Scott Lopresti is a financial advisor at Kestra Advisory with 19 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Financial Advisors, LPL Financial, and Ameritas Life Insurance among other firms. Lopresti is also the president and owner of Lodi Wealth Advisors, an insurance business, and serves as Chief Administrative Officer of Rectangle Health, a healthcare technology company. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves a range of clients including large institutional investors and sovereign wealth funds, supporting multiple management platforms and third-party solutions.

Gail Simons is a CFP® professional with 35 years of experience in the financial services industry. She has been with Commonwealth Financial Network and Highbridge Financial Group, Inc. since 2003. Outside of her advisory roles, she is vice president and 50% owner of GMS Associates, Inc., a property tax consulting firm unrelated to investments. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and support services, including discretionary model portfolios and personalized indexing options, while providing operational and compliance support to affiliated advisors.

Anand Thakkar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in helping busy professionals, business owners, and families develop coordinated, tax-aware financial strategies that align with their personal and long-term goals. Anand works closely with clients through personalized wealth management approaches, including college education planning, retirement income design, estate and legacy planning, tax minimization, and managing new wealth. With expertise in equity compensation strategies, concentrated positions, insurance and risk management, and philanthropic planning, Anand supports clients facing major financial events such as business sales, IPOs, and wealth transfers. He combines Merrill Lynch's investment insights with the banking and lending solutions of Bank of America to deliver comprehensive financial planning. Anand holds the Personal Investment Advisor designation and has completed executive education at Harvard Business School, in addition to earning a Bachelor's degree from Wayne State University. Anand is also committed to community involvement, volunteering with local organizations. Outside of work, he enjoys basketball, tennis, music, and reading. His approach emphasizes building one-on-one relationships to provide tailored, actionable financial strategies designed to help clients achieve their financial objectives.

Kenneth Harper is a financial advisor with Eagle Strategies (New York Life), holding a Series 66 credential and 23 years of industry experience. He has previously worked at LPL Financial, Invest Financial Corp., and Booth Financial Associates. Harper serves as a board member and bookkeeper for the Newtown Rotary Club Foundation. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets under management held on a non-discretionary basis.

John Orlikowski is a financial advisor with TD Private Client Wealth LLC in Ramsey, NJ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior firms include TD Bank N.A., Bank of America, Merrill, Morgan Stanley, E*TRADE Securities, Equitable Advisors, and AXA Advisors. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail customers. The firm employs a blend of strategic and tactical asset allocation utilizing both affiliated and third-party sub-managers, with custody and reporting supported by third-party custodians.

Michael Littmann is a financial advisor with TD Private Client Wealth LLC, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked with Northwestern Mutual in various roles from 2023 to 2026 and spent ten years at International Aromatics Inc. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, using a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers.

Maria Blessing is a financial advisor at Citigroup Global Markets with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at firms including J.P. Morgan Securities, Muriel Siebert & Co., Inc., and Ameriprise Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and futures commission merchant services.

Jeffrey Sutton is a CFA® charterholder with 22 years of industry experience. He is currently with Citizens Securities, Inc. and Citizens Bank, having joined in 2024. His prior experience includes roles at Citigroup and Oppenheimer. He serves on the State Street Investment Management Advisory Council, providing insights on client challenges and product feedback. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a managed account program, operating as both a broker-dealer and insurance agency.

Paul Orazio is a CFP® with 42 years of experience in financial advisory services. He is currently affiliated with Commonwealth Financial Network, where he has worked since 2017. Prior to that, he spent 13 years at National Planning Corporation and has been operating Orazio Financial since 1991. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, allowing advisors discretion to construct portfolios from diverse securities and insurance products while also offering managed model portfolios through its Investment Management and Research team.

Fran Wolfson Keegan is a Series 63 licensed advisor at GWN Securities Inc. with 34 years of industry experience. She previously worked at Nationwide Advisory Services, Inc. for 31 years and has held a longstanding role with Nationwide Insurance Co. outside of her advisory work. She is actively involved in community organizations including the Yonkers Chamber of Commerce and serves as secretary of the Indian Field Hunting & Fishing Club, Inc. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm’s large network of advisors manages approximately $3.65 billion across various managed-account programs and model portfolios, utilizing a mix of traditional and legacy market-timing strategies.

Timothy Murphy is a financial advisor at TD Private Client Wealth LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Citigroup, Charles Schwab, LPL Financial, and MBO Partners. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth private clients, and retail clients. The firm utilizes a range of strategic and tactical portfolio approaches combining affiliated and third-party sub-managers.

Anthony Carpentieri is a Private Wealth Advisor and managing partner of the Erdmann, Giannetti, Brookfield, Carpentieri Group within Merrill Private Wealth Management. His practice specializes in providing custom wealth management services, strategies, and advice for senior executives and families navigating significant life events and transitions. The group has been recognized on Barron's Top 50 Private Wealth Management Teams list and is known for advising clients on a range of areas including investment management, wealth transfer, credit, philanthropy, and family office services. Anthony's expertise includes concentrated wealth management and estate planning aimed at preserving wealth across generations while enhancing diversification. Anthony began his career with Merrill in 2007 and has earned multiple accolades, including being listed as the #1 Next Generation Private Wealth Advisor at Merrill by Forbes from 2017 through 2023 and recognized among the Top 40 Advisors under 40 by Financial Planning Magazine in 2022 and 2023. He holds a Bachelor of Business Administration in Finance, Business Economics, and Legal Studies, as well as an MBA in Management, both from Iona College. He also maintains the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Divorce Financial Analyst (CDFA) certification. Outside of his professional work, Anthony is involved in his community as a member of the Iona University Alumni Board and has served on the Board of Trustees for John S. Burke Catholic High School. His personal interests include basketball, boating, reading, writing, and spending time with his family.

Danny Dable is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, JP Morgan Chase, and Hudson Bay Capital. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both 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.

Vincent Cucuzza is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. His prior work includes six years at METLIFE. Outside of advising, he is also licensed as an insurance agent, offering a range of insurance products including life, health, disability, and fixed annuities. 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 structures financial planning as annual, collaborative engagements, using firm-approved analytical tools to recommend investment strategies without discretionary authority.

Lukasz Janko is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He has previously worked at Merrill, Bank of America, Key Investment Services, and Santander Securities. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Yenny Cesse Perdomo is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personal retirement planning, women and wealth, and retirement income strategies. She focuses on helping individuals and families build and protect their wealth through clear communication and tailored advice. Yenny guides clients to make confident and informed financial decisions that align with their goals by simplifying complex financial concepts and empowering them to take control of their financial future. Yenny holds a Bachelor's Degree from Florida International University and maintains professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Fluent in both English and Spanish, she brings expertise in financial planning and investment needs to her role. Outside of her professional work, Yenny’s personal interests include adventure sports, biking, dancing, ice hockey, reading, traveling, watching movies, and writing.

Greg Giandalone is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. He adopts a goals-based approach to financial planning, focusing on understanding clients' priorities to guide their financial strategies. Greg is a CERTIFIED FINANCIAL PLANNER® professional and a U.S. Army Veteran, which informs his disciplined and client-focused methodology. Greg's professional experience spans several prominent financial institutions. Prior to his current role, he worked as a Senior Financial Consultant at TD Ameritrade from 2016 to 2020. He also held positions as a Wealth Management Client Associate at Ameriprise Financial and Merrill Lynch, as well as a Financial Advisor at Merrill Lynch, and a Stockbroker at John Thomas Financial and E-1 Asset Management. Outside of his professional work, Greg engages in activities related to family, fitness, military service, pets, tennis, and volunteering.

Matthew Coyne is a financial advisor with Cetera, holding a Series 63 designation and 25 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2000 and 2001, respectively. Coyne also operates his own tax practice as a CPA, a role he has maintained since 1982. Additionally, he was affiliated with Dominican College for 35 years. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Carlos Hevia is a financial advisor at Ameriprise with 29 years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to his current role, he worked at Ameriprise Financial Services, Inc. from 2014 to 2020. Outside of advising, he owns and operates a CPA tax preparation business in Hastings on Hudson, NY. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing tailored Recommendation Reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with automated tools to support these recommendations, serving a broad client base through advisory, brokerage, and insurance solutions.

Shane Smith is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience, with prior roles at MassMutual Life Insurance Co, MML Investors Services LLC, Cornell Pace Inc, and Union College. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing, collaborative planning relationships using firm-approved tools and offers various specialized planning programs.