Baishi Wang is a financial advisor at Edward Jones with 10 years of industry experience. Wang holds the CFP®, CFA®, and Series 66 designations. Prior to joining Edward Jones in 2019, Wang worked at Ladenburg Thalmann & Co., Inc. from 2015 to 2019. 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 and operates a broad network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated investment products.

Gary Zink is a CFP®-designated financial advisor with 42 years of industry experience. He is affiliated with OSAIC and has worked at Royal Alliance Associates, Inc. since 2004 and American Pension Advisors Inc. since 1989, where he serves as president of a third-party administration services firm. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk assessments and leverages a complex affiliate network and private-equity ownership.

Steven Summa is a CFP® professional with 28 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2013 and previously held positions at New England Securities, Wells Fargo Clearing, and A.G. Edwards & Sons. In addition to his advisory role, he operates an independent insurance agency and owns a financial services DBA. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, offering both discretionary and non-discretionary management across multiple platforms and custodians.

Luisa Paltin Zhingri is a financial advisor with J.P. Morgan Securities in Peekskill, NY, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with J.P. Morgan Securities since 2017 and has been affiliated with JPMorgan Chase Bank, N.A. since 2011. Outside of her advisory role, she is a partner in Vibra Centro de Aprendizaje SPA, a Chile-based online psychology business offering therapy and seminars. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager selection, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG factors, delivering non-discretionary recommendations supported by centralized due diligence.

Mitchell Kahn is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at First Allied Advisory Services, Hunter Financial Advisors, and LPL Financial. In addition to his advisory work, he is involved with Hunter Financial Advisors, Inc. and operates Mountain View Financial, Inc. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with both affiliated and third-party investment options.

William Altneu is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 36 years of industry experience. Prior to joining LPL Financial in 2025, he spent 21 years at Cadaret Grant. He is also involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a broad array of investment strategies and financial products, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Marcelo Sepulveda is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 66 and Series 63 designations. His career has been primarily with J.P. Morgan entities, including JPMorgan Chase Bank and J.P. Morgan Securities, spanning over a decade. 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Darrel Upson is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory work, Upson is involved in business consulting through Endurance Operations Management LLC and Puente Sur Sports Management LLC, and serves on the board of Lutheran Social Services of New York. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through its affiliated companies.

Paul Koerner III is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations and incorporates ESG criteria within a non-discretionary program.

Joshua Gilenson is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Morgan Stanley for six years and Citigroup Global Markets for two years. Outside of his advisory role, he holds a real estate license and is involved in mortgage and real estate services through J Realty Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, wrap and model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

David Juechter is a financial professional with four years of industry experience, currently affiliated with Cetera. He holds Series 66 and Series 63 licenses and has worked at Cetera, Hunter Financial Advisors Inc., and First Trust Portfolios L.P., among others. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform and various program structures.

Brian Higgins is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Merrill since 1983 and also has tenure at Bank of America, N.A. since 2012. Merrill serves a diverse client base that includes individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution and custody services. The firm emphasizes manager selection and monitoring through its CIO and platform oversight and integrates closely with Bank of America affiliates to support trading, lending, and capital markets activities.

Lam Wong Carbone is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior experience includes roles at People's United Bank, Chase Investment Services Corp., and People's Securities, Inc. He also provides notary services for bank and investment clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment solutions supported by advanced operational tools.

Adam Riback is an Investment Consultant at Fidelity Investments, based in the Nanuet, NY Investor Center. He collaborates with clients to develop customized financial plans that align with their short and long-term goals, emphasizing strong relationships and trust with clients and their families. Adam has been with Fidelity Investments since 2021, advancing from Financial Consultant to Planning Consultant before his current role as Investment Consultant. Prior to joining Fidelity, he served as a Senior Financial Consultant at TD Ameritrade from 2019 to 2021 and as a Financial Specialist at Allstate Life and Retirement from 2015 to 2019. He holds an AR Insurance License. Outside of his professional work, Adam enjoys outdoor activities such as camping, hiking, kayaking, scuba diving, and skiing. He also dedicates time to volunteering in his community.

Shraga Goldhirsch is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his advisory career in 2026. He has been associated with Massachusetts Mutual Life Insurance Company since 2012. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Liang Wang is a financial advisor at Edward Jones with four years of industry experience. He has held his current role since 2022 and previously worked at Fast Communication from 2004 to 2022. Wang holds a Series 66 credential. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Jose Vicente Jr. is a CFP®-designated financial advisor with Ameriprise, bringing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of NJ2CA, LLC, a financial planning business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process while emphasizing the use of Ameriprise-managed accounts.

Ardell Roan is a financial advisor with Wells Fargo Advisors, holding Series 63, Series 65, and Series 66 credentials and bringing 26 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, Ardell worked at Morgan Stanley Smith Barney and Wells Fargo Clearing Services. In addition to his advisory role, he has been involved with SUNY Orange since 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm provides tailored recommendations supported by Wells Fargo research and tools, with planning services covering areas such as retirement, education, and niche needs like business-owner transition and special-needs analysis.

James Kivlehan is a financial advisor with Wells Fargo Advisors in New City, NY. He holds a Series 66 designation and has 14 years of industry experience, including 14 years at Edward Jones before joining Wells Fargo Advisors in 2025. 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 supported by proprietary research and tools, with client engagements typically structured as discrete planning projects.

Christopher Gaetano is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans that align with their individual goals and circumstances. He employs a structured financial planning process to address clients' short and long-term objectives and adapts strategies over time to reflect changes in clients' lifestyles. He has been with Fidelity Investments since 2019, gaining experience in various roles including Financial Representative, Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2026. This progression within the company showcases his familiarity with diverse aspects of financial services. Outside of his professional work, Christopher has interests in beach activities, attending concerts, hiking, skiing, and traveling.