Salvatore Bocchimuzzo is a CFP® professional with 36 years of experience in the financial services industry. He is currently with LPL Financial since 2022 and previously worked at Cuna Mutual Group and CUNA Brokerage Services, Inc. for over 20 years, as well as TD Ameritrade for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisers. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

John Mack is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior work history that includes roles at Mid-Hudson Valley Federal Credit Union and Equitable Advisors, LLC. Outside of finance, he was involved with Next Level Tents, a business venture prior to his advisory career. 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 portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Edward Hill is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2013. He holds Series 63 and Series 65 licenses and is based in Kingston, NY. Outside of his advisory role, Hill is involved in several family and business enterprises, including serving as vice president and office manager for a family real estate business and participating on the finance committee of the Benedictine Health Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses Wells Fargo research and tools to develop tailored recommendations, with clients able to implement advice through various brokerage and advisory programs.

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.

Gerald Terwilleger Jr. is a Series 66 licensed financial advisor with Edward Jones in Marlboro, NY, where he has worked since 2017. He has nine years of experience in the financial industry and previously worked for Zircar Ceramics Inc. from 2005 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and proprietary products, supported by a large nationwide network of advisors and branch offices.

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.

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.

James Agrawal is a CFP® professional with over 41 years of experience in the financial industry. He is currently with Osaic and previously worked at Woodbury Financial Services for 18 years. He is also the owner of J Agrawal Financial Group and conducts financial education seminars through approved programs in local public schools. Osaic Wealth serves a diverse client base including retail investors, institutional clients, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and multiple advisory programs delivered through a complex affiliate network.