Marc Schwedelson is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and Securities America, Inc. for over 25 years. He is also the owner and president of Quality Financial Services Co., Inc., a life and health insurance agency he has operated since 1987. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a range of managed account options supported by various tools and third-party managers.

Christopher Fenton is a CFP® professional with 40 years of industry experience. He has worked at LPL Financial since 2021 and was previously with M&T Securities, Inc. for 24 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Rita Gaffney Labarge is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Merrill and various Morgan Stanley entities since 1997. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

George Decker Jr. is a Senior Financial Advisor and Assistant Vice President at Merrill Lynch Wealth Management. He joined Merrill in 2021, bringing over 45 years of experience in the financial industry. In his role, he focuses on creating personalized wealth management strategies tailored to clients' individual goals and changing market conditions. George holds a Bachelor's Degree in Business Administration from Marist College in Poughkeepsie, New York, and holds the Personal Investment Advisor (PIA) designation. He is involved in community service, serving on the Board of Directors for Angels of Light and having previously served on the boards of Lucky Orphans Horse Rescue, Hope on a Mission, and New Horizons Resources. He resides in Millbrook, New York, with his wife Lori and is the father of six children and grandfather to ten grandchildren.

Marc Schain is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 26 years of industry experience. He has been affiliated with Cetera and its related entities since 1999. Outside of his advisory work, Schain serves as president of the board of directors for the Jewish Congregation of New Paltz and holds leadership roles with local theater and nonprofit organizations. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options including model portfolios, third-party managers, and bespoke strategies.

Kimberly Koenig is a financial advisor with Morgan Stanley in Poughkeepsie, NY, holding Series 63 and Series 65 licenses and having 39 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she serves on the finance committee of the United States Aikido Federation and has maintained a notary commission for over thirty years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

William Winters is a financial professional with 10 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2015. He also serves as a financial professional at Clearpath Advisors, Inc. Outside of advisory roles, Winters has worked as an insurance agent selling disability insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment program options and a large nationwide network of advisors.

Chelsea Hanlon is a financial advisor at Edward Jones with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Northwestern Mutual and LPL Financial. Outside of finance, she has experience working in food service as a server. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

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 65 and Series 63 licenses and bringing 11 years of industry experience. His background includes roles at Public Partnerships LLC, Marquis Home Care, Intercounty Paving Company, and PFS Investments Inc. He is also involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, utilizing model-delivery strategies managed by unaffiliated asset managers.

Nina Hill is a CFP® with 42 years of industry experience and has been with Wells Fargo Clearing since 2016. She holds Series 63 and Series 65 licenses. Outside of her advisory work, she writes a blog offering observational journalistic commentary on global events. 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 provides both brokerage and advisory solutions.

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.

Derek Seger is a financial advisor with LPL Financial in New Paltz, NY, holding Series 63 and Series 66 licenses with three years of industry experience. He has also been affiliated with Hudson Valley Credit Union since 2021 and has a background in education and retail. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a broad range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools.

Paul Conte is a financial advisor with Cetera, holding a Series 63 designation and 19 years of industry experience. He has worked at Cetera since 2016 and is involved with Gagnon & Associates, where he provides tax, accounting, and consulting services. Conte also serves as an assistant to the executive director of the Military Association of New York. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors, serving individual and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.

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.