Justin Larosa is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2016. Outside of his advisory role, Larosa is involved as an office manager and registered representative for related support companies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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.

Carlos Flores is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., TD Ameritrade, and TD Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Timothy Orr is a Wealth Management Advisor with Merrill Lynch Wealth Management, leading a wealth management advisory practice based in New Canaan, Connecticut. He serves affluent and ultra-affluent clients across the United States, focusing on delivering tailored wealth management solutions. With 35 years of experience in capital markets, Tim combines his background in derivative financial instruments with his advisory expertise to assist individuals and families in navigating the complexities of substantial wealth. Before joining Merrill Lynch, Tim held senior roles including Director of Precious Metals, Commodities, and Derivatives at Union Bank of Switzerland in New York, and Vice President of Sales and Trading for base and precious metals at Deutsche Bank and Kleinwort Benson. His client services encompass executive compensation, family wealth management strategies, philanthropic planning, socially responsible investing, and special needs planning among other areas. Tim holds the Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA) designations. Tim earned his Bachelor's degree from Ohio Wesleyan University. He has contributed to his community as a trustee of New Canaan Fire Company #1 and has been involved in various charitable organizations. Outside of work, he enjoys boating, gardening, scuba diving, skiing, and tennis. Tim and his wife live in New Canaan and have two grown children.

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.

Paul Lavelle is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years before joining LPL Financial and M&T Bank in 2022. 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, model portfolio programs, and institutional platforms.

Kevin Chapin is Vice President and Financial Consultant at Fidelity Investments. In this role, he works with high-net-worth individuals, families, and business owners to provide clarity and structure to their financial lives. He has been with Fidelity Investments since 2013, progressing through roles as Financial Representative, Investment Consultant, and now Vice President. Kevin focuses on developing personalized financial plans and implementing tailored strategies to help clients grow, manage, and transfer their wealth efficiently.

George Viebrock Jr. is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.

David Rudolf is a financial advisor at Osaic Wealth with 34 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Osaic in 2024, he worked at Phoenix Mutual Life Insurance Co for 37 years. Outside of advising, he is president of Rudolf Associates Inc, which sells group benefits and various insurance plans, and owns a blue stone quarry on forestry property where he manages lumber sales. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services including comprehensive financial planning and managed portfolios. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.

Victor Cannistra is the sole advisor at Cannistra Financial Advisors Inc. in Mount Kisco, NY, holding a Series 65 credential with four years of industry experience. He has operated Victor J. Cannistra, CPA PC since 2002, serving as president and managing operations for his certified public accounting firm. Cannistra Financial Advisors Inc. provides portfolio management and financial planning services primarily to individual investors and corporate clients. The firm operates as a solo independent adviser, typically managing client relationships on a non-discretionary basis and coordinating investment advice with affiliated accounting services to integrate tax and financial planning.

Michael Carminucci is a financial advisor with LPL Financial in Croton Falls, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has operated Carminucci Wealth Management since 2006 and has been affiliated with LPL Financial and its predecessor since 1998. Carminucci is also the author of the book *Gold Plated Retirement, Putting the Gold in the Golden Years* and is involved in a motor vehicle sales and customization business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house Research team and accommodates customized advisory arrangements through a large network of investment adviser representatives.

Sunho Lee is a financial advisor at Salem Asset Management with 20 years of industry experience. He has been with Salem Asset Management since 2004. Lee holds a Series 63 designation. Salem Asset Management provides discretionary portfolio management services to individual clients, managing approximately $3.7 million in regulatory assets across four client relationships. The firm maintains a small client base, allowing for direct work with a limited number of households and exercises investment discretion with formal policies outlined in its regulatory filings.