Joseph Lovecchio is a Financial Consultant at Fidelity Investments, where he focuses on assisting clients with saving for and transitioning into retirement. He collaborates with clients to build financial plans that provide a clear and actionable roadmap tailored to their individual needs. Joseph has held several roles at Fidelity Investments since 2021, including Planning Consultant, Relationship Manager, and High Net Worth Service Associate. Prior to joining Fidelity, he worked as a Relationship Banker at JP Morgan Chase and as a Financial Planner at Barnum Financial Group. Outside of his professional work, Joseph enjoys baseball, beach activities, family time, fitness, and golf.

Benjamin Harrison is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. Based in Chappaqua, NY, he owns and operates an online Etsy store, Bible Vision Prints, which sells digital prints related to Bible visualization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Francisco Rivera is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Chase, Wells Fargo Bank, and Webster Bank. He is also a commissioned notary public in the state of Connecticut. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm employs both discretionary and non-discretionary management strategies and provides access to research, model portfolios, and advanced portfolio management tools.

William Baffuto is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. His prior roles include positions at UBS Financial Services Inc and various tenures within Equitable Advisors and affiliated entities. Outside of his financial career, he has worked at Greenburgh Recreational Day Camp. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers a range of financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, primarily working through LPL-sponsored programs and endorsed TAMPs.

Zhu Howard is a financial advisor at LPL Financial in Stamford, CT, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at M&T Bank, JP Morgan Securities LLC, JP Morgan Chase Bank, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from various sources.

Wanda Vasse Koerner is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Eric Dorfman is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He previously worked as an Investment Consultant at Fidelity from 2022 to 2023. His earlier experience includes serving as a Portfolio Manager focused on U.S. and Canadian equities at First New York Securities from 2014 to 2021, and as a U.S. Equity Trader at AMR Capital Trading between 2004 and 2013. Throughout his career, Eric has specialized in investment management and financial planning. He holds an Arkansas Insurance License. Outside of his professional work, Eric's personal interests include spending time at the beach, enjoying comedy, football, music, and engaging in parenthood.

Nicole Lopez is a financial advisor at Fidelity with Series 66 credentials and has been in the industry since 2022. She previously worked at New York Life Insurance Company and has been involved with community organizations such as the Kips Bay Boys & Girls Club and Holy Spirit Roman Catholic Church. Fidelity's Strategic Advisers LLC, where she is based, provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its involvement in fund advisory, including multi-manager and fund-of-funds structures, and its use of systematic methodologies and AI in portfolio management.

Neil Gargiulo is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 2002 and holds a Series 63 designation. Outside of his advisory role, he participates as an arbitrator in FINRA securities regulation panels. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and provides a range of advisory programs and affiliated investment products under a fiduciary standard.

Adam Sloane is a CFP® and Series 66 licensed financial advisor with three years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at Ameriprise. He is also the owner of Spirit Capital Management, Inc., a management consulting business that is currently being wound down. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored non-discretionary planning and consulting using various analytical tools and supports municipal and public finance work through unique affiliations.

Frederick Faustini is a financial advisor at Fidelity with Series 66 and Series 63 credentials. He has one year of industry experience and has worked at several organizations, including Columbia Fireflies and the University of South Carolina. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage and advise a range of portfolios and fund structures.

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.”

Anthony Giuliante Jr. is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds a Series 63 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is licensed to teach the New York State Point & Insurance Reduction Program and has experience selling health insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various investment programs, combining advisory services with brokerage and insurance products through an integrated platform.

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 65 and Series 63 licenses. He has eight years of industry experience and has held roles at Cetera Wealth Services, Hudson Financial Services, DJP Capital Advisors LLC, Country Bank, and JP Accounting & Tax CPA, PLLC. Outside his advisory work, he serves as Treasurer and Board Member for a nonprofit youth sports league in Ossining, NY, and is Vice-President of Hudson Tax Services LLC, where he manages tax preparation and planning operations. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over $256 billion in assets under management across more than 10,000 advisors.

Gregory Caragine is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 credential and has worked at PIMCO Investments LLC prior to joining J.P. Morgan in 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Pierre Johnson is a financial advisor at Edward Jones with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1997. He serves as an advisory board member for the University of Texas Neighborhood Longhorns. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

Thomas Mahoney is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and previously worked at Flight Centre Travel Group. Raymond James & Associates is a large 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 and consulting services with various portfolio management styles and affiliated research options.