Lisa Tevnan is a financial advisor with LPL Financial, holding a Series 63 designation and bringing nine years of industry experience. She has worked at LPL Financial since 2016 and concurrently has been employed at Hudson Valley Federal Credit Union since 2009. Outside of her advisory role, she is a certified yoga and Pilates instructor based in Poughkeepsie, NY. 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, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives and leveraging advanced advisor tools.

John Leigh IV is a CFP® professional with nine years of experience in the financial industry. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

Michelle Nolen is a financial advisor at Merrill with 26 years of industry experience. She has been with Merrill Lynch since 1999 and holds the Series 66 designation. Outside of her advisory role, she serves as Corporate Secretary for MG Graphix Inc., a manufacturing company. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Marc Schwedelson is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. and Securities America, Inc. for over 25 years. He is also the owner and president of Quality Financial Services Co., Inc., a life and health insurance agency he has operated since 1987. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and a range of managed account options supported by various tools and third-party managers.

Douglas Sternemann is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2021 and was previously employed at M&T Securities, Inc. and M&T Bank, where he remains involved in banking-related functions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by extensive technology and a large network of advisors.

Vincent Trovato is a financial advisor at Ameriprise with 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1995 and holds a Series 63 designation. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice through a centralized consulting team.

Rita Gaffney Labarge is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Merrill and various Morgan Stanley entities since 1997. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Michael Del Grosso is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various entities within the JPMorgan Chase organization since 2007. Outside of his advisory role, he serves as the contact person for two condominium properties owned by his family. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative analysis.

George Decker Jr. is a Senior Financial Advisor and Assistant Vice President at Merrill Lynch Wealth Management. He joined Merrill in 2021, bringing over 45 years of experience in the financial industry. In his role, he focuses on creating personalized wealth management strategies tailored to clients' individual goals and changing market conditions. George holds a Bachelor's Degree in Business Administration from Marist College in Poughkeepsie, New York, and holds the Personal Investment Advisor (PIA) designation. He is involved in community service, serving on the Board of Directors for Angels of Light and having previously served on the boards of Lucky Orphans Horse Rescue, Hope on a Mission, and New Horizons Resources. He resides in Millbrook, New York, with his wife Lori and is the father of six children and grandfather to ten grandchildren.

Stephen Mangiacotti is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Merrill, and New York Life Investments. Outside of his advisory role, he served with the Irvington Fire Company for five years. 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 offer non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Thomas Langtry is a financial advisor with Cetera, holding a Series 63 designation and over 31 years of industry experience. He has been affiliated with Cetera and its related entities since 2005 and also owns Langtry Tax & Financial LLC, providing accounting and tax preparation services. Langtry serves as a board member of the Hampton Glen Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and utilizes both affiliated and third-party model portfolios.

Mana Sims is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her career includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as positions at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Kimberly Koenig is a financial advisor with Morgan Stanley in Poughkeepsie, NY, holding Series 63 and Series 65 licenses and having 39 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of her advisory role, she serves on the finance committee of the United States Aikido Federation and has maintained a notary commission for over thirty years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Scott Ruppert is a financial advisor with Cetera, holding a Series 63 designation and bringing 22 years of industry experience. He has worked with Cetera since 2019 and previously spent 15 years with Foresters Financial and 6 years with Foresters Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Gregory Antonakos is a financial advisor with LPL Financial, holding a Series 63 license and having 14 years of industry experience. He has worked at LPL Financial since 2012 and has also been associated with Hudson Valley Federal Credit Union since 2010. He is involved with Hudson Valley Federal Credit Union Insurance Services, focusing on non-variable insurance. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

Stanley Wong is a financial advisor at Cetera with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC since 2016. Wong is also involved as a trustee with the Parish of Sacred Heart - St. Patrick, a religious organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Gene Tannenbaum is a financial advisor at LPL Financial with 35 years of industry experience. He holds a Series 63 designation and has worked previously at Woodbury Financial Services and National Wealth Network. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Robustelli is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. His prior roles include positions at Key Investment Services LLC and KeyBank. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Kara Gadonniex is a financial advisor with Merrill based in Poughkeepsie, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Merrill since 1993 and has worked at Bank of America, N.A. since 2011. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gabriel Vieira is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. Prior to joining LPL, he has held roles at The Home Depot, Hudson Valley Credit Union, Eddie Bauer, Amazon, and has owned Do Dragao Gaming since 2020. He is also a notary public in New York. 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 and asset management through a broad network of investment adviser representatives, utilizing a range of investment strategies and technology tools.