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.

Jacquelyn Rae is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She worked at Anywhere Real Estate Inc. for eight years prior to joining Wells Fargo. 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, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Corey Hudak is a financial advisor with LPL Financial in Kingston, NY, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles at Mid-Hudson Hudson Valley FCU, CUNA Mutual, Frank Loughlin State Farm, Spectrum Communications, and Slices of Saugerties. 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 portfolios, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Donald Bell Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on guiding clients through various life stages and market conditions by providing personalized wealth management strategies. His approach emphasizes understanding clients' individual goals, lifestyle, and legacy to develop thoughtful, research-driven financial plans. Donald holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a High School Diploma from Saugerties Central. He also participates in community activities through volunteering with local organizations. He aims to build strong relationships with clients by keeping them informed and serving as a trusted advisor for their financial decisions. Donald leverages the resources of Merrill Lynch and Bank of America to support clients in achieving their long-term financial goals.

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 Financial Services with 23 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials and has worked previously at LPL Financial. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement-income planning through a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Irene Berner is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with LPL Financial since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, advisory services, and institutional platforms, utilizing model portfolios, third-party subadvisors, and customized strategies across a wide range of investment approaches.

Davindra Itwaru is an advisor with LPL Financial, holding a Series 66 designation and beginning his financial industry career in 2024. His prior experience includes roles at Northwestern Mutual and First Republic Bank. 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 services including financial planning, model portfolios, third-party asset management access, and institutional platforms, with advisory solutions implemented through investment adviser representatives.

John Dunn is a financial advisor with LPL Financial in Hyde Park, NY, holding a Series 63 designation and 42 years of industry experience. He previously worked at Merrill for 10 years before joining LPL Financial in 2008. Dunn serves as chair of the Town of Pleasant Valley Zoning Board of Appeals, a community and civic role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, retirement advice, and institutional platforms, supporting a large network of advisors with a range of discretionary and non-discretionary investment strategies.

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 for Lincoln Financial Advisors and Lincoln Financial Advisors Corporation. In addition to his advisory role, he is also a licensed agent offering fixed life, disability, and long-term care insurance. OSAIC serves a diverse client base including retail and institutional investors, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, offering various managed account programs and third-party money manager options.

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, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at UBS Group AG, CUNA Mutual Group, and Cuna Brokerage Services Inc. He is also involved in wealth management activities with Hudson Valley Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 32 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a notary public in New York. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs more than 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Stephen Mazzei Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 designation and has 39 years of industry experience. Prior to his current roles since 2012, he was involved with Stephen Hakim Asset Management LLC for 10 years. 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 clients. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals, with additional capabilities in municipal finance and specialized SIMPLE IRA advisory programs.

Stephen Hakim is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and bringing 40 years of industry experience. He has been associated with Raymond James since 1999 and owns Stephen Hakim Asset Management LLC. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and it supports municipal and public finance work through a unique affiliation with a municipal advisor.

David Volkman is a financial advisor at Ameriprise with 30 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to his current role at Ameriprise since 2020, he worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is the CEO of Ddockend, a company established to manage his financial planning practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering personalized recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Alberto Dominguez is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial since 2025. His prior experience includes roles at Cadaret, Grant & Co., Inc., Morgan Stanley, and David Lerner Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting both discretionary and non-discretionary strategies.