Juan Franco is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked for Sportime Clubs LLC, where he also occasionally coaches tennis outside of business hours. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Bryant Vallat is a Vice President and Financial Consultant at Fidelity Investments. In his role, he assists clients and their families in making financial decisions aligned with their long-term goals and visions. He collaborates with clients to build and maintain financial plans and identifies opportunities to enhance those plans. Bryant has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Retirement Solutions Representative, Investment Consultant, Financial Consultant, and currently Vice President and Financial Consultant. His experience encompasses various aspects of financial consulting and investment advising. Outside of his professional responsibilities, Bryant has interests in baseball, football, golf, and family activities.

Mark Abraham is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He previously worked at Arbor Point Advisors and Securities America Inc. for nine years. Abraham is also active in his community as a board member for the Edgemont at Tarrytown condominium development and holds roles on multiple boards and committees. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management platforms and both proprietary and third-party investment strategies.

Nilay Patel is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 11 years of industry experience. Prior to joining Mass Mutual Investors Services in 2019, Patel worked at Foresters Financial and First Investors Corporation. Outside of advising, he is a partner in a business that rents exotic cars. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Dominick Riolo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2014 to 2021. Outside of his advisory work, he operates a FAFSA completion service to assist students and parents with college financial aid forms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm provides financial planning, a variety of advisory programs, and retirement consulting, supported by research and model portfolios to deliver both discretionary and non-discretionary management solutions.

Stephen Ortiz is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Merrill Lynch/Bank of America, Fidelity Investments, and Municipal Credit Union. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Matias Morales is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 licenses and three years of industry experience. His background includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He is based in Elmsford, NY. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and structured planning processes to deliver written recommendations without investment discretion.

Alec Chevreux is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to assist them in making important financial decisions and developing personalized strategies tailored to their goals. He prioritizes understanding each client's unique situation to provide guidance and long-term planning support. Alec's professional experience at Fidelity Investments includes roles as an Investment Consultant from 2024 to 2026, Financial Representative from 2023 to 2024, and Financial Services Representative in 2023. This progression demonstrates his breadth of experience in financial consulting and investment advising. Outside of his professional work, Alec has interests in cooking and baking, fishing, fitness, exploring culinary experiences, outdoor adventures, and traveling.

David Heller is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 63 designation and has worked at Royal Alliance Associates, Inc. and Mass Mutual Investors Services, as well as Mass Mutual Life Insurance Company. Outside of his advisory role, he serves as a managing director of Sanders Smith Ltd and provides insurance services as a sales agent. OSAIC serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple investment options, and supports various third-party managed-account platforms.

Jessica Ruff is a financial advisor with Merrill in Ramsey, NJ, holding a Series 66 designation and six years of industry experience. She has been associated with Bank of America and Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Sucov is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. Prior to joining Edward Jones, he worked at Bank of America NA and Merrill Lynch from 2017 to 2022 and operated as an independent advisor from 2013 to 2017. He is a trustee for multiple family trusts and a qualified account. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed solutions supported by a nationwide network of more than 23,700 financial advisors.

Irene Aponte is a financial advisor at Edward Jones in Mt Kisco, NY, with seven years of industry experience. Her prior work includes roles at Wells Fargo Bank NA and running a residential property leasing business. She also serves as a personal aide through home care programs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory, managed account, and investment solutions supported by a large national network of advisors and branch offices.

David Jones is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding CFP®, ChFC®, and Series 66 designations with 10 years of industry experience. He has worked at MML Investors Services, LLC and Massachusetts Mutual Life Insurance Company since 2016, and previously at MetLife Securities. Outside of his advisory role, he is also an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual and provides ongoing financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and serves a range of client needs including high-net-worth individuals.

Robert Marks is a financial advisor with Fidelity who holds Series 63 and Series 66 designations and has eight years of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, TD Bank, and Foresters Financial Services. Outside of his advisory work, he is a partner in a student housing rental LLC, where he oversees operations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of investors through discretionary and non-discretionary advisory services, model portfolios, and consulting, with unique capabilities including registration as a commodity pool operator and advisory roles to multiple registered investment companies.

Benjamin Soccodato is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and over 21 years of industry experience. He previously worked with METLIFE Securities Inc from 2005 to 2017 and has been with Mass Mutual since 2016. Outside of his advisory role, he is involved in tax preparation services and marketing consulting for other advisors. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual collaborative planning engagements using firm-approved analytical tools and offers various planning programs including estate settlement and employer-sponsored plans.

Paul Araujo is a financial advisor at Edward Jones in Mt Kisco, NY, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience at Rocket Mortgage, Bank of America, Citibank, and AT&T Mobility. 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 23,000 financial advisors.

John Mc Glyn is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and typically provides advice on a non-discretionary basis.

Gerard Turiano is a financial advisor with Primerica Advisors, holding the Series 63 designation and bringing 13 years of industry experience. He has been associated with PFS Investment Inc. since 2014 and Primerica Financial Services since 2011. In addition to his advisory role, he is involved in the sale of loan products and home security and automation service referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services at scale through model-delivery strategies created by unaffiliated asset managers, supported by third-party custody and trade execution providers.

Troy Runkel is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2018. His prior experience includes roles at HomeAdvisor Inc. and SUNY Oneonta. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, model-driven investment solutions.

Dariusz Corbey is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at LPL Financial LLC, Wells Fargo Advisors Financial Network, and The Vanguard Group, among others. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to analyze client goals and deliver written recommendations.