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.

Mark Stern is a financial advisor at Stone Ridge Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Laurel Wealth Advisors and Integrated Wealth Concepts, LLC. Stone Ridge Advisors is an independent, SEC-registered solo-practitioner firm managing approximately $36.5 million for individual, high-net-worth, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, employing proprietary blended investment models that integrate multiple analytical approaches and emphasize diversification, rebalancing, and a long-term investment horizon.

Shelterbelt Advisors serves the sustainable food and farm community with personalized advice, planning and education. We are committed to the stewards of the earth – the farmers, food entrepreneurs, and the good folks who support that work – because we share in their vision of abundance, diversity, and regeneration. Who Are You? You are stewarding creation on your land and in your work. You are nourishing your community and feeding your family. You are spreading the seeds of your wealth. Who Are We? A financial planning and tax firm that can help you build real wealth from agriculture and food systems work, make smart money choices that support your values, and transform your wealth into a force for good. What Is real financial planning? It is.. Personal: Made just for you and your journey. Interpersonal: Open and honest for those you show up for. Community: Invites, includes and invests in people. System: Rooted and returned in multiple forms. Michael Grady Robertson is a Certified Financial Planner® Certificant and tax professional. He has been a farmer for twenty years. He lives in the Hudson Valley of New York on a fiber-focused sheep farm. His most recent vacation was to delightfully charming All Things Oz Museum in Chittenango, New York.

John Duval is a financial advisor at Bantam Inc. in Staatsburg, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at Bantam Inc. since 2017 and also manages a securities litigation consulting firm where he serves as an expert witness without providing investment advice. Bantam Inc. serves ultra-high-net-worth individuals, families, and select institutional clients, offering asset management, financial planning, and pension consulting with a focus on documented client objectives and discretionary strategies that include equity, fixed income, and alternative investments.

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.

Danielle Hughes is a financial advisor with Divine Asset Management LLC in Lake Hill, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her career includes roles at several firms, most recently Churchill Stateside Securities, LLC. Outside of advisory work, she serves as Treasurer on the Board of Directors for Hudson Valley Women in Business, a nonprofit supporting women executives and entrepreneurs in the Hudson Valley. Divine Asset Management provides discretionary investment and wealth management, 401(k) advisory, and financial planning services to individuals, trusts, businesses, and institutional clients. The firm creates customized investment programs using fundamental, technical, and cyclical analysis and offers coaching and strategy engagements focused on business transitions.

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.

Robert Alonso is a financial advisor with Third Eye Associates, Ltd. He holds Series 63 and Series 65 registrations and has five years of industry experience. Prior to joining Third Eye Associates in 2021, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Alonso also operates a side business selling items on eBay and is licensed as a life insurance agent. Third Eye Associates serves individual clients and their families, including affluent and high-net-worth households, by providing comprehensive financial life planning and implementation support. The firm emphasizes a goals- and values-based planning process with an extended discovery phase and refers clients to vetted third-party managers for investment management.

Elizabeth Jones is a financial advisor with Third Eye Associates, Ltd in Red Hook, NY. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. Jones has been with Third Eye Associates since 2005. Third Eye Associates serves individual clients and their families, including affluent and high-net-worth households, providing comprehensive financial life planning and implementation support. The firm emphasizes a goals- and values-based planning process with an extended discovery phase and refers clients to vetted third-party managers for investment management when appropriate.

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.

Rebecca Brown is a CFP® with 23 years of industry experience, currently serving as an advisor at Third Eye Associates, Ltd. Her prior roles include positions at Commonwealth Financial Network, DTRT Wealth, LLC, Alps Distributors, Inc., and Cramer Rosenthal McGlynn LLC. She is also the USA Director for the Tobacco Free Portfolios Foundation, a nonprofit focused on promoting tobacco-free finance policies. Third Eye Associates works with individual clients and their families, including affluent and high-net-worth households, offering comprehensive financial life planning and implementation support. The firm emphasizes a goals- and values-based planning process and refers clients to vetted third-party managers for investment management when appropriate.

John Kelly is a CFP® professional at Taconic Advisors with 12 years of industry experience. Before joining Taconic Advisors in 2017, he worked at Wells Fargo Clearing, Wells Fargo Bank, and Neuberger Berman LLC. 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 and tax situations and typically acts on a discretionary basis while overseeing an independent sub‑advisor.

Dyer Mccabe Jr. is a CFP® and ChFC® practicing with Kilter Group, where he has been since 2024. He has 21 years of industry experience, including 15 years at Primerica Advisors and seven years at Invst, LLC. Outside of advisory work, he manages Kilter Consulting, LLC, which provides consulting services in generational transitions, sale preparation, and exit planning. Kilter Group serves individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm employs a macro-environmental, tactical asset allocation approach and integrates digital estate-document services, insurance brokerage, and consulting as part of its multi-office advisory platform.

Derek Doyle is a Series 65 licensed advisor at John G. Ullman & Associates, Inc, with one year of industry experience. Prior to joining the firm in 2023, he worked at Rhinebeck Bank for two years and held various roles including a five-year tenure at Subway. John G. Ullman & Associates serves individual and high-net-worth clients as well as charitable institutions and corporations, generally focusing on relationships with at least $250,000 in assets. The firm combines discretionary portfolio management with financial planning, emphasizing value-based investment analysis and family-level risk segmentation.

Christina White is a CFP® with 16 years of experience in the financial industry. She is currently with Kilter Group, joining the firm in 2025, and has prior experience at Beacon Pointe Insurance Services, Beacon Pointe Advisors, Keeney Financial Group, Triad Advisors, VOYA Financial Advisors, and Egan, Berger & Weiner. She is also registered as an insurance agent involved in the sale of life, health, and accident insurance products. Kilter Group serves individuals, high-net-worth clients, foundations, trusts, estates, corporations, and charitable organizations, offering portfolio management, financial planning, and pension consulting. The firm employs a macro-environmental, tactical asset-allocation process and incorporates multiple tools and services, including third-party risk analysis, independent managers, and estate-planning document access, across its multi-office platform.

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.

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.

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.