David Lasco is a financial advisor with Ameriprise in Valhalla, NY, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, he serves as Co-President of the Fordham University Alumni Westchester and sits on the Board of Directors for the Financial Planning Association of the Greater Hudson Valley. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Pamela Wetherbee is a CFP® professional with 24 years of experience in the financial industry and has been with Ameriprise since 2011. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as the finance secretary for Fishkill United Methodist Church and is the First Vice Chair of her local Democratic Committee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Matthew Aquino is a financial advisor with Charles Schwab, holding a Series 66 license and having one year of industry experience. His prior roles include positions at Sanctuary Securities, Primerica, and PwC. He serves on the financial and advancement committees at Salesian High School, assisting with budget analysis and fundraising efforts. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Karen Dillon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and possessing 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2007. 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.

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.

Russell Glickstern is a financial advisor at LPL Financial with 41 years of industry experience. He has been with LPL Financial since 1997. He holds a Series 63 designation and operates in Mount Kisco, NY. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Paul Donato is a financial advisor with LPL Financial, holding a Series 63 designation and 17 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities, Inc. LPL Financial serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Aaron Morgenstern is a CFP® with 10 years of industry experience currently advising at Ameriprise in Valhalla, NY. He has held positions at Ameriprise since 2018 and previously worked at Keybank, JPMorgan Securities LLC, and JPMorgan Chase Bank. Morgenstern has also been affiliated with the State University of New York at New Paltz since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brendon Keady is an Investment Consultant at Fidelity Investments, where he works to help clients achieve their financial objectives. He focuses on understanding clients' visions and assisting them in constructing meaningful investment strategies. Brendon has been with Fidelity Investments since 2023, progressing from Customer Relationship Advocate to Investment Solutions Representative, and currently serves as an Investment Consultant. This experience has provided him with insight into client relations and investment solutions. Outside of his professional role, Brendon has interests in baseball, fitness, golf, food, and traveling.

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.

Hernando Paredes is Vice President and Financial Consultant at Fidelity Investments, where he supports clients in creating and maintaining financial plans tailored to their specific goals for future years and generations. He offers a personal level of service and ongoing support through a dedicated service team, assisting clients whether they seek an ongoing planning partnership or occasional timely assistance. His professional experience includes roles at Fidelity Investments since 2013, progressing from Investment Consultant to Financial Consultant, and currently Vice President, Financial Consultant since 2023. Prior to Fidelity, Hernando worked as Senior Investment Counselor and Investment Counselor at T. Rowe Price, Licensed Financial Specialist at Wachovia Bank, and Financial Advisor at Ameriprise Financial. Outside of his professional work, Hernando engages in family activities, music, outdoor adventures, reading, and soccer.

Patrick Mccarthy is a financial advisor with MassMutual Investors Services, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. He has been with MassMutual and its affiliated entities since 2016. In addition to his advisory role, he is an independent insurance agent offering dental, disability, life, annuity, and related insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and deliver written recommendations.

Nicolas Luxama Jr. is a financial advisor with LPL Financial holding Series 65 and Series 63 credentials and two years of industry experience. Prior to joining LPL Financial, he worked at Primerica Advisors and Primerica Financial Services. He is also employed by the City University of New York (CUNY) in a non-investment role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Andrew Grayson is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator while advising multiple registered investment companies.

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.

Barbara Napolitano is a Branch Leader at Fidelity Investments, a position she has held since 2024. In her role, she partners with associates to grow and develop their skills with the goal of delivering an exceptional client experience through building strong client relationships and co-creating personalized financial plans. Barbara has been with Fidelity Investments since 2019, progressing through various roles including Planning Consultant, Relationship Manager, Financial Representative, and Client Experience Associate. Her experience spans client relationship management and financial planning within the firm. No additional information regarding her education, credentials, personal interests, or community involvement has been provided.

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.

Richard Nappi Jr. is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. 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 delivers its advisory services alongside affiliated brokerage and investment management capabilities.

Raymond Chera is a financial advisor with Wells Fargo Advisors and holds Series 63 and Series 66 licenses. He has 15 years of industry experience, including prior roles at Capital One Sharebuilder and Woodbury Financial Services. Outside of his advisory work, he serves as president of Elite Wealth Managers LLC, providing investment advice and financial planning. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, with clients choosing how to implement them through various firm programs.