Nwan Joseph is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 15 years of industry experience. His career includes roles at KeyBank, Wells Fargo Clearing, Wells Fargo Bank, N.A., and Edward Jones. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers multiple wrap-fee programs and integrates services from KeyCorp affiliates, employing a multi-provider model with discretionary implementation and non-discretionary client selection of investment models.

Joseph Miller is an advisor with OSAIC Institutions, Inc. holding a Series 66 designation. He has one year of industry experience, including roles at Rhinebeck Asset Management and Rhinebeck Bank. Prior to his advisory career, he has worked in various positions including time at Penn State University and in the restaurant and mortgage industries. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services and combines an adviser/broker-dealer structure with a model that emphasizes supervision rather than centralized account management, providing access to alternative investments and lending solutions.

Mark Vesely is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 credentials. He has 34 years of industry experience, including roles at Wells Fargo Clearing and as owner of Dutchess Harbour Wealth Management, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

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.

Paul Cammareri Jr. is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at B. Riley Wealth Management and National Securities Corporation. Outside of advisory work, he is a notary public and an independent insurance agent. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms.

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.

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® 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.

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 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.

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.

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.

Christa Coates is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Financial Advisors and Commonwealth Financial Network. Outside of her advisory role, she is involved as an owner and officer in Wealth-Legacy Planning LLC and serves as an employee at Madeline's Dance Center. Cambridge Investment Research Advisors serves a diverse client base including individual investors and institutional clients such as pension and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services through various platforms, supporting both discretionary and non-discretionary management, and provides access to third-party advisors and proprietary model strategies.

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.