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.

Michael Gollenberg is a financial advisor at Thrivent Investment Management with 17 years of industry experience. He has been with Thrivent Investment Management since 2009 and Thrivent Financial for Lutherans since 2010. He holds Series 63 and Series 66 designations. 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 planning that covers a broad range of topics and allows clients to integrate planning with managed-account programs while maintaining separate service structures.

Jay Kimball is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, Kimball is involved in managing an auto racing team, overseeing administrative and maintenance activities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, financial planning, 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 with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His previous work includes roles at Emerson Reid, Equitable Advisors, and other firms. Outside of his advisory career, he is involved with Calvary Baptist Church in Warwick, NY, providing maintenance and housekeeping services and advising on the church’s upkeep and fund spending. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting.

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 CFP® professional with 22 years of industry experience. He is currently associated with LPL Financial and has previously worked at Cadaret Grant & Co., Inc. Onofry Financial Services is his own business, focusing on non-variable insurance and advisory services. 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 broad range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Peter Smith III is a financial advisor with Wells Fargo Clearing in Milford, PA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with 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 serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Stephen Ingalls Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Citigroup Global Markets, and Merrill. He also owns a fixed life insurance business as a sole proprietor. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization with a range of investment programs and affiliated relationships.

Alexander Camacho is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Edward Jones since 2017. Prior to that, he was employed at JPMorgan Chase and JP Morgan Securities. Outside of his advisory role, he mentors students pursuing the Project Management Professional (PMP) designation through a consulting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Leslie Ann Fisher is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Crystal Springs. Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC‑registered investment adviser that serves individuals, including high-net-worth clients, institutional investors, and municipalities. The firm offers tailored financial planning and consulting services, supported by a variety of portfolio management styles, affiliated research, and municipal advisory capabilities.

Peter Sears is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2007 and 2012, respectively. From 2014 to 2023, he operated under the DBA PSGDesign. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative due diligence, employing forward-looking capital market assumptions and an ESG eligibility framework in their recommendations.

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 with Nationwide Advisory Services, Inc. and Nationwide Insurance Company for over two decades. Outside of her advisory role, she is affiliated with the American Safety Council in a referral capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies.

Terry Lydecker is a financial advisor with J.P. Morgan Securities, holding Series 65, 63, and 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Key Investment Services LLC, KeyBank, Resorts World Casino, and Alliance Risk Management. He is currently based in Port Jervis, NY. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, with recommendations limited to Eligible Strategies and incorporating an ESG eligibility framework.

Nadia Ebanks is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. Her prior roles include positions at PFS Investments Inc., Primerica Financial Services, and Keller Williams Towne Square Realty. Primerica Advisors sponsors and manages a wrap-fee asset management program that serves individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using primarily model-driven investment strategies created by third-party asset managers.

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.

Deborah Dunne is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Thrivent Investment Management since 2002 and has worked under Scott Siripalaka at Thrivent Financial since 2022 and Mark Kleindienst from 2012 to 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based planning across a broad range of topics without discretionary trading authority or institutional portfolio management.

Panagiotis Tsilios is a financial advisor at Primerica Advisors with nine years of industry experience. His background includes roles at Color Street, LLC, PFS Investments Inc., Primerica Financial Services, and Thomas and Betts. He also owns a tax preparation business called Mail In My Return. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through nearly 3,700 advisors and employs model-driven investment strategies supported by third-party managers and custodians.

Suzanne Troiano is a financial advisor with Primerica Advisors in Newton, NJ, holding Series 63 and Series 65 licenses and with 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of her advisory work, she is self-employed as an actor. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.