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.

Danielle Hughes is a financial advisor at Divine Asset Management LLC with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with firms including Churchill Stateside Securities LLC and Essex Securities, LLC. Hughes serves on the board of Hudson Valley Women in Business, Inc., a nonprofit supporting women entrepreneurs and executives, where she is Treasurer. Divine Asset Management LLC offers discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, business owners, and institutional clients. The firm manages portfolios tailored to client objectives using a combination of fundamental, technical, and macro analysis and provides strategic business advisory services under separate agreements.

John Moss is a CFP® professional with 24 years of industry experience, currently serving as the sole advisor at JTM Wealth Management, Inc. He has been with the firm since its founding in 2016. In addition to his financial advisory role, Moss is a licensed CPA who provides tax preparation and accounting services through a separate business he owns. JTM Wealth Management is an independent, single-advisor firm that primarily serves individual clients with discretionary portfolio management and financial planning. The firm utilizes a long-term, Modern Portfolio Theory–based investment approach with diversified, model-based portfolios tailored to clients’ risk tolerance and objectives.

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 CERTIFIED FINANCIAL PLANNER™ professional affiliated with Taconic Advisors, with 13 years of experience in the financial services industry. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Bank, Wells Fargo Advisors, and Neuberger Berman BD LLC. He has been with Taconic Advisors since 2017. Taconic Advisors provides personalized financial planning and investment advisory services to individuals and families, including high-net-worth and non-high-net-worth clients. The firm focuses on passive, diversified portfolio strategies tailored to clients' goals, tax situations, and risk tolerances, typically managing assets on a discretionary basis while overseeing independent sub-advisors.

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.

Ernest Guerriero is a financial advisor with Guardian Life and holds the ChFC® designation, along with Series 63 and Series 65 licenses. He has 36 years of industry experience with prior roles at Park Avenue Securities, Ameritas Investment Corp, and other firms. 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, doing business as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Miles Eberhard is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2021. Prior to his financial services career, he was affiliated with the University of Miami. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and market roles that distinguish it from peers.

Shyanna Curless is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Bank of Greene County, Brickyard, Unity Ambulette, and Total Tennis. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Michael Margarites is a CFP® professional with 39 years of industry experience, currently affiliated with Oppenheimer. He has been with Fahnestock & Co. Inc., a subsidiary of Oppenheimer, for 23 years. Oppenheimer is a registered investment adviser and broker-dealer serving individuals—including high net worth clients—as well as corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs and services with both discretionary and non-discretionary management, combining strategic asset allocation, manager selection, and consulting tailored to client objectives.

Fernando Hurtado is a financial advisor with Empower Advisory Group in Phoenix, AZ, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at Primerica Advisors and Transamerica Investors Securities Corporation. Outside of his advisory work, he owns The Soap Alchemist and works as a bilingual employee benefits educator for Total Benefit Communications. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients, with an emphasis on long-term portfolio returns and integration with Empower’s recordkeeping and administrative platforms.

Gabriel Sakellaridis is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Prudential Insurance Company of America. 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 and access to model portfolios and third-party asset management, supported by advanced operational and research tools.

Donald Bell Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on guiding clients through various life stages and market conditions by providing personalized wealth management strategies. His approach emphasizes understanding clients' individual goals, lifestyle, and legacy to develop thoughtful, research-driven financial plans. Donald holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a High School Diploma from Saugerties Central. He also participates in community activities through volunteering with local organizations. He aims to build strong relationships with clients by keeping them informed and serving as a trusted advisor for their financial decisions. Donald leverages the resources of Merrill Lynch and Bank of America to support clients in achieving their long-term financial goals.

George Telles is a financial advisor with LPL Financial, holding a Series 63 license and 39 years of industry experience. He has been with LPL Financial and its predecessor entity since 1991, totaling 35 years at the firm. Outside of advisory services, he has operated a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its network of over 22,000 advisors.

Michael Magliocca is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors during two separate periods totaling three years. Outside of financial advising, he is also involved in real estate sales as a salesperson with Century 21 New West Properties. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a large network of Investment Adviser Representatives.

David Hollenbaugh is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS since 2016. He serves as a trustee on several life insurance trusts associated with a business partner. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and research to tailor plans according to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Jon Dayton is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His career includes 17 years at Merrill and 10 years at Bank of America, N.A. He is also involved with Hendy Dayton Coaching LLC, where he assists with tax preparation and government filings. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, supported by extensive research and a variety of portfolio management strategies.

Katie Johnston is a financial advisor at Raymond James Financial with 16 years of industry experience. She previously worked for Commonwealth Financial Network and JSA Financial. Johnston holds a Series 63 designation. Outside of her advisory role, she owns and manages residential rental properties in Saugerties, NY. 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 offers tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting clients through its advisory programs and other providers.

Jean Reinoso is a financial advisor at Castleton Partners, LLC, holding a Series 65 credential with two years of industry experience. He has been with Castleton Partners since 2013. Castleton Partners is a fee-only investment adviser specializing in fixed-income asset management for high-net-worth individuals, as well as trusts, estates, charitable organizations, corporations, and other business entities. The firm employs an Investment Grade Fixed Income Strategy focused on municipal securities and corporate debt, alongside more actively managed special strategies, and offers portfolio consulting and concierge review services.