Thomas Brotanek is a financial advisor at Aviles Capital Management LLC with four years of industry experience. He holds the Series 65 designation and has been with Aviles Capital Management since 2014. Outside of his advisory role, he is involved with ABS Jets, a.s., a business he has been associated with since 2007. Aviles Capital Management LLC provides fee-based portfolio management focused on long-term growth for individual clients and trusts. The firm employs a value-oriented investment approach centered on fundamental analysis and a concentrated allocation to undervalued equities, alongside U.S. Treasury securities and other instruments to manage risk and capital protection.

Michael Hodgson is a financial advisor with LVZ, Inc. in Rock Hill, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Next Financial Group Inc for 12 years before joining LVZ, Inc. in 2021. Outside of his advisory role, Hodgson serves as president of SAFE HARBOR INVESTMENTS INC, an S-Corp specializing in fixed life and long-term care insurance. LVZ, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm employs a combined fundamental and technical investment process guided by an internal committee, offering portfolios in Classic and Specialty styles implemented mainly through ETFs, mutual funds, and other pooled vehicles.

Linda Barriger is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. She has been with Prospera since 2009. Outside of her advisory role, Barriger is active in community service as a board member of the Kiwanis Club of Monticello and is a member of Professional Women of Sullivan County. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base including individuals, corporations, charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services through multiple platforms and a combination of firm and third-party portfolio models.

Jannine Barbosa is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and 19 years of industry experience. She has worked at Kestra since 2019 and previously at Bruderman Brothers LLC and Bruderman Asset Management, LLC. Outside of her advisory role, she serves as president of the Orange County Soccer League, a nonprofit organization providing a venue for women to play soccer. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services, including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting independent advisor decision-making with access to various managed solutions and platforms.

Sarah De Graw is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and five years of industry experience. She previously worked at OneMain Financial and has been with Kestra since 2020. Additionally, she is involved with Mundi Financial, providing insurance-related advisory services. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses with a range of investment and financial planning services.

Steven Candela is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Prudential Investment Management Services LLC, PGIM Investments, and Fidelity Deposit and Discount Bank. Candela is currently preparing for FINRA qualification exams and gaining experience through various projects within his firm. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of investment and retirement services, combining advisor-managed accounts with access to in-house and third-party solutions.

Derek Dimino is a financial advisor at Kestra Private Wealth Services, LLC with a Series 66 designation. He has prior experience at Merrill and other firms, and has also worked in education and media roles. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and other entities with a range of advisory and investment solutions.

Tatiana Williams is a financial advisor with Empower Advisory Group in Middletown, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her prior experience includes roles at Advised Assets Group, LLC, GWFS Equities, Inc., Citizens Bank, Citizens Securities, Inc., and Metlife Securities. She is also a notary public. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and clients’ savings rates.

Miles Anthony is a financial advisor at Principal Financial Services with 18 years of industry experience. He holds a Series 63 designation and has previously worked at Richardson & Stout Financial Services Inc. He is also the owner of Anthony Financial Services, although all client business is conducted through Principal Securities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions with ongoing client reviews managed by its Financial Advisors.

David Skurowitz is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and integrates in-house research and execution capabilities, supporting complex and large-scale client relationships.

Anthony Perez is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2018, following nine years at PDS Group. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm combines personal financial advisors with affiliated broker-dealer and investment adviser affiliates, delivering investment management through various program strategies overseen by its CIO and platform governance.

Michael Collins is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services LLC since 2021. Prior to that, he worked at Bruderman Brothers LLC and Bruderman Asset Management, LLC from 2015 to 2021. Outside of his advisory role, he has an interest in real estate ownership unrelated to investment activities. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with substantial investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing a centralized consulting team and algorithmic tools to deliver tailored retirement income recommendations.

David Rosner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. He has been with Primerica Advisors and Primerica Financial Services since 2025. Outside of his advisory work, Rosner has over 20 years of experience as a private tutor with multiple tutoring businesses. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Benjamin Sasso is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and Northwestern Mutual. His prior roles also include positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.

Joseph Campanella is a financial advisor with Primerica Advisors, holding a Series 63 designation and 26 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. Outside of advisory work, he is involved with Campanella & Associates, Inc., an investment-related entity formed for Primerica business purposes, and is a member of 10X Signature Group, LLC, a non-investment related entity. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of strategic, tactical, tax-aware, and income distribution investment models.

Allison Gaudio is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2007. Merrill serves a diverse client base including individuals, retirement plans, corporations, charities, and institutional clients. The firm offers a range of investment management solutions through managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services, supported by its integration with Bank of America affiliates and a focus on tax-efficient strategies.

Brian Carter is a financial advisor at Primerica Advisors with 22 years of industry experience. He holds a Series 63 designation and has worked with Primerica Financial Services since 2001, alongside roles at PFS Investments Inc. and Guidepost Solutions. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm emphasizes a wrap-fee structure and curates third-party asset managers while delegating trading and implementation to BNY Mellon Advisors.

Kieran Kreider is a Financial Advisor with Merrill Lynch Wealth Management, specializing in comprehensive wealth management solutions. He works closely with clients to understand their personal priorities and financial goals, creating customized financial roadmaps. His focus spans areas such as college education planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and retirement income strategies. Kieran holds a bachelor's degree in economics from Hofstra University and has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation. He is registered with FINRA through Series 7 and 66 licenses and holds a Life, Accident & Health insurance license in Pennsylvania. Kieran’s approach emphasizes a disciplined and personalized financial plan supported by resources from Merrill Lynch and Bank of America, including institutional research, trust and fiduciary services, and banking solutions. Outside of his professional role, Kieran lives in South Jersey with his wife Jennifer and their dog Bailee. He maintains an active lifestyle and enjoys boating, fishing, golfing, pickleball, and surfing, often spending time at the Jersey Shore. His balanced approach fosters strong relationships and reflects a commitment to personal development and genuine empathy in client interactions.

Karen Morris is a Series 63-licensed financial advisor with Primerica Advisors in Middletown, NY, and has 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. In addition to her advisory role, she is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its offerings.

Andrew Weyant is a financial advisor with Primerica Advisors in Middletown, NY, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2014. In addition to his advisory role, he is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap-fee structure and maintaining oversight of its investment models.