Maximus Di Sesa is a CFP® professional with 13 years of industry experience, currently serving as an advisor at NewEdge Advisors. His career includes roles at Ameriprise and Edward Jones prior to joining NewEdge. He is a board member of the Council on Addiction Prevention and Education. NewEdge Advisors is an enterprise‑scale registered investment adviser that serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a broad suite of portfolio management and consulting services through a network of independent advisers and utilizes centralized due diligence, technology tools, and a range of program structures combining in‑house and third‑party solutions.

Laurie Schiavone is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and over 33 years of industry experience. She has been with Commonwealth since 2000 and also owns Brent Financial Group, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Jason Netrosio is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. His career includes roles at LPL Financial and CUNA Mutual Group, among others. OSAIC Institutions, Inc. serves individuals, retirement plans, trusts, estates, and corporate clients by providing customized advisory services, financial planning, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with both discretionary and non-discretionary assets under management.

Michelle Haass is a financial advisor at Equity Services, Inc. with 23 years of industry experience. She holds the Series 63 designation and has been with Equity Services since 2015. In addition to her advisory role, she is an agent for several insurance companies under the name Thoroughbred Advisors and is involved in a side business specializing in bookkeeping and the sales of awards and trophies. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to a broad range of clients including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios with a combination of long-term strategies and options for shorter-term trading.

John Mc Loughlin is a financial advisor at OSAIC Institutions, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Santander Securities, LLC, Santander Bank, NA, and Woodbury Financial Services Inc. Outside of financial services, he has been involved with Ferreira Construction. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s approach includes both advisory and brokerage solutions with a predominance of non-discretionary assets and a network of investment adviser representatives working through extensive banking and credit union relationships.

Michelle Martin is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Commonwealth since 2012, with a concurrent role as president and owner of RiverStone Wealth Management, Inc., a private wealth advisory firm. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, technology, and operational support. The firm offers discretionary model portfolios and multiple program options, supporting advisors with a wide selection of securities and insurance products.

Mark Vesely is a financial advisor at Commonwealth Financial Network with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial LLC and J.P. Morgan Securities LLC. Vesely is also involved with Hudson Valley Credit Union in a financial institution duty role. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages roughly $212.7 billion in client assets. The firm offers a broad range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Joseph Pillot is a financial advisor at OSAIC Institutions, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. He also managed a private business, Jpillot Enterprises, LLC, from 2011 to 2022. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients by providing customized advisory services through a hybrid adviser/broker-dealer model. The firm delegates investment analysis and account management to its investment adviser representatives while offering firm supervision and access to alternative investments and lending solutions.

Brian Daly is a financial advisor with OSAIC Institutions, Inc. in Poughkeepsie, NY, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at KeyBank, J.P. Morgan Securities, and Hudson Valley Credit Union. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s services are primarily delivered through a network of investment adviser representatives who provide both advisory and brokerage solutions, with an emphasis on non-discretionary assets.

Kimberly Contelmo is a financial advisor at Voya Financial Advisors, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with Voya since 2014. Additionally, she operates as an independent insurance agent, specializing in the sale of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutional clients, and retirement plan sponsors. The firm provides a wide range of services such as financial planning, portfolio management, and third-party money manager access, with a focus on recommendation-based, non-discretionary relationships.

Omri Amit is a financial advisor at Oppenheimer with 15 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2015. Outside of his advisory role, he serves as a trustee for a personal living trust. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives, with a notable approach that includes both discretionary and non-discretionary management programs.

Nwan Joseph is a financial advisor at Key Investment Services LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at KeyBank, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. His tenure spans roles across these firms from 2011 to the present. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee models, separately managed accounts, and insurance products. The firm emphasizes client-directed model selection and ongoing product due diligence, operating within the KeyCorp group alongside KeyBank and KeyBanc Capital Markets.

Joseph Miller is a financial advisor at OSAIC Institutions, Inc. with a Series 66 credential and one year of industry experience. His prior work includes roles at Rhinebeck Asset Management, Rhinebeck Bank, and Penn State University. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a notable non-discretionary asset base.

Payum Payman is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citi Private Bank since 2016. Citigroup Global Markets Inc. serves individual and institutional clients, including workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies overseen by internal standards and committees, and it operates with institutional scale and unique market roles such as swap dealing and futures commission merchant activities.

Mark Vesely is a financial advisor with Commonwealth Financial Network in Poughkeepsie, NY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Commonwealth and Dutchess Harbour Wealth Management, LLC, a private entity he owns, since 2021. Prior to that, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, technology, and compliance. The firm offers discretionary model portfolios and various program structures, supporting advisors in managing diverse client portfolios.

Lambros Violaris is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 30 years of experience in assisting individuals and institutions with wealth management and income generation. His client focus areas include college education planning, divorce transition planning, executive compensation, institutional investment consulting, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, individual and corporate investment strategy, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Bob Jones University. Outside of his professional work, Lambros enjoys adventure sports, baseball, biking, chess, drawing and sketching, hiking, spending time with his family, traveling, and watching movies.

Jason Murtagh is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining LPL Enterprise in 2026, he worked with NYLIFE Securities LLC and New York Life Insurance from 2022 to 2026. In addition to his advisory role, he is employed as a police officer with the Town of Fishkill and serves as a teacher at Dutchess Community College. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

John Paul Mollica is a financial advisor at Ameriprise Financial Services, LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial LLC, Bank of America, N.A., and Merrill. Outside of his advisory role, he is connected to a real estate rental business in Poughkeepsie, NY. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides clients with written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Scott Montenero is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2020. Outside of Ameriprise, he is an associate financial advisor at 7B Ventures LLC, where he meets with clients to review their investment portfolios and financial plans. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with personalized recommendations and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Michael Tannenbaum is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services, CitiGroup, and Colonial Voluntary Benefits. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.