Stephen Ortiz is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments, Merrill Lynch/Bank of America, and Municipal Credit Union. Ortiz is based in Greenwich, CT. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and includes ESG eligibility considerations.

Alec Chevreux is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to assist them in making important financial decisions and developing personalized strategies tailored to their goals. He prioritizes understanding each client's unique situation to provide guidance and long-term planning support. Alec's professional experience at Fidelity Investments includes roles as an Investment Consultant from 2024 to 2026, Financial Representative from 2023 to 2024, and Financial Services Representative in 2023. This progression demonstrates his breadth of experience in financial consulting and investment advising. Outside of his professional work, Alec has interests in cooking and baking, fishing, fitness, exploring culinary experiences, outdoor adventures, and traveling.

Nicholas Mirecki is a financial advisor at OSAIC with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Ferrigno Financial and Fidelity Investments. Mirecki’s background also includes experience at Bryant University and a role with Inn Credible Caterers. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supporting a variety of client-directed strategies.

Joshua Sucov is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. Prior to joining Edward Jones, he worked at Bank of America NA and Merrill Lynch from 2017 to 2022 and operated as an independent advisor from 2013 to 2017. He is a trustee for multiple family trusts and a qualified account. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed solutions supported by a nationwide network of more than 23,700 financial advisors.

Irene Aponte is a financial advisor at Edward Jones in Mt Kisco, NY, with seven years of industry experience. Her prior work includes roles at Wells Fargo Bank NA and running a residential property leasing business. She also serves as a personal aide through home care programs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory, managed account, and investment solutions supported by a large national network of advisors and branch offices.

Robert Marks is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has eight years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, TD Bank, and Foresters Financial Services. Outside of his advisory work, he is a partner in a student housing rental LLC, where he oversees operations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of investors through discretionary and non-discretionary advisory services, model portfolios, and consulting, with unique capabilities including registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Paul Araujo is a financial advisor at Edward Jones in Mt Kisco, NY, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience at Rocket Mortgage, Bank of America, Citibank, and AT&T Mobility. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

John Mc Glyn is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities since 2016, following two years at Merrill. 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 advisory process combines quantitative and qualitative research to offer written asset allocation advice, manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Gerard Turiano is a financial advisor with Primerica Advisors, holding the Series 63 designation and bringing 13 years of industry experience. He has been associated with PFS Investment Inc. since 2014 and Primerica Financial Services since 2011. In addition to his advisory role, he is involved in the sale of loan products and home security and automation service referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services at scale through model-delivery strategies created by unaffiliated asset managers, supported by third-party custody and trade execution providers.

Troy Runkel is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. His work history includes roles at Fidelity Brokerage Services and HomeAdvisor Inc., as well as a previous position at SUNY Oneonta. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios based on mutual funds, ETFs, and ETPs.

Dawn Faigle is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various JPMorgan Chase entities since 2014. Prior to her current role, she was also employed at Bedford Central School District from 2015 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research, including an ESG eligibility framework, and supports clients with specialized portfolio services.

Judy Rubin is a financial advisor with LPL Financial in Hawthorne, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her prior roles include positions at OSAIC, American Portfolios Financial Services, and Nathan & Lewis Securities, Inc. She also serves as a board member of the Ossining Volunteer Ambulance Corps, participating in financial oversight for the nonprofit. 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 and access to model portfolios and third-party asset management, supported by various operational and research technologies.

Anna Bruno is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and over 27 years of industry experience. She has been with Equitable Advisors since 2003, following prior work with AXA Advisors. Outside of advising, she is involved as a tennis instructor at Breezemont Day Camp, participates with the Thrive Armenia Foundation, and serves as a board member of the Armenian International Women’s Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a network of Investment Adviser Representatives and leverages third-party asset managers and advisory programs to deliver customized investment solutions.

Gregory Feighan is a CFP® credentialed financial advisor with 25 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Valhalla, NY office. In addition to his advisory role, he is involved in independent insurance brokering and owns an LLC connected to his Ameriprise practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a collaborative, non-discretionary approach.

Arden Baptiste is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 32 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at LPL Financial and People's United Advisors, Inc., among other firms. He also serves as an adjunct professor at Rockland Community College. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, using proprietary research and planning tools to support tailored recommendations across a broad range of financial needs.

Mohit Kumar is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is involved in managing multiple residential real estate properties with his partner. 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 program focuses on non-discretionary, written asset allocation advice, manager and fund searches, and customized performance reporting.

Danielle Guilderson is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliate since 2012. Outside of her advisory role, she teaches meditation classes as an adjunct professor at Westchester Community College, instructs yoga to veterans at a VA hospital, and owns a yoga and wellness center in Mohegan Lake, NY. Ameriprise offers retirement-income planning services designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations.

Autumn Weems is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including JPMorgan Chase and Northwestern Mutual Wealth Management. Outside of her advisory role, she works as an independent contractor delivering food and groceries for DoorDash. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers.

Patrick Devaney is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Citigroup Global Markets, and Citicorp Investment Services. He is associated with The Devaney Group, Inc., a business entity unrelated to investment advisory services. 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 financial planning, wrap and model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, combining a broad advisory network with various non-advisory financial services.

Peter O'Connor is a financial advisor at J.P. Morgan Securities with eight years of industry experience and holds a Series 66 designation. His prior roles include positions at Merrill Lynch and Morgan Stanley Purchase. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities.