Christopher Ciani is a financial advisor at Primerica Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Park Avenue Securities and Guardian Life Insurance for over 15 years. Outside of his advisory role, he sells fixed insurance products through Crump Life Insurance. Park Avenue Securities serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios and third-party investment managers across various account types and investment strategies.

Scott Lopresti is a financial advisor at Kestra Advisory with 19 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Financial Advisors, LPL Financial, and Ameritas Life Insurance among other firms. Lopresti is also the president and owner of Lodi Wealth Advisors, an insurance business, and serves as Chief Administrative Officer of Rectangle Health, a healthcare technology company. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves a range of clients including large institutional investors and sovereign wealth funds, supporting multiple management platforms and third-party solutions.

Christopher Kachur is a financial advisor at Benjamin F. Edwards & Company, Inc. with 25 years of industry experience. He has been with Benjamin F. Edwards since 2010. His credentials include Series 63 and Series 66 registrations. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies supported by an Investment Strategy Committee.

Maria Blessing is a financial advisor at Citigroup Global Markets with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at firms including J.P. Morgan Securities, Muriel Siebert & Co., Inc., and Ameriprise Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and futures commission merchant services.

Lukasz Janko is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He has previously worked at Merrill, Bank of America, Key Investment Services, and Santander Securities. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Yenny Cesse Perdomo is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personal retirement planning, women and wealth, and retirement income strategies. She focuses on helping individuals and families build and protect their wealth through clear communication and tailored advice. Yenny guides clients to make confident and informed financial decisions that align with their goals by simplifying complex financial concepts and empowering them to take control of their financial future. Yenny holds a Bachelor's Degree from Florida International University and maintains professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Fluent in both English and Spanish, she brings expertise in financial planning and investment needs to her role. Outside of her professional work, Yenny’s personal interests include adventure sports, biking, dancing, ice hockey, reading, traveling, watching movies, and writing.

Greg Giandalone is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. He adopts a goals-based approach to financial planning, focusing on understanding clients' priorities to guide their financial strategies. Greg is a CERTIFIED FINANCIAL PLANNER® professional and a U.S. Army Veteran, which informs his disciplined and client-focused methodology. Greg's professional experience spans several prominent financial institutions. Prior to his current role, he worked as a Senior Financial Consultant at TD Ameritrade from 2016 to 2020. He also held positions as a Wealth Management Client Associate at Ameriprise Financial and Merrill Lynch, as well as a Financial Advisor at Merrill Lynch, and a Stockbroker at John Thomas Financial and E-1 Asset Management. Outside of his professional work, Greg engages in activities related to family, fitness, military service, pets, tennis, and volunteering.

Matthew Coyne is a financial advisor with Cetera, holding a Series 63 designation and 25 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2000 and 2001, respectively. Coyne also operates his own tax practice as a CPA, a role he has maintained since 1982. Additionally, he was affiliated with Dominican College for 35 years. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Catherine Censullo is a financial advisor with Cetera who holds a PFS™ designation and Series 66 license, bringing 27 years of industry experience. She is also a CPA and partner at Censullo, Gupta & Associates CPA, LLP, a public accounting firm offering tax planning, preparation, and business consulting services. Additionally, she serves as a board member of the Armonk Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a network of independent advisors utilizing multiple program structures and a variety of investment strategies.

Christopher Andrews is a financial advisor with Mass Mutual Investors Services in Armonk, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Outside of advisory work, Andrews is involved in retail book production through True Gentlemen Holdings, LLC, and operates Compass Point Capital LLC, providing recruiting and management services for financial firms. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative, goal-based planning using firm-approved tools and provides specialized programs such as divorce planning and employer-sponsored planning services.

Robert Priore is a financial advisor at Edward Jones with 21 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Attila Balla is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Toapanta is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Prudential Insurance Company of America and LPL Enterprise. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, futures commission merchant, and commodity pool operator registrations.

Nicole Mazzei is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill, Morgan Stanley, JPMorgan, and Wells Fargo. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Luigi Muccitelli is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with firms including Ameriprise Financial Services, Inc. and Boston Harbor Wealth Advisors. He is also the CEO and President of Fondi Wealth Management, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its unique affiliations.

Richard Cossa is an Investment Consultant currently working at Fidelity Investments since 2023. He has accumulated over 17 years of experience in the financial industry, having held various financial advisory roles at firms such as Mahoney Asset Management, Lincoln Financial, Chase Investments, Oppenheimer & Co., Wells Fargo Advisors, and Morgan Stanley. Throughout his career, Richard has developed expertise in navigating different market cycles with a focus on asset allocation and delivering customer service aimed at guiding clients through their retirement planning. His professional journey reflects a consistent commitment to supporting clients in achieving their financial goals. Outside of his professional work, Richard has interests in baseball, fitness, football, golf, and yoga.

Abraham Mizrahi is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, and Capital One Advisors. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm combines advisory services with other financial products and referral channels to deliver tailored recommendations using proprietary research and planning tools.

Michael Torres is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at JP Morgan Chase Bank, U.S. Bancorp Investments, and Northwestern Mutual. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment management with access to multi-asset portfolios, alternative investments, and integrated brokerage and custody services.

Asmir Malevic is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at several J.P. Morgan affiliates since 2016 and was previously with Invesco Distributors, Inc. from 2019 to 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Andrew Redhead is a financial advisor with Charles Schwab who holds Series 66 and Series 63 licenses and has six years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, UBS Financial Services, and Northwestern Mutual. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized operational structure supporting a large client base.