Dawn Faigle is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various divisions of JPMorgan Chase since 2014. Prior to her current roles, she was employed at Bedford Central School District from 2015 to 2020. 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. As part of J.P. Morgan, the firm combines institutional advisory with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

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 LPL Financial, holding the Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked with LPL Financial since 2018 and also serves as an adjunct professor at Rockland Community College. 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 institutions through a broad network of investment adviser representatives.

Mohit Kumar is a financial advisor at J.P. Morgan Securities with 20 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, Kumar is involved in managing multiple residential rental real estate properties. 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 through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain decision-making authority.

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 Series 66-credentialed financial advisor with eight years of industry experience. He currently works at J.P. Morgan Securities and previously held positions at Morgan Stanley Purchase and Merrill Lynch. 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 and an ESG eligibility framework. The firm delivers its services on a non-discretionary basis through a select group of Wealth Advisors.

Andrew Soliman is a financial advisor with LPL Financial in Somers, NY, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at HSBC Bank USA and HSBC Securities, where he also served as a bank officer involved in the sale of bank-related products and services. Soliman's experience spans both investment advisory and banking sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, institutions, banks, and trust companies. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Michael Montaldo is a financial advisor with Charles Schwab in Mt Kisco, NY, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior experience includes roles at TD Ameritrade, Morgan Stanley, and E*TRADE Capital Management. Outside of his advisory work, he serves as a board member and minors division director for Sherman Park Little League. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Carol Ungar is a financial advisor with Cetera, holding a Series 63 designation and 42 years of industry experience. She has worked at Cetera and its related entities since 2005 and has been associated with Ungar & Mullin Financial Associates, Inc. since 1986. In addition to her advisory work, she is involved in tax preparation through her firm Ungar & Mullin Financial Associates and works part-time as a receptionist at Weight Watchers. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management strategies and program structures, supporting both discretionary and non-discretionary authorities.

Robert Feighan 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. for 15 years. Outside of his advisory role, Feighan serves as an expert witness on financial planning in divorce cases and owns several business entities related to his practice. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

David Heller is a financial advisor with Cetera who holds a Series 63 designation and has 38 years of industry experience. He has served in leadership roles at DC Heller & Company, Inc. since 1990 and currently acts as president of both DC Heller & Company, Inc. and Highstreet Insurance Services Northeast LLC, where he focuses on employee benefits and risk management. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a nationwide network of over 10,000 advisors.

Jacob Ferraro is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has previously worked at Equity Services Inc and National Life Group and served at Virginia Military Institute. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Henry Boettger is a financial advisor with Cetera, holding a Series 63 designation and 17 years of industry experience. His previous roles include positions at Equity Services, Inc and National Life Group. He is also a partner at Hodgkins Boettger Agency LLC, where he is involved in insurance sales and management. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts through a network of more than 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform to provide customized investment solutions.

Christian Washington is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 63 designation and previously spent 10 years at Cambridge Investment Research Advisors. Outside of his advisory role, he teaches at the City University of New York. 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 and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and oversight of substantial discretionary assets.

Nicholas Koenig is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 designations. Prior to his current role, he worked at Cetera Investment Services and Foresters Financial Services. Outside of finance, Koenig is involved in a construction business, Around The House LLC, which he operates on weekends. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework in its investment recommendations.

Joseph Dailey is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Merrill and Bank of America before joining J.P. Morgan in 2021. Outside of his advisory role, Dailey owns a small woodworking business called CJD Designs LLC, where he creates commissioned pieces. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, emphasizing quantitative asset-allocation modeling and centralized manager due diligence. The firm integrates ESG criteria in its recommendations and operates within the broader J.P. Morgan financial organization.