Pauline Honecker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. since 2010 and has been with J.P. Morgan Securities since 2012. 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

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 at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments for seven years before joining LPL in 2018. Ibrahim also serves as a fiduciary for an irrevocable trust and is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutional clients. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

Lisa Sherman is a CFP® professional 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. Sherman also operates Riolo Financial Group, an investment-related business associated with her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Charles Gonzalez is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 37 years of industry experience, including long tenure at Guardian Life Insurance Company and related entities from 1997 to 2026, followed by roles at Park Avenue Securities and Guardian Life before joining Mass Mutual in 2026. Outside of his advisory role, he serves as a board member for Children's Bible Fellowship, facilitating connections for Bronx-based Hispanic-serving churches. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm focuses on collaborative, annual financial planning engagements that use firm-approved software and tools to analyze client goals, providing recommendations mainly at the strategy level.

Joseph Rusin is a financial advisor with LPL Financial in Carmel, NY, holding Series 63 and Series 65 credentials and offering 34 years of industry experience. He has worked with Linsco Private Ledger since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and a variety of portfolio management options.

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.

John Blumberg is a financial advisor at Cetera with 39 years of industry experience and holds the ChFC® designation along with Series 63 and Series 66 licenses. He previously worked at National Life Group and Equity Services, Inc. for 11 years. Outside of his advisory role, he is involved in farm ownership and operates community events featuring draft horses for military personnel, first responders, and individuals with special needs. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies.

Thomas Broadbent is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has seven years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and AXA Advisors. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved software and offers specialized programs such as divorce planning and estate-settlement services.

Michael Salmon is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. He is also co-trustee for his son's trust and operates Salmon Wealth Management LLC, a separate financial practice based in New City, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses Wells Fargo research and tools to develop tailored recommendations, with clients choosing how to implement them through the firm’s brokerage or advisory programs.

John Natalo is a CFP® with 35 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Prior to joining LPL, he spent 16 years at Ameriprise Financial Services, Inc. His credentials include Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 in Peekskill, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Primerica Advisors since 2021 and has a background that includes long-term service with New York City Transit and Primerica Financial Services. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio management that excludes institutional pension or profit-sharing plans.

Anthony Di Gennaro is a financial advisor at Edward Jones in New Windsor, NY, holding the Series 63 designation with 23 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Pezzo is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has seven years of industry experience. He has held positions at several firms including Equity Service, Inc., National Life Group, and Northwestern Mutual. Outside of his advisory role, he provides tax preparation services to close friends and family. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple program platforms with a multi-manager investment approach.

Zachary Njoga is a financial advisor with Primerica Advisors, holding a Series 63 designation and 13 years of industry experience. He has worked at Pfs Investments Inc. since 2011 and with Primerica Financial Services since 2008. In addition to his advisory role, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts for individual and high-net-worth clients, with a focus on wrap-fee solutions rather than institutional plan management.

Olivia Prashad is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Her prior work includes roles at Pruco Securities LLC and JTW Advisors LLC, as well as positions affiliated with Syracuse University. Outside of finance, she has experience in the hospitality industry, having worked at Phil's Pizzeria. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through both advisory and brokerage channels. The firm offers a range of financial planning, consulting, and asset management services supported by proprietary research and third-party portfolio strategists.

Charles Betcher is a financial advisor with Edward Jones in New Windsor, NY, holding Series 63 and Series 66 registrations and three years of industry experience. Prior to joining Edward Jones in 2025, he worked at MML Investors Services LLC and MassMutual Life Insurance Co from 2021 to 2024. His background also includes experience in the automotive and service industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gina Diaz is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She has worked at LPL Financial and Webster Investments since 2021 and has prior experience with JPMorgan Chase Bank and JPMorgan Securities dating back to 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations. The firm offers a broad range of advisory programs and financial planning services supported by model portfolios, third-party research, and technology-driven strategies.

Dave Grimes is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America, N.A. His current role at J.P. Morgan Securities began in 2023. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.