Russell Glickstern is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 41 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1997. Outside of his advisory role, he operates under the DBA Westchester Financial Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing various strategic and tactical investment approaches supported by research and technology tools.

Joseph Zavory is a financial advisor with Merrill, holding Series 63 and Series 65 designations and having 32 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006 and previously spent six years at UBS Financial Services. Merrill, together 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 plans, corporations, and charitable organizations.

Matthew Sargent is a financial advisor at Morgan Stanley in Westport, CT, holding a Series 66 designation with eight years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2017 and 2018, respectively, with brief prior roles at North Elm Capital and periods of unemployment. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services that include broad retail and institutional investment solutions.

Brendon Keady is an Investment Consultant at Fidelity Investments, where he works to help clients achieve their financial objectives. He focuses on understanding clients' visions and assisting them in constructing meaningful investment strategies. Brendon has been with Fidelity Investments since 2023, progressing from Customer Relationship Advocate to Investment Solutions Representative, and currently serves as an Investment Consultant. This experience has provided him with insight into client relations and investment solutions. Outside of his professional role, Brendon has interests in baseball, fitness, golf, food, and traveling.

Paul Eshleman is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior work experience at firms including LPL Enterprise, Prudential Advisors, and PNC Financial Services Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Hernando Paredes is Vice President and Financial Consultant at Fidelity Investments, where he supports clients in creating and maintaining financial plans tailored to their specific goals for future years and generations. He offers a personal level of service and ongoing support through a dedicated service team, assisting clients whether they seek an ongoing planning partnership or occasional timely assistance. His professional experience includes roles at Fidelity Investments since 2013, progressing from Investment Consultant to Financial Consultant, and currently Vice President, Financial Consultant since 2023. Prior to Fidelity, Hernando worked as Senior Investment Counselor and Investment Counselor at T. Rowe Price, Licensed Financial Specialist at Wachovia Bank, and Financial Advisor at Ameriprise Financial. Outside of his professional work, Hernando engages in family activities, music, outdoor adventures, reading, and soccer.

Miles Saunders is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2016. Saunders is also the owner of MNS Wealth Management, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers.

Lori Jensen is a Series 66-licensed financial advisor with eight years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2018. Prior to joining Schwab, she was employed at Texas Roadhouse for one year. Charles Schwab & Co., Inc. serves a large client base of 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 services and access to discretionary separately managed accounts, using multi-asset model portfolios supported by Schwab Center for Financial Research and a formal alternative-investment process.

John Durkin is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 40 years of industry experience. He has worked with Ascend Financial Services, Inc. and Financial Underwriters Inc. prior to joining Cetera. Durkin is currently based in Danbury, CT. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, supported by a network of over 10,000 advisors and managing over $256 billion in assets.

Robert Vittori is a financial advisor at Ameriprise Financial Services with a Series 66 designation and one year of industry experience. His previous roles include positions at Lyric - Clarity In Motion, Change Healthcare, and McKesson Health Solutions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Tracy Curtis is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 18 years of industry experience. Prior to joining LPL Financial in 2025, she spent 14 years at David Lerner Associate and one year at MSI Financial Services, Inc. Outside of her advisory role, she is involved with Curtis Financial, focusing on retirement and wealth management. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, supported by advanced operational and research tools.

Anne Orr is a financial advisor at Merrill with two years of industry experience. She holds the Series 66 designation and previously worked in various roles at companies including Serena & Lily, Vineyard Vines, Ivory Ella, and Centric Brands Group. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Oliver Christie is a financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at JetSpring, LLC, Proper Insurance, LLC, and several other firms. He is the founder and CEO of The George B. Christie Foundation, Inc., a charitable foundation currently incorporated and expected to seek tax-exempt status in 2026. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop customized recommendations.

Michael Trombetta is a Financial Consultant currently working at Fidelity Investments since 2022. He collaborates with clients to evaluate their current portfolios and assists them in avoiding common financial pitfalls through ongoing support and planning. His professional experience includes roles as a Financial Advisor at Investmark Advisory Group from 2020 to 2022, Regional Sales Consultant at Prudential Financial from 2015 to 2020, and Fund Specialist at Franklin Templeton from 2012 to 2015. Michael is a Certified Financial Planner (CFP4).

Antonio Dispensa is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2016, following five years at Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Ashley Kaiser is a Series 66-registered financial advisor at UBS Financial Services with 13 years of industry experience. She has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers additional services including custody, underwriting, and securities-backed lending.

Anthony Tringali is a financial advisor with LPL Financial, holding the Series 66 designation and 26 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customizable strategies across various asset classes.

Barbara Napolitano is a Branch Leader at Fidelity Investments, a position she has held since 2024. In her role, she partners with associates to grow and develop their skills with the goal of delivering an exceptional client experience through building strong client relationships and co-creating personalized financial plans. Barbara has been with Fidelity Investments since 2019, progressing through various roles including Planning Consultant, Relationship Manager, Financial Representative, and Client Experience Associate. Her experience spans client relationship management and financial planning within the firm. No additional information regarding her education, credentials, personal interests, or community involvement has been provided.

Scott Mitchell is a financial advisor with OSAIC who holds a Series 66 designation and has 26 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and at American General Securities Incorporated for 2 years. Outside of his advisory role, he is a CPA partner at Melillo & Mitchell, LLP and Innovative CPA Group LLC, where he focuses on tax preparation and planning, and he also operates an independent insurance sales business. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process featuring asset allocation, portfolio optimization, and multiple advisor-managed program options.

Donna Colucci is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2013. Outside of her advisory role, she serves as a board member of the Rotary Club of Lake Mahopac. 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, including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.