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 Series 63 and Series 66 credentials and eight years of industry experience. His work history includes roles at Fidelity Brokerage Services and HomeAdvisor Inc., as well as a previous position at SUNY Oneonta. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios based on mutual funds, ETFs, and ETPs.

Jeffrey Skelly is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he works with individuals, businesses, and charitable institutions to build customized financial plans focused on achieving clients' visions of financial success and security. He and the Wagner/Skelly team have been recognized on the Forbes "Best-in-State Wealth Management Teams" list consecutively from 2023 to 2026, and he has been individually named to the Forbes "Best-in-State Wealth Advisors" list consecutively from 2022 to 2026. Jeff has more than 30 years of experience in investment planning, portfolio management, and liability management. He joined Merrill Lynch Wealth Management in 1990 and serves as Resident Director for Merrill's Westchester Market. He holds multiple professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jeff is a graduate of Fordham University. Outside of his professional work, Jeff is a trustee of the Lavelle School for the Blind in the Bronx. He lives in White Plains, NY with his wife and son. His personal interests include baseball, ice hockey, reading, and running.

Jody Graber is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Prior to joining LPL Financial in 2025, Graber worked at Ic Advisory Services Inc. and The Investment Center, Inc. He is also involved with Graber Agency, Inc., an insurance business he has operated since 1977. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Dawn Faigle is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various JPMorgan Chase entities since 2014. Prior to her current role, she was also employed at Bedford Central School District from 2015 to 2020. 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. The firm’s advisory process incorporates quantitative and qualitative research, including an ESG eligibility framework, and supports clients with specialized portfolio services.

Judy Rubin is a financial advisor with LPL Financial in Hawthorne, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her prior roles include positions at OSAIC, American Portfolios Financial Services, and Nathan & Lewis Securities, Inc. She also serves as a board member of the Ossining Volunteer Ambulance Corps, participating in financial oversight for the nonprofit. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by various operational and research technologies.

Anna Bruno is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and over 27 years of industry experience. She has been with Equitable Advisors since 2003, following prior work with AXA Advisors. Outside of advising, she is involved as a tennis instructor at Breezemont Day Camp, participates with the Thrive Armenia Foundation, and serves as a board member of the Armenian International Women’s Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a network of Investment Adviser Representatives and leverages third-party asset managers and advisory programs to deliver customized investment solutions.

Lucille Conklin is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2010. Outside of her advisory role, she is a minority investor in several ventures including a D1 training facility for high school athletes and an LLC acquiring business interests and property. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily 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, and institutions.

Gregory Feighan is a CFP® credentialed financial advisor with 25 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Valhalla, NY office. In addition to his advisory role, he is involved in independent insurance brokering and owns an LLC connected to his Ameriprise practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a collaborative, non-discretionary approach.

Arden Baptiste is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 32 years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at LPL Financial and People's United Advisors, Inc., among other firms. He also serves as an adjunct professor at Rockland Community College. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, using proprietary research and planning tools to support tailored recommendations across a broad range of financial needs.

Paul Treistman 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 Metlife Securities and MassMutual Life Insurance Company. Outside of his advisory work, he is also licensed as an insurance agent specializing in life, fixed annuities, health, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

E Regnier is a financial advisor with Primerica Advisors in Elmsford, NY, holding a Series 63 designation and 28 years of industry experience. He has been with Primerica Advisors since 1994 and previously worked at the US Census Bureau in 2020. Outside of advisory work, Regnier is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on personalized investment solutions rather than institutional pension or profit-sharing plan management.

Steven Kalt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent 34 years at Pruco Securities, LLC. Outside of his advisory work, he is involved with the Oberman Companies in property and casualty insurance. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and provides access to third-party asset managers and various financial products.

Mohit Kumar is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is involved in managing multiple residential real estate properties with his partner. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory program focuses on non-discretionary, written asset allocation advice, manager and fund searches, and customized performance reporting.

Alyson Cifu is a Series 66-licensed financial advisor at Merrill with 18 years of industry experience. She has been with Merrill Lynch since 2007. 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.

Brian Boffa is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include ten years at Royal Alliance Associates and over two decades at PCI Staff Leasing, where he held leadership positions. Outside of advising, he is CEO and president of Consolidated HR Services, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Danielle Guilderson is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliate since 2012. Outside of her advisory role, she teaches meditation classes as an adjunct professor at Westchester Community College, instructs yoga to veterans at a VA hospital, and owns a yoga and wellness center in Mohegan Lake, NY. Ameriprise offers retirement-income planning services designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations.

Tim Boyle is a financial advisor with Cetera, holding a Series 63 designation and having 11 years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2019 and previously worked at Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and provides access to both affiliated and third-party investment strategies.

Autumn Weems is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including JPMorgan Chase and Northwestern Mutual Wealth Management. Outside of her advisory role, she works as an independent contractor delivering food and groceries for DoorDash. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers.

Patrick Devaney is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Citigroup Global Markets, and Citicorp Investment Services. He is associated with The Devaney Group, Inc., a business entity unrelated to investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, combining a broad advisory network with various non-advisory financial services.