Frank Rodriguez is a financial advisor with J.P. Morgan Securities in Peekskill, NY, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and Lakeland Capital Management. Outside of finance, he is developing a fiction novel under a pseudonym and plans to publish and market the book through various outlets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Steven Pulvirent is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006. Outside of his advisory role, he is a managing member of Goodwill Farms LLC, where he oversees general administrative tasks and farm chores. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment analysis employs a proprietary methodology developed by the Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Scott Faye is a financial advisor at Cetera with 27 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 66 licenses. In addition to his advisory role, he operates a tax preparation business under Scott J Faye CPA PC, which has been active since 1991. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides numerous investment program options and access to third-party managers.

Steven Fuchs is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds the Series 66 designation and has held roles at several firms including Morgan Stanley DW Inc., Capital One Financial Advisors LLC, and Essex National Securities, LLC. His career also includes involvement with Meadows Home Care LLC and Hudson Valley Hoosiers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm utilizes a centralized due diligence process combining quantitative and qualitative research and offers capabilities in derivatives and commodities through various regulatory registrations.

Bryan Covert is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Bruderman Asset Management LLC and Bruderman Brothers LLC for six years. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach, delivering recommendations through a centralized consulting team and emphasizing the use of Ameriprise-managed accounts.

Daniel Juechter is a CFP® professional with 38 years of experience in the financial industry. He is currently with Cetera and has worked in various roles at First Allied and Hunter Financial Advisors, which he owns and operates. He also serves as a consultant at Oxford Risk Management Group and holds insurance-related independent contractor roles. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account structures.

Christopher Fahey is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Ameriprise since 2025. He previously worked at Edward Jones for 10 years. Fahey serves on the Board of Trustees for Ave Maria University. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Terrance Stevens is a financial consultant currently working at Fidelity Investments since 2023. He has built a career in the financial services industry with over 12 years of experience. Throughout his career, Terrance has held various roles, including Senior Premier Banker, Premier Banker, and Relationship Banker at Wells Fargo from 2015 to 2023, as well as Financial Service Representative at Hudson Valley Credit Union from 2013 to 2015. His professional expertise focuses on assisting clients in achieving their financial goals through a client-centered approach. Terrance is committed to providing service that aligns with clients' unique needs, offering guidance and resources to help them manage their financial journeys effectively. Outside of his professional pursuits, Terrance enjoys fitness and traveling.

John Natoli is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors and HSBC Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative screening and qualitative research to build model asset allocations, with offerings that include derivatives and commodities capabilities.

Derek Bailey is a financial advisor with LPL Financial based in Monroe, NY, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His career includes roles at Sterling National Bank since 2017 and Key Investment Services LLC from 2013 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolios, utilizing both proprietary research and third-party subadvisors.

Pauline Honecker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has prior experience with JPMorgan Chase Bank, N.A. from 2010 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their approach emphasizes non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Sheldon Cazoe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Primerica Advisors since 1993 and has over three decades of experience with Primerica Financial Services. In addition to advisory services, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and provides advisory services through a broad network of advisors across numerous offices.

Robert Roland is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has previously worked at Investors Capital Corp. and National Planning Corporation, and since 2017 he has also operated LEXCO Wealth Management, Inc., an independent registered investment advisory firm through which he provides financial planning and consulting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of advisers and extensive technology tools.

Anthony Siciliano is a financial advisor with Primerica Advisors in Mahwah, NJ, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes roles at Primerica Financial Services and PFS Investments Inc. He is involved in other business activities related to investment products and mortgage loan sales, and manages two legal entities formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies supported by third-party asset managers and custodians.

Lisa Sherman is a CFP® with 41 years of industry experience, currently affiliated with LPL Financial since 2021. Her prior roles include positions at Ameriprise Financial Services, National Asset Management, National Securities Corporation, and Gilman Ciocia, Inc. She is also involved with Riolo Financial Group, a business related to her LPL affiliation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing technology and a broad spectrum of financial products.

Arthur Hardy is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has been with Cetera and Cetera Wealth Services since 2013. Outside of his advisory role, Hardy owns Hardy Financial Strategies, focusing on fixed insurance and annuities, and serves as owner and president of Arthur Hardy Inc, a holding company used for accounting and tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to various investment strategies and program structures.

Michael Salmon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. He also serves as co-trustee for his son's trust and manages Salmon Wealth Management LLC. 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 using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

William Jordan is a financial advisor with LPL Financial in Tarrytown, NY, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial and Lexco Wealth Management in 2021, he worked in the restaurant industry and was a student at Fordham University for 21 years. Outside of his advisory role, he is involved with Mounted Memories NY LLC, a firearm and security retail business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, and institutions with a range of financial planning and investment management options.

Matthew Clement is a CFP® certificant with 22 years of industry experience. He is currently affiliated with Cetera and has prior experience at Cantella and Co., Inc. Clement serves as owner and president of Emerald Retirement Planning Group, Inc., and holds board positions with Helen Hayes Hospital Foundation and Rockland Recovery Homes, Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and $256 billion in assets under management.

Huan Yuan Chen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has worked at PFS Investments Inc. since 2021 and has longstanding roles at New York City Transit and Primerica Financial Services. Chen is involved in the sale of investment-related products and also receives compensation related to mortgage loan sales and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.