John Doran is a financial advisor with J.P. Morgan Securities in New City, NY, holding CFP® and ChFC® designations and 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012, with a brief period at Edward Jones and a two-year employment gap prior to rejoining J.P. Morgan. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and combines quantitative and qualitative research to build model asset allocations.

Tyler Reschke is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he assists clients in developing financial plans aimed at supporting their financial goals and enhancing their confidence in decision making. Prior to this position, Tyler held several roles within Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. He began his financial career as a Financial Professional at Equitable Advisors from 2021 to 2022. Tyler's professional experience encompasses a range of client-focused financial services, highlighting his expertise in relationship management and financial planning. His career progression reflects his commitment to supporting clients through various stages of their financial journeys.

Jacob Lynne is a financial advisor at Ameriprise in Pleasantville, NY, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Ameriprise, he worked at the University of Miami and has experience with Lacrosse Unlimited and the Ridgefield School District. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement income planning advice. The firm’s approach integrates investment research and algorithmic tools to address asset allocation and tax-aware withdrawal strategies within a defined investment universe.

Luciano Dela Cruz is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing 21 years of experience in the industry. His prior experience includes roles at Wells Fargo Clearing and Morgan Stanley. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with various financial products and referral channels.

Frank Rodriguez is a financial advisor with J.P. Morgan Securities in Peekskill, NY, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Lakeland Capital Management. Outside of finance, he is developing a fiction novel under a pseudonym and plans to publish and market the book through various outlets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Steven Horowitz is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has been with various J.P. Morgan entities since 2014. His current roles include positions at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary, written asset allocation advice combined with investment manager searches and customized performance reporting, supported by a centralized due diligence team that integrates quantitative and qualitative research.

Pauline Honecker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has prior experience with JPMorgan Chase Bank, N.A. from 2010 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their approach emphasizes non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Sheldon Cazoe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Primerica Advisors since 1993 and has over three decades of experience with Primerica Financial Services. In addition to advisory services, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and provides advisory services through a broad network of advisors across numerous offices.

Maie Ibrahim is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has worked at LPL Financial since 2018 and prior to that spent seven years at Fidelity Investments. Outside of her advisory role, she serves in a fiduciary capacity for a trust and is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools.

Lisa Sherman is a CFP® with 41 years of industry experience, currently affiliated with LPL Financial since 2021. Her prior roles include positions at Ameriprise Financial Services, National Asset Management, National Securities Corporation, and Gilman Ciocia, Inc. She is also involved with Riolo Financial Group, a business related to her LPL affiliation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing technology and a broad spectrum of financial products.

Joseph Rusin is a financial advisor with LPL Financial based in Carmel, NY, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been associated with Linsco Private Ledger since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Angelo De Leon is a Planning Consultant at Fidelity, where he collaborates with clients to utilize Fidelity's resources for retirement, income, and wealth planning. He focuses on creating and implementing customized financial plans designed to help clients achieve their goals. Prior to his current role, Angelo held positions including Senior Vice President and Client Service Associate at JPMorgan Chase Private Bank, Vice President and Business Development Manager at Experiture, Wealth Relationship Manager at Citibank, and Private Client Banker at JPMorgan Chase. His professional experience spans various aspects of financial services and client relationship management. Outside of his professional work, Angelo has interests in biking, family activities, fitness, tennis, traveling, and volunteering.

Hugo Guerra Valdez is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Hudson Valley Credit Union and New York City Football Club. Outside of advising, he is involved with VM Home Development LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Larry Arinsburg is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked for American Portfolios Financial Services, Inc. for 21 years and has been associated with Finesco Assoc. for over four decades. Outside of his advisory role, he operates a sole proprietorship focused on insurance sales and maintenance, and provides tax preparation services. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization and offers a wide range of programs including Unified Managed Accounts, third-party manager programs, and comprehensive financial planning.

Robert Angevine is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for American Portfolios Financial Services, Inc. for 21 years. In addition to his advisory role, he prepares income tax returns annually outside of market hours. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services utilizing model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies across multiple platforms.

James Carrion is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Hudson Valley Credit Union and HVCU in various roles including relationship management. Outside of advisory work, he serves as a notary at Hudson Valley Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and employs various model portfolios and third-party strategies to serve its clients.

Michael Salmon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. He also serves as co-trustee for his son's trust and manages Salmon Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

John Natalo is a CFP®-certified financial advisor with 36 years of industry experience, currently with LPL Financial since 2021. Prior to joining LPL, he worked at Ameriprise Financial Services, Inc. for 16 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Matthew Clement is a CFP® certificant with 22 years of industry experience. He is currently affiliated with Cetera and has prior experience at Cantella and Co., Inc. Clement serves as owner and president of Emerald Retirement Planning Group, Inc., and holds board positions with Helen Hayes Hospital Foundation and Rockland Recovery Homes, Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and $256 billion in assets under management.

Huan Yuan Chen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has worked at PFS Investments Inc. since 2021 and has longstanding roles at New York City Transit and Primerica Financial Services. Chen is involved in the sale of investment-related products and also receives compensation related to mortgage loan sales and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.