David Lando

Steven Yazell is a financial advisor at Consolidated Portfolio Review Corp with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Ibn Financial Services, Inc. for 21 years. Outside of finance, Yazell is involved in music performance, recording sales, and publishing. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s advisor-driven investment process combines strategic asset allocation with fundamental and technical analysis across a range of securities.

Michael Leonard is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following a year at WELLS FARGO Advisors, LLC. Leonard serves as an investment committee member for the Halifax Humane Society, where he reviews investments on a quarterly basis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Elwyn Voss is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 51 years of industry experience and has been with Mass Mutual Investors Services since 2017. Outside of advising, he operates an independent insurance agency, The Voss Group, and is involved in a life settlement business with Ashar Group, LLC. He is also a member of G2 LLC, which manages operating expenses and client services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements and a range of investment strategies without providing discretionary management.

Carrie Lane is a financial advisor at LPL Financial with 20 years of industry experience. She holds a Series 63 designation and has worked at LPL Financial since 2018, following seven years at Invest Financial Corporation and ongoing employment at Community Bank since 2009. Outside of her advisory role, she is employed at Community Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Michael Dipaulo is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with MML Investor Services and Mass Mutual Life Insurance since 2007. Outside of his advisory role, he owns and manages MJ Haulers, a clean-out and hauling business, and is involved with DBX Financial LLC, which operates in health and group insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships that incorporate firm-approved tools for analysis and written recommendations.

Stewart Mccollum is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 66 designation and has been associated with Cetera and its affiliated entities since 2013. Outside of advising, he operates as an independent insurance agent specializing in life, accident, health, and long-term care insurance. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a mix of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.