Michael Rodriguez is a financial advisor with Primerica Advisors based in Poughkeepsie, NY. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. His prior work includes roles at PFS Investments Inc. and Public Partnerships LLC. Outside of advising, he engages in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates nationally with a large advisor network and employs model-based investment strategies supported by third-party asset managers and custodians.

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.

Patrick Sunday is a financial advisor with Edward Jones, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Merrill Lynch Pierce Fenner & Smith Inc and Network 1 Financial Advisors Inc. He is currently based in Hyde Park, 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Treu is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has nine years of industry experience. His previous work includes roles at Bank of America and Merrill. Outside of his advisory work, he is a 50% owner of two investment-related rental property ventures in New York. 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 offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data, focusing on diversification and modern portfolio theory.

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, CFP®, is a Senior Vice President and Wealth Management Advisor based in Merrill Lynch's Poughkeepsie, NY office. With over 35 years at Merrill Lynch Wealth Management, Marc has dedicated his career to providing comprehensive financial advice, including family wealth management strategies, personal retirement planning, and retirement income solutions. He has also served as the Senior Resident Director of the Poughkeepsie office from 2009 to 2019. Marc holds a Bachelor of Science degree from Marist College and completed the educational component of the CERTIFIED FINANCIAL PLANNER (CFP) certification. His expertise includes retirement assets and services, asset management, tax minimization strategies, charitable giving, and estate planning. Working with Merrill Lynch and his team, Marc aims to deliver personal attention tailored to clients' financial goals while leveraging the resources of Merrill and the banking convenience of Bank of America. Outside of his professional work, Marc and his wife Margarete are actively involved in community and charitable efforts. They are committed supporters of the Cystic Fibrosis Foundation, where Marc serves as a Board Member and National Individual Giving Co-Chair. Additionally, they support the Culinary Institute of America as fellows and contribute to the African Missionary Health Organization, having participated in donor trips to Kenya and Uganda. Marc resides in his hometown of Milton, NY with his wife and enjoys traveling, golfing, and supporting efforts towards a cure for cystic fibrosis.

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 with Equitable Advisors in Poughkeepsie, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked in various roles including at Dave's Tree Service and held positions related to education and recreation. 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 LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model with a focus on tailored client intake and a range of advisory and brokerage channels.

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.

Jacquelyn Rae is a Series 66 licensed advisor at Wells Fargo Clearing with three years of industry experience. She previously worked for Anywhere Real Estate Inc. from 2014 to 2022 before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial product offerings than typical institutional advisers.

Peter Russell is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Eric Bojarczuk is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Ameriprise in 2026, he worked at LPL Financial from 2014 to 2026, with a brief period of unemployment in 2023-2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement planning focused on income sources and tax-aware withdrawal strategies.

Davindra Itwaru is a financial advisor with LPL Financial, holding a Series 66 designation and new to the industry. Prior to joining LPL Financial, he held roles at Hudson Valley Federal Credit Union, Northwestern Mutual, First Republic Bank, IBM Manpower, and DCH Wappingers Toyota. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

John Dunn is a financial advisor with LPL Financial, holding a Series 63 designation and more than 41 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, he serves as the chair of the Pleasant Valley Zoning Board of Appeals. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Preston Foulks Jr. is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation and Lincoln Financial Advisors. In addition to his advisory role, he is a licensed agent offering fixed life, disability, and long-term care insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, using asset-allocation tools and multiple platforms to manage portfolios across a range of investment types.

David Lambert is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include planning, investment management, and connections with private funds and other financial products.

Susan Murphy is a financial advisor at Merrill with 28 years of industry experience. She has worked at Merrill since 2004 and Bank of America since 2009. Outside of her advisory role, she is involved in managing family-owned commercial and residential real estate properties and serves as a trustee for a family trust. 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.

Daniel Toronto is a financial advisor with LPL Financial in Rhinebeck, NY, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at UBS Group AG, CUNA Mutual Group, and Evva Technologies. He is also involved with Wealth Management at Hudson Valley Credit Union as an investment-related business activity. 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 model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

Kerry Phelan is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Ameriprise. Prior to joining Ameriprise in 2020, Phelan worked with Ameriprise Financial Services, Inc. for nine years. Outside of advisory work, Phelan oversees operations for CJR Consulting LLC, a consulting business. 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, tax-aware withdrawal strategies, and Social Security claiming options. The firm’s approach integrates proprietary research and third-party data within a defined investment universe influenced by affiliated product providers.

Susan Greene is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a notary public in New York. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a range of investment options such as insurance-related vehicles and bank deposit sweep programs.