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.

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.

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.

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.