Francisco Rivera is a financial advisor with LPL Financial in Somers, NY, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His prior roles include positions at Webster Bank, Wells Fargo Bank and Clearing, JPMorgan Chase Bank, and JPMorgan Securities. He is also a commissioned notary in the state of Connecticut. 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 portfolio programs, third-party asset management, and institutional platforms.

Neal Deutsch is a CFP® with 41 years of experience in the financial industry. He is currently with Cetera and has been involved with various firms including First Allied Advisory Services and Chestnut Investment Group, which he owns. He also holds a fiduciary trustee position. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base with a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wanda Vasse Koerner is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank since 2006 and BNY Investment Center Inc. from 2005 to 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Eric Dorfman is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He previously worked as an Investment Consultant at Fidelity from 2022 to 2023. His earlier experience includes serving as a Portfolio Manager focused on U.S. and Canadian equities at First New York Securities from 2014 to 2021, and as a U.S. Equity Trader at AMR Capital Trading between 2004 and 2013. Throughout his career, Eric has specialized in investment management and financial planning. He holds an Arkansas Insurance License. Outside of his professional work, Eric's personal interests include spending time at the beach, enjoying comedy, football, music, and engaging in parenthood.

Nicole Lopez is a financial advisor at Fidelity with Series 66 credentials and has been in the industry since 2022. She previously worked at New York Life Insurance Company and has been involved with community organizations such as the Kips Bay Boys & Girls Club and Holy Spirit Roman Catholic Church. Fidelity's Strategic Advisers LLC, where she is based, provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its involvement in fund advisory, including multi-manager and fund-of-funds structures, and its use of systematic methodologies and AI in portfolio management.

Neil Gargiulo is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 2002 and holds a Series 63 designation. Outside of his advisory role, he participates as an arbitrator in FINRA securities regulation panels. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and provides a range of advisory programs and affiliated investment products under a fiduciary standard.

Ryan Dubak is a Private Wealth Advisor at Merrill Private Wealth Management, specializing in delivering financial solutions tailored to client goals. He serves clients by focusing on optimizing outcomes related to lifetime financial planning, inheritance, charitable giving, and tax considerations. Ryan began his career at Merrill in 2008, initially working in the Greenwich, Connecticut office before joining Merrill Private Wealth Management in New York in 2011. He has developed expertise in managing client relationships and crafting customized investment plans that align with individual client objectives. Ryan holds a Bachelor's Degree from the State University of New York System. He has earned the Chartered Retirement Planning Counselor (CRPC) designation awarded by The College for Financial Planning Institutes Corp. and the Certified Financial Planner (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Personal Investment Advisor (PIA) designation. Ryan resides in Katonah, New York, with his wife Laura and their three children.

Frederick Faustini is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His work history includes roles in diverse fields such as education, retail, and healthcare prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, with notable use of systematic methodologies and advanced technology in its investment process.

Joseph Passaniti is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has eight years of industry experience and has worked at Cetera Wealth Services, Hudson Financial Services, DJP Capital Advisors, Country Bank, and JP Accounting & Tax CPA. He serves as director of tax and financial planning at Hudson Financial Services and is vice president of Hudson Tax Services LLC. He is also treasurer and a board member for The Jesse A. Collyer, Jr. Youth Sports Leagues of Ossining, Inc., a nonprofit organization. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various investment program options and manages over $256 billion in assets through a large network of independent advisors.

Gregory Caragine is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 19 years of industry experience. His career includes roles at PIMCO Investments LLC and Merrill prior to his current position at J.P. Morgan Chase Bank since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of advisors. Their approach combines quantitative and qualitative manager due diligence to offer non-discretionary, customized asset allocation advice and performance reporting.

Pierre Johnson is a financial advisor at Edward Jones with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1997. He serves as an advisory board member for the University of Texas Neighborhood Longhorns. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

Anthony Viviano is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 credentials and 28 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015, and previously worked at TD Ameritrade Inc. from 2023 to 2024. Charles Schwab & Co., Inc. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and order-routing services.

Lawrence Rosen is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he owns a consulting business, LJR Consulting. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and tools to deliver tailored recommendations.

Maura Sayers is a Financial Consultant at Fidelity Investments, a role she has held since 2025. In this capacity, she partners with clients to develop personalized financial roadmaps that align with their individual goals, values, and visions for the future. Her approach involves designing strategies aimed at supporting clients' long-term financial success and providing clarity and confidence in financial decision-making. Prior to her current position, Maura served as a Planning Consultant at Fidelity Investments from 2020 to 2025 and as a Senior Relationship Manager at the same firm from 2015 to 2020. Her financial services career began as a Financial Advisor at Morgan Stanley from 2013 to 2015, following an extensive tenure as Assistant Vice President at Guardian Investment Services, LLC, from 1994 to 2012. Outside of her professional responsibilities, Maura has personal interests that include socializing with friends, reading, and traveling.

Daniel Sburlati Rupp is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Raymond James & Associates and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and providing access to proprietary research and capital markets platforms.

Justin Larosa is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2016. Outside of his advisory role, Larosa is involved as an office manager and registered representative for related support companies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Marie Green is a financial advisor with Edward Jones in Cortlandt Manor, NY, holding a Series 63 designation and over 21 years of industry experience. She has been with Edward Jones since 2004. Outside of financial advising, she is a part-owner of the New Jersey Pride professional outdoor lacrosse team, where she participates in budget, hiring, and marketing decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Carlos Flores is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., TD Ameritrade, and TD Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Imani Tate is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan, Tate held roles at JPMorgan Chase Bank, Equitable Financial Life Insurance, and American Eagle Outfitters Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver customized asset allocation advice and performance reporting while maintaining client decision-making authority.

Victor Cannistra is the sole advisor at Cannistra Financial Advisors Inc. in Mount Kisco, NY, holding a Series 65 credential with four years of industry experience. He has operated Victor J. Cannistra, CPA PC since 2002, serving as president and managing operations for his certified public accounting firm. Cannistra Financial Advisors Inc. provides portfolio management and financial planning services primarily to individual investors and corporate clients. The firm operates as a solo independent adviser, typically managing client relationships on a non-discretionary basis and coordinating investment advice with affiliated accounting services to integrate tax and financial planning.