Thomas Kingsley is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior work includes roles at Bloomberg Tradebook, Guidepoint, Alphasights, Third Bridge, Gerson Lehrman Group, and Telk Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is noted for its use of algorithmic methods and formal advisory roles within Fidelity’s institutional wealth platform.

Scott Faye is a financial advisor at Cetera with 27 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 66 licenses. In addition to his advisory role, he operates a tax preparation business under Scott J Faye CPA PC, which has been active since 1991. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides numerous investment program options and access to third-party managers.

Steven Fuchs is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. Outside of his advisory role, he has been involved in ventures such as Meadows Home Care LLC and Hudson Valley Hoosiers. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Steven Horowitz is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. He has worked at various J.P. Morgan entities since 2014, including JPMorgan Chase Bank, N.A. He is based in Katonah, NY. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers these services on a non-discretionary basis through a select group of Wealth Advisors.

Daniel Juechter is a CFP® professional with 38 years of experience in the financial industry. He is currently with Cetera and has worked in various roles at First Allied and Hunter Financial Advisors, which he owns and operates. He also serves as a consultant at Oxford Risk Management Group and holds insurance-related independent contractor roles. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account structures.

Christopher Fahey is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Ameriprise since 2025. He previously worked at Edward Jones for 10 years. Fahey serves on the Board of Trustees for Ave Maria University. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

James Dieguez is a financial advisor with Ameriprise in White Plains, NY, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he was a full-time student for 18 years. He is also involved in independent insurance brokering related to fixed annuities. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, offering tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines proprietary research, modeling techniques, and algorithmic tools to deliver these services through a centralized retirement-income consulting team.

Thomas Riordan is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked within various Wells Fargo entities since 2010, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of financial planning services, utilizing proprietary research and tools to deliver tailored recommendations, with an emphasis on integrating advisory services alongside other financial products.

Michael Beamon is a financial advisor with Primerica Advisors in Elmsford, NY, holding a Series 63 designation and 16 years of industry experience. He has been affiliated with Primerica Financial Services since 2006 and operates Michael Beamon Inc, an IT consulting business. He is also involved in sales and referral activities related to loan products and home security services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies developed by third-party asset managers and supports discretionary separately managed accounts with execution and custody services provided by BNY Mellon Advisors and Pershing.

Connor Conforto is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and five years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2021 and previously was associated with Notch 8 and Nomads. Outside of his advisory role, he is also licensed as an insurance broker, focusing on life insurance and fixed annuities. Mass Mutual Investors Services operates as 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, emphasizing collaborative, annual planning relationships and offering specialized event-driven services such as divorce and estate planning.

Devon Anderson is a financial advisor with Primerica Advisors, holding a Series 63 designation and 12 years of industry experience. He has worked with PFS Investments Inc. since 2012 and with Primerica Financial Services since 2006. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm employs a third-party due-diligence consultant for manager evaluation and delegates trading to BNY Mellon Advisors, operating with a tiered wrap-fee structure and curated third-party asset managers.

Terrance Stevens is a financial consultant currently working at Fidelity Investments since 2023. He has built a career in the financial services industry with over 12 years of experience. Throughout his career, Terrance has held various roles, including Senior Premier Banker, Premier Banker, and Relationship Banker at Wells Fargo from 2015 to 2023, as well as Financial Service Representative at Hudson Valley Credit Union from 2013 to 2015. His professional expertise focuses on assisting clients in achieving their financial goals through a client-centered approach. Terrance is committed to providing service that aligns with clients' unique needs, offering guidance and resources to help them manage their financial journeys effectively. Outside of his professional pursuits, Terrance enjoys fitness and traveling.

John Natoli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors and HSBC Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Augustine Donofrio is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and has worked at several firms, including MassMutual Life Insurance Co. and Taxter Advisory. In addition to his advisory role, he is also licensed as an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services 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, using firm-approved tools to deliver written recommendations tailored to clients' goals.

Pauline Honecker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. since 2010 and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Sheldon Cazoe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Primerica Advisors since 1993 and has over three decades of experience with Primerica Financial Services. In addition to advisory services, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and provides advisory services through a broad network of advisors across numerous offices.

Robert Roland is a financial advisor with LPL Financial and LEXCO Wealth Management, Inc., holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked at LEXCO Wealth Management since 2011 and at LPL Financial since 2017. He also provides financial planning and consulting services through LEXCO Wealth Management, an independent registered investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

Maie Ibrahim is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments for seven years before joining LPL in 2018. Ibrahim also serves as a fiduciary for an irrevocable trust and is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutional clients. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

Lisa Sherman is a CFP® professional with 41 years of industry experience, currently affiliated with LPL Financial since 2021. Her prior roles include positions at Ameriprise Financial Services, National Asset Management, National Securities Corporation, and Gilman Ciocia, Inc. Sherman also operates Riolo Financial Group, an investment-related business associated with her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Charles Gonzalez is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 37 years of industry experience, including long tenure at Guardian Life Insurance Company and related entities from 1997 to 2026, followed by roles at Park Avenue Securities and Guardian Life before joining Mass Mutual in 2026. Outside of his advisory role, he serves as a board member for Children's Bible Fellowship, facilitating connections for Bronx-based Hispanic-serving churches. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm focuses on collaborative, annual financial planning engagements that use firm-approved software and tools to analyze client goals, providing recommendations mainly at the strategy level.