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 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.

John Moss is a CFP® with 23 years of industry experience and the principal of JTM Wealth Management, Inc. in Windham, NY, where he has worked since 2016. Prior to that, he held roles at 1st Global Insurance Services, 1st Global Advisors, and 1st Global Capital Corp. He is also a licensed CPA and provides tax preparation and accounting services through his own practice. JTM Wealth Management, Inc. is an independent, single-advisor firm serving individual clients with discretionary portfolio management and written financial planning. The firm employs a long-term, Modern Portfolio Theory–based approach using diversified, model-based portfolios aligned with client 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 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.

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 Primerica Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 36 years of industry experience. His career includes roles at Guardian Life Insurance Company, Park Avenue Securities, USA Financial Securities, Securities Mutual Life Insurance, Ameritas Investment Corp, and Aviva USA Corporation. 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 serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services such as lending solutions and donor-advised funds.

Michael Margarites is a CFP® professional with 39 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003 and is currently affiliated with Oppenheimer. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment vehicles to meet client objectives.

George Telles is a financial advisor with LPL Financial, holding a Series 63 designation and 38 years of industry experience. He has been with LPL Financial and its predecessor firm since 1991. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of financial solutions supported by in-house research and model portfolios, 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 credentials and bringing 38 years of industry experience. His prior work includes ten years at Bank of America and seventeen years at Merrill. In addition to his advisory role, he is involved with Hendy Dayton Coaching LLC, where he provides tax preparation and government filings support. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through a range of advisory programs and maintains capabilities in public finance and institutional consulting.

Katie Johnston is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 63 designation and has 16 years of industry experience. Prior to joining Raymond James in 2025, she worked at Commonwealth Financial Network for 15 years and JSA Financial for 7 years. Outside of her advisory role, she owns and manages rental properties in Saugerties, NY. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and recommendations.