Toni Rottingen is a financial advisor at Fidelity with 20 years of industry experience. She previously worked at TIAA-CREF and Tiaa from 2010 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a mix of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary and non-discretionary advisory work and model portfolio delivery.

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 with Raymond James & Associates holding a Series 66 designation and four years of industry experience. His prior work includes positions at Flight Centre Travel Group and periods as a full-time student. 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, offering financial planning and non-discretionary investment consulting through multiple advisory programs, and provides municipal advisory services along with an extensive network of affiliated financial entities.

Steven Guarascio is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Cetera since 2013 and also operates Guarascio Consultants, LLC, a registered investment advisory firm. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with both affiliated and unaffiliated investment options.

Lawrence Rosen is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he owns a consulting business, LJR Consulting. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and tools to deliver tailored recommendations.

Jeffrey Astor is a financial advisor at Edward Jones with over 16 years of industry experience. He holds a Series 66 designation and has previously worked at Broad Financial and as president of Y Astor & Associates, where he is also a writer. He has been with Edward Jones since 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branches.

Marie Green is a financial advisor with Edward Jones in Cortlandt Manor, NY, holding a Series 63 designation and over 21 years of industry experience. She has been with Edward Jones since 2004. Outside of financial advising, she is a part-owner of the New Jersey Pride professional outdoor lacrosse team, where she participates in budget, hiring, and marketing decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Brandon Parker is an advisor at LPL Financial in Chester, NY, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Hudson Valley Credit Union and Orange Bank & Trust Company. Outside of finance, he has been involved with New York Elite Baseball since 2023. 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 range of advisory and brokerage services, including financial planning and access to various model portfolios and institutional platforms.

Barima Anyane Yeboah is a financial advisor with LPL Enterprise in Nanuet, NY, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, he worked at the University of Mount Saint Vincent for 14 years. Outside of his advisory role, he is involved with several organizations including serving as Vice President for Membership at African American Franchise Brands and working as an athletic trainer. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Imani Tate is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan, Tate held roles at JPMorgan Chase Bank, Equitable Financial Life Insurance, and American Eagle Outfitters Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver customized asset allocation advice and performance reporting while maintaining client decision-making authority.

Miri Upton is a CFP® with 21 years of experience in financial services currently with OSAIC since 2024. Her prior roles include positions at Securities America Advisors, Equity Services, True North Financial Solutions/National Life Group, Wells Fargo Clearing, Morgan Stanley, Citigroup Global Markets, and PNC Wealth Management. She is the owner of Mommies and Money, LLC and facilitates financial education workshops. Upton also serves on the boards of the Rockland Community Foundation and the Community Foundation of Orange, Sullivan and Rockland, and acts as a liaison for the Boss Women United scholarship fund supporting female financial advisors. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement consulting. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization, with access to discretionary strategies, third-party managers, and alternative investments.

Marva Britton is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 29 years of industry experience. She has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of her advisory role, she owns Marbrit Corp., a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Jerome Williams is a financial advisor with LPL Financial based in Tarrytown, NY. He holds Series 63 and Series 66 designations and has 16 years of industry experience. Prior to joining LPL Financial, he worked at National Planning Corporation and founded Lexco Wealth Management, where he continues to provide financial planning and consulting services. He is also involved with Advisors Insurance Brokers, focusing on non-variable insurance products. 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 wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

William Downey is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 66 designation and has worked at notable firms including Charles Schwab and JP Morgan Chase. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is known for its use of model portfolios, algorithmic methods, and a formal advisory role to multiple registered investment companies.

Anthony Monks is the sole advisor and managing member of CTM Financial, LLC, an independent registered investment adviser based in Mahwah, NJ. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, leading CTM Financial since 2002. CTM Financial provides portfolio management and advisory services to a small client base that includes individual investors and corporate clients. The firm offers separately managed accounts and utilizes derivatives in some strategies to manage exposures, distinguishing itself as a boutique, one-advisor practice with a specialized approach.