Benjamin Sasso is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and Northwestern Mutual. His prior roles also include positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles to multiple registered investment companies.

Dennis Cordova is a financial advisor with LPL Enterprise who holds the CFP® designation along with Series 63, 65, and 66 licenses. He has 18 years of industry experience, including prior roles at Bank of America, Merrill, and Key Investment Services LLC. Cordova also serves as a trustee in a fiduciary capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers access to financial planning, asset management platforms, and affiliated insurance and trust services.

Joseph Campanella is a financial advisor with Primerica Advisors in Goshen, NY, holding a Series 63 designation and 27 years of industry experience. He has been with Primerica Advisors since 1999 and with Primerica Financial Services since 1998. In addition to his advisory role, Campanella is involved with Primerica Mortgage, LLC and Primerica Client Services, Inc. through non-investment related referrals and operates Campanella & Associates, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, corporate clients, and charitable organizations. The firm uses model-based investment strategies created by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets across nearly 3,700 advisors and 1,800 offices.

Brian Carter is a financial advisor at Primerica Advisors with 22 years of industry experience. He holds a Series 63 designation and has worked with Primerica Financial Services since 2001, alongside roles at PFS Investments Inc. and Guidepost Solutions. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm emphasizes a wrap-fee structure and curates third-party asset managers while delegating trading and implementation to BNY Mellon Advisors.

Kieran Kreider is a Financial Advisor at Merrill Lynch Wealth Management within the Kendrick-Collesano Wealth Management Group. He works closely with individuals, families, business owners, and organizations to assist them in making informed decisions about their financial futures. Kieran’s focus ranges from building and preserving wealth to preparing for retirement and creating lasting family legacies, employing a thoughtful and personalized approach to each client relationship. Prior to becoming a Financial Advisor, Kieran spent nearly four years as a Wealth Management Client Associate at Merrill. This experience provided him with a strong foundation in wealth management and highlighted the importance of execution, timing, attention to detail, and clear communication in financial decision-making. He holds a Bachelor's Degree from the University at Albany and has earned his Series 7 and Series 66 FINRA registrations, as well as the Chartered Retirement Planning Counselor (CRPC) designation. Kieran's role involves helping individuals and families understand their finances and gain confidence in their financial futures. He collaborates with clients to create personalized financial strategies that align with their priorities, providing services including retirement planning, investments, income strategies, and risk management. Outside of his professional responsibilities, Kieran enjoys baseball, basketball, football, golfing, music, running, spending time with his family, and watching movies.

Karen Morris is a Series 63-licensed financial advisor with Primerica Advisors in Middletown, NY, and has 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. In addition to her advisory role, she is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its offerings.

Steven Trotta is a Series 66-licensed financial advisor with Equitable Advisors, based in Middletown, NY. He joined the firm in 2026 and has previous work experience in education and retail. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Andrew Weyant is a financial advisor with Primerica Advisors in Goshen, NY, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2014. In addition to advisory work, he receives non-investment related compensation for referrals related to home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers model-driven investment strategies supported by third-party asset managers and custodial services.

Allen Zick is a CFP®-certified financial advisor with Raymond James Financial, where he has worked since 2009, accumulating 29 years of industry experience. He serves as Treasurer and Board Member of the West Point Parents Club of New York and New Jersey, a nonprofit organization. Outside his advisory role, he is president and owner of the Zick Whitted Taub Group, a support company based in Goshen, NY. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, with a broad network of advisors and specialized advisory programs.

Michael Berlin is a financial advisor with Primerica Advisors in Goshen, NY, holding a Series 63 designation and 15 years of industry experience. He has held roles at PFS Investments Inc. and Primerica Financial Services since 2010 and 2011, respectively, and has owned Lucky Munchkin, Inc. since 1995. He serves on the board of the Middletown-Goshen Convalescent in New York. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven investment strategies and oversees approximately $15.5 billion in assets managed by nearly 3,700 advisors.

Daniel O'Reilly is a financial advisor with Ameriprise in Chester, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Bruderman Brothers, LLC for seven years before joining Ameriprise in 2022. He also holds a real estate license. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Christopher Petrollese is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation. Outside of finance, he is the owner of Yukon Contracting LLC, a business he has operated since 2019. Equitable Advisors serves individual and institutional clients, including pension and profit-sharing plans and charitable organizations, offering financial planning, retirement plan consulting, and a range of asset-management programs delivered through Investment Adviser Representatives and third-party asset managers.

Michael Del Grosso is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various entities within the JPMorgan Chase organization since 2007. Outside of his advisory role, he serves as the contact person for two condominium properties owned by his family. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Edward Lynch is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds a Series 63 designation and previously worked at Highland Capital Brokerage for six years. Lynch is the CEO of Lynch Wealth Strategies, Inc., an independent financial advisory firm affiliated with Raymond James, and also operates as an insurance agent specializing in life, long-term care, disability, and fixed annuities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique municipal advisory capabilities alongside specialized plan-level retirement consulting.

Scott Kendrick is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Middletown, New York, where he leads the Kendrick-Collesano Wealth Management Group. He has been with Merrill Lynch since 1999 and holds the title of Managing Director. In addition, Scott serves as a liaison between Resident Directors nationwide and Merrill's senior management, having been nominated and currently serving on the Resident Director Advisory Council to Management. Scott specializes in wealth management for ultra-high-net-worth clients, focusing on areas such as retirement planning, asset and risk management, tax minimization strategies, wealth transfer planning, private banking, and complex lending strategies. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, along with FINRA Series 7, 9, 10, 31, and 66 registrations, as well as Life, Accident, and Health insurance licenses. Scott was named to the Forbes "Best in State Wealth Advisors" list from 2022 to 2026, and his team was recognized on the Forbes "Best-in-State Wealth Management Teams" list from 2024 to 2026. Before his financial career, Scott was selected by the Chicago Cubs in the 7th round of the 1993 Major League Baseball Draft. He earned a bachelor's degree in Business and Economics with minors in Marketing and Finance from SUNY Oneonta. Scott has served as Vice Chairman of the Board of Trustees for the Garnet Health Foundation and as a Board Member of the Michael J. Finnegan Scholar Athlete Scholarship Fund. He is a lifelong resident of Orange County, New York, and resides in Sugarloaf with his wife Alison, their daughters, and their dog. In his free time, Scott enjoys spending time with family and friends, yard work, golf, and snowmobiling.

Richard Perez is a financial advisor with Primerica Advisors in Goshen, NY, holding a Series 63 designation and 15 years of industry experience. He has worked at PFS Investments Inc. since 2014 and has been associated with Primerica Financial Services since 1998. Outside of finance, he has been a member of the Town of Chester Police for 20 years. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven advisory services supported by third-party asset managers and operates at scale with thousands of advisors and billions in assets under management.

Brian Roberts is a financial advisor with LPL Financial in Monroe, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at LPL Financial since 2017 and currently serves clients through Webster Bank, where he has worked since 2021. Outside of his advisory role, Roberts is a notary. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing various discretionary and non-discretionary strategies.

Jerome Casola is a financial advisor with Primerica Advisors, holding a Series 63 designation and 10 years of industry experience. He has been with Primerica Advisors since 2016 and has also been involved with Primerica Financial Services since 2014. In addition to his advisory role, he owns and operates MPC Agency, Inc., a legal entity formed for Primerica business purposes, and receives compensation for referrals of home security, automation products, and loan services through Primerica affiliates. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients via a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on retail clients rather than institutional or pension plans.

Jeffrey Little is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018, following a two-year period at AXA Advisors. Prior to his advisory career, he was affiliated with the State University of New York at Oswego for four years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party advisory models and discretionary management options.

Stephanie De Angelis is a financial advisor at Equitable Advisors with Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles in education and community programs before joining Equitable Advisors. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement plan consulting, and a variety of asset management programs delivered through a network of Investment Adviser Representatives and third-party sponsors.