Michael Del Grosso is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a partner and contact person for two family-owned real estate entities. 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 an ESG eligibility framework to support non-discretionary investment decisions.

Samuele Dragone is a financial advisor with Primerica Advisors, holding a Series 63 designation and 18 years of industry experience. He has worked with PFS Investments Inc since 2008 and with Primerica Financial Services since 2007. Outside of advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model-driven strategies and has approximately 3,977 advisors and $15.5 billion in assets under management.

Edward Lynch is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds a Series 63 designation and previously worked at Highland Capital Brokerage for six years. Lynch is the CEO of Lynch Wealth Strategies, Inc., an independent financial advisory firm affiliated with Raymond James, and also operates as an insurance agent specializing in life, long-term care, disability, and fixed annuities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique municipal advisory capabilities alongside specialized plan-level retirement consulting.

Scott Kendrick is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management in Middletown, New York, where he leads the Kendrick-Collesano Wealth Management Group. He has been with Merrill Lynch since 1999 and holds the title of Managing Director. In addition, Scott serves as a liaison between Resident Directors nationwide and Merrill's senior management, having been nominated and currently serving on the Resident Director Advisory Council to Management. Scott specializes in wealth management for ultra-high-net-worth clients, focusing on areas such as retirement planning, asset and risk management, tax minimization strategies, wealth transfer planning, private banking, and complex lending strategies. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, along with FINRA Series 7, 9, 10, 31, and 66 registrations, as well as Life, Accident, and Health insurance licenses. Scott was named to the Forbes "Best in State Wealth Advisors" list from 2022 to 2026, and his team was recognized on the Forbes "Best-in-State Wealth Management Teams" list from 2024 to 2026. Before his financial career, Scott was selected by the Chicago Cubs in the 7th round of the 1993 Major League Baseball Draft. He earned a bachelor's degree in Business and Economics with minors in Marketing and Finance from SUNY Oneonta. Scott has served as Vice Chairman of the Board of Trustees for the Garnet Health Foundation and as a Board Member of the Michael J. Finnegan Scholar Athlete Scholarship Fund. He is a lifelong resident of Orange County, New York, and resides in Sugarloaf with his wife Alison, their daughters, and their dog. In his free time, Scott enjoys spending time with family and friends, yard work, golf, and snowmobiling.

Richard Perez is a financial advisor with Primerica Advisors in Goshen, NY, holding a Series 63 designation and 14 years of industry experience. He has worked with PFS Investments Inc. since 2014 and has a concurrent role with the Town of Chester Police since 2006. Outside of his advisory work, he is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates a wrap-fee asset management program utilizing model-delivery strategies managed by unaffiliated asset managers and provides custody and trade execution support through Pershing.

Brian Roberts is a financial advisor with LPL Financial in Monroe, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at LPL Financial since 2017 and currently serves clients through Webster Bank, where he has worked since 2021. Outside of his advisory role, Roberts is a notary. 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 services, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing various discretionary and non-discretionary strategies.

Jerome Casola is a financial advisor with Primerica Advisors, holding a Series 63 designation and 10 years of industry experience. He has been with Primerica Advisors since 2016 and has also been involved with Primerica Financial Services since 2014. In addition to his advisory role, he owns and operates MPC Agency, Inc., a legal entity formed for Primerica business purposes, and receives compensation for referrals of home security, automation products, and loan services through Primerica affiliates. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients via a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on retail clients rather than institutional or pension plans.

Jeffrey Little is a financial advisor with Equitable Advisors, holding a Series 66 designation and eight years of industry experience. He has worked at Equitable Advisors since 2018, following a two-year period at AXA Advisors. Prior to his advisory career, he was affiliated with the State University of New York at Oswego for four years. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party advisory models and discretionary management options.

Stephanie De Angelis is a financial advisor with Equitable Advisors and holds Series 63 and Series 66 licenses. She has two years of industry experience and previously worked at Plattsburgh State University and the Town of Marlboro Summer Camp. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Stanley Wong is a financial advisor at Cetera with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC since 2016. Wong is also involved as a trustee with the Parish of Sacred Heart - St. Patrick, a religious organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Daniel Vobroucek is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and Quest Financial Services. Outside of his advisory role, he is a registered notary public in New York and conducts sales and consulting activities unrelated to investments. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, and corporations, offering integrated brokerage and advisory services. The firm’s advisers use various asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Francine Foerst is a financial advisor at Stifel with 36 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Armando Merino is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Axa Advisors, LLC for 11 years before joining Ameriprise in 2020. Merino is also a co-owner of Arbor Capital Wealth Advisors, where he manages an advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with tax-aware withdrawal strategies and ongoing advice.

Anne Curci is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 32 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation and trade execution managed by BNY Mellon Advisors and Pershing.

Gregory Mirecki is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at OSAIC since 2023, following six years with Fsc Securities Corp and 20 years at SII Investments, Inc. He also operates Ferrigno Financial, providing financial advising services, and acts as an insurance agent soliciting fixed annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Frank Matthews is a financial advisor with Primerica Advisors in Middletown, NY, holding a Series 63 designation and 17 years of industry experience. He has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2007. Outside of investment advisory, he is involved in sales of loan products through Primerica Mortgage, LLC, and referrals for home security and automation services via a Primerica affiliate. Primerica Advisors provides discretionary asset management primarily for individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Brad Whitted is a financial advisor with Raymond James Financial, holding a Series 66 designation and 27 years of industry experience. He has held various roles since 2007, including positions at Merrill and multiple leadership roles within the Zick Whitted Taub entities, where he currently serves as owner and vice president of support companies. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored non-discretionary planning using analytical tools and supports a broad advisor network, with specialized municipal and SIMPLE IRA advisory programs.

James Pucci is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 23 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joe Ann Vacca is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Prior to joining Fidelity, she was employed at Credit Suisse Securities and Lehman Brothers. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment company accounts. The firm utilizes a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Garry Michel is a CFP® with 19 years of industry experience, currently serving at Cetera since 2016. He also owns Michel Tax Services LLC, which prepares tax returns for individuals and businesses. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual investors, employer-sponsored 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 that includes affiliated and third-party managers.