Tamara Washalski is a financial advisor with Edward Jones, holding a Series 63 designation and 23 years of industry experience. She has been with Edward Jones since 2002. Outside of her advisory role, she serves as a Senior Partner for M1 Investment Club, LLC, where she oversees investment education and stock analysis, and acts as District Commissioner for the Jockey Hollow Pony Club in Middletown, NY. 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 wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Jennifer Paolicelli is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked exclusively with Ameriprise and its affiliated entities since 2005. She is based in Tafton, PA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Roger Pikul Jr. is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior career includes roles at Securities America Advisors and National Planning Corporation. Outside of his advisory duties, he is involved in several business activities, including serving as trustee for the Angela Pikul Trust and participating in consulting and marketing ventures. OSAIC serves a wide range of retail and institutional clients through an extensive network of advisers, offering brokerage, investment advisory, financial planning, and managed account services. The firm employs various asset-allocation and risk-assessment tools and supports legacy platform transitions, utilizing multiple third-party service providers.

Nicholas Mirecki is a financial advisor at OSAIC with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Ferrigno Financial and Fidelity Investments. Mirecki also has experience in the catering industry through Inn Credible Caterers. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a variety of asset-allocation tools and third-party platforms to construct diversified portfolios for its clients.

John Mc Glyn is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and typically provides advice on a non-discretionary basis.

Arden Baptiste is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials, and has 31 years of industry experience. He has worked with People's United Advisors, Inc. and People's Securities, Inc. prior to joining LPL Financial. Baptiste also serves as an adjunct professor at Rockland Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and services, including financial planning and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Thomas Budington is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Equitable Advisors since 2021 and previously held roles in education and the food service industry. Outside of advising, he is involved as a sales associate with two realty firms. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a range of third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model offering both advisory and brokerage channels to implement client recommendations.

Anthony Tangredi is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 21 years of industry experience. Prior to joining Raymond James in 2017, he worked at Merrill for 13 years. He is also the owner of Tangredi Financial Services, LLC, a support company based in Goshen, NY. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary consulting using analytical tools and supports both advisory programs and institutional portfolio management.

Evan Kirsch is a financial advisor at OSAIC with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including MassMutual Life Insurance Company, New York Life Insurance Company, and various educational institutions. Outside of his advisory role, he is an insurance broker focusing on life, disability, long-term care, fixed annuities, and health products. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage, advisory, financial planning, and retirement plan consulting services through a broad network of affiliated advisors. The firm employs advanced asset-allocation tools and multiple third-party platforms to construct and manage portfolios tailored to client preferences.

Justin Pucci is a financial advisor with Raymond James & Associates in Goshen, NY, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Grassi & Co., Wiss & Company, and Orange Bank & Trust. He also has experience working in education at Ramapo College of New Jersey and Goshen High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and investment consulting through various advisory programs.

Noel Spencer is a financial advisor with Cetera Wealth Services, LLC, holding a Series 63 designation and over 30 years of industry experience. His prior experience includes long tenures at Avantax Advisory Services and AXA, among others. Outside of advising, he serves as president of Spencer’s of Jamaica, Inc., a tax preparation and accounting business, and participates as a Eucharistic Minister at his local Episcopal church. Cetera Investment Advisers LLC is a large SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Thomas Mc Gimpsey Jr. is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Hudson Valley Investment Advisors, Inc. before joining Merrill and Bank of America, N.A. Mc Gimpsey serves as a board member of the Garnet Health Foundation and is part of the 2024 Executive Walk Committee for the Alzheimer's Disease and Related Disorders Association, assisting with fundraising efforts. Merrill and its affiliate Managed Account Advisors LLC provide managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bette Ellen Weiss is a financial advisor with Ameriprise in Goshen, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. She previously worked at Bruderman Brothers LLC and Bruderman Asset Management, LLC for six years. Weiss is involved with the Mary Nagle Charitable Foundation Trust, where she assists community members in need and supports a student scholarship program. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning based on tax-aware withdrawal strategies and dependable income sources.

John Siciliano Jr. is a financial advisor at LPL Financial with Series 63 and Series 66 credentials and 45 years of industry experience. He previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 10 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Robert Coffey is a financial advisor at Ameriprise with 27 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm employs a centralized team to produce detailed recommendation reports that integrate investment research and third-party data, with distinct enrollment criteria based on investable assets and a managed account inclusion requirement.

Shawn Behrent is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at the Orange County Department of Finance and has experience in educational and entrepreneurial roles, including running Behrent's Performance Warehouse. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsed TAMPs.

James Pucci is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 57 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Daniel Lofrese is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 48 years of industry experience. His prior work includes positions at Sterling Bank and Webster Bank. He is also involved in life insurance sales through SBLI USA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Joseph Schaefer is a CFP® professional with 23 years of industry experience, currently advising at Edward Jones since 2013. He holds Series 63 and Series 66 licenses and is based in Warwick, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Peter Vanetten is a financial advisor with Primerica Advisors, holding a Series 63 designation and 22 years of industry experience. His work history includes roles at HeritageEnergy and PFS Investments Inc., where he has been employed for over two decades. Outside of investment advisory, he is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and affiliated companies. Primerica Advisors offers 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 employs a tiered wrap-fee structure and curates third-party asset managers to implement its investment models.