Thomas Broadbent is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has seven years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and AXA Advisors. MassMutual 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, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved software and offers specialized programs such as divorce planning and estate-settlement services.

Michael Salmon is a financial advisor with Wells Fargo Advisors in New City, NY, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of his advisory role, he 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 financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting certain net-worth thresholds, using Wells Fargo research and tools to develop customized recommendations delivered through meetings and client letters.

John Natalo is a CFP®-certified financial advisor with 35 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 16 years with Ameriprise Financial Services, Inc. Natalo has a side business, TABULA RASSA, LLC, for tax and investment purposes. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

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 in Peekskill, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Primerica Advisors since 2021 and has a background that includes long-term service with New York City Transit and Primerica Financial Services. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio management that excludes institutional pension or profit-sharing plans.

Lance Millman is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has held roles at Millman and Rosenberg Associates, Ltd, Mulligan Security Corp, and his own CPA firm. He serves as mayor of the Village of Montebello and is involved in several business activities, including tax consulting and business management. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with various investment program options and over $256 billion in assets under management.

Joseph Pezzo is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has seven years of industry experience. He has held positions at several firms including Equity Service, Inc., National Life Group, and Northwestern Mutual. Outside of his advisory role, he provides tax preparation services to close friends and family. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to multiple program platforms with a multi-manager investment approach.

Zachary Njoga is a financial advisor with Primerica Advisors, holding a Series 63 designation and 13 years of industry experience. He has worked at Pfs Investments Inc. since 2011 and with Primerica Financial Services since 2008. In addition to his advisory role, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts for individual and high-net-worth clients, with a focus on wrap-fee solutions rather than institutional plan management.

Anthony Pesce is a CFP® with 26 years of industry experience, currently serving at LPL Enterprise since 2024. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2000 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, and corporate entities. The firm’s investment approach primarily uses model-driven portfolios and offers access to third-party asset managers and insurance products through affiliated entities.

Edward Conklin Jr. is a financial advisor at Merrill with Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Merrill since 1984 and has worked at Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Olivia Prashad is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. She previously worked at Pruco Securities LLC and has held various roles including positions at Syracuse University and JTW Advisors LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily offers model-driven investment implementation and access to third-party asset managers, along with a range of non-securities products and services.

Giuliano Gashaj is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with J.P. Morgan since 2016 and has additional work history with JPMorgan Chase Bank, N.A. He is also involved as an owner and partner in several small rental property ventures in the Bronx. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm’s services are offered on a non-discretionary basis, with final decision-making authority retained by clients.

Gina Diaz is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She has previously worked at JPMorgan Chase Bank and its affiliated entities for over a decade before joining LPL Financial and Webster Investments in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, and access to third-party asset managers, supported by technology tools for operational and research purposes.

Dave Grimes is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America, N.A. His current role at J.P. Morgan Securities began in 2023. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Samuel Polk is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm uses structured discovery conversations and proprietary planning tools to develop plans and manages approximately $2.74 trillion in client assets.

Tony Law is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Pruco Securities, LLC and Prudential Insurance Company of America. Outside of his advisory role, he serves on the boards of Compass Fellowship Church and the Nom Hoy & Sun Tuck Association Inc, contributing to nonprofit governance and community activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach utilizing portfolios developed by internal research and third-party strategists, alongside access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Matthew Lodato is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes positions at JPMorgan Chase Bank, Equitable Financial Life Insurance, and Bergenfield Public Schools, among others. He has also been involved with the U.S. Gymnastics Development Center. 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.

Justin Dell'aglio is a CFP® with 10 years of industry experience, currently serving clients at Ameriprise in Valhalla, NY. He has been with Ameriprise since 2018, including its affiliated entities, and previously worked at Renthop from 2013 to 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and annual planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Kim Qvistorff is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 35 years of industry experience. Prior to joining LPL Financial in 2026, Kim worked at OSAIC, American Portfolios Financial Services, and Nathan & Lewis Securities, Inc. He serves as the local chapter president of the Rebild National Park Society, a 501(c)(3) charity, and is a board member of the Hans Christian Andersen Storytelling Center, which organizes storytelling events in New York's Central Park. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by technology tools for research and operations.

James Kerr is a financial advisor with Cetera who holds a Series 63 designation and has 35 years of industry experience. His prior work includes roles at Equity Services Inc, National Life Group, MML Investors Services Inc, and MassMutual. In addition to his advisory work, he operates Corporate Plans Retirement Strategies LLC, providing financial and insurance advice, and sells fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored 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 with access to affiliated and third-party managers.