Paul Veteri is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he has business ownership related to real estate management. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Matthew Pentimone is a financial advisor at OSAIC with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Pinnacle Tax of Mt Kisco, Pearl River Saloon, and Ameritas. OSAIC serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporations, offering both brokerage and advisory services through a large multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and rebalancing strategies.

David Toapanta is a financial advisor with J.P. Morgan Securities holding a Series 66 license and two years of industry experience. His prior roles include positions at Prudential Insurance Company of America and various consulting and insurance agencies. 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 within a non-discretionary framework. Their advisory process integrates quantitative and qualitative research to build model asset allocations and incorporates ESG considerations where applicable.

David Prushan is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliated firms since 2005. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Kevin Kautzmann is a CFP® professional with 29 years of industry experience, currently with Osaic Wealth since 2023. He previously spent 14 years at Sagepoint Financial, Inc. In addition to his advisory role, he is involved in independent insurance sales through EBNY Financial LLC and EBNY Insurance Services, Inc. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm provides a range of brokerage and advisory services supported by a model-based investment process emphasizing asset allocation, portfolio optimization, and risk management.

Nicole Mazzei is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms, including Bank of America, Merrill, Morgan Stanley, JPMorgan, and Wells Fargo. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment approach combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Martin Mc Ginley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 37 years of industry experience. His prior work includes roles at Summit Financial, LLP and Massachusetts Mutual Life Insurance Co. He has been with J.P. Morgan Securities since 2022. 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. The firm’s advisory process combines quantitative screens and qualitative research, and incorporates a broad range of investment strategies including ESG considerations.

Nicholas Gariano is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and previously worked at Disney and ESPN. He also operates Gariano Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Elizabeth Mariconda is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. She has worked with the J.P. Morgan organization since 2008, serving in roles at both JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. 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. The firm’s advisory approach combines quantitative screening and qualitative research to support investment recommendations, incorporating an ESG eligibility framework and broader derivatives capabilities.

Eliot Meshulam is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been associated with JPMORGAN Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with an ESG eligibility framework and offers specialized regulatory registrations supporting derivatives and commodities capabilities.

Benito Moneta is a Series 66 licensed advisor with J.P. Morgan Securities in West Harrison, NY. He has one year of industry experience, including roles at JPMorgan Chase Bank, N.A. and Citigroup/Citibank. His prior work also includes positions at LTF Club Management Co LLC and the American Skating Center LLC. 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. The firm’s advisory process combines quantitative screens and qualitative research, incorporating ESG considerations and leveraging broader derivatives and commodities capabilities.

Yulli Camargo is a financial advisor at Primerica Advisors with a Series 66 designation and experience beginning in 2024. Prior to joining Primerica Advisors, Yulli has held roles at Hinshaw & Culbertson LLP, LPL Enterprise LLC, Pruco Securities LLC, and Clark Law Firm, PC. Outside of advisory work, Yulli is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Allen Grommet is a CFP® professional with 30 years of industry experience. He is currently with OSAIC and has previously worked at American Portfolios Financial Services, CL Wealth Management, and Workman Securities Corporation, among others. Grommet also owns and operates Caring Financial Services and Caring Wealth Management, providing financial and insurance services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and access to multiple custodial and third-party platforms.

Luigi Muccitelli is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with firms including Ameriprise Financial Services, Inc. and Boston Harbor Wealth Advisors. He is also the CEO and President of Fondi Wealth Management, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its unique affiliations.

Kenneth Helman is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Wells Fargo Advisors since 2016, following seven years at Oppenheimer. 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 investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Evan Ross is a financial advisor with LPL Financial in White Plains, NY, holding a Series 63 designation and bringing 20 years of industry experience. Prior to joining LPL Financial in 2017, he worked at NFP Securities, Inc. for five years. Ross is involved in related business activities including The Ross Company and Asterion Wealth Advisory Group, which operate as DBAs for his LPL business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a wide range of investment strategies and operational tools.

Richard Cossa is an Investment Consultant currently working at Fidelity Investments since 2023. He has accumulated over 17 years of experience in the financial industry, having held various financial advisory roles at firms such as Mahoney Asset Management, Lincoln Financial, Chase Investments, Oppenheimer & Co., Wells Fargo Advisors, and Morgan Stanley. Throughout his career, Richard has developed expertise in navigating different market cycles with a focus on asset allocation and delivering customer service aimed at guiding clients through their retirement planning. His professional journey reflects a consistent commitment to supporting clients in achieving their financial goals. Outside of his professional work, Richard has interests in baseball, fitness, football, golf, and yoga.

Jim Akasala is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CITI Private Advisory and Citigroup Global Markets. Outside of his advisory role, he is a silent partial owner of a gas station and convenience store. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Jason Said is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has experience working at multiple firms, including MassMutual Life Insurance Co and Barnum Financial Group, and has prior experience in the hospitality industry and education. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm structures financial planning as annual, collaborative engagements using firm-approved analytical tools and offers event-driven planning services such as divorce and estate settlement planning.

Katie Hudson is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Foresters Financial for 11 years before joining Mass Mutual in 2019. Outside of her advisory role, she also acts as an agent for life insurance and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a collaborative, goal-oriented approach.