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.

Linda Roman is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 39 years of industry experience. She has worked at LPL Financial since 2022 and previously with Wells Fargo Clearing from 2016 to 2022. Outside of her advisory work, Roman is the president and business owner of Cat Rescue Inc., a nonprofit organization she founded in 2003. 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 financial planning and investment management solutions through a large network of advisors, utilizing various model portfolios, third-party subadvisors, and technology-driven tools.

George Welker III is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Wells Fargo Clearing, Merrill, Banc of America Investment Services, and Quick & Reilly before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2019. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and via corporate financial planning agreements.

Jenna Gatto is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2006. Outside of her advisory role, she is involved as a general partner in two LLCs related to therapy, counseling, and coaching, where she maintains licensure requirements for marriage and family therapy. Jenna is also the owner and director of a separate LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, and institutions.

Sade Harrison is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and has been with Fidelity since 2019. Her prior work includes roles at Devan Acura and a brief employment gap before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation benchmarks.

Irwin Maisner is a financial advisor with RBC Capital Markets in Westport, CT, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2014. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charities. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to each client's risk profile and utilizing a mix of in-house and third-party investment managers.

Victor Pena is a financial advisor with Morgan Stanley in Westport, CT, holding CFP® and Series 66 credentials and possessing 11 years of industry experience. His prior work history includes roles at Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients, with a focus on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

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.

Christopher Farrell is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he is president of Grace Consultants LLC, a real estate investment company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and research resources.

Charlotte Stevenson is a financial advisor at RBC Capital Markets with a Series 66 designation. She has recently started her career, joining RBC in 2025 after roles in various industries including media and sports. RBC Wealth Management serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party managers to tailor investment strategies according to each client's risk profile.

Curt Schibli Jr. is a financial advisor with Edward Jones in Ridgefield, CT, holding CFP® and CFA® designations and six years of industry experience. He previously worked at Shenkman Capital Management, Inc. for five years and currently serves as a part-time seasonal snowsports instructor at Gore Mountain. Schibli is also involved with the Ridgefield Historical Society’s Investment Oversight Committee and contributes to the Master Networks Brewster NY chapter as a soundbite coordinator. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managing approximately $1.01 trillion in assets. The firm combines an extensive network of financial advisors and branch offices with affiliated capabilities such as a trust company and proprietary mutual funds.

Diony Concepcion is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and over 23 years of industry experience. His prior roles include positions at Bank of America, Merrill, Morgan Stanley, and Ameriprise. Outside of advisory work, he owns an insurance and benefits agency and works as a contractor driver for ridesharing services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages assets through multiple platforms and custodians and provides access to proprietary model strategies as well as third-party advisers.

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.

David Castle is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 17 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in property management as a sole proprietor of a personal rental property. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and investment modeling.

William Lewis is a financial advisor with Morgan Stanley in Westport, CT, holding Series 63 and Series 66 licenses and 30 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Michael Csontos Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes a long tenure at Diligent Corporation and roles at Primerica Financial Services. Outside of advising, he works as an usher and ticker scanner at the Hartford HealthCare Amphitheater and serves as a computer clerk for early voter registration in the Town of Fairfield, CT. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies supported by third-party asset managers and custodians.

Frederick Landwehr is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. His prior roles include positions at Landwehr & Spaho, CPA's, Securities America Advisors, and National Planning Corporation. He is also a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, utilizing a network of investment adviser representatives who may apply a variety of portfolio strategies.

Christopher Spahn is a Certified Financial Planner (CFP®) with 34 years of industry experience. He is currently affiliated with Morgan Stanley, where he has worked since 2022. Prior to that, he spent ten years at UBS Financial Services. Spahn also serves as a trustee for an investment-related trust based in Connecticut. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and wealth management services supported by firm-approved tools and investment research.

Andrew Soliman is a financial advisor with LPL Financial in Somers, NY, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His career includes roles at HSBC Bank USA and HSBC Securities, where he also served as a bank officer involved in the sale of bank-related products and services. Soliman's experience spans both investment advisory and banking sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, institutions, banks, and trust companies. The firm offers a range of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.