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.

Calvin Nelson is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 63 designation and has worked at Cetera Investment Services LLC and Cetera since 2019, following five years at Foresters Financial. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that features both affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Lisa Tevnan is a financial advisor with LPL Financial who holds a Series 63 designation and has nine years of industry experience. She has worked at LPL Financial since 2016 and has been associated with Hudson Valley Federal Credit Union since 2009. Outside of her advisory role, she works as a yoga and Pilates instructor in Poughkeepsie, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

John Leigh IV is a CFP® professional with nine years of experience in the financial industry. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

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.

Vincent Trovato is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Jonathan Glaser is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

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.

Stephen Mangiacotti is a financial advisor with J.P. Morgan Securities in Yorktown Heights, NY, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at NYLife Distributors LLC and New York Life Investments. He served for five years with the Irvington Fire Company. 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. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Thomas Langtry is a financial advisor with Cetera, holding a Series 63 designation and over 31 years of industry experience. He has been affiliated with Cetera and its related entities since 2005 and also owns Langtry Tax & Financial LLC, providing accounting and tax preparation services. Langtry serves as a board member of the Hampton Glen Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and utilizes both affiliated and third-party model portfolios.

Mana Sims is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at Bank of America, Merrill, and various capacities within J.P. Morgan Chase Bank and J.P. Morgan Securities. 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 brokerage, distribution, and investment management capabilities.

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.

Scott Ruppert is a financial advisor with Cetera, holding a Series 63 designation and bringing 22 years of industry experience. He has worked with Cetera since 2019 and previously spent 15 years with Foresters Financial and 6 years with Foresters Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Gregory Antonakos is a financial advisor at LPL Financial with 13 years of industry experience. He has been with LPL Financial since 2012 and also works with Hudson Valley Federal Credit Union. He holds a Series 63 designation and is involved with investment-related activities at Hudson Valley Federal Credit Union Insurance Services. 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 advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Stanley Wong is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 50 years of industry experience. He has worked with Cetera Advisors LLC since 2016 and Investors Capital Corporation from 2006 to 2016. Wong is also involved as a trustee with the Parish of Sacred Heart - St. Patrick, a religious organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with various program options and investment strategies.

Philip Settembrino is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Cadaret, Grant & Co., Inc. for 24 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jimmy Kuka is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior work includes positions at RBT Wealth, Altium Wealth, and The Shark Group. He has a background that includes long-term full-time study as well as experience in non-financial roles such as at Kuka Heating and Cooling and Yankee Clipper Diner. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and portfolio management techniques across various investment types.

Anne Curci is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 32 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation and trade execution managed by BNY Mellon Advisors and Pershing.

Gregory Mirecki is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at OSAIC since 2023, following six years with Fsc Securities Corp and 20 years at SII Investments, Inc. He also operates Ferrigno Financial, providing financial advising services, and acts as an insurance agent soliciting fixed annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.