Jay Durante is a Series 66-licensed financial advisor with Edward Jones, based in Katonah, NY. He has 15 years of industry experience and has been with Edward Jones since 2010. Outside of his advisory role, he is involved with Cowperwood Company, a business focused on architecture and development. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Ryan Mctigue is a financial advisor at Fisher Investments with 12 years of industry experience. He holds the Series 66 designation and has worked at Fisher Investments since 2017, following a year at Ameriprise Financial Services. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment approach managed by an Investment Policy Committee and incorporates tax-aware strategies and risk management techniques in its portfolios.

Ernest Escobar is a financial advisor with LPL Financial in Mahwah, NJ, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at JP Morgan Securities and JP Morgan Chase Bank. Outside of advising, he is a co-owner of BE Method, LLC, an e-commerce sales business. 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 offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a large network of representatives.

Kristen Koluch is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Raymond James since 2015 and Merrill since 2003. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Johnny Copeland is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to his current role. Copeland also spent two years affiliated with Baruch College. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Ruhi Unwalla is a financial advisor at J.P. Morgan Securities with five years of industry experience. She has held roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously worked at ASK Wealth Advisors and Redbridge - Debt & Treasury Advisory. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jared Lynne is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns and consults through JLYNNE CONSULTING LLC. Ameriprise serves individuals approaching or in retirement, typically with at least $1 million in investable assets, offering retirement-income planning that includes written Recommendation Reports addressing income sources and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advice, delivered through a centralized consulting team.

Michael Kaplowitz is a CFP® with 41 years of industry experience, currently affiliated with OSAIC. His prior roles include positions at Securities America and Securities Service Network. Beyond advising, he serves as a political district leader for the Somers Democratic Town Committee and has volunteered as a board member for the Somers Lions Club. He also provides very part-time legal services as an attorney. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services with financial planning and managed portfolios, utilizing asset-allocation tools and multiple third-party platforms to support investment decisions.

Jason Elfenbein is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Merrill since 2009 and with Bank of America since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Michael Mathias is a CFP® professional with 41 years of industry experience. He is currently with Cetera and has held prior roles at Summit Financial Group Inc. and other firms. Mathias serves as chairman of Interstate Financial Group, a dormant RIA, and also holds leadership roles in insurance-related businesses. Cetera Investment Advisers LLC is a large SEC-registered firm that provides services through a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering various portfolio management and financial planning solutions across multiple program structures.

Patricia Jones is a financial advisor at Raymond James & Associates with 6 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for Dalton, Greiner, Hartman, Maher & Co., LLC for 19 years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a variety of portfolio management styles supported by extensive research and affiliated sub-advisers.

Eileen Finnegan is a financial advisor at Merrill with 30 years of industry experience and holds a Series 66 designation. She has worked with Merrill since 1993 and Bank of America since 2015. Outside of her advisory role, she oversees a family-owned business that produces and sells pet bow ties, which supports animal shelters through donations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Patrick Sweeney is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He has previously worked at Ameriprise, UBS Financial Services, and Morgan Stanley. He holds Series 63, 65, and 66 licenses. J.P. Morgan Securities LLC 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 in its advisory process.

Brian Sullivan is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 10 years of industry experience, including roles at Morgan Stanley Private Bank and Royal Alliance. Outside of his advisory work, Sullivan serves as an independent arbitrator advising FINRA on arbitration cases. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning supported by firm-approved analytical tools and also features event-driven planning programs such as divorce and estate-settlement planning.

Landon Tan is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. Prior to that, he worked six years at KMS Financial Services / Robin Tan. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by extensive platforms and a large network of advisors.

Thomas Small is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2015. 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, institutional and pension plans, and charitable organizations, providing financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Savahn Steadman is currently a Planning Consultant at Fidelity Investments. In this role, Savahn focuses on helping clients build clear, actionable financial strategies aligned with their long-term goals. They specialize in guiding individuals through investment planning, retirement readiness, and wealth-building decisions. Savahn has professional experience spanning several roles at Fidelity Investments, including Relationship Manager from 2023 to 2026 and High Net Worth Associate from 2022 to 2023. Prior to that, Savahn worked as a Financial Advisor at Merrill Lynch from 2018 to 2022. Outside of work, Savahn's personal interests include bowling, football, golf, spending time with friends at social events, and caring for pets.

Kenneth Rickens is a CFP® with 16 years of industry experience, currently affiliated with LPL Financial. He previously worked at Kestra Advisory and Premier Wealth Advisors, among others. Outside of his advisory work, he operates KWR Advisors LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Tab Mak is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has previously worked at MSI Financial Services, New England Securities, and Equitable Advisors. Outside of his advisory role, he also works part-time as an insurance claims adjuster. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by extensive advisor resources and technology.

Christopher Mahoney is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, and offers a range of advisory and consulting services with a primarily non-discretionary approach.