Neal Deutsch is a CFP® with 41 years of experience in the financial industry. He is currently with Cetera and has been involved with various firms including First Allied Advisory Services and Chestnut Investment Group, which he owns. He also holds a fiduciary trustee position. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base with a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wanda Vasse Koerner is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Eric Dorfman is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He previously worked as an Investment Consultant at Fidelity from 2022 to 2023. His earlier experience includes serving as a Portfolio Manager focused on U.S. and Canadian equities at First New York Securities from 2014 to 2021, and as a U.S. Equity Trader at AMR Capital Trading between 2004 and 2013. Throughout his career, Eric has specialized in investment management and financial planning. He holds an Arkansas Insurance License. Outside of his professional work, Eric's personal interests include spending time at the beach, enjoying comedy, football, music, and engaging in parenthood.

Nicole Lopez is a financial advisor at Fidelity with Series 66 credentials and has been in the industry since 2022. She previously worked at New York Life Insurance Company and has been involved with community organizations such as the Kips Bay Boys & Girls Club and Holy Spirit Roman Catholic Church. Fidelity's Strategic Advisers LLC, where she is based, provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its involvement in fund advisory, including multi-manager and fund-of-funds structures, and its use of systematic methodologies and AI in portfolio management.

Adam Sloane is a CFP® and Series 66 licensed financial advisor with three years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at Ameriprise. He is also the owner of Spirit Capital Management, Inc., a management consulting business that is currently being wound down. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored non-discretionary planning and consulting using various analytical tools and supports municipal and public finance work through unique affiliations.

Robert Cohen is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 21 years of industry experience. His career includes roles at MassMutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory role, he operates an independent insurance agency specializing in life insurance, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved software to analyze client goals and provide written recommendations.

Frederick Faustini is a financial advisor at Fidelity with Series 66 and Series 63 credentials. He has one year of industry experience and has worked at several organizations, including Columbia Fireflies and the University of South Carolina. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage and advise a range of portfolios and fund structures.

Samantha Kay is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2021. Prior to her financial services career, she held positions at New City Kosher Deli, Orange County Choppers, and RevFlo Inc. Outside of her advisory role, she serves as the head cheerleading coach at Albertus Magnus High School. 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, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Noah Marshall is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Chestnut Ridge, NY. He has been with Thrivent Financial since 2026 and has prior experience at Ameriprise and New York Life Insurance Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and written recommendations on various planning topics without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Joshua Felice is a financial advisor with Mass Mutual Investors Services in Elmsford, NY. He holds the CFP® designation and the Series 66 license, with four years of industry experience. Prior to joining Mass Mutual, he worked at Pitney Bowes and has held various roles in different industries. He is also active as an independent insurance agent, selling and servicing life insurance, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services, LLC is 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. The firm structures financial planning as ongoing, collaborative relationships and offers a variety of investment programs and educational seminars.

Anthony Giuliante Jr. is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds a Series 63 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is licensed to teach the New York State Point & Insurance Reduction Program and has experience selling health insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various investment programs, combining advisory services with brokerage and insurance products through an integrated platform.

Carla Williams is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked at LPL Financial since 2017 and has been affiliated with NationalPlanning Corporation and self-employed roles since 2014. Outside of her advisory work, she is involved in instructing at a Hampton Inn location. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by various model portfolios and research resources.

Sally McLeod is a Financial Advisor at Merrill Lynch Wealth Management who serves multigenerational families with tax efficient wealth management and risk control strategies. She specializes in areas such as college education planning, executive compensation, family wealth management strategies, investment consulting for defined contribution plans, international wealth management, legacy planning, liquidity management, portfolio management services, women and wealth, and retirement income. Sally holds a Bachelor's Degree from the University of North Carolina, Kenan Flagler Business School, and a Master of Professional Studies in Wealth Management from Columbia University. She has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Throughout her career, Sally has developed extensive client-facing expertise in areas such as investment, lending, insurance, tax, and estate planning strategies. Her personal interests include dancing, gardening, horseback riding, music, skiing, swimming, tennis, and yoga. She is fluent in both Chinese and English.

Joseph Passaniti is a financial advisor with Cetera and holds Series 65 and Series 63 licenses. He has eight years of industry experience and has held roles at Cetera Wealth Services, Hudson Financial Services, DJP Capital Advisors LLC, Country Bank, and JP Accounting & Tax CPA, PLLC. Outside his advisory work, he serves as Treasurer and Board Member for a nonprofit youth sports league in Ossining, NY, and is Vice-President of Hudson Tax Services LLC, where he manages tax preparation and planning operations. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over $256 billion in assets under management across more than 10,000 advisors.

Gregory Caragine is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 credential and has worked at PIMCO Investments LLC prior to joining J.P. Morgan in 2019. 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.

Christopher Jordan is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and bringing 35 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation from 2000 to 2017 and has been involved with Lexco Wealth Management since 2005. He is also active as a non-variable insurance agent and operates his own registered investment advisory firm, Lexco Wealth Management, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, including discretionary and non-discretionary management, and provides access to model portfolios and research from LPL Research and third-party subadvisors.

David Jackman is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Thrivent since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and written recommendations on a broad range of planning topics, allowing clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

George Fosdick is a CFP® with 24 years of industry experience, currently affiliated with Morgan Stanley in Ramsey, NJ. He previously worked at UBS Financial Services from 2012 to 2024. Outside of his advisory role, he serves on an advisory board for a wholesale and distribution business in Green Brook, New Jersey. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes advanced modeling tools such as Monte Carlo simulations.

Eden Guzman is a financial advisor at Fidelity with seven years of industry experience. Prior to joining Fidelity in 2023, Eden worked at Charles Schwab and Co., Inc. and TdAmeritrade. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that integrate mutual funds, ETFs, and ETPs using systematic methodologies.

John Walker is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, NA, Oppenheimer & Co., and MetLife Investment Management. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships using firm-approved analytical tools and offers specialized services such as divorce planning and employer-sponsored planning programs.