Charles Slater is a financial advisor at Merrill with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2011. Outside of his advisory role, he serves as a trustee for several family trusts. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Neal Siena is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Raymond James in 2025, he worked at Ameriprise and Federated Securities Corp. He is also president of QuantumView Wealth Management, a financial advisory and planning support company. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, employing tailored, non-discretionary planning and advanced analytical tools to assist client decision-making.

Abraham Mizrahi is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at OSAIC, Woodbury Financial Services, Capital One Advisors, and Chase Investment Services. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options tailored to clients meeting specific net-worth requirements. The firm integrates advisory services with various financial products and referral channels to offer comprehensive financial solutions.

John Salina is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2019, and previously at NYLife Securities and NYLife Insurance from 2014 to 2019. Salina is also involved in insurance brokerage, serving as president of Fortis Brokerage Services. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through collaborative, goal-oriented planning engagements.

Gregory Ruppel is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2022, he worked at Marks Paneth and spent five years at Fairfield University. He has also been involved with Hackensack Golf Club since 2014. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and various operational tools.

Michael Tenore is a Series 66-licensed advisor with Fidelity Investments in Nanuet, NY. He has been with Fidelity since 2026 and has a diverse background including roles in educational and religious organizations as well as in moving and storage services. Prior to his financial advisory role, he held positions at institutions such as Gordon-Conwell Theological Seminary and Trinity Broadcasting Network. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs with oversight of sub-advisers and a structured approach to governance and conflicts of interest.

Vincent Villodas is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Chase Investment Services Corp. prior to his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities.

Patrick Henry is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Bank since 2018 and previously held roles at Morgan Stanley and UBS Financial Services. He is based in White Plains, NY. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research with a range of Eligible Strategies, including ESG considerations, supported by affiliated implementation and portfolio services.

John Woznicki is a financial advisor at UBS Financial Services with 20 years of industry experience. He has been with UBS Financial Services Inc. since 2005 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Frank Newman is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding CFP® and ChFC® designations along with a Series 66 license. He has five years of industry experience, including prior roles at MassMutual Life Insurance Co and MML Investors Services, LLC. Newman also works as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. MML 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 provides financial planning, asset management, and educational seminars, structuring engagements around annual collaborative relationships with clients.

Michael Torres is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 63, Series 66, and Series 65 credentials. His prior roles include positions at JP Morgan Chase Bank, U.S. Bancorp Investments, and Northwestern Mutual. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts and employs a multi-asset investment approach supported by centralized operational and custodial capabilities.

Leonard Gabbidon is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and J.P. Morgan Securities. He is also a notary public in Bronx, NY. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides a range of capital markets services supported by proprietary research and model-based asset allocation.

Corinne Kurtz is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2017, alongside a longer tenure at JPMorgan Chase Bank, N.A. since 1999. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations, incorporating ESG criteria and utilizing broad derivatives and commodities capabilities.

Loren Ward is a Wealth Management Advisor with Merrill Lynch Wealth Management. She collaborates closely with her colleagues within the Werbitt Cicale Group to provide individualized wealth management services and recommendations to clients. Loren focuses on wealth planning and financial strategies that support not only her clients but also extend to their families, helping bridge generations in financial management. Loren began her career at Merrill Lynch Wealth Management’s World Headquarters in 2007 and joined the Werbitt Cicale Group in 2010. She has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Loren holds a Bachelor's Degree from Bucknell University. Loren is involved in several community organizations including the Bucknell University Professional Network, the City Year New York Investment Community Board, where she serves as Co-Chair of the City Year New York Women's Board, Let's Win Pancreatic Cancer, and the YWCA of White Plains & Central Westchester. Through her work and community involvement, Loren aims to build relationships based on trust and help clients make informed financial decisions.

Asmir Malevic is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple divisions of J.P. Morgan since 2016, including a two-year period at Invesco Distributors, Inc. 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 program framework.

Andrew Caputo is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at North East Financial Network and various business activities, including Capdim Enterprises and Hunny Dip Studios. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates both quantitative and qualitative research and includes capabilities in derivatives and commodities.

Kenneth Weinstein is a financial advisor with LPL Financial, holding a Series 66 designation and over 33 years of industry experience. His work history includes roles at Flagstar Bank N.A., Key Investment Services LLC, Cetera, CUNA Brokerage Services, M&T Securities, Chase Investment Services Corp., and Edward Jones. Outside of advisory work, he is involved in events and entertainment at MetLife Stadium. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad suite of financial products.

John Decorso is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Primerica Advisors since 2020 and has prior experience at JC Ehrlich and Haven Line Industries. In addition to advising, he has engaged in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and relies mainly on model-delivery strategies created by unaffiliated asset managers.

Andrew Redhead is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and six years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, UBS Financial Services, and Northwestern Mutual. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, supported by a centralized and integrated operational structure.

Stacie Weber is a Financial Consultant currently working at Fidelity Investments since 2019. She has previously held positions as a Private Client Advisor at J.P. Morgan Securities from 2013 to 2015 and again from 2016 to 2019, as well as a Financial Consultant at E*TRADE Securities from 2015 to 2016. Throughout her career, Stacie has focused on partnering with clients and their families to understand their financial goals and develop customized financial plans tailored to their unique needs. She emphasizes building strong relationships based on trust, reliability, and competence. Outside of her professional work, Stacie enjoys golf, hiking, running, and traveling.