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 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 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.

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.

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.

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 with 23 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Ameriprise in 2026, he worked at LPL Financial from 2014 to 2026, with a one-year break in between. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports 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 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.