Ilana Stern is a financial advisor with Eagle Strategies (NY Life) based in Newburgh, NY. She holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to her work in financial advising, Stern spent 20 years at NBC Universal and maintains an ongoing role with J&C Home Renovations Inc. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis through an integrated network affiliated with New York Life.

Lambros Violaris is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 30 years of experience in assisting individuals and institutions with wealth management and income generation. His client focus areas include college education planning, divorce transition planning, executive compensation, institutional investment consulting, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, individual and corporate investment strategy, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Bob Jones University. Outside of his professional work, Lambros enjoys adventure sports, baseball, biking, chess, drawing and sketching, hiking, spending time with his family, traveling, and watching movies.

Pranav Rao is a financial advisor at OSAIC with four years of industry experience and holds the Series 66 designation. His prior experience includes roles at Securities America Advisors and LPL Financial. In addition to his financial advising work, he has been associated with Russell Sage College and Comfort Inn since 2021. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering a mix of brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various tools and a complex affiliate network.

Robert Priore is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Gina Mann is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2024. She previously worked at Lincoln Financial Advisors for 10 years and is co-owner of Freedom Financial Solutions LLC, a tax services business. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services through a platform of proprietary models and third-party advisers.

Paul Ferrigno is a CFP® professional with 21 years of industry experience. He is currently with OSAIC since 2023 and previously worked at FSC Securities Corp and SII Investments. Ferrigno is a member of a business networking organization where he serves on the membership committee, assisting with member interviews and conflict resolution. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate entities, offering both brokerage and advisory services through various financial programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by multiple management strategies and due diligence processes.

Nicolette Harney is a financial advisor at Osaic with 11 years of industry experience. She holds a Series 66 designation and previously worked at Fsc Securities Corp and SII Investments. Harney is also a notary public and operates a sole proprietorship, Ferrigno Financial, as a registered assistant involved in trading, processing, and client servicing. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio solutions. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization with customizable strategies and access to third-party money managers.

Michael Tannenbaum is a financial advisor with LPL Financial in Poughkeepsie, NY. He holds a Series 66 designation and has six years of industry experience, including roles at CitiGroup and Woodbury Financial Services. Prior to his financial career, he spent four years at the College of Saint Rose. 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 and access to model portfolios and third-party asset managers.

Lawrence Vandemark Jr. is a financial advisor with LPL Financial, holding Series 66 and Series 63 credentials and four years of industry experience. He has previously worked at New York Life Insurance Company and Nylife Securities LLC. Outside of his advisory role, he operates a home-based farm pickle business. 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 through a large network of investment adviser representatives using various investment strategies and platforms.

Louis Curci is a financial advisor with Primerica Advisors in Newburgh, NY, holding a Series 63 designation and having 32 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Curci also engages in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that uses model-driven investment strategies and supports trade execution and custody through established financial institutions.

Derrik Wynkoop is a financial advisor with Cetera, holding the Series 63 designation and bringing 27 years of industry experience. He has been with Cetera and its related entities since 2012 and also serves as President and CEO of Walden Savings Bank. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Suhair Marji is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 licenses and has 10 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Scott Witherspoon is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Morgan Stanley, Invest Financial Corporation, and multiple credit unions. Outside of his advisory role, he serves as Chief Credit Officer at Hudson Valley Credit Union and is involved with mortgage and real estate services at Coldwell Banker Real Estate Services LLC. 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 technology tools and a broad range of financial products.

William Settembrino is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Professional Financial Consultants and Cadaret, Grant & Co., Inc. He is also the president and owner of Allset Consultants. 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, third-party asset management, and institutional platforms.

Nicholas Brown is a financial advisor with Edward Jones in Newburgh, NY, holding a Series 66 designation and four years of industry experience. His professional background includes roles at Primerica Advisors, Primerica Financial Services, and Empire Merchants. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Stephen O. Flaherty is a financial advisor with Stifel, holding Series 63 and Series 65 designations and over 21 years of industry experience. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he serves as a councilman for the Town of Plattekill and as a director for the Hudson Valley Athletic Club's youth soccer program. Stifel serves a diverse range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to inform asset allocation and financial planning analyses.

Andrea Coladarci is a financial advisor at OSAIC with 15 years of industry experience. She holds a Series 66 designation and has worked previously at Pinnacle Investments, Valic Financial Advisors, and Morgan Stanley. OSAIC Wealth serves a diverse client base, including high-net-worth individuals, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization tools.

Erica Salzmann Talbi is a CFP® professional with 38 years of industry experience. She has worked at Osaic since 2023, following a 14-year tenure at Sagepoint Financial, Inc., and a concurrent role at American General Securities Incorporated since 1997. In addition to her advisory work, she prepares tax returns seasonally and serves as co-trustee of a family trust. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an emphasis on model-based asset allocation, portfolio optimization, and a range of managed account programs.

Allison Gaudio is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2007. 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 strategies managed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Calvin Nelson is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 63 designation and has worked at Cetera Investment Services LLC and Cetera since 2019, following five years at Foresters Financial. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that features both affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.