Vanessa La Via is a financial advisor at Merrill with Series 63 and Series 66 licenses. She has been in the industry since 2026 and has held roles at Merrill, Bank of America, and Northwestern Mutual. Vanessa completed her studies at the University of South Carolina and has professional experience across financial services and other sectors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Abe Bluestein is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been with MassMutual and its affiliates since 2026 and has prior experience with Atlas Copco and Jefferson County Public Schools. Outside of finance, he has worked at Camp Canadensis for several years. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, with a focus on collaborative planning and goal analysis using firm-approved software.

Claire Diele is a financial advisor with Equitable Advisors in Peekskill, NY, holding Series 63 and Series 65 designations and 27 years of industry experience. She has worked with Equitable Advisors since 2001 and was previously with AXA Advisors, LLC during the same period. Additionally, she has been involved with American Dream Promotions Inc. for over four decades. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party partnerships. The firm’s approach includes assessing client risk tolerance and utilizing multiple investment vehicles, with a focus on both proprietary and third-party solutions.

Michael Carter is a financial advisor with Ameriprise, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm offers a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement income recommendations.

Peyton Steitz is a Financial Advisor at Merrill Lynch Wealth Management, where he serves entrepreneurs, business owners, and affluent families across Northern New Jersey and the lower Hudson Valley. He develops long-term financial strategies tailored to clients' goals and ambitions, focusing on personalized guidance and a long-term perspective. Steitz's expertise includes assisting clients with managing financial priorities such as home purchases, college savings, elder care, and healthcare needs. He works closely with clients to define their goals and select portfolio strategies designed to achieve them, providing ongoing advice and adapting portfolios as situations change. He holds the Professional Investment Advisor (PIA) designation. He earned a High School Diploma/GED from Manatee-Sarasota and completed an Accredited Certificate Program at The Connecticut School of Broadcasting. Steitz is fluent in English and Spanish.

Thomas Nervegna is a financial advisor at Cetera with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Cetera and Cetera Wealth Services since 2013. Outside of his advisory work, he is actively involved in Masonic organizations, serving as secretary and past master in multiple lodges. Cetera Investment Advisers LLC is an SEC-registered firm offering services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

James Fitzgerald is a financial advisor with Stifel in Goshen, NY, holding the Series 63 and Series 66 designations and bringing 10 years of industry experience. He previously worked at Wells Fargo Advisors, Hudson Valley Investment Advisors, Inc., and D.A. Davidson & Co. Fitzgerald maintains an active real estate license in New York. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

James Farrell is a financial advisor with Ameriprise based in Ringwood, NJ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior experience includes roles at Edward Jones and Axa Advisors LLC before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, delivering annual, non-discretionary written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement planning, with an emphasis on assets held in Ameriprise-managed accounts.

Joseph Wiesenfeld is a financial advisor with UBS Financial Services, based in Airmont, NY, and holds 22 years of industry experience. He has been associated with UBS Securities LLC and UBS PaineWebber Services Inc. since 1986. Outside of his advisory role, he is a partner in TRI STATE PACKERS, LLC, a company involved in dry food packaging. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering proprietary research and model-based portfolio management.

Neal Deutsch is a CFP® with 41 years of experience in the financial industry. He is currently with Cetera and has been involved with various firms including First Allied Advisory Services and Chestnut Investment Group, which he owns. He also holds a fiduciary trustee position. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base with a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wanda Vasse Koerner is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank since 2006 and BNY Investment Center Inc. from 2005 to 2006. J.P. Morgan Securities provides 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 combines quantitative and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Samantha Kay is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2021. Prior to her financial services career, she held positions at New City Kosher Deli, Orange County Choppers, and RevFlo Inc. Outside of her advisory role, she serves as the head cheerleading coach at Albertus Magnus High School. 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, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Noah Marshall is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Chestnut Ridge, NY. He has been with Thrivent Financial since 2026 and has prior experience at Ameriprise and New York Life Insurance Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and written recommendations on various planning topics without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Carla Williams is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked at LPL Financial since 2017 and concurrently serves at NationalPlanning Corporation and operates a part-time self-employment business. Outside of her advisory roles, she has experience as an instructor at Hampton Inn in Yonkers. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting both discretionary and non-discretionary investment strategies.

Sally McLeod is a Financial Advisor at Merrill Lynch Wealth Management who serves multigenerational families with tax efficient wealth management and risk control strategies. She specializes in areas such as college education planning, executive compensation, family wealth management strategies, investment consulting for defined contribution plans, international wealth management, legacy planning, liquidity management, portfolio management services, women and wealth, and retirement income. Sally holds a Bachelor's Degree from the University of North Carolina, Kenan Flagler Business School, and a Master of Professional Studies in Wealth Management from Columbia University. She has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Throughout her career, Sally has developed extensive client-facing expertise in areas such as investment, lending, insurance, tax, and estate planning strategies. Her personal interests include dancing, gardening, horseback riding, music, skiing, swimming, tennis, and yoga. She is fluent in both Chinese and English.

Joseph Passaniti is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has eight years of industry experience and has worked at Cetera Wealth Services, Hudson Financial Services, DJP Capital Advisors, Country Bank, and JP Accounting & Tax CPA. He serves as director of tax and financial planning at Hudson Financial Services and is vice president of Hudson Tax Services LLC. He is also treasurer and a board member for The Jesse A. Collyer, Jr. Youth Sports Leagues of Ossining, Inc., a nonprofit organization. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various investment program options and manages over $256 billion in assets through a large network of independent advisors.

Gregory Caragine is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 19 years of industry experience. His career includes roles at PIMCO Investments LLC and Merrill prior to his current position at J.P. Morgan Chase Bank since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of advisors. Their approach combines quantitative and qualitative manager due diligence to offer non-discretionary, customized asset allocation advice and performance reporting.

Christopher Jordan is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. His prior experience includes 20 years at Lexco Wealth Management, Inc. and 17 years at National Planning Corporation. Jordan also works as a non-variable insurance agent and is involved with insurance agencies apart from his advisory role. 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 financial planning, model portfolio programs, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

Eden Guzman is a financial advisor at Fidelity with seven years of industry experience. Prior to joining Fidelity in 2023, Eden worked at Charles Schwab and Co., Inc. and TdAmeritrade. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that integrate mutual funds, ETFs, and ETPs using systematic methodologies.

Patrick Pilla is a financial advisor with Mass Mutual Investors Services in Tarrytown, NY, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously with Metlife Securities from 2014 to 2017. Outside of his advisory role, he serves as a trustee on the Eastchester Public Library board. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative annual financial planning engagements, utilizing firm-approved software tools, and offers specialized services including estate settlement and employer-sponsored planning programs.