Gene Tannenbaum is a financial advisor at LPL Financial with 35 years of industry experience. He holds a Series 63 designation and has worked previously at Woodbury Financial Services and National Wealth Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Robustelli is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. His prior roles include positions at Key Investment Services LLC and KeyBank. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

John Vita III is a financial advisor with Equitable Advisors in Poughkeepsie, NY, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he serves as executor of a trust for his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm’s approach includes matching clients to advisory models or discretionary managers, utilizing both third-party and proprietary resources to deliver its services.

Kara Gadonniex is a financial advisor with Merrill based in Poughkeepsie, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Merrill since 1993 and has worked at Bank of America, N.A. since 2011. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Rodriguez is a financial advisor with Primerica Advisors in Poughkeepsie, NY, holding Series 63 and Series 65 designations and 11 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, among others. In addition to advising, he receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices and offers a range of strategic and tactical investment models, including recent additions focused on cryptocurrency ETFs.

Nina Hill is a CFP® with 42 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she maintains a Substack blog providing observational journalistic commentary on global events. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Gerald Sanborn is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 29 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. for 21 years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning relationships.

Patrick Sunday is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at Edward Jones since 2022 and previously held roles at Network 1 Financial Advisors Inc, Network 1 Financial Securities Inc, and Merrill Lynch Pierce Fenner & Smith Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and advisory services through a nationwide network of more than 23,000 financial advisors.

Erin Clancy is a Series 66-licensed financial advisor with seven years of industry experience, currently with Edward Jones. She has been with Edward Jones since 2017 and previously worked at Jeanette Gordon from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Richard Treu is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and previously spent one year with Bank of America and Merrill. Outside of his advisory role, he co-owns investment-related rental properties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Marianne Naughton is a financial advisor at Merrill with Series 63 and Series 65 credentials and 41 years of industry experience. She has been with Merrill since 1984. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marc P. Cassalina is a Senior Vice President and Wealth Management Advisor based in the Poughkeepsie, NY office of Merrill Lynch Wealth Management. He has dedicated over 35 years to Merrill Lynch, including a decade serving as Senior Resident Director of the Poughkeepsie office. Marc holds a Bachelor's degree from Marist College and the CERTIFIED FINANCIAL PLANNER (CFP) designation. His areas of expertise encompass retirement planning, asset management, tax minimization strategies, charitable giving, and estate planning services. Marc develops strategies to help clients manage risk while pursuing their financial goals, focusing on building and preserving wealth for current and future generations. He works with Merrill Lynch and his team to provide personalized service combined with the global strength of Merrill and the banking convenience of Bank of America. Marc and his wife Margarete are committed to supporting the Cystic Fibrosis Foundation, motivated by personal experience with the disease. Marc has served as a Board Member and Board President of the Greater New York Chapter and currently co-chairs the National Individual Giving Committee. He and his wife received the Breath of Life Award in 2022 for their dedication. Additionally, they support the Culinary Institute of America and the African Missionary Health Organization. Marc and Margarete reside in Milton, New York, and enjoy travel, golf, and their roles as grandparents.

Matthew Meddaugh is a financial advisor with Ameriprise in Poughkeepsie, NY, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of advisory work, he is involved in real estate management and consulting through several personal business entities. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory approach, primarily serving clients with significant investable assets in Ameriprise-managed accounts.

Collin Ford is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, his work history includes positions in education and local service businesses, such as the University of Rhode Island and Dave's Tree Service. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing both proprietary and third-party advisory solutions.

Jennifer Harrigfeld is a financial advisor with Merrill and holds the Series 66 designation. She has one year of industry experience, including prior roles at Bank of America from 2017 to 2021. Outside of her advisory work, she is co-owner and officer of Rock City Music Corp dba Woodstock Music Shop, a music retail business operating since 2009. 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.

Salvatore Bocchimuzzo is a CFP® professional with 35 years of experience in the financial services industry. He has worked at LPL Financial since 2022 and previously held positions at Cuna Mutual Group, CUNA Brokerage Services, Inc., and TD Ameritrade. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

John Mack is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior work history that includes roles at Mid-Hudson Valley Federal Credit Union and Equitable Advisors, LLC. Outside of finance, he was involved with Next Level Tents, a business venture prior to his advisory career. 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 financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Edward Hill is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2013. He holds Series 63 and Series 65 licenses and is based in Kingston, NY. Outside of his advisory role, Hill is involved in several family and business enterprises, including serving as vice president and office manager for a family real estate business and participating on the finance committee of the Benedictine Health Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses Wells Fargo research and tools to develop tailored recommendations, with clients able to implement advice through various brokerage and advisory programs.

Lisa Preudhomme is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on working closely with clients to understand their individual needs and priorities in order to develop tailored financial strategies. Her approach involves creating personalized plans to support various goals such as retirement planning, funding education, and managing unexpected expenses. Lisa holds a Bachelor's Degree from the State University of New York System and is designated as a Personal Investment Advisor (PIA). She is committed to providing ongoing advice and guidance to clients as their financial needs evolve.

Jonathan Meier is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and economic modeling techniques.