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 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.

Anthony Viviano is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 credentials and 28 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015, and previously worked at TD Ameritrade Inc. from 2023 to 2024. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and order-routing services.

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.

Maura Sayers is a Financial Consultant at Fidelity Investments, a role she has held since 2025. In this capacity, she partners with clients to develop personalized financial roadmaps that align with their individual goals, values, and visions for the future. Her approach involves designing strategies aimed at supporting clients' long-term financial success and providing clarity and confidence in financial decision-making. Prior to her current position, Maura served as a Planning Consultant at Fidelity Investments from 2020 to 2025 and as a Senior Relationship Manager at the same firm from 2015 to 2020. Her financial services career began as a Financial Advisor at Morgan Stanley from 2013 to 2015, following an extensive tenure as Assistant Vice President at Guardian Investment Services, LLC, from 1994 to 2012. Outside of her professional responsibilities, Maura has personal interests that include socializing with friends, reading, and traveling.

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.

Daniel Sburlati Rupp is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Raymond James & Associates and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and providing access to proprietary research and capital markets platforms.

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.

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.

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.