Bonnie Rule is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, she held roles at Copart, Color Street, Visionary Real Estate Solutions, and PartyLite Gifts Inc. She was previously the owner and manager of Visionary Real Estate Solutions, a real estate flipping and rehabbing business that is currently dormant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Marc P. Cassalina is a Senior Vice President and Wealth Management Advisor based in the Poughkeepsie, NY office of Merrill Lynch Wealth Management. He has dedicated over 35 years to Merrill Lynch, including a decade serving as Senior Resident Director of the Poughkeepsie office. Marc holds a Bachelor's degree from Marist College and the CERTIFIED FINANCIAL PLANNER (CFP) designation. His areas of expertise encompass retirement planning, asset management, tax minimization strategies, charitable giving, and estate planning services. Marc develops strategies to help clients manage risk while pursuing their financial goals, focusing on building and preserving wealth for current and future generations. He works with Merrill Lynch and his team to provide personalized service combined with the global strength of Merrill and the banking convenience of Bank of America. Marc and his wife Margarete are committed to supporting the Cystic Fibrosis Foundation, motivated by personal experience with the disease. Marc has served as a Board Member and Board President of the Greater New York Chapter and currently co-chairs the National Individual Giving Committee. He and his wife received the Breath of Life Award in 2022 for their dedication. Additionally, they support the Culinary Institute of America and the African Missionary Health Organization. Marc and Margarete reside in Milton, New York, and enjoy travel, golf, and their roles as grandparents.

Matthew Meddaugh is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Ameriprise since 2014, following five years at National Planning Corporation. Outside of his advisory role, Meddaugh is involved in consulting and manages several real estate-related businesses. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Collin Ford is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation. Prior to joining Equitable Advisors, his work history includes positions in education and local service businesses, such as the University of Rhode Island and Dave's Tree Service. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing both proprietary and third-party advisory solutions.

Jennifer Harrigfeld is a financial advisor with Merrill and holds the Series 66 designation. She has one year of industry experience, including prior roles at Bank of America from 2017 to 2021. Outside of her advisory work, she is co-owner and officer of Rock City Music Corp dba Woodstock Music Shop, a music retail business operating since 2009. 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.

Francis Dwyer is a financial professional with 34 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked at firms including Rhinebeck Bank and Osaic Institutions LLC. Outside of his financial advisory role, he is the owner of Leo Builds LLC, a family-owned real estate business. Cetera is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account structures.

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.

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.

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.

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.