Wayne Curtis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Outside of his advisory role, he is president of Curtis Financial Services and Insurance, LLC, which provides group and health insurance services to small businesses and individuals. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through a range of third-party managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on client goals and risk tolerance.

Stephen Mangiacotti is a financial advisor with J.P. Morgan Securities in Yorktown Heights, NY, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at NYLife Distributors LLC and New York Life Investments. He served for five years with the Irvington Fire Company. 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. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Samuel Grossman is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes positions at Caraluzzi's Georgetown Market, Bow Ties Cinema, and the University of Connecticut. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Langtry is a financial advisor with Cetera, holding a Series 63 designation and over 31 years of industry experience. He has been affiliated with Cetera and its related entities since 2005 and also owns Langtry Tax & Financial LLC, providing accounting and tax preparation services. Langtry serves as a board member of the Hampton Glen Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and utilizes both affiliated and third-party model portfolios.

Mana Sims is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at Bank of America, Merrill, and various capacities within J.P. Morgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities 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.

Mark Mezzone is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. His prior roles include two years at Bank of America and ongoing affiliation with Merrill. He is also the owner of a small business that leases commercial office space to Raymond James. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers financial planning and non-discretionary investment consulting, employing a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Amanda Karaqi is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Northwestern Mutual and Keller Williams Realty Partners. Outside of financial services, she was involved in real estate through Karaqi Real Estate, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Paul Eshleman is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has prior experience with firms including LPL Enterprise, Prudential Advisors, and PNC Financial Services Group. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Scott Ruppert is a financial advisor with Cetera, holding a Series 63 designation and bringing 22 years of industry experience. He has worked with Cetera since 2019 and previously spent 15 years with Foresters Financial and 6 years with Foresters Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

John Durkin is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 40 years of industry experience. He has worked with Ascend Financial Services, Inc. and Financial Underwriters Inc. prior to joining Cetera. Durkin is currently based in Danbury, CT. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, supported by a network of over 10,000 advisors and managing over $256 billion in assets.

Tracy Curtis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining LPL Financial in 2025, Curtis worked for 14 years at David Lerner Associates. Outside of advisory work, Curtis is involved in a retirement and wealth management business and co-owns a real estate rental venture with a spouse. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and employs various investment strategies supported by LPL Research and third-party subadvisors.

Antonio Dispensa is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities LLC since 2016. His practice is based in Danbury, Connecticut. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Ashley Kaiser is a financial advisor with UBS Financial Services in Ridgefield, CT, holding a Series 66 designation and 12 years of industry experience. She has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and asset allocation models to tailor client plans.

Anthony Tringali is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has worked at LPL Financial since 2020 and previously spent eight years with Bank of America and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by research and third-party subadvisors.

Gregory Antonakos is a financial advisor at LPL Financial with 13 years of industry experience. He has been with LPL Financial since 2012 and also works with Hudson Valley Federal Credit Union. He holds a Series 63 designation and is involved with investment-related activities at Hudson Valley Federal Credit Union Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Donna Colucci is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2013. Outside of her advisory role, she serves as a board member of the Rotary Club of Lake Mahopac. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Philip Settembrino is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Cadaret, Grant & Co., Inc. for 24 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Sunilda Vasquez is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her prior work includes positions at Bank of America, Merrill, JP Morgan Chase, and Fidelity Investments across multiple periods. Outside of her advisory role, she operates two online retail businesses, Ladies Armour and Pro Chutes LLC, overseeing management and banking activities for both. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Anni Berkeley is a Series 66-licensed financial advisor with Merrill, based in Ridgefield, CT. She has 10 years of industry experience, all of which has been with Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions, with multiple options for portfolio implementation and tax-aware strategies.

Gabriel Vieira is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial, he worked in various roles including at Hudson Valley Credit Union, The Home Depot, and Amazon, Inc. He is also the owner of Do Dragao Gaming, a business he has operated since 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.