensed financial advisor with Equitable Advisors, based in Middletown, NY. He joined the firm in 2026 and has previous work experience in education and retail. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Andrew Weyant is a financial advisor with Primerica Advisors in Goshen, NY, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2014. In addition to advisory work, he receives non-investment related compensation for referrals related to home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers model-driven investment strategies supported by third-party asset managers and custodial services.

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.

Michael Berlin is a financial advisor with Primerica Advisors in Goshen, NY, holding a Series 63 designation and 15 years of industry experience. He has held roles at PFS Investments Inc. and Primerica Financial Services since 2010 and 2011, respectively, and has owned Lucky Munchkin, Inc. since 1995. He serves on the board of the Middletown-Goshen Convalescent in New York. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven investment strategies and oversees approximately $15.5 billion in assets managed by nearly 3,700 advisors.

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.

Christopher Petrollese is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Outside of finance, he is the owner of Yukon Contracting LLC, a business he has operated since 2019. Equitable Advisors serves individual and institutional clients, including pension and profit-sharing plans and charitable organizations, offering financial planning, retirement plan consulting, and a range of asset-management programs delivered through Investment Adviser Representatives and third-party asset managers.

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.

Samuele Dragone is a financial advisor with Primerica Advisors, holding a Series 63 designation and 18 years of industry experience. He has worked with PFS Investments Inc since 2008 and with Primerica Financial Services since 2007. Outside of advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model-driven strategies and has approximately 3,977 advisors and $15.5 billion in assets under management.

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.

Richard Perez is a financial advisor with Primerica Advisors in Goshen, NY, holding a Series 63 designation and 14 years of industry experience. He has worked with PFS Investments Inc. since 2014 and has a concurrent role with the Town of Chester Police since 2006. Outside of his advisory work, he is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates a wrap-fee asset management program utilizing model-delivery strategies managed by unaffiliated asset managers and provides custody and trade execution support through Pershing.

Brian Roberts is a financial advisor with LPL Financial in Monroe, NY, holding Series 63 and Series 66 designations and nine years of industry experience. His prior work includes roles at Webster Bank and Sterling National Bank. Outside of his advisory work, he is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from LPL Research and third-party subadvisors.