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.

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 assists clients with financial, retirement, and estate planning needs. His expertise includes retirement income advice, investment asset allocation strategies, liability management, cash management, and working capital needs of corporations and small businesses. His client base includes high net-worth individuals, families, senior-level executives, business owners, corporations, non-profit institutions, endowments, and estates. Michael has earned several professional designations, such as Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been recognized on the Forbes "Best-in-State Wealth Advisors" list from 2017 through 2024. Outside of his professional career, Michael enjoys 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 Zuluaga Romero is a financial advisor at Raymond James & Associates with a Series 66 designation. He began his advisory career in 2026 and has prior experience at UBS Financial Services and Goldman Sachs. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm offers wealth advisory planning and investment consulting to a diverse client base including individuals, pension plans, corporations, and government entities, delivering recommendations on a non-discretionary basis supported by an extensive affiliate network and public finance capabilities.

Jeffrey Carroll is a financial advisor with Merrill, holding a Series 66 designation and eight years of industry experience. He has been with Merrill since 2017 and also has experience at Bank of America, where he has worked for seven years. Prior to his advisory roles, he was affiliated with Sacred Heart University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader platform, enabling access to a wide set of products and services.

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.

Ronald Pompei Jr. is a CFP®-credentialed advisor at LPL Financial with 40 years of industry experience. He previously spent 22 years at Crown Capital Securities before joining LPL Financial in 2024. Outside of his advisory role, he works as a tax preparer and is also active as a musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and access to model portfolios and third-party research.

Michael Luftman is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Mass Mutual Investors Services in 2017, he worked at Metlife Securities Inc. for 16 years. Outside of his advisory role, he owns a small business entity registered as Luftco, Inc. and works as an insurance broker specializing in individual life, health, disability, long-term care, and fixed annuities. 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 offers financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations tailored to client goals.

John Guarnieri is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides financial advisory services to clients, leveraging his expertise to assist with investment strategies and wealth management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to personalized investment guidance. Mr. Guarnieri earned a Bachelor's Degree from Iona College.

Leonard Sander is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He previously worked at National Planning Corporation for 19 years before joining LPL Financial in 2017. Outside of his advisor role, he is involved with The Creative Planners Group, LTD, which provides tax and accounting services as well as fixed insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

David Balkcom is a CFA® charterholder with three years of industry experience. He is currently with Mass Mutual Investors Services and has prior experience at Equity Services, Inc., National Life Group, and New York Life Insurance Co. Outside of finance, he has worked with dental practices earlier in his career. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-focused planning utilizing firm-approved software and offers event-driven services such as estate settlement and divorce planning.

Sheila Littleton is a financial advisor with Cetera, holding a Series 63 designation and 22 years of industry experience. She has been affiliated with Cetera and its related entities since 2005 and has owned Littleton Financial since 2019. In addition to investment advisory, she sells health and fixed insurance products through various carriers. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers.

Charles Andrzejewski is a Financial Advisor and a member of The Erdmann Group at Merrill Lynch Wealth Management. He advises senior executives, business owners, entrepreneurs, private equity partners, and ultra-affluent families on various aspects of their financial lives, including executive compensation, family wealth management strategies, liquidity management, managing new wealth, and tax minimization. Charles brings over 12 years of experience in the financial services industry, including five years at RMB Capital, a Chicago-based investment management firm. He focuses on estate planning needs, wealth transfer strategies, liquidity events, concentrated stock positions, and cash flow modeling. His approach emphasizes intellectual rigor, in-depth customization, and a commitment to service. Charles holds a Bachelor's Degree from the University of Pennsylvania, where he played Division 1 Lacrosse for four years and served as a team captain for two years. He is also a Personal Investment Advisor (PIA). Charles currently resides in Fairfield, CT with his wife and their two sons.

Samantha Price is a Senior Financial Advisor with over 15 years of experience at Merrill Lynch Wealth Management. She leads The Price Group, providing financial advisory services focused on developing and implementing both short- and long-term financial strategies for affluent clients and business owners. Her approach promotes "financial wellness" through a combination of professional investment management, home financing, insurance, and other services aimed at helping clients make sound financial decisions to achieve their goals. Samantha holds the Chartered Retirement Planning Counselor (CRPC) and Accredited Domestic Partnership Advisor (ADPA) designations from The College for Financial Planning Institutes Corp. She earned a Bachelor's degree from Loyola University Chicago and graduated from Waldwick High School. Samantha is fluent in English, Spanish, and Italian. Residing in Bergen County, New Jersey, Samantha is involved in various community organizations including the Waldwick Lions Club, Habitat for Humanity Bergen County Women Build Committee, Merrill Lynch Women's Exchange, and the Waldwick Chamber of Commerce. She also supports causes such as the American Cancer Society and the American Heart Association. Samantha enjoys spending time with her daughter, fishing, dancing, gardening, and participating in sports such as baseball, soccer, and softball.

Thomas Gwin is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 20 years of industry experience, including roles at Metlife Securities, Inc. and MassMutual Life Insurance Co. In addition to his financial work, he is active as a fashion model and actor with Soul Artist Management. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative planning processes.

Gregory Field is a financial advisor with Edward Jones in West Nyack, NY, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. Prior to joining Edward Jones in 2017, he operated Field Consulting, a telecommunications business, for 12 years. He also serves as an Education Coordinator for BNI in White Plains, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.