Robert Tannenbaum is a financial advisor at LPL Financial with six years of industry experience and holds the Series 66 designation. He previously worked at Woodbury Financial Services and has an ongoing affiliation with Oneonta College. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

Christopher Cantele is a financial advisor with LPL Financial in Poughkeepsie, NY, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with LPL Financial since 2006. In addition to his advisory role, he works with Hudson Valley Credit Union on investment and insurance services, including Medicare Advantage and supplement plans. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, combining extensive advisory services with a broad range of non-advisory financial products and oversight of significant discretionary assets.

Barbara Blas is a financial advisor at Osaic Wealth, Inc. with 28 years of industry experience. She holds the Series 63 designation and previously worked at Woodbury Financial Services and Questar Asset Management. Apart from her advisory role, she serves as a board member for Congregation Agudas Achim and is president emeritis of The Reher Center for Immigrant Culture and History. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Melanie Hammond is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in delivering personalized wealth management strategies tailored to individual client goals. With over 15 years of client-focused experience, she emphasizes purposeful and personal attention to help clients pursue long-term financial objectives, including areas such as college education planning, divorce transition planning, family wealth management, retirement income, and socially responsible investing. Melanie holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). She graduated from Kingston High School and is an active member of the philanthropic educational organization PEO. Melanie’s commitment to her clients is complemented by her involvement in community initiatives, reflecting the Merrill tradition of service. Outside of her professional duties, Melanie engages in various personal interests, including boxing, cooking, hiking, music, reading, running, skiing, traveling, writing, and spending time with her family. As a native of upstate New York, she appreciates the diversity of her community and strives to contribute positively to both her clients and the region she calls home.

Matthew Nathan is a Financial Advisor with Merrill Lynch Wealth Management who focuses on helping families and businesses achieve their financial goals. He works closely with clients to understand their unique priorities and develop personalized financial strategies that address short-, mid-, and long-term objectives. Matthew provides guidance on a range of topics including investing, retirement planning, and managing unexpected expenses, and offers access to Bank of America specialists for additional financial services. His client focus areas include family wealth management strategies, services for endowments, foundations, and non-profits, as well as socially responsible, values-based, and ESG investing. Matthew holds the Personal Investment Advisor (PIA) designation and obtained his high school diploma from Bruton High School. Outside of his professional work, Matthew engages in horseback riding, hunting, rock climbing, and spending time with his family. His approach emphasizes working one-on-one with clients to create financial plans tailored to their personal and family goals.

Shomari Linton is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at JP Morgan Chase Bank and JP Morgan Securities. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Perry Goldschein is a Financial Advisor at Merrill Lynch Wealth Management who advises individuals and businesses on financial planning and investment strategies to help them meet their goals, minimize taxes, and mitigate risk. He has experience integrating sustainability, Environmental Social Governance (ESG), business ownership, group benefits, and charitable or philanthropic considerations into client efforts. Perry's client focus areas include corporate executive services, divorce transition planning, institutional consulting, defined benefit plans, philanthropic planning, small business strategies, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. Prior to his career in financial advising, Perry worked as a lawyer, entrepreneur, and management consultant, engaging with a range of clients from individual entrepreneurs and professionals to smaller iconic brands and Fortune 500 companies. In his current role, he collaborates closely with colleagues and clients primarily within the financial services industry. Perry holds a Bachelor's Degree from the University of Pennsylvania and a Juris Doctorate Degree from the University of California, Davis. He also holds the Personal Investment Advisor (PIA) designation. He is active in community initiatives and has served on the boards of two environmental nonprofits, Sustainable Hudson Valley and Wallkill Valley Land Trust. Perry resides in the Hudson Valley with his wife and daughter and enjoys hiking, running, biking, chess, photography, rock climbing, reading, traveling, writing, and spending time with his family.

Barbara Boccuto is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. She previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2018. In addition to her advisory role, she serves as an ambassador for Rhinebeck Wealth Advisors LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored planning and consulting using analytical tools and supports both advisory programs and institutional portfolio management.

Fatima Campbell is a financial advisor at Merrill with a Series 66 designation and nine years at the firm. She has three years of industry experience and previously worked at Enterprise Holdings for five years. 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 and profit-sharing plans, corporations, and charitable organizations.

Mason Delisio is a Series 66-licensed financial advisor with Equitable Advisors, based in Poughkeepsie, NY, and has one year of industry experience. Prior to his current role, he held positions at various organizations including Marist University, SUNY Oneonta, and Wiltwyck Country Club. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a range of advisory models implemented by third-party managers and provides ERISA fiduciary services to qualified plans.

Mark Choinski is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and 27 years of industry experience. His prior roles include positions at Securities America Advisors, National Planning Corporation, and General Tax and Financial Services. In addition to his advisory work, Choinski is involved in tax preparation and accounting through Oak Tree Financial Advisors LLC and related entities. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by IARs who implement a variety of investment strategies.

Daniel Mcdonough is a Series 66 licensed financial advisor with 10 years of industry experience. He is currently with LPL Financial and has previously worked with Mid-Hudson Valley Federal Credit Union and CUNA Brokerage Services, Inc. Outside of finance, he is involved with Mirabella's Restaurant in Kingston, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 extensive research and technology tools.

Timothy Neilson serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. He emphasizes a collaborative approach, seeking to understand clients’ life priorities to develop personalized financial plans that align with their goals and aspirations. Timothy holds the Personal Investment Advisor (PIA) designation and earned his Bachelor of Arts from the State University of New York System. He is committed to community involvement, volunteering with local organizations, and following the Merrill tradition of service. Outside of his professional work, Timothy enjoys biking, hiking, music, reading, writing, yoga, and spending time with his family.

John Senchak is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with LPL Financial since 2019 and is also affiliated with Hudson Valley Federal Credit Union, where he has worked since 2014. Outside of his advisory role, Senchak is involved with JatiMara Ink Works, a home-based business entity for tax and investment purposes. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Martin Cukaj is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, delivering tailored recommendation reports through a centralized consulting team that combines research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Starego is a financial advisor with Equitable Advisors in Poughkeepsie, NY, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has worked at Equitable Advisors since 2017, following prior roles at AXA Advisors LLC, IBM, and Juliano Plumbing and Heating. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Scott Banker Jr. is a Series 66 licensed advisor with LPL Financial, having started his advisory career in 2026. His background includes roles at Hudson Valley Credit Union, Marshalls, and Northwestern Mutual Investment Services, along with diverse experiences in education and small business management. 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 model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Lori Coombs is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. She has worked at Cetera and its affiliate Cetera Investment Services LLC since 2013. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable accounts, and institutions. The firm offers diverse portfolio management options and financial planning services through a large network of independent advisors, managing over $256 billion in assets.

Andrew Jones is a Series 66-licensed financial advisor at Merrill with four years of industry experience. His work history includes roles at Bank of America, Merrill, One Main Financial, TD Bank, and Nike. Merrill, along with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Raymond Abreu is a financial advisor with LPL Financial in Poughkeepsie, NY, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Hudson Valley Credit Union, Advance Auto Parts, and Dover Middle/High School. Abreu also serves as a notary within his work at Hudson Valley Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management programs and supports its advisors with research tools and a broad platform including non-advisory financial services.