Colby Stover is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and three years of industry experience. Prior to joining Cetera, Stover held positions at Foresters and worked in Management Information Solutions for nine years. He is also a licensed notary. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party managers.

Edward Zapson is a CFP®-certified financial advisor with Edward Jones in Mt Kisco, NY, where he has worked since 2002. He has 23 years of industry experience. Outside of his advisory role, he volunteers approximately 12 hours per month as an emergency medical technician with the Hopewell Junction Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Alana Lombardi is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has prior work experience including roles at Maxim Management for BMW of North America and Bank of America Merrill Lynch. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

William Longing is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, LLC. Outside of advising, he has worked in non-investment roles including supporting trading activities at QuantumView Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports a municipal advisory practice uncommon among large institutional advisors.

Laurel Wilson is a financial advisor with LPL Financial, holding the Series 66 designation and bringing one year of industry experience. Prior to joining LPL Financial, she worked at Gaber & Associates LLC, Trustco Bank, and Key Bank. Outside of her advisory role, she is involved in tax preparation and accounting services and is a commissioned notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research from multiple sources, and a variety of investment strategies.

Jonathan Dicent is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Enterprise, TIAA-CREF, and Citigroup. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using proprietary research and tools to develop tailored recommendations delivered through meetings and written reports.

Michael Lee is a financial advisor with Stifel in Ramsey, NJ, holding a Series 63 designation and 22 years of industry experience. He has been with Stifel since 2005. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Mark Rosalimsky is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management with a career in financial services dating back to 1984. He collaborates with a team of specialists to provide comprehensive guidance on clients' financial affairs with a focus on personalized investment advice. Mark has extensive expertise in insurance, small business 401k, and pension plan design. He engages clients through a collaborative and educational process, emphasizing frequent communication and service standards. Mark earned a Bachelor of Arts in Economics from the State University of New York at Binghamton. He holds professional designations including Chartered Life Underwriter (CLU®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Based in Northern New Jersey, Mark is active in his community, having served on Boards and Committees of local schools and synagogues. He is a long-distance runner who has completed three marathons and has coached his children's youth sports teams.

Christopher Fields is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at MassMutual and Foresters Financial Corporation. In addition to his advisory role, he serves as president of Raymond Charles Capital, an S corporation, and is involved in outside insurance sales including life, long-term care, fixed annuities, and health products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning process uses firm-approved software and offers event-driven planning services such as estate settlement and divorce planning.

Andrea Williamson is a financial advisor at Edward Jones with one year of industry experience. She previously held positions at GE Power Services and GE Working Capital Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Frank Riolo is a financial advisor with LPL Financial in New City, NY, holding the CFP® designation and Series 66 license. He has 11 years of industry experience, including seven years with Ameriprise Financial Services and five years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual, retirement, institutional, and charitable clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Margaret Fiore is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 36 years of industry experience. Her previous work includes a long tenure at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options.

Chanice Seda is a financial advisor with Primerica Advisors in Peekskill, NY, holding a Series 63 designation and 18 years of industry experience. She has been with Primerica Advisors since 2007 and has worked with Primerica Financial Services since 2003. In addition to her advisory role, she is involved in selling loan products and home security referrals through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and selectively managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers while maintaining oversight of model offerings.

Joe Marraccino is a Series 66-credentialed financial advisor with 11 years of experience, currently practicing at Wells Fargo Advisors in Nyack, NY. He has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized offerings such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

David Kleiner is a CFP®-certified financial advisor with Ameriprise, based in Briarcliff Manor, NY, and has 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 1990. Outside of his advisory work, Kleiner serves as president of the Briarcliff Manor EMS Board of Directors. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Zachary Norman is a financial advisor at Ameriprise Financial Services with six years of industry experience. He holds a Series 66 designation and previously worked at GB Capital Partners LLC. In addition to his advisory role, he is involved with Endurance Operations Management, which serves as his compensation entity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, including written recommendation reports and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Sonja Louis is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Primerica Advisors since 2012 and concurrently owns and operates SL Home Care, a private duty nursing service where she is a licensed practical nurse. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients under a tiered wrap-fee structure.

Diane Galvin is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 13 years before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services.

Tyler Glasson is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Beechwood Financial Services, Severn Trent Water, and Coventry University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized planning services including estate settlement and employer-sponsored programs.

Deloris Robinson is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 30 years of industry experience. She has been with Primerica Advisors since 2007 and has been affiliated with Primerica Financial Services since 1994. Outside of her advisory role, she is involved in sales and referrals of home-related products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.