Thomas Vaccaro Jr. is a CFP® and registered investment advisor with Briarcliff Manor Wealth Advisors, where he has worked since 2005. He has three years of industry experience and also operates BMWA Notary Services, providing notary services for residential mortgage transactions in New York. Briarcliff Manor Wealth Advisors manages discretionary investment accounts and offers personal financial planning for individuals, small businesses, and trusts, using a combination of fundamental and technical analysis with a focus on tax-aware investing.

Alan Lax is a financial advisor at Ryefield Capital, LLC with 12 years of industry experience. He holds the Series 66 designation and has been associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. Ryefield Capital, LLC is an independent registered investment adviser that provides portfolio management and retirement planning services to individuals, professionals, and small businesses. The firm employs a combination of fundamental and technical analysis to pursue capital appreciation and utilizes tactical hedging when appropriate.

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.

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.

Meredith Briggs is a CFP® with 13 years of industry experience and has been with Taconic Advisors since 2015. She holds a Series 66 license and works out of Saugerties, NY. Taconic Advisors provides personalized financial planning and investment advisory services to individuals and families, including both high-net-worth and non-high-net-worth clients. The firm emphasizes passive, diversified portfolios tailored to clients’ goals, tax situations, and risk tolerances, and operates on a fee-only, fixed retainer basis.

John Kelly is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Taconic Advisors since 2017. Before joining Taconic, he held positions at Wells Fargo Clearing, Wells Fargo Bank, N.A., and Wells Fargo Advisors. Taconic Advisors provides personalized financial planning and investment advisory services to individuals and families, serving both high-net-worth and non-high-net-worth clients. The firm emphasizes passive, diversified portfolio strategies tailored to clients’ goals, tax situations, and risk tolerances, typically managing assets on a discretionary basis with oversight of independent sub-advisors.

Dyer Mccabe Jr. is a CFP®, ChFC®, and Series 66-registered advisor with over 21 years of experience in the financial services industry. He is currently with Kilter Group and has previously worked at Guardian Life and Invst, LLC. He is also involved in consulting services specializing in generational transitions, sale preparation, and exit planning through a separate business entity. Kilter Group serves individuals, high-net-worth clients, foundations, trusts, estates, corporations, and pension sponsors with discretionary and non-discretionary portfolio management and financial planning. The firm employs a top-down, macro tactical asset-allocation approach with sector rotation, using a range of investment vehicles and advanced technology tools to support portfolio management and client services.

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.

Laura Swift is a financial advisor with Quad-Cities Investment Group, LLC, holding a Series 66 designation and 25 years of industry experience. She has been with Quad-Cities Investment Group since 2010. Outside of her advisory role, she serves as a board member and Business Committee Chair for The Arc of the Quad Cities, an organization that promotes equal treatment and support for individuals with disabilities. Quad-Cities Investment Group provides investment advisory and retirement plan consulting services to individuals, trusts, employee benefit plans, charitable organizations, and business entities. The firm manages approximately $375.6 million in assets and employs a blend of fundamental, technical, and cyclical analysis to construct diversified portfolios, including the use of derivatives and margin borrowing within managed accounts, which is a distinctive aspect of their approach.

Matthew Klein is a financial advisor at Matauro, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors, LLC and Purshe Kaplan Sterling Investments. Klein is also involved as an insurance professional advising on fixed insurance products. Matauro, LLC serves individual and high-net-worth clients, trusts, retirement plans, and business entities with wealth management, financial planning, and retirement plan consulting. The firm employs a multifaceted investment process incorporating fundamental, macro, technical, and ESG analysis, utilizing a broad range of investment instruments and manager-of-managers solutions.

Cheryl Stuart is a financial advisor with The Marshall Financial Group LLC, holding a Series 63 designation and bringing 43 years of industry experience. She is the founder and president of Stuart Associates, Inc., an advisory firm specializing in securities and financial planning since 1984. Outside of her advisory work, she is the owner and controlling member of Historic Properties Preservation, LLC, which focuses on the acquisition and restoration of historic investment properties. The Marshall Financial Group LLC is a team-based registered investment adviser serving individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $593 million in assets, offering services such as fee-based asset management, retirement and estate planning, and education planning, with a portfolio approach centered on asset allocation models and a mix of mutual funds, ETFs, and managed stock accounts.

John Dady is a financial advisor at Sovereign Financial Group, Inc. in Hudson, NY, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Sovereign Financial Group serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm focuses on long-term investment strategies using low-cost diversified mutual funds and ETFs, supplemented by individual securities and independent managers, and also offers discretionary portfolio management, financial planning, and cash-management solutions.

Isaac Goldowitz is a financial advisor at Natural Investments with Series 63 and 65 credentials and two years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Manulife Securities, and Argo Blockchain. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, as well as institutions and charitable entities. The firm emphasizes asset-class diversification and a long-term investment approach using socially responsible funds and offers both discretionary asset management and project-based financial planning.

Seth Stammler is a CFP® and CFA® with 11 years of industry experience. He has worked at Forum Financial Management, LP since 2018 and previously held roles at Bluestone Financial Management, LLC and Morgan Stanley & Co. LLC. Stammler is based in Rhinebeck, NY. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for independent RIAs, implementing model portfolios primarily using DFA institutional mutual funds and ETFs within a Modern Portfolio Theory framework.

Henry Devries is a CFP® with 14 years of industry experience, currently serving as an advisor at Spire Wealth Management, LLC. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2021. Devries is the treasurer of the National Law Enforcement Associates and serves as a board member of the Rhinebeck Chamber of Commerce. Spire Wealth Management provides investment advisory services to individuals, corporations, trusts, and retirement plans, offering a range of strategies including passive, active, and hybrid tax-aware allocations. The firm also provides financial planning, manager-of-managers programs, and access to model portfolios with proprietary risk overlays.

Charles Larsen is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and having five years of industry experience. He previously worked at KeyBank from 2010 to 2021 before joining Key Investment Services. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and conducting regular oversight of its offerings.

Michael Risko is a financial advisor at OSAIC Institutions, INC. with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Infinex Investments, Inc. since 2016 and Essex National Securities, Inc. since 2009. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its integrated broker-dealer/adviser model with extensive banking and credit union partnerships.

Patricia Heslin is a financial advisor with Eagle Strategies (NY Life) holding the ChFC® and Series 63 designations and has 42 years of industry experience. She has worked with New York Life Insurance Company since 1983 and Nylife Securities LLC since 1984. Outside of her advisory role, she sells paintings and drawings as an owner of a small art business. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides a range of advisory solutions, including fee-based advice, retirement plan consulting, and co-advisory relationships, with an emphasis on tailoring recommendations to client objectives.

Ernest Guerriero is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 36 years of industry experience and has worked with several firms including Ameritas Investment Corp and Securities Mutual Life Insurance. He serves on the board of the Society of Financial Service Professionals and works as an independent contractor for The American College. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both proprietary and third-party investment advisory programs, with advisory relationships that can be discretionary or non-discretionary.