Anthony Tangredi is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 21 years of industry experience. Prior to joining Raymond James in 2017, he worked at Merrill for 13 years. He is also the owner of Tangredi Financial Services, LLC, a support company based in Goshen, NY. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary consulting using analytical tools and supports both advisory programs and institutional portfolio management.

Timothy Dalton is a financial advisor at Edward Jones with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operates under a fiduciary standard, and maintains a large nationwide network of advisors and branch offices.

Jay Kimball is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of finance, Kimball manages an auto racing team, overseeing its administration and maintenance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a broad range of brokerage and insurance products.

Justin Aisoff is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Before joining Edward Jones, he held positions at Rummel Construction, MISOM Technologies, and served in the Arizona Army National Guard. He is also the CFO of MyStockTeacher LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Joseph Schaefer is a CFP® professional with 23 years of industry experience, currently advising at Edward Jones since 2013. He holds Series 63 and Series 66 licenses and is based in Warwick, NY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Cristian Biondi is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked with firms including Emerson Reid and Equitable Advisors. Outside of his advisory role, he is involved with Calvary Baptist Church in Warwick, NY, where he provides maintenance and housekeeping services and advises on facility upkeep. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors by offering investment consulting and advisory services through its Institutional Consulting Services program, which combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Diane Lindsay is a financial advisor at Osaic with 40 years of industry experience. She holds a Series 63 designation and has worked previously at Cadaret, Grant & Co., Inc. for over three decades and Securities America Advisors. In addition to her advisory role, she is a licensed CPA providing tax preparation and consulting services and is involved in marketing and training activities as well as disability and fixed annuity insurance sales. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses a variety of tools and platforms to construct and manage diversified portfolios tailored to client risk tolerance and investment restrictions.

Robert Howerter is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. His prior firms include Securities America Advisors and National Planning Corporation. Outside of advising, he is involved in several business ventures, including ownership of Gaynor Mansion Associates LLC and roles in marketing and tax-related businesses. OSAIC serves a diverse client base including individual and institutional investors through a broad network of affiliated advisers and multiple advisory platforms. The firm integrates brokerage and investment advisory services with financial planning and retirement consulting, utilizing various asset-allocation tools and third-party solutions to manage portfolios on both discretionary and non-discretionary bases.

Richard John is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His professional background includes roles at PFS Investments Inc. and Primerica Financial Services, alongside involvement in recreation management and music. He also engages in part-time sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and selectively managed accounts to individual and high-net-worth clients, operating as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Scott Onofry is a financial advisor with LPL Financial and holds the CFP® and Series 63 designations. He has 22 years of industry experience, including prior roles at Cadaret Grant & Co., Inc. and the operation of his own Onofry Financial Services. Outside of his advisory work, he is involved in non-variable insurance services through Onofry Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Peter Smith III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has worked with Wells Fargo Advisors LLC since 2009 and Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as power of attorney for his parents in investment-related matters. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversified investment strategies, serving a broad client base with both brokerage and advisory solutions.

Thomas Gorman is a CFP®-credentialed financial advisor with 34 years of industry experience, currently affiliated with Raymond James Financial. He has been with Raymond James Financial Services Advisors, Inc. since 2015 and operates as an independent contractor providing investment and retirement planning advice. Outside of his advisory duties, he has authored material, though this activity is presently limited. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Stephen Ingalls Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked for Commonwealth Financial Network for 16 years. Outside of his advisory role, he owns a fixed life insurance business. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services that include financial planning, retirement consulting, and managed account solutions. The firm employs sophisticated portfolio construction tools and supports multiple advisory platforms and third-party service providers.

Alexander Camacho is a financial advisor at Edward Jones with nine years of industry experience. He holds Series 66 and Series 63 designations and previously worked at JPMorgan Chase and JPMorgan Securities. Outside of his advisory role, he mentors students pursuing their Project Management Professional (PMP) designation through Get it Done Consulting, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Leslie Ann Fisher is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors, and Crystal Springs. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Peter Sears is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. Sears also operated PSGDesign from 2014 to 2023. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ann Marie Moore is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. She previously worked at Nationwide Advisory Services and Nationwide Insurance Company. Outside of her advisory work, she is involved with the American Safety Council in a referral capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Terry Lydecker is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. His prior roles include positions at KeyBank, Resorts World Casino, and Alliance Risk Management. 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 when recommending strategies.

Ryan O'Leary is a CFP® professional with 13 years of experience, all with Edward Jones since 2013. In addition to his advisory role, he owns and operates an Amazon retail business focused on selling products through the Amazon Sellers platform. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

Sandeepkumar Patel is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and National Planning Corporation. He serves on the board of the Bharatiya Mandir, a religious organization. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides brokerage and advisory services with portfolio construction supported by asset-allocation tools, risk-tolerance assessments, and automated rebalancing, offering discretionary and non-discretionary management options.