Eric Katzman is a CFA® charterholder with 31 years of industry experience. He has been with Rockingstone Advisors since 2016. Katzman serves on the Board of Trustees at Oberlin College, where he advises on the university endowment, and he is also a board member of the Berkshire Natural Resource Council, focusing on environmental stewardship. Additionally, he is an advisory board member of Jove Island Acquisition Corp, contributing to investment decisions. Rockingstone Advisors manages approximately $280 million for primarily high-net-worth individuals, trusts, retirement plans, and select OCIO clients. The firm employs an actively managed, multi-step investment process across various asset classes, using strategies that include derivatives and margin in separately managed accounts.

Wesley Golby is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Seven Canyons Advisors, LLC. His prior roles include positions at Acacia Research, Ark Global Asset Management, and Fleckenstein Capital Management. Outside of his financial career, he is the managing member and sole owner of Ramshackle Properties, LLC, a hotel operating business. Seven Canyons Advisors provides discretionary investment management primarily to pooled vehicles and institutional accounts, including registered mutual funds and retirement plans. The firm uses a bottom-up fundamental research process and proprietary screening to build concentrated strategies across its global equity approaches.

Alan Besterman is a financial advisor at FSP Advisors, Inc. with 43 years of industry experience. He holds a Series 66 designation and has worked at FSP Advisors since 2017 and at Leigh Baldwin & Co., LLC since 2008. Outside of advising, he serves as a certified pistol instructor and is involved with the East Chatham Fire Department as an assistant chief, treasurer, and bookkeeper. He also owns a tax return preparation business, The Balance Sheet, Inc. FSP Advisors, Inc. provides advisory services to individuals, employee benefit plans, trusts, estates, and other institutions, offering portfolio management, financial planning, and pension consulting. The firm employs a variety of investment methods tailored to client objectives and risk tolerance, delivering both discretionary and non-discretionary management while making educational seminars available to the public at no charge.

Kathleen Peer is a financial advisor at SAGE 360 Advisors LLC with 30 years of industry experience. She holds a Series 63 designation and has worked at Peer Law Firm since 2011 while also serving at Sage360 Advisors since 2007. Outside of financial advising, she is an investor in Coalbed Methane Solutions LLC, a company that develops and manufactures down-hole sensor equipment for oil and gas wells. SAGE 360 Advisors serves individual and high-net-worth clients, as well as trusts and estates, managing approximately $21 million for about two dozen households. The firm provides portfolio management and financial planning services, primarily using fundamental analysis and a variety of investment strategies, and maintains a mostly non-discretionary management approach.

John Barry is a ChFC® and Series 65-registered financial advisor with over 22 years of industry experience. He has been with American Investment Services, Inc. since 1994, totaling 32 years at the firm’s Great Barrington, MA location. American Investment Services, Inc. provides discretionary wealth management to individuals, charitable organizations, and corporations, offering strategies that emphasize a structured, passive asset-allocation approach based on Modern Portfolio Theory. The firm manages over $1 billion in client assets with a small advisory team and features access to Dimensional Fund Advisors products and Unified Managed Accounts.

Gary Martinelli is a financial advisor at Tableaux Wealth with 26 years of industry experience. He previously operated Martinelli Portfolio Management, Inc. for 25 years and has managed a law practice at Martinelli Law, LLC for over 35 years. Outside of financial advising, he serves as executive committee chair of Convenient Cards, Inc., a company that markets prepaid card programs, and holds leadership roles in several commercial real estate entities. Tableaux Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, businesses, and retirement plans. The firm employs fundamental analysis and modern portfolio theory in its investment approach, managing portfolios with low-cost mutual funds, ETFs, and other instruments, while using third-party artificial intelligence for research and risk monitoring.

Luke Delorme is a CFP®, ChFC®, and Series 65-licensed advisor with 10 years of industry experience. He has worked at Tableaux LLC since 2024 and previously spent eight years at American Investment Services, Inc. He serves as a board member of the Berkshire Natural Resources Council, a land conservation non-profit organization. Tableaux Wealth is an SEC-registered advisory firm that serves individuals, trusts, estates, businesses, and retirement plans, providing wealth management, portfolio management, financial planning, and trustee/executor services. The firm manages approximately $230 million and employs an investment process based on fundamental analysis and modern portfolio theory, using a mix of low-cost mutual funds, ETFs, and individual securities.

David St. Peter is a CFA® charterholder with 16 years of industry experience, currently serving at American Investment Services Inc since 2008. He is based in Great Barrington, MA, and holds the Series 63 designation. American Investment Services is a fee-only, SEC-registered investment adviser that offers discretionary portfolio management and financial planning to individuals, high net worth clients, charitable organizations, and institutions. The firm employs a structured, passive investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, and manages approximately $1.3 billion in assets across six advisors.

Matthew Burnell is a CFP® with 11 years of industry experience. He is currently with American Investment Services Inc and has previously worked at firms including Cetera, Hedley & Co PLLC, and Goldman Sachs Wealth Services. American Investment Services Inc provides discretionary wealth management to individuals, charitable organizations, and corporations, using a structured, passive asset-allocation approach based on Modern Portfolio Theory. The firm manages over $1 billion in client assets and offers specialized services such as the Professional Asset Management program and Dimensional Unified Managed Accounts.

A. Mackenzie Waggaman is a financial advisor with American Investment Services Inc, holding a Series 66 credential and bringing 20 years of industry experience. Waggaman has been with American Investment Services since 2004. American Investment Services is an SEC-registered, fee-only investment adviser serving individuals, high net worth clients, charitable organizations, and institutions. The firm employs a structured, passive investment approach based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, and offers discretionary portfolio management through programs such as its Professional Asset Management and High-Yield Dow strategies.

Charles Murphy is a financial advisor with American Investment Services Inc, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with American Investment Services since 2007. American Investment Services is an SEC-registered, fee-only investment adviser serving individuals, high net worth clients, charitable organizations, and institutions. The firm employs a structured, passive investment approach based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, and manages approximately $1.3 billion in assets across six advisors.

Matthew Svirida is a financial advisor at American Investment Services Inc with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with American Investment Services since 2005. American Investment Services is an SEC-registered, fee-only investment adviser serving individuals, high net worth clients, charitable organizations, and institutions. The firm employs a structured, passive investment approach grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, and offers discretionary portfolio management alongside financial planning.

Mark Sladkus is the sole advisor at Red Lighthouse Investment Management, LLC, holding a Series 65 designation with 19 years at the firm and 4 years of industry experience. Based in Hillsdale, NY, he has led the firm since its founding in 2007. Red Lighthouse Investment Management provides discretionary portfolio management and advisory services to individuals, corporations, foundations, endowments, pension and profit-sharing plans, and trusts. The firm employs a passive, asset-allocation approach based on Modern Portfolio Theory, using low-cost, tax-efficient index funds and Dimensional Fund Advisors products with disciplined rebalancing and a focus on global diversification and tax considerations.

Holly Simeone is a financial advisor at Berkshire Money Management, Inc. with five years of industry experience. She holds a Series 65 designation and has previously worked at St Germain Securities Inc and Lee Bank. Berkshire Money Management, Inc. provides portfolio management, financial planning, consulting, college planning, and trust-and-estate planning services to individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm uses macroeconomic indicators to guide asset allocation and primarily invests in no-load mutual funds, ETFs, individual bonds, and equities, typically under written discretionary authority with regular reviews.

Matthew Chester is a CFP® and Series 66 licensed financial advisor with 13 years of industry experience. He currently serves at Tableaux Wealth, where he has worked since 2022, following roles at Tcwp LLC and RBC Capital Markets, LLC. Outside of his advisory work, Mr. Chester is a volunteer board member of Riverbrook Residence, Inc., supporting women with intellectual and developmental disabilities, and participates on the finance committee of The Stockbridge Library Museum and Archives. Tableaux Wealth is an SEC-registered advisory firm managing approximately $230 million for around 209 clients, including individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term, fundamentally driven investment approach utilizing low-cost mutual funds and ETFs, individual securities, and derivative strategies, supported by AI tools for portfolio analysis and risk monitoring.

John Dady is a financial advisor with Sovereign Financial Group, Inc. in Hudson, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Merrill. Sovereign Financial Group serves individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and other RIAs with investment management, financial planning, retirement plan advisory, and cash-management services. The firm employs a primarily long-term, portfolio-focused investment approach using a mix of low-cost mutual funds, ETFs, individual securities, and options, supported by fundamental and technical analysis and AI tools.

Melissa Mae is a Series 66-licensed financial advisor with 14 years of industry experience. She is affiliated with Integrated Advisors Network LLC and also serves as CEO of Evoque Investments. Her prior experience includes roles at Arista Advisory Group, LLC and Arista Investment Advisors, Ltd. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis and often utilizes third-party sub-adviser platforms to implement client strategies.

Jessica Bartle is a financial advisor with Integrated Advisors Network LLC in Great Barrington, MA, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Integrated Advisors Network since 2019 and serves as Chief Operating Officer of Evoque Investments. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis and uses various investment strategies, including third-party sub-advisers and managed account platforms.

Tyler Wilmot is a financial advisor at Guardian Life with four years of industry experience and holds a Series 66 designation. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2018. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions tailored to client needs.

Timothy Bartholomew is an investment advisor at OSAIC Institutions, INC. He holds Series 63 and Series 65 credentials and has 28 years of industry experience. His prior work includes roles at Infinex Investments, Inc. since 2016 and Bank of Greene County since 2000. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, access to alternative investments, and lending solutions, operating with a hybrid adviser/broker-dealer model.

Philip Stire is a financial advisor at Key Investment Services LLC with 40 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Key Investment Services since 2008, following a two-year tenure at McGinn, Smith Advisors LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs supported by a multi-provider model that integrates discretionary and non-discretionary portfolio management, with additional services including custodial, trade execution, and ancillary insurance products.

Jeffrey Hannett is a financial advisor with Key Investment Services LLC in Hudson, NY, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Key Investment Services in various roles since 2016 and previously worked at KeyBank. In addition to advising, Hannett is a financial education instructor at Kaplan North America’s College for Financial Planning, where he teaches and develops curriculum. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm offers model-based advisory products with multi-provider platform support and integrates with KeyCorp affiliates to provide a range of investment and advisory services.

Sherry De Celle is a financial advisor at Ameriprise with 31 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she owns Lakeview Aviation, LLC, which holds an aircraft for leisure and certification purposes, and serves as a general board member for Driftwood Shores Community Associations. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Philip Loftus is a financial advisor at Edward Jones in Chatham, NY, holding Series 63, 65, and 66 licenses with 30 years of industry experience. His prior roles include positions at Franklin Templeton Distributors, Fisher Investments, and Merrill. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Robert Segall is a financial advisor at MassMutual Investors Services with 28 years of industry experience. He holds a Series 63 designation and has worked at MassMutual since 1997, as well as at Lenox Advisors since 2007. In addition to his advisory role, Segall is a writer and speaker. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools and collaborative annual planning relationships.

Katherine Reisfeld is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked at Rhinebeck Wealth Advisors since 2018 and previously was with Wells Fargo Clearing from 2016 to 2018. Outside of financial advising, she is the owner of Ashtanga Yoga Great Barrington, where she hosts yoga classes. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporate and institutional clients. The firm provides tailored, non-discretionary planning and supports municipal and public-finance work through unique affiliations within the industry.

Daniel Morin is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and previously worked at Penn State University and Xavier High School. Morin is also engaged in travel-related activities outside of his advisory role. Ameriprise offers a retirement-income planning service targeted at individuals with at least $1,000,000 in net investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its centralized service, which supports advisors in delivering tailored retirement-income advice.

Michael Blasl is a financial advisor at Edward Jones in Chatham, NY, holding a Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2025 after eleven years with Marrello Restaurants and Catering. 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Reisfeld is a financial advisor with Raymond James Financial in Barrington, MA, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, he operated his own independent advisory practice. Outside of his advisory role, he operates a small business buying and selling used books and vinyl records online. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support its recommendations.

Caden Gidarakos is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. His work history includes roles at Lee Bank and involvement with Stonehill College and the Berkshire South Regional Community Center. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprising mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory role to registered investment companies, and use of algorithmic methods including AI in its investment process.

Jacob Guevara is the Branch Leader at Fidelity Investments' Albany Investor Center, a role he has held since 2024. He co-leads the center with a dedication to Fidelity's mission and values, focusing on financial planning and making an impact during important financial moments for clients. Jacob is committed to ensuring that every client interaction is meaningful and meets high standards of service. Jacob has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Senior Service Support Specialist, Managed Account Support Specialist, and several leadership roles within Advisory Services and Relationship Management. His experience spans client advising and team leadership, reflecting a depth of knowledge in financial services and client relationship management. Outside of his professional responsibilities, Jacob enjoys cooking and baking, fitness, and gardening.

Terrence Webb is a financial advisor with RBC Capital Markets in Great Barrington, MA, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with RBC Wealth Management since 2008. Outside of his advisory role, he is a shareholder in Merlin Technologies, Inc., a pharmaceutical company. RBC Wealth Management serves individual and institutional clients, offering a range of advisory programs that include portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile. The firm utilizes a mix of in-house and third-party investment managers and provides access to alternative investments and integrated banking solutions.

James Armstrong is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2008. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad suite of financial products.

Ryan Hussey is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked for Next Financial Group Inc for 12 years before joining LPL Financial. He is also involved in non-variable insurance activities related to his advisory role. 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 advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Scott Levine is a financial advisor with Equitable Advisors in Hudson, NY, holding a Series 66 designation and 10 years of industry experience. He has been with Equitable Advisors since 2016, including a period when the firm operated as AXA Advisors, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory programs and third-party asset managers, focusing on aligning client information and risk tolerance with suitable investment models and discretionary management options.

Thomas Curtin is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial. His work history includes positions at Retirement and Benefit Partners, Inc. and Asset & Financial Planning, Ltd. He also works as an independent insurance agent specializing in life, disability, long-term care, and fixed annuities. 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, supported by a large network of investment adviser representatives.

Jessica Morris is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 11 years of industry experience. She has been with RBC Capital Markets since 2016. Outside of her advisory work, she has engaged in small-scale furniture making as a sole proprietor and contributes to a home renovation business by assisting with website development. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, implementing tailored investment strategies through a combination of in-house and third-party managers.

Colin Smith is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 21 years of industry experience and has been with Mass Mutual Investors Services since 2017. Prior to that, he worked at MetLife Securities Inc. and has been a partner at Smith, Watson & Company, LLP, a CPA and tax preparation firm, since 1997. Outside of his advisory work, he is involved in insurance brokerage and tax services through his partnership and also manages a short-term rental business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Mark De Celle is a financial advisor with Ameriprise who holds Series 63 and Series 65 credentials and has 37 years of industry experience. He has been with Ameriprise since 2005. Outside of his advisory role, he serves on the boards of the Great Barrington Rotary and local community associations and teaches a financial planning course at Berkshire Community College. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Dimenstein is a CFP® and ChFC® with 34 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held roles at Cambridge Investment Research, Inc. since 2019 and spent ten years with Fsc Securities Corporation. Dimenstein is also co-president of The Feingold Companies, where he has been involved since 1991, and serves as a trustee on multiple employee benefit plans. Outside of his advisory work, he participates as a committee member of the Worcester Chamber Music Society. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent Financial Professionals, utilizing a range of proprietary and third-party investment strategies delivered via multiple platform arrangements tailored to client objectives.

Richard Emerson is a financial advisor with LPL Financial in Great Barrington, MA. He holds a Series 66 designation and has 15 years of experience in the industry, all with LPL Financial. Outside of his advisory role, he is also the president and business owner of Emerson Contractors Inc., a construction company he has overseen since 1988. 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 broad range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Peter Hussey is a financial advisor at LPL Financial with 44 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining LPL Financial in 2025, he worked for Next Financial Group, Inc. for 22 years. He is also involved in non-variable insurance activities. 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, third-party asset management, and institutional platforms.

Edward Zaik is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors, LLC since 1999. Outside of advisory work, he provides tax preparation services through ED ZAIK TAX SERVICE and serves with the Treasure Valatie Fire Department in Valatie, NY. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a range of advisory models implemented through third-party sponsors and offers ERISA fiduciary services to qualified plans.

Shebna Olsen Shillibeer is a financial advisor at Equitable Advisors with 34 years of industry experience. She previously worked at JPMorgan Securities LLC and HSBC Securities (USA) Inc. She serves as an advisory board member for the UConn School of Business Student Managed Investment Fund, mentoring students in career development, and is also treasurer of the Copake Lake Conservation Society. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm delivers customized investment solutions through a network of advisors and third-party programs, offering a range of mutual funds, ETFs, separately managed accounts, and alternative investments.

Jodi Hills is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with LPL Financial since 2008. Outside of advising, Hills is involved in construction management through Hills Construction Management, Inc., and serves as a Notary Public in New York State. 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 other institutions. The firm offers a variety of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across a wide range of investment options.

Alexandra Madsen is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. She has been with LPL Financial since 2018 and previously worked with Columbia County Habitat for Humanity and Samascotts Garden Market. Alexandra is also a commissioned notary public in Hudson, 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and a diverse suite of non-advisory financial activities.