Shukri Dayeh is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The program combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Luis Romano is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at M&T Securities and Equitable Advisors. 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 a range of advisory and brokerage services including financial planning and access to model portfolios, with support from proprietary research and technology tools.

Kevin Brown is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 63 designation and has worked at Edward Jones since 2019, following five years at Lesko Securities Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

John Ryan is a Series 66-licensed financial advisor with LPL Enterprise, bringing two years of industry experience. Prior to joining LPL Enterprise, he worked at PRUCO Securities, LLC, and has a long-standing role at Marquardt Switches Inc. John is also involved with the Manufacturers Association of Central New York in a vendor capacity. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, utilizing model-driven investment implementation and offering access to third-party asset managers, financial planning, and a range of affiliated financial services.

Stefano Selenu is a Series 66 licensed advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked at Edward Jones for three years. Outside of finance, he owns and operates Chef Services of New York Inc. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm employs a manager solutions team that integrates quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Stephanie Garlock is a CFP® professional with 18 years of industry experience, currently with LPL Financial since 2025. She previously worked at Cadaret, Grant & Co., Inc. for 17 years. In addition to her advisory role, she is involved in tax preparation and accounting services and is a commissioned notary. 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, including financial planning, model portfolios, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Gregory Foster is a Series 66-credentialed financial advisor with six years of industry experience. He has worked at Equitable Advisors since 2020 and previously spent thirteen years at BNY Mellon. Outside of his advisory role, he serves as executor of his parents’ will. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored advisory models and fiduciary services.

Michael Sidello is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at LPL Financial since 2018 and previously operated Siddello Associates, a wealth management business, since 2012. Outside of his advisory work, he is involved in music and owns a business called UpForLive Music.com, as well as www.yourvoicebeheard.org. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party management, and institutional platforms.

Carla Palamone is a financial advisor at Edward Jones with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward D. Jones & Co., L.P. since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Shannon Brown is a financial advisor at Edward Jones with Series 66 credentials. Brown has been with Edward Jones since 2025. Prior to entering the financial industry, Brown was involved with Helping Celebrate Abilities/Handicapped Children's Association and worked as a birth doula. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management.

Daniel Michel is a financial advisor at Osaic with 26 years of industry experience. He holds a Series 63 designation and has worked previously at MassMutual, Metlife Securities, and Securities America. Outside of his advisory role, Michel is involved in insurance sales and management, including a general manager position at Futurity First Insurance Group. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a wide range of brokerage and advisory services through a multi-advisor platform. The firm uses a model-based investment process focused on asset allocation and portfolio optimization, supported by various tools and third-party managers.

Joseph Nestler is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His prior firms include Cadaret Grant & Co., Inc., Pruco Securities, and MCC Financial Services. He is also a notary and acts in a fiduciary capacity for the John Nestler & Mary Nestler Family Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Stephen Abbe is a financial advisor at Orchard Advisors with four years of industry experience. He holds a Series 65 credential and has been associated with SRC, Inc. since 1996. Orchard Advisors provides investment services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and business entities. The firm offers discretionary portfolio management and standalone investment consulting, using a multi-method investment approach tailored to each client’s objectives and risk tolerance.

David Connelly is a financial advisor at Orchard Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cardinal Capital Management LLC since 2011. He joined Orchard Advisors in 2021, one of three advisors at the firm. Orchard Advisors provides investment services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, trusts, and business entities. The firm combines discretionary portfolio management with hourly consulting and manages all client assets internally, employing multiple analysis methods and both long- and short-term strategies aligned with client objectives.

Andrew Nardella is a financial advisor at Orchard Advisors with 33 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Orchard Advisors since 2016. Orchard Advisors provides investment services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, trusts, and business entities. The firm offers discretionary portfolio management and standalone investment consulting, employing a multi-method investment process and managing all client assets in-house.