Dawn Sweed is a financial advisor with Cetera, holding a Series 63 designation and nine years of industry experience. She has worked with Cetera and its affiliates since 2017 and has additional experience at Walden Savings Bank since 2015. Outside of finance, she has been involved with Royalty Dry Cleaning Inc. for over two decades. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform combining affiliated and third-party strategies, managing over $256 billion in assets across more than 10,000 advisors.

Philip Coombe III is a CFP® professional with 42 years of industry experience. He has been with LPL Financial since 2024 and previously operated Coombe Financial Services, Inc. for 23 years. Outside of his advisory work, he is a co-owner and managing member of a real estate rental 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad network of over 22,800 advisors.

Zachary Cohen is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Uber and Legoland NY. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management services through a network of Investment Adviser Representatives, utilizing a range of advisory programs and third-party asset managers.

Patrick Fillette is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 33 years of industry experience. He has worked with Cetera since 2005 and currently serves as president of Clearpath Advisors, Inc., a financial services firm he founded in 2022. Outside of his advisory work, Fillette is involved in managing vacation home rentals and commercial real estate holdings in New York. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Manolito Dizon Jr. is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at National Bank of Canada Financial Inc. from 2009 to 2020. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a network of more than 23,700 financial advisors and 15,000 branch offices nationwide.

Jarryd Killian is a financial advisor with LPL Financial, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at Coombe, Bender & Co, BNP Paribas Asset Management, and Ovations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Peter Le Rose is a financial advisor with Edward Jones in New Paltz, NY, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Sears Holdings for 16 years and was involved with Transform SR LLC for one year. Outside of advising, he owns a collectible toy business called Toys and Toons, which focuses on selling duplicate or unwanted items. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a wide network of advisors and branch offices, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Ryan Strobach is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. Prior to joining Edelman Financial Engines, he held roles at Allstate Financial Services and Northwestern Mutual. Outside of finance, he has work experience in the hospitality and recreation sectors, including positions at Cosimo's Restaurant and Yogi Bear's Jellystone Park. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers sub-advisory services to other financial institutions, supporting a large participant base through advisor-led and online platforms.

Howard Gershman is a Series 63-licensed advisor with Primerica Advisors, where he has worked since 2003, totaling 22 years of industry experience. Prior to and alongside his financial services career, he has operated Gersky's Catering since 1987. He also engages in part-time sales of loan products and home security referrals through affiliated Primerica entities. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and separately managed accounts, using third-party asset managers and a tiered wrap-fee structure.

Ashley Magen is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held various roles including positions at 22 Bowen's, Alku, and the University of Rhode Island Academic Enhancement Center. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory program models and third-party asset managers to implement client portfolios.

Joseph Mecenas is a financial advisor with MassMutual Investors Services holding a Series 66 designation and one year of industry experience. Prior to joining MassMutual, he worked at Northwestern Mutual Wealth Management Company and engaged in consulting and marketing roles through entities such as Mecenas Holdings LLC and Unfold Your Path LLC. His activities include managing digital marketing operations and providing consulting support focused on marketing and sales initiatives. 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 seminars, structuring planning engagements as collaborative relationships that utilize firm-approved software to deliver written recommendations tailored to client goals.

Michelle Rawl is a financial advisor with Primerica Advisors in Newburgh, NY, holding Series 63 and 65 licenses and seven years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2019. Outside of her advisory role, she owns Rawl Research, LLC, a non-investment-related business based in Kingston, NY. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-based strategies managed by unaffiliated asset managers.

Anthony Di Gennaro is a financial advisor at Edward Jones in New Windsor, NY, holding the Series 63 designation with 23 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ali Iftikhar is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for a combined total of over a decade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes both quantitative and qualitative due diligence and incorporates ESG frameworks, with implementation support from affiliated investment-management entities.

Connor Coyle is a financial advisor at Osaic with 10 years of industry experience and a Series 66 designation. His prior experience includes roles at Morgan Stanley and Securities America Advisors. He volunteers with the Pearl River Chamber of Commerce and serves as an officer/director for a local accounting practice. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization with options for discretionary and advisor-managed strategies.

Anibal Cruz III is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His background includes roles at Fidelity Investments, Charles Schwab & Co., Inc., and Hudson Valley Credit Union. In addition to his advisory work, he is employed outside the investment industry at Shoprite. 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 portfolios, third-party asset management, and institutional platforms, supported by technology-driven research tools and managing over $819 billion in discretionary assets.

Charles Betcher is a financial advisor with Edward Jones in New Windsor, NY, holding Series 63 and Series 66 registrations and three years of industry experience. Prior to joining Edward Jones in 2025, he worked at MML Investors Services LLC and MassMutual Life Insurance Co from 2021 to 2024. His background also includes experience in the automotive and service industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paolo Saggese is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and five years of industry experience. He has been with Primerica Advisors since 2021 and Primerica Financial Services since 2020. Outside of finance, he is self-employed as a dentist through his own practice, Paolo Saggese DMD PLLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering advisory services through a model-based approach managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, focusing primarily on individual investors rather than institutional portfolio management.

Andrea Morris is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Edward Jones, LPL Financial, and First Midwest Bank. 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 seminars, focusing on collaborative, annual planning relationships using firm-approved analytic tools.

Michael Porpora is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, National Securities Corporation, and Asset & Financial Planning, Ltd. Outside of his advisory role, he is involved in tax preparation and life insurance and annuity sales through his ownership of Porpora Wealth Management. OSAIC 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 focused on model-based asset allocation and portfolio optimization, supported by various investment programs and access to alternative investments.