Erin Leonard is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2013. Prior to this, she served as a Financial Advisor at several firms including LPL Financial from 2011 to 2013, Purshe Kaplan Sterling from 2010 to 2011, Raymond James & Associates, Inc in 2009, and UBS Financial Services, Inc from 2007 to 2009. Her work focuses on partnering with individuals and families to develop, implement, and maintain tailored financial plans that emphasize saving, spending, and protecting assets. She is committed to helping clients position themselves to achieve their financial goals. Outside of her professional duties, Erin enjoys fitness, hiking, music, outdoor adventures, skiing, and traveling.

Thomas Leece is a financial advisor with Primerica Advisors in Clifton Park, NY, holding a Series 63 designation and 18 years of industry experience. He has worked with PFS Investments, Inc. since 2008 and Primerica Financial Services since 2007. Outside of advising, he is involved in sales of loan products and referrals for home security and automation services through affiliates of his firm. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm relies on model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, with trade execution and custody supported by BNY Mellon Advisors and Pershing.

Steven Howe is a financial advisor with LPL Financial, holding a Series 66 license and two years of industry experience. He has worked at Broadview Federal Credit Union and LPL Financial since 2023. Outside of advising, Howe is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing model portfolios and third-party strategies across a broad advisory platform.