Laurel Wilson is a Series 66-licensed financial advisor with LPL Financial, bringing one year of industry experience. Prior to joining LPL Financial in 2024, she worked at Gaber & Associates LLC, Trustco Bank, and Key Bank. Outside of her advisory role, she is involved in tax preparation and accounting services and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with research tools and a diverse investment approach.

Michael Lee is a financial advisor with Stifel in Ramsey, NJ, holding a Series 63 designation and 22 years of industry experience. He has been with Stifel since 2005. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Andrea Williamson is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has prior work experience with GE Power Services and GE Working Capital Solutions. 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, operating under a fiduciary standard, and supports a nationwide network of financial advisors and branch offices.

Frank Riolo is a financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP® and Series 66 designations and previously worked at Ameriprise Financial Services, Inc. for seven years before joining LPL Financial in 2021. 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, model portfolio programs, third-party asset management, and institutional platforms.

Margaret Fiore is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 36 years of industry experience. Her previous work includes a long tenure at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options.

Chanice Seda is a financial advisor with Primerica Advisors in Peekskill, NY, holding a Series 63 designation and 18 years of industry experience. She has been with Primerica Advisors since 2007 and has worked with Primerica Financial Services since 2003. In addition to her advisory role, she is involved in selling loan products and home security referrals through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and selectively managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers while maintaining oversight of model offerings.

Joe Marraccino is a Series 66-credentialed financial advisor with 11 years of experience, currently practicing at Wells Fargo Advisors in Nyack, NY. He has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized offerings such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

David Kleiner is a CFP®-certified financial advisor with Ameriprise, based in Briarcliff Manor, NY, and has 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 1990. Outside of his advisory work, Kleiner serves as president of the Briarcliff Manor EMS Board of Directors. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Zachary Norman is a financial advisor at Ameriprise Financial Services with six years of industry experience. He holds a Series 66 designation and previously worked at GB Capital Partners LLC. In addition to his advisory role, he is involved with Endurance Operations Management, which serves as his compensation entity. 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, including written recommendation reports and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Sonja Louis is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Primerica Advisors since 2012 and concurrently owns and operates SL Home Care, a private duty nursing service where she is a licensed practical nurse. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients under a tiered wrap-fee structure.

Diane Galvin is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 13 years before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services.

Tara Santoro is a financial advisor at Raymond James & Associates with 12 years of experience at the firm and five years in the industry. She holds Series 63 and Series 65 licenses. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services primarily on a non-discretionary basis supported by a range of portfolio management styles and affiliated research.

Christopher Dursi is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 39 years of industry experience. He has worked with multiple firms, including People's United Advisors, Inc., People's Securities, Inc., and Capital One Financial Advisors LLC. 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 provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Vivian Rentas is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and concurrently has experience at JPMorgan Chase Bank since 2010. She serves as a board member for her condominium community. 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 non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility criteria.

Louis Jondee is a Senior Portfolio Advisor and Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch Wealth Management in 2022 from First Republic Private Wealth Management and has over eight years of experience in the financial services industry. Louis and his team provide financial expertise along with the global investment and risk management capabilities of Merrill to serve their clients. Louis specializes in financial and estate planning services, personalized portfolio management, and risk management. He works with a diverse client base including business owners and corporate executives, offering guidance on equity compensation, retirement income, tax minimization, exit planning, and long-term financial strategies. His approach focuses on tailoring financial plans to individual client needs and priorities. He holds a Bachelor's Degree from Baruch College and professional designations including Certified Private Wealth Advisor (CPWA), Certified Portfolio Manager (CPM), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Retirement Accredited Financial Advisor (RAFA), and Personal Investment Advisor (PIA). Louis is involved in the Catholic Youth Organization and is fluent in English and Spanish.

John Doran is a financial advisor with J.P. Morgan Securities in New City, NY, holding CFP® and ChFC® designations and 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012, with a brief period at Edward Jones and a two-year employment gap prior to rejoining J.P. Morgan. J.P. Morgan Securities offers 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’s advisory process incorporates centralized due diligence and combines quantitative and qualitative research to build model asset allocations.

Tyler Reschke is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he assists clients in developing financial plans aimed at supporting their financial goals and enhancing their confidence in decision making. Prior to this position, Tyler held several roles within Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. He began his financial career as a Financial Professional at Equitable Advisors from 2021 to 2022. Tyler's professional experience encompasses a range of client-focused financial services, highlighting his expertise in relationship management and financial planning. His career progression reflects his commitment to supporting clients through various stages of their financial journeys.

Daniel Mahoney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in 1984 as an institutional bond trader before transitioning to a Financial Advisor role in 1985. Over his career, he has developed expertise in areas including college education planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, special needs planning strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Daniel holds a Bachelor of Science degree from Fordham University, where he was a member of Beta Gamma Sigma, and a Master of Business Administration from Columbia University. He has also earned professional designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Daniel has personal interests that include golfing, hiking, reading, and skiing.

Nadezda Timokhova is a Financial Advisor at Merrill Lynch Wealth Management. She combines her background in investment research, company valuation, and capital markets analysis with her financial planning expertise to assist clients in making informed financial decisions. Nadezda works with individuals, families, and business owners to address a variety of financial priorities, including investing, retirement planning, and preparation for expected and unexpected life events. She places emphasis on understanding each client's goals, priorities, and financial situation in order to develop personalized strategies aligned with their objectives. Nadezda is committed to building long-term relationships and providing guidance as her clients' needs and circumstances evolve to help them pursue greater financial confidence over time. Nadezda holds a Doctorate Degree from the State University of Management and has earned professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). She is proficient in English and Russian.

Mariann Cheung Lee is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and with 26 years of industry experience. She has been with UBS Financial Services Inc. since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a blend of brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in client planning.