Samantha Price is a Senior Financial Advisor with over 15 years of experience at Merrill Lynch Wealth Management. She leads The Price Group, providing financial advisory services focused on developing and implementing both short- and long-term financial strategies for affluent clients and business owners. Her approach promotes "financial wellness" through a combination of professional investment management, home financing, insurance, and other services aimed at helping clients make sound financial decisions to achieve their goals. Samantha holds the Chartered Retirement Planning Counselor (CRPC) and Accredited Domestic Partnership Advisor (ADPA) designations from The College for Financial Planning Institutes Corp. She earned a Bachelor's degree from Loyola University Chicago and graduated from Waldwick High School. Samantha is fluent in English, Spanish, and Italian. Residing in Bergen County, New Jersey, Samantha is involved in various community organizations including the Waldwick Lions Club, Habitat for Humanity Bergen County Women Build Committee, Merrill Lynch Women's Exchange, and the Waldwick Chamber of Commerce. She also supports causes such as the American Cancer Society and the American Heart Association. Samantha enjoys spending time with her daughter, fishing, dancing, gardening, and participating in sports such as baseball, soccer, and softball.

Thomas Gwin is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 20 years of industry experience, including roles at Metlife Securities, Inc. and MassMutual Life Insurance Co. In addition to his financial work, he is active as a fashion model and actor with Soul Artist Management. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative planning processes.

Gregory Field is a financial advisor with Edward Jones in West Nyack, NY, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Prior to joining Edward Jones in 2017, he operated Field Consulting, a telecommunications business, for 12 years. He also serves as an Education Coordinator for BNI in White Plains, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Michael Del Grosso is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a partner and contact person for two family-owned real estate entities. 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 to support non-discretionary investment decisions.

Edward Kovac is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 26 years of industry experience. His prior work includes roles at MetLife Securities Inc and Massachusetts Mutual Life Insurance Company. He serves as a volunteer board member for organizations providing services and information to elderly and sight-impaired individuals. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures financial planning as an annual, collaborative process using analytical software and generally recommends investment categories and strategies rather than specific products.

Stephen Mangiacotti is a financial advisor with J.P. Morgan Securities in Yorktown Heights, NY, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at NYLife Distributors LLC and New York Life Investments. He served for five years with the Irvington Fire Company. 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. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Eric Nachman 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. from 2005 to 2020. Outside of his advisory role, Nachman co-presides over Endurance Operations Management LLC, managing business operations including human resources, expense management, and accounting. Ameriprise is an institutional firm offering retirement-income planning services primarily to clients with significant investable assets. Its approach integrates research, modeling, and tax-efficiency analysis to provide annual, non-discretionary retirement income recommendations, with an emphasis on assets held in Ameriprise Managed Accounts.

David Lasco is a financial advisor with Ameriprise in Valhalla, NY, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, he serves as Co-President of the Fordham University Alumni Westchester and sits on the Board of Directors for the Financial Planning Association of the Greater Hudson Valley. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Richard Cutler is a CFP® with 40 years of experience in financial services. He is associated with LPL Financial and has been operating Cutler Financial Services, LLC since 2003. He is also an independent insurance agent offering various insurance products, including property and casualty, health, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Pamela Wetherbee is a CFP® professional with 24 years of experience in the financial industry and has been with Ameriprise since 2011. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as the finance secretary for Fishkill United Methodist Church and is the First Vice Chair of her local Democratic Committee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Matthew Aquino is a financial advisor with Charles Schwab, holding a Series 66 license and having one year of industry experience. His prior roles include positions at Sanctuary Securities, Primerica, and PwC. He serves on the financial and advancement committees at Salesian High School, assisting with budget analysis and fundraising efforts. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Karen Dillon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and possessing 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities 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.

Russell Glickstern is a financial advisor at LPL Financial with 41 years of industry experience. He has been with LPL Financial since 1997. He holds a Series 63 designation and operates in Mount Kisco, NY. 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 advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Ashley Cassera is a financial advisor at Fidelity with 18 years of industry experience and holds the Series 66 designation. She has been with various Fidelity entities since 2007. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

John Murphy is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at American Portfolios Advisors, Inc., American Portfolios Financial Services, Inc., and HSBC Bank USA, N.A. Murphy is also engaged in insurance-related activities, including fixed annuities and insurance sales. OSAIC serves a diverse client base ranging from individual and high-net-worth investors to pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a variety of investment strategies and platforms, including access to third-party money managers and model portfolios.

Paul Donato is a financial advisor with LPL Financial, holding a Series 63 designation and 17 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities, Inc. LPL Financial serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Aaron Morgenstern is a CFP® with 10 years of industry experience currently advising at Ameriprise in Valhalla, NY. He has held positions at Ameriprise since 2018 and previously worked at Keybank, JPMorgan Securities LLC, and JPMorgan Chase Bank. Morgenstern has also been affiliated with the State University of New York at New Paltz since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brendon Keady is an Investment Consultant at Fidelity Investments, where he works to help clients achieve their financial objectives. He focuses on understanding clients' visions and assisting them in constructing meaningful investment strategies. Brendon has been with Fidelity Investments since 2023, progressing from Customer Relationship Advocate to Investment Solutions Representative, and currently serves as an Investment Consultant. This experience has provided him with insight into client relations and investment solutions. Outside of his professional role, Brendon has interests in baseball, fitness, golf, food, and traveling.

Oran Yacobi is a financial advisor with Ameriprise in Allendale, NJ, holding Series 63, 65, and 66 credentials and 12 years of industry experience. He has been with Ameriprise and its related entities since 2014. Outside of his advisory role, he is involved in consulting through a separate business entity, EME Consulting. Ameriprise provides retirement-income planning services targeted at individuals with substantial investable assets, combining research, modeling, and tax analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Brian Roberts is a financial advisor with LPL Financial in Monroe, NY, holding Series 63 and Series 66 designations and nine years of industry experience. His prior work includes roles at Webster Bank and Sterling National Bank. Outside of his advisory work, he is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from LPL Research and third-party subadvisors.