Meredith Phippen

Mitsuo Lockrow is a financial advisor at Cambridge Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Mutual Securities, Inc. from 2014 to 2018. Outside of his advisory role, he operates an independent insurance agency. Cambridge Wealth Management provides discretionary investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, estates, corporations, and charitable organizations. The firm employs a holistic planning approach with strategic asset allocation, tactical investment ideas, and active portfolio tools, serving a small client base including institutional and retirement-plan clients.

Stephen Lulla is a financial advisor at Maidstone Wealth Management, LLC in Cambridge, NY, holding a Series 65 designation with four years of industry experience. He previously worked at Weatherhelm Capital Management LLC from 2015 to 2017 before joining Maidstone Wealth Management. Maidstone Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, tactical asset-allocation, and rebalancing, integrating broad ETF exposures with selected individual stocks, fixed income, and options strategies within separately managed accounts.

James Williams is a CFP® professional with 19 years of industry experience and is a founding advisor at Williams Financial, LLC. He has served as an adjunct professor at Hudson Valley Community College since 2011, teaching online courses. Williams Financial, LLC provides fee-only financial planning, investment management, and pension consulting to individuals, families, trusts, estates, and business entities. The firm operates as a fiduciary with a long-term investment approach, combining fundamental, technical, and cyclical analysis alongside modern portfolio theory, and offers additional in-house accounting and tax services.

Michael Mckenna is a financial advisor at Bennington Financial Planning Group with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bennington Financial Planning Group since 1995. In addition to his advisory role, he provides tax preparation services. Bennington Financial Planning Group offers portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and government clients. The firm utilizes fundamental analysis complemented by technical and cyclical methods, employing both long- and short-term trading strategies including covered-call writing, and maintains a dual registration structure with an affiliated broker-dealer.

Donald Mckenna is a CFP® with 44 years of industry experience. He has been with Bennington Financial Planning Group since 1995 and is also the president and owner of D.B. Mckenna & Co., Inc., a broker-dealer firm. In addition, he owns a small real estate firm and provides tax preparation services. Bennington Financial Planning Group offers portfolio management and financial planning to individuals, trusts, estates, charitable organizations, businesses, and government clients. The firm uses fundamental analysis supplemented by technical and cyclical analysis, employs both long- and short-term trading strategies including covered-call writing, and maintains a distinctive operational model with an affiliated broker-dealer.

Tyler Cinelli is a financial advisor at Williams Financial, LLC with 15 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at firms including LT Trust, America’s Best 401k, Park Avenue Securities LLC, and Guardian Investor Services. He has been with Williams Financial since 2017, where he is part of a four-advisor team. Williams Financial, LLC provides fee-only financial planning, investment management, and pension consulting to individuals, families, trusts, estates, and business entities. The firm emphasizes a long-term investment perspective and combines multiple analytical approaches with modern portfolio theory, offering both digital and high-touch wealth management services.