Jared Levy is a financial advisor with MassMutual Investors Services in Boca Raton, FL, holding CFP® and ChFC® designations and over 31 years of industry experience. He has worked with MassMutual Investors Services since 2017 and previously with Metlife Securities Inc. Levy serves on the board of the 501(c)(3) organization Heroes to Heroes and is the owner of LM Startup LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers a range of investment and event-driven planning services.

Donald Amoruso Sr. is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he is involved in educational consulting and writing, and serves as a trustee on the boards of Cabrini Housing Development Corporation and Cabrini of Westchester Nursing Home. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Attila Balla is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank and 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 brokerage, distribution, and investment management capabilities.

David Toapanta is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at several firms including Prudential Insurance Company of America and Northwestern Mutual. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Nicole Mazzei is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill, Morgan Stanley, JPMorgan, and Wells Fargo. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Eliot Meshulam is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMORGAN Chase Bank, N.A. since 2010. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Luigi Muccitelli is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with firms including Ameriprise Financial Services, Inc. and Boston Harbor Wealth Advisors. He is also the CEO and President of Fondi Wealth Management, Inc. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its unique affiliations.

Kenneth Helman is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He has been with Wells Fargo Advisors since 2016 and holds Series 63 and Series 65 credentials. 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 and develops tailored recommendations using proprietary research and planning tools.

Evan Ross is a financial advisor with LPL Financial in White Plains, NY, holding a Series 63 designation and 19 years of industry experience. He worked at NFP Securities, Inc. for five years before joining LPL Financial in 2017. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by research and model portfolios, with both discretionary and non-discretionary management options.

Richard Cossa is an Investment Consultant currently working at Fidelity Investments since 2023. He has accumulated over 17 years of experience in the financial industry, having held various financial advisory roles at firms such as Mahoney Asset Management, Lincoln Financial, Chase Investments, Oppenheimer & Co., Wells Fargo Advisors, and Morgan Stanley. Throughout his career, Richard has developed expertise in navigating different market cycles with a focus on asset allocation and delivering customer service aimed at guiding clients through their retirement planning. His professional journey reflects a consistent commitment to supporting clients in achieving their financial goals. Outside of his professional work, Richard has interests in baseball, fitness, football, golf, and yoga.

Jason Said is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been with Mass Mutual Investors Services since 2023 and has experience working with several businesses outside of finance, including Torcello Ristorante and Greentree Country Club. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based financial planning using firm-approved analytical tools and a variety of investment programs.

Katie Hudson is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Foresters Financial for 11 years before joining Mass Mutual in 2019. Outside of her advisory role, she also acts as an agent for life insurance and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a collaborative, goal-oriented approach.

Charles Slater is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2011. Outside of his advisory role, he serves as a trustee for several family trusts. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Neal Siena is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Raymond James in 2025, he worked at Ameriprise and Federated Securities Corp. He is also president of QuantumView Wealth Management, a financial advisory and planning support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, employing tailored, non-discretionary planning and advanced analytical tools to assist client decision-making.

Abraham Mizrahi is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior roles include positions at OSAIC, Woodbury Financial Services, and Capital One Advisors. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and business-owner transition planning. The firm combines advisory services with other financial products and referral channels to deliver tailored recommendations using proprietary research and planning tools.

John Salina is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2019, and previously at NYLife Securities and NYLife Insurance from 2014 to 2019. Salina is also involved in insurance brokerage, serving as president of Fortis Brokerage Services. Mass Mutual 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, charitable organizations, and employers through collaborative, goal-oriented planning engagements.

Gregory Ruppel is a financial advisor with LPL Financial, holding the Series 66 designation and bringing four years of industry experience. Prior to joining LPL Financial in 2022, he worked at Marks Paneth and Fairfield University. Outside of his advisory role, he has been involved with Hackensack Golf Club since 2014. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to support various investment strategies.

Michael Tenore is a Series 66-licensed advisor with Fidelity Investments in Nanuet, NY. He has been with Fidelity since 2026 and has a diverse background including roles in educational and religious organizations as well as in moving and storage services. Prior to his financial advisory role, he held positions at institutions such as Gordon-Conwell Theological Seminary and Trinity Broadcasting Network. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs with oversight of sub-advisers and a structured approach to governance and conflicts of interest.

John Woznicki is a financial advisor at UBS Financial Services with 20 years of industry experience. He has been with UBS Financial Services Inc. since 2005 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Frank Newman is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding CFP® and ChFC® designations along with a Series 66 license. He has five years of industry experience, including prior roles at MassMutual Life Insurance Co and MML Investors Services, LLC. Newman also works as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. MML 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 financial planning, asset management, and educational seminars, structuring engagements around annual collaborative relationships with clients.