Susan Davis is a financial advisor with Mass Mutual Investors Services in Tarrytown, NY, holding a Series 63 designation and 27 years of industry experience. She has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2013. Outside of her advisory role, she serves as co-trustee for a family member’s trust and acts as an insurance agent specializing in long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive, collaborative annual financial planning engagements supported by proprietary software tools and a range of investment and educational programs.

Dawn Parrino is a financial advisor at Fidelity with over 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked within various Fidelity entities since 2010, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of her advisory role, she is a certified Holistic Health Coach and is involved in essential oils distribution as a member of Young Living. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often employing affiliated or unaffiliated sub-advisers and maintaining oversight controls to address conflicts of interest.

James Puckett is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1998. Outside of his advisory role, he is a chemistry tutor and an adjunct instructor at Assumption College for Sisters. 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 services.

Barbara Silberman is a financial advisor at Wells Fargo Advisors with 44 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Citigroup Global Markets, and Citicorp Investment Services. Outside of her advisory role, she is involved with Princeton Harriman Insurance Solutions as a financial advisor. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and tools to develop tailored recommendations.

Kevin Mahoney is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he is a partner in an LLC that manages rental real estate. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and investment consulting through a variety of strategies, supported by extensive research and an affiliated advisory network.

Scott Turner is a financial advisor with MassMutual Investors Services in Elmsford, NY, holding CFP® and Series 63 credentials and 19 years of industry experience. He previously worked at Kestra Advisory Services and Kestra Investment Services from 2011 to 2023. In addition to his advisory role, Turner is an insurance agent who sells life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm employs collaborative, annual planning relationships using advanced tools and offers specialized services such as divorce planning and employer-sponsored planning programs.

Phillip Shetsen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. Outside of his advisory role, he operates Bona Vita Benefits Group, providing consultative solutions for individuals and business owners. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Steven Klimaszewski is a CFP® with 34 years of experience in financial services. He is affiliated with MassMutual Investors Services and has worked with J. Matrik Wealth Management since 2003, where he is also principal and founder. His background includes 20 years with Kestra Advisory Services and Kestra Investment Services. Outside of advisory work, he is licensed to sell life, disability, long-term care, fixed annuities, and health insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing structured, collaborative planning engagements tailored to client goals.

Natalya Muravchik is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Merrill and various J.P. Morgan entities since 2009. Muravchik serves as a board member for She's The First, a nonprofit focused on funding educational programs and scholarships for young girls globally. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation supported by affiliated investment-management entities.

Jackson Kuwata is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and has worked at MassMutual Life Insurance Co and Mass Mutual Investors Services since 2024. Prior to his advisory role, he has experience at Amazon and Bridge Street Premium Ice, and he has a background that includes studying at the University of Delaware. Kuwata also works as an insurance broker in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements with a broad range of client types.

Stephon Watson is a financial advisor with J.P. Morgan Securities in White Plains, NY, holding Series 63 and 66 licenses and seven years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023, he worked at Wells Fargo Clearing and Wells Fargo NA from 2015 to 2023. Outside of finance, he operates a visual art business, creating various works of art during his spare time. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Joanna Kim is a financial advisor at Ameriprise with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including United Nations Federal Credit Union, B Riley Capital Management, and FBR Capital Markets. Outside of her advisory role, she provides personal care assistance to her elderly mother. Ameriprise serves clients primarily through its retirement-income planning service tailored for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver personalized retirement income recommendations.

William Cooney is a Vice President and Financial Consultant currently working at Fidelity Investments since 2013. He has over 30 years of experience in the financial services industry, with a career that includes roles at Merrill Lynch, Morgan Stanley, and Dreyfus Service Corporation. Throughout his career, he has navigated significant market events such as the dot-com bubble, the post-9/11 bear market, the 2008 financial crisis, and the COVID-19 recession. His extensive experience has provided him with insights into market cycles and client needs, enabling him to educate clients on maintaining their financial plans during periods of volatility. Prior to his current role, he served as Vice President and Financial Consultant at Merrill Lynch and Morgan Stanley, and as a Financial Adviser at Merrill Lynch and Dreyfus Service Corporation.

Paul Smith is a financial advisor at OSAIC with 41 years of industry experience. He has been with OSAIC since 2006 and previously worked at Sanders & Smith Limited and National Planning Corporation. His credentials include the Series 63 and Series 66 licenses. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party manager strategies.

Alexander Recchia is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill Lynch in 2013, he has worked directly with individuals and businesses to help them achieve their financial goals. His client base includes owners of private businesses, corporate executives, physicians, CPAs, attorneys, retired couples, widows, and multiple generations of families across the nation. His areas of expertise encompass education planning, employee benefits planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategies, and retirement income. Alexander emphasizes the importance of strategies beyond savings and investments, including estate planning and family wealth transfer, to help clients efficiently move toward their defined objectives and navigate pivotal life transitions such as retirement or selling a business. Alexander holds a Bachelor's Degree from Salve Regina University and the Personal Investment Advisor (PIA) designation. He is involved in community organizations including Habitat for Humanity, Healing the Children, and Knights of Columbus. Outside of work, he enjoys cooking, fishing, golfing, hiking, photography, and spending time with his family.

Eddie Reyes is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Price Waterhouse Coopers. Outside of his advisory role, he is the owner of Reyes Property Management LLC, a property management and leasing business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Thomas Leder is a CFA® charterholder with 29 years of industry experience. He is currently with J.P. Morgan Securities and JP Morgan Chase Bank, N.A., where he has worked since 2020. His prior experience includes roles at Mass Mutual Investors Services and National Life Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process.

Mitchell Eisenberg is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 41 years of industry experience. He has been with Cambridge since 2005 and previously worked at Nathan & Lewis Securities, Inc. from 1995 to 2003. Outside of advisory work, he is self-employed as a tax preparer. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable clients. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, utilizing multiple platforms and proprietary model strategies.

William O'Doherty is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive goal-based planning on topics such as retirement, tax, estate, and special needs planning, delivered either as a one-time or ongoing engagement.

Christopher Kim is a financial advisor with Mass Mutual Investors Services in Elmsford, NY. He holds the CFP® and ChFC® designations, has 17 years of industry experience, and previously worked at MetLife Securities Inc. Kim is also an independent insurance agent and is involved as a member and owner of two LLCs, managing administrative support and associate expenses for one of them. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a structured, collaborative planning process using firm-approved software tools and offers event-driven planning services such as divorce and estate settlement planning.