Eliezer Gewirtzman is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 10 years of experience in the industry. He has been with Mass Mutual Investors Services since 2016 and has additional experience at MassMutual Life Insurance Company dating back to 2011. Outside of his advisory work, he serves as board president of Yedei Chesed, Inc., an organization supporting developmentally disabled individuals, and is a partner in a firm that provides speech language therapy services. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and investment management services to individuals, business owners, trusts, and charitable organizations. The firm uses a collaborative approach with client-specific analysis tools and provides various planning programs, including recent additions like standalone Divorce Planning.

Michael Lipani is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan since 2017. Outside of his advisory role, he owns and operates a personal holding company for automobiles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, and incorporates an ESG eligibility framework.

Joseph Cohen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He previously worked at National Planning Corporation and Wells Fargo Clearing before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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 solutions, utilizing both proprietary and third-party strategies supported by advisor-facing tools.

Jonathan Glaser is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

John Mackenzie Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. His prior roles include positions at Sterling National Bank, Keybank, HSBC Securities, Chase Investment Services, and M&T Securities. 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.

Noah Robinson is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Edward Jones and has experience in youth soccer coaching through his involvement with Coerver New York LLC and HV Hammers. 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 combination of quantitative and qualitative research.

Ronald Pompei Jr. is a CFP® with 40 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at Crown Capital Securities for 22 years. Outside of his advisory work, he is involved in tax preparation and pursues interests as a musician. 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.

Leonard Sander is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 40 years of industry experience. He previously worked at National Planning Corporation for 19 years before joining LPL Financial in 2017. He is also involved in tax preparation and accounting services through The Creative Planners Group, Ltd. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel O'Reilly is a financial advisor with Ameriprise in Chester, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Bruderman Brothers, LLC for seven years before joining Ameriprise in 2022. He also holds a real estate license. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Gregory Field is a financial advisor with Edward Jones in West Nyack, NY, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Prior to joining Edward Jones in 2017, he operated Field Consulting, a telecommunications business, for 12 years. He also serves as an Education Coordinator for BNI in White Plains, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Michael Del Grosso 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 worked at various entities within the JPMorgan Chase organization since 2007. Outside of his advisory role, he serves as the contact person for two condominium properties owned by his family. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Edward Kovac is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 26 years of industry experience. His prior work includes roles at MetLife Securities Inc and Massachusetts Mutual Life Insurance Company. He serves as a volunteer board member for organizations providing services and information to elderly and sight-impaired individuals. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures financial planning as an annual, collaborative process using analytical software and generally recommends investment categories and strategies rather than specific products.

Stephen Mangiacotti is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Merrill, and New York Life Investments. Outside of his advisory role, he served with the Irvington Fire Company for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Eric Nachman is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Nachman co-presides over Endurance Operations Management LLC, managing business operations including human resources, expense management, and accounting. Ameriprise is an institutional firm offering retirement-income planning services primarily to clients with significant investable assets. Its approach integrates research, modeling, and tax-efficiency analysis to provide annual, non-discretionary retirement income recommendations, with an emphasis on assets held in Ameriprise Managed Accounts.

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.

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. Donato operates under the DBA Empire Financial Advisors for his LPL business. 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 a large network of investment adviser representatives.

Oran Yacobi is a financial advisor with Ameriprise in Allendale, NJ, holding Series 63, 65, and 66 credentials and 12 years of industry experience. He has been with Ameriprise and its related entities since 2014. Outside of his advisory role, he is involved in consulting through a separate business entity, EME Consulting. Ameriprise provides retirement-income planning services targeted at individuals with substantial investable assets, combining research, modeling, and tax analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Brian Roberts is a financial advisor with LPL Financial in Monroe, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at LPL Financial since 2017 and currently serves clients through Webster Bank, where he has worked since 2021. Outside of his advisory role, Roberts is a notary. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing various discretionary and non-discretionary strategies.

Kimberly Garcia is a financial advisor at Stifel with 16 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus since 2008. Outside of her advisory role, she co-owns a residential rental property with her spouse. Stifel serves a wide range of clients, including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

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.