Annamarie Lewis is a financial advisor at LPL Enterprise with 15 years of industry experience. She holds a Series 63 designation and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she teaches personal training and development courses for Landmark Worldwide and serves as a poll inspector for the Columbia County Board of Elections. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform that combines advisory services with active sales of other financial products.

Sultan Bilal is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 40 years of industry experience, including roles at MML Investors Services and Mass Mutual Life Insurance Company since 2013. In addition to his advisory work, he is involved in non-MassMutual insurance brokerage, focusing on individual and group life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, employing firm-approved analytical tools to support collaborative, goal-oriented client engagements.

William Edelson is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and possessing 32 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he is an independent insurance agent specializing in individual life, property/casualty, health, disability, long-term care, and fixed annuities, and serves as an executor for a family estate. Mass Mutual 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 collaborative annual planning engagements and offers specialized programs including divorce planning, estate settlement, and employer-sponsored planning.

Erich Williams is a Financial Consultant at Fidelity Investments, where he has been working since 2023. He has built a career focused on understanding clients' goals and helping them develop investment plans that align with their financial objectives to provide peace of mind. Erich's professional experience includes roles as a Private Banker at Merrill Lynch from 2021 to 2023 and at Morgan Stanley Private Bank from 2017 to 2021. Prior to that, he served as a Financial Advisor at Merrill Lynch between 2015 and 2017 and at Morgan Stanley from 2012 to 2014. Outside of his professional work, Erich is interested in art, baseball, museums, parenthood, and reading.

Melanie Powell is the Resident Director and Wealth Management Advisor at Merrill Lynch, overseeing advisory services and risk management in the West Nyack, New York office. In her role as a producing director and Vice President, she works closely with clients to understand their concerns and priorities and supports financial advisors in delivering client-centered services. Her expertise focuses on implementing wealth management strategies that emphasize portfolio construction aimed at reducing risk and minimizing taxes. Melanie holds several professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor of Science degree in Economics with a concentration in Finance from the State University of New York at Oneonta. She participates in community activities, having been past president of the Broadacres Women's Golf League, and volunteers with local organizations such as the Center for Food Action and Habitat for Humanity. Melanie also engages with the community by offering investment education classes geared towards women investors. She resides in Bardonia, New York.

Eliezer Gewirtzman is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and nine years of industry experience. He has worked with Mass Mutual Investors Services since 2016 and with MassMutual Life Insurance Company since 2011. Outside of his advisory role, he is the board president of Yedei Chesed, Inc., an organization that supports developmentally disabled individuals, and he is also a partner in a company providing speech language therapy services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring client engagements as annual, collaborative processes using firm-approved analytical tools.

Craig Cutler is a financial advisor at LPL Financial with 26 years of industry experience. He has been with LPL Financial since 2003 and holds Series 63 and Series 66 credentials. Outside of his advisory role, he participates in competitive disc golf tournaments through the Professional Disc Golf Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of advisers.

Jacqueline Cicale is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with the firm since 1985 and has partnered with Judith for over 37 years. Jacqueline specializes in portfolio strategy, focusing on creating wealth for both business clients and individuals. Her expertise includes designing strategies to manage cash flow, lending, corporate retirement plans, and stock option plans for business clients. For individual and family clients, she constructs investment portfolios aligned with their specific goals and regularly reviews and adjusts these portfolios in response to changes in global markets. Jacqueline holds a Bachelor's Degree from Mercy College of Health Sciences and holds the Professional Investment Advisor (PIA) designation. Over the years, she has been recognized multiple times by Forbes, including listings on the "Best-in-State Wealth Advisors," "Top Women Wealth Advisors Best-in-State," and "Best-in-State Wealth Management Teams" for several consecutive years. These recognitions reflect her sustained experience, client retention, and adherence to industry best practices.

James Langham is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 13 years before joining Mass Mutual in 2023. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships that provide written recommendations using firm-approved software.

Kevin Maguire is a financial advisor with Edelman Financial Engines, holding Series 63, 65, and 66 licenses and possessing 38 years of industry experience. He has been with Edelman Financial Engines since 2025 and previously worked at related entities including Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified model portfolios, periodic rebalancing, and long-term orientation.

Michael Lipani is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and has held ownership roles in GSXAWD Holdings, a personal holding company for automobiles, and SPQR Properties, a real estate business focused on rental income. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management functions.

Joseph Cohen is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2017 and also at National Planning Corporation since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Douglas Sternemann is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at M&T Securities and M&T Bank since 2014 and joined LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charities. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a variety of model portfolios, third-party research, and technology-driven strategies.

Michael Gorman is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management. He has been an advisor with Merrill since 1991 and holds a Bachelor's degree in Finance from Iona College. With over 30 years of investment management experience, Michael specializes in addressing clients' financial, retirement, and estate planning needs through customized financial strategies and investment planning. His expertise includes retirement income advice, investment asset allocation strategies, liability management, cash management, and working capital needs of corporations and small businesses. Michael serves a diverse client base that includes high net-worth individuals, families, senior-level executives, business owners, corporations, non-profit institutions, endowments, and estates. He is recognized for his commitment to understanding his clients' individual circumstances and objectives. Michael holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been named to the Forbes "Best-in-State Wealth Advisors" list from 2017 to 2024. His personal interests include golfing, reading, and skiing.

Joseph Obrien is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding a Series 63 designation and 43 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has previous experience at Massachusetts Mutual Life Insurance Company and MSI Financial Services. In addition to his advisory role, Obrien operates as an independent insurance agent specializing in dental and group disability income, fixed annuities, life/accident/health, long-term care, Medicare-related products, and property and casualty insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software tools and offering programs such as money-manager options and educational seminars.

Jonathan Glaser is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

John Mackenzie Jr. is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2017, he worked at KeyBank and Key Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, combining discretionary and non-discretionary management with research and model portfolios.

Christopher Feliz is a financial advisor with Edward Jones in Irvington, NY, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at Commonfund Securities Inc and Barclays Services Corporation. He has been with Edward Jones since 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Noah Robinson is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and HV Hammers. Outside of his advisory role, Robinson is involved in youth soccer coaching through Coerver New York LLC and HV Hammers. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.

Michael McGee is a financial advisor at Thrivent Investment Management with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002, totaling 24 years at both firms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and investment management separate.