George Koeltl is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Triad Advisors Inc and Reby Advisors, LLC. He operates out of Danbury, CT. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Ardal Powell is a financial advisor with Eagle Strategies (NY Life) in Fishkill, NY, holding the ChFC® designation and Series 65 and Series 63 licenses. He has nine years of industry experience and has been associated with Eagle Strategies and related entities since 2016. Outside of his advisory work, he is an officer for the Howland Chamber Music Circle, which presents classical music concerts in Beacon, NY, and has authored scholarly publications on music history. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kristina Teneyck is a financial advisor at Commonwealth Financial Network with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Commonwealth since 2005. Outside of her advisory role, she is a member and 33% owner of Prosperity, LLC, an entity involved in securities and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing advisory programs and services that include wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers a range of program structures and supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Michele Blanchard is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2005. She holds the Series 66 designation and is based in Danbury, CT. Michele is a partner and co-owner of Prosperity, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, operational support, and investment management services. The firm offers various program structures and discretionary model portfolios while delivering technology, compliance, and practice-management resources to its affiliated advisors.

Nwan Joseph is a financial advisor at Key Investment Services LLC with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing, Wells Fargo Advisors LLC, and KeyBank. He is based in Poughkeepsie, NY. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection while providing recommendations and oversight, and operates within the KeyCorp group alongside affiliated banking and capital market entities.

Joseph Miller is a financial advisor at OSAIC Institutions, Inc. with the Series 66 designation and one year of industry experience. He has worked at Rhinebeck Asset Management and Rhinebeck Bank in recent years and has a background including roles at Penn State University and various other organizations. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and combines investment adviser and broker-dealer registrations in a distinctive hybrid model.

Christopher Kachur is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has 25 years of industry experience. Kachur has been with Benjamin F. Edwards & Co since 2010. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a broad range of services including fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting, with a range of model strategies monitored by an Investment Strategy Committee.

Mark Vesely is a financial advisor with Commonwealth Financial Network in Poughkeepsie, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Commonwealth and Dutchess Harbour Wealth Management, LLC, a private entity he owns, since 2021. Prior to that, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers discretionary model portfolios and various program structures, supporting advisors in managing diverse client portfolios.

Ilana Stern is a financial advisor at Eagle Strategies (NY Life) with Series 66 and Series 63 credentials and two years of industry experience. Her career includes positions at Ruttenberg Capital Group, NYLife Securities, and New York Life Insurance Company. Outside of finance, she has been involved with J&C Home Renovations Inc since 2021. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides various advisory programs and emphasizes tailored recommendations aligned with client objectives and plan sponsor requirements.

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 Series 66-licensed financial advisor with four years of industry experience. He has worked at OSAIC since 2022, following a tenure at Securities America Advisors. Rao has also been affiliated with Russell Sage College and Comfort Inn since 2021. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of advisors and platforms. The firm offers a range of integrated brokerage and advisory services, utilizing proprietary tools and third-party solutions to construct and manage portfolios across various asset classes.

Jason Murtagh is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining LPL Enterprise in 2026, he worked with NYLIFE Securities LLC and New York Life Insurance from 2022 to 2026. In addition to his advisory role, he is employed as a police officer with the Town of Fishkill and serves as a teacher at Dutchess Community College. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

John Paul Mollica is a financial advisor at Ameriprise Financial Services, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he is connected to a real estate rental business in Poughkeepsie, NY. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides clients with written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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®-designated financial advisor with 23 years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked at Lincoln Financial Advisors for 10 years. In addition to her advisory role, Mann co-owns Freedom Financial Solutions LLC, a tax services business. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement-plan sponsors, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions.

Scott Montenero is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. Outside of Ameriprise, he is an associate financial advisor at 7B Ventures LLC, where he meets with clients to review their investment portfolios and financial plans. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with personalized recommendations and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Michael Tannenbaum is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services, CitiGroup, and Colonial Voluntary Benefits. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Dominick Profaci is a financial advisor with Edward Jones in Poughkeepsie, NY, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Starbucks for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Christa Coates is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Her prior firms include Lincoln Financial Advisors and Commonwealth Financial Network. Outside of advising, she is involved with wealth legacy planning businesses and works as an employee at a dance center. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management and model-based solutions across multiple custody platforms.

Suhair Marji is a financial advisor at J.P. Morgan Securities with 9 years of industry experience. She holds Series 63 and Series 66 designations and has been with JPMorgan Chase and its affiliates since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.