Brian Schmidt is a financial advisor at Hudson Delaware Planning LLC with 13 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to founding Hudson Delaware Planning in 2019, Schmidt worked at Ameriprise Financial Services Inc. and The Depository Trust & Clearing Corp. Outside of advisory work, he is involved with Redbud Farms LLC. Hudson Delaware Planning provides financial planning and consulting services to individuals, high-net-worth clients, and business entities. The firm focuses on comprehensive, written financial plans covering areas such as retirement, tax, estate, and business consultation, operating on a planning-only model without managing or custodial responsibilities.

John Duval Jr. is a financial advisor at Bantam Inc. with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Bantam Inc. since 2017 and at Accelerant LLC since 2004. In addition to his advisory work, he manages a securities litigation consulting firm where he serves as an expert witness. Bantam Inc. provides investment management and financial planning primarily to ultra-high-net-worth individuals, families, select institutional clients, and high-trajectory athletes. The firm employs a combination of fundamental, quantitative, technical, and macroeconomic analysis augmented by AI, offering services that include discretionary portfolio management, pension consulting, and tailored CFO services for athletes.

Edvard Jorgensen is a financial advisor at Seahorse Financial Advisers Inc. with 29 years of industry experience. He holds a Series 65 credential and has maintained a law license in New York since 1977, though he does not currently practice law actively. Jorgensen has led Seahorse Financial Advisers since 1993 and serves as a trustee of three family trusts. Seahorse Financial Advisers provides discretionary management of separately managed brokerage accounts primarily for high-net-worth individuals, families, trusts, estates, and retirement plans. The firm employs a long-term, buy-and-hold investment strategy informed by fundamental analysis and market-timing considerations, managing approximately $86.7 million across about 20 client relationships.

Daniel D'ordine is a CFP® professional with 16 years of experience in the financial advisory industry, operating through his firm, DDO Advisory Services, LLC, since 2010. He is also a licensed insurance broker specializing in life, disability, and long-term care policies. DDO Advisory Services provides financial planning and fee-based investment management to individuals, families, working professionals, small business owners, retirees, and trusts. The firm primarily uses pooled investments such as mutual funds and ETFs, generally offers non-discretionary investment advice, and may engage third-party managers for specialized strategies with client oversight.

I work with women who feel unseen by traditional financial service providers, and are tired of being talked at instead of spoken to. This includes women breadwinners, who want to be sure they're doing all they can with their money to secure the future; and women who feel like they should be able to create a financial plan but aren't sure where to start. Outside of financial planning, I serve on the board of a non-profit affordable housing network in the metro New York area, am active in my local Rotary Club, and am slowly learning how to build a garden that is friendly to pollinators and unappealing to rabbits. My journey has included life and work in India, Vietnam and other places, an MBA from Cornell University, several years on a trading floor right out of college and stops along the way that contribute to the life experience that I bring to each of you.

Luke Timm is a financial advisor at Timm Financial Services with one year of industry experience. He holds the Series 65 designation and previously worked as a Tradesman Program Manager. Timm Financial Services is a small, state-registered advisory firm that provides fee-based investment management and financial planning to individuals, trusts, estates, and other small entities. The firm combines portfolio management with in-house tax and accounting services and offers separate estate-planning engagements, managing accounts on a discretionary basis with a tactical allocation strategy.

Frederick Timm is a financial advisor with Timm Financial Services holding a Series 66 designation and eight years of industry experience. Prior to joining his current firm, he worked at Equitable Advisors, The Leaders Group, Allstate Insurance, and Signator Investors. He also owns and operates Fred Timm CPA, providing tax and accounting preparation services. Timm Financial Services is a small, state-registered advisory firm serving individuals, trusts, estates, and small entities with fee-based investment management and financial planning. The firm combines portfolio management with in-house tax, accounting, and estate planning services, employing a tactical allocation strategy that uses fundamental, technical, and cyclical analysis.

Dyer Mccabe Jr. is a CFP® and ChFC® with 22 years of industry experience. He is currently with Kilter Group, where he has been since 2024, following prior roles at Invst, LLC and Guardian Life. He also manages Kilter Consulting, LLC, which provides consulting services specializing in generational transitions, sale preparation, and exit planning. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm employs a top-down, macro tactical asset-allocation approach with sector rotation and a relative growth/value framework, offering discretionary and non-discretionary portfolio management along with financial planning and pension consulting.

Laura Betros is a CFP® with six years of industry experience, currently serving at D'Arcangelo Financial Advisors, LLC as part of a six-advisor team. She worked at Willis Towers Watson for five years before joining D'Arcangelo Financial Advisors and has also operated as an independent insurance broker. D'Arcangelo Financial Advisors provides fee-based investment advisory and financial planning services to employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm emphasizes pension and 401(k) plan consulting and uses a long-term investment approach involving mutual funds, ETFs, and selected alternatives guided by written investment policy statements.

John Cina Jr. is a financial advisor at D'Arcangelo Financial Advisors, LLC with the PFS™ designation and five years of industry experience. He has worked at Prager Metis CPAs since 2020 as a partner handling CPA-related duties and owns Exotic Hardwoods LLC, a woodworking and hardwood sales business. D'Arcangelo Financial Advisors provides fee-based investment advisory and financial planning services primarily to employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm emphasizes long-term allocations using mutual funds, ETFs, and selected alternatives, with a focus on pension and 401(k) plan consulting.

Derek Doyle is a financial advisor at John G. Ullman & Associates, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining John G. Ullman & Associates, he worked at Rhinebeck Bank for two years and Subway for five years. John G. Ullman & Associates provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, charitable institutions, foundations, trusts, and U.S. corporations. The firm focuses on balanced, value-oriented portfolios with low-to-moderate risk allocations and manages over $1.38 billion in client assets.

Olivia Santora is a financial advisor with D’Arcangelo Financial Advisors, LLC, holding a Series 65 credential and based in Poughkeepsie, NY. She has experience working at Burger Box and Mary Janes, totaling 11 years in her career. D’Arcangelo Financial Advisors provides fee-based investment advisory and financial planning services to clients including employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm emphasizes pension and 401(k) plan consulting and uses a long-term investment approach with mutual funds, ETFs, and selected alternatives.

Philip Baran is a financial advisor with Sage Rhino Capital LLC in Rhinebeck, NY. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Sage Rhino Capital in 2026, he worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2019 to 2026. Sage Rhino Capital LLC provides asset management, financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages approximately $883.7 million in discretionary assets and employs an investment process that includes individualized portfolio management with a focus on ongoing monitoring and rebalancing across a diverse range of securities, including the use of option strategies within separately managed accounts.

Kaylee Johnson is a financial advisor at Kilter Group with Series 63 and Series 65 credentials and four years of industry experience. She previously worked at LVW Advisors for five years and Sage, Rutty & Co., Inc. for five years before joining Kilter Group. Kilter Group is an SEC-registered investment adviser serving individuals, foundations, trusts, estates, corporations, and pension/retirement-plan sponsors. The firm employs a top-down, macro tactical asset-allocation approach with sector rotation and a relative growth/value framework, utilizing mutual funds, ETFs, alternatives, and individual securities, and incorporates technology-enabled tools and third-party resources in portfolio management and financial planning.

Geoffrey Dann is a financial advisor at Sheets Smith Wealth Management with four years of industry experience. He holds a Series 65 designation and previously managed Dann Asset Advisors, LLC for 13 years. In addition to his advisory role, he co-manages a family real estate business and serves as treasurer and investment committee member for the Catskill Center for Conservation and Development, as well as a member of the investment committee for the New York-New Jersey Trail Conference. Sheets Smith Wealth Management serves individuals, families, and institutional clients, providing investment management, wealth preservation, and financial planning services. The firm emphasizes tailored asset allocation and a long-term, buy-and-hold investment approach, incorporating a range of asset classes including equities, fixed income, and alternatives.

Thomas Betros is a CFP® and CFA® with eight years of experience in financial advisory. He is currently with D'Arcangelo Financial Advisors, LLC, where he has worked since 2025. His prior experience includes roles at Fidelity Investments, Northwestern Mutual, TD Ameritrade/Charles Schwab, and Commonwealth Financial Network. D'Arcangelo Financial Advisors provides fee-based investment advisory and financial planning services to a range of clients, including employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm focuses on pension and 401(k) plan consulting, using a long-term investment approach that incorporates mutual funds, ETFs, and selected alternatives guided by written policy statements and periodic reviews.

Cheryl Stuart is a financial advisor at The Marshall Financial Group LLC with 43 years of industry experience. She holds a Series 63 designation and has previously worked at Commonwealth Financial Network for ten years. Stuart is the owner and president of Stuart Associates, Inc., an advisory firm she established in 1984. She is also involved with Historic Properties Preservation, LLC, which focuses on the acquisition and restoration of historic real estate. The Marshall Financial Group serves individuals, businesses, pension and profit-sharing plans, and charitable organizations by providing portfolio management, investment analysis, and planning services. The firm creates individualized portfolios based on client risk tolerance and objectives, offering both discretionary and non-discretionary management alongside educational seminars and held-away asset monitoring.

Brian Di Filippo is a financial advisor at D'Arcangelo Financial Advisors, LLC with four years of industry experience. He holds a Series 65 credential and has worked at D'Arcangelo Financial Advisors since 2022. Prior to this, he has been affiliated with Prager Metis CPAs LLC since 2020 and D'Arcangelo & Co. LLP from 2005 to 2020. Outside of advisory work, he is a partner in Arlington Professional Suites LLC, a real estate management venture. D'Arcangelo Financial Advisors provides fee-based investment advisory and financial planning services to employer-sponsored retirement plans, trusts, estates, and charitable organizations, with a focus on pension and 401(k) plan consulting. The firm employs a long-term investment approach using mutual funds, ETFs, and selected alternatives, supported by written investment policy statements, periodic reviews, and custodial trading tools.

Michael Betros is a financial advisor at D'Arcangelo Financial Advisors, LLC with 17 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. His career includes roles at PragerMetis CPAs LLC since 2020 and managing his own firm, Michael C Betros Corp., since 2014. He serves as trustee for multiple irrevocable trusts. D'Arcangelo Financial Advisors provides fee-based investment advisory and financial planning services to clients including employer-sponsored retirement plans, trusts, estates, and charitable organizations. The firm emphasizes pension and 401(k) plan consulting and employs a long-term investment process using mutual funds, ETFs, and selected alternatives, supported by written investment policies and periodic reviews.

Derek Lavery is a financial advisor at RFG Advisory, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Equitable Advisors and Axa Advisors. He serves as an administrator or executor of an estate or trustee of a trust for non-family and family members. RFG Advisory provides investment advisory and planning services to a diverse client base that includes individual and high-net-worth investors, retirement plans, and select institutional clients. The firm offers discretionary portfolio management, retirement plan consulting, and access to alternative investments while utilizing model strategies, third-party platforms, and serving as a fiduciary for retirement accounts.