Vanessa La Via is a financial advisor at Merrill with Series 63 and Series 66 licenses. She has been in the industry since 2026 and has held roles at Merrill, Bank of America, and Northwestern Mutual. Vanessa completed her studies at the University of South Carolina and has professional experience across financial services and other sectors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Abe Bluestein is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been with MassMutual and its affiliates since 2026 and has prior experience with Atlas Copco and Jefferson County Public Schools. Outside of finance, he has worked at Camp Canadensis for several years. 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, wrap and money-manager programs, and educational seminars, with a focus on collaborative planning and goal analysis using firm-approved software.

Claire Diele is a financial advisor with Equitable Advisors in Peekskill, NY, holding Series 63 and Series 65 designations and 27 years of industry experience. She has worked with Equitable Advisors since 2001 and was previously with AXA Advisors, LLC during the same period. Additionally, she has been involved with American Dream Promotions Inc. for over four decades. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party partnerships. The firm’s approach includes assessing client risk tolerance and utilizing multiple investment vehicles, with a focus on both proprietary and third-party solutions.

Anna Day is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. She holds a Series 66 designation and has worked at MassMutual Life Insurance Company since 2018. In addition to her advisory role, she is a member of SKG Tax LLC, where she oversees operations, and a partner at Taxter Marketing, LLC, consulting on marketing and lead generation for advisors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing, collaborative financial planning engagements and educational seminars, with a range of investment and planning services tailored to clients’ diverse needs.

Michael Carter is a financial advisor with Ameriprise, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm offers a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team and algorithmic tools to deliver tailored, tax-efficient retirement income recommendations.

Mauro Caringi is a financial advisor with MassMutual Investors Services based in Elmsford, NY. He holds the CFP® and ChFC® designations and has 32 years of industry experience. His career includes longstanding roles at Metropolitan Life Insurance Company and MetLife Securities Inc. He is also involved in an insurance brokerage focusing on individual and group life and health, as well as property and casualty insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning using advanced analytical tools and provides a range of programs including educational seminars and event-driven planning services.

Peyton Steitz is a Financial Advisor at Merrill Lynch Wealth Management, where he serves entrepreneurs, business owners, and affluent families across Northern New Jersey and the lower Hudson Valley. He develops long-term financial strategies tailored to clients' goals and ambitions, focusing on personalized guidance and a long-term perspective. Steitz's expertise includes assisting clients with managing financial priorities such as home purchases, college savings, elder care, and healthcare needs. He works closely with clients to define their goals and select portfolio strategies designed to achieve them, providing ongoing advice and adapting portfolios as situations change. He holds the Professional Investment Advisor (PIA) designation. He earned a High School Diploma/GED from Manatee-Sarasota and completed an Accredited Certificate Program at The Connecticut School of Broadcasting. Steitz is fluent in English and Spanish.

Samuel Connelly is a financial advisor at Cetera with two years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Cetera in 2026, he worked at LPL Enterprise and The Prudential Insurance Company of America, among other firms, and was involved with Dimidium Media for six years. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services across various program structures, managing over $256 billion in assets with more than 10,000 advisors.

Thomas Nervegna is a financial advisor at Cetera with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Cetera and Cetera Wealth Services since 2013. Outside of his advisory work, he is actively involved in Masonic organizations, serving as secretary and past master in multiple lodges. Cetera Investment Advisers LLC is an SEC-registered firm offering services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

James Cirocco is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at Lincoln Investment and Legend Advisory Corporation. 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 financial planning, model portfolios, third-party asset management, retirement advice, and institutional platforms, with advice delivered primarily through investment adviser representatives using a range of customizable strategies.

Daniel Saalman is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he holds board positions with the MET CLUB FOUNDATION, Hospitality Financial & Technology Professionals, and serves as Treasurer for the Food and Beverage Association of America. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

James Farrell is a financial advisor with Ameriprise based in Ringwood, NJ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior experience includes roles at Edward Jones and Axa Advisors LLC before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, delivering annual, non-discretionary written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement planning, with an emphasis on assets held in Ameriprise-managed accounts.

Joseph Lovecchio is a Financial Consultant at Fidelity Investments, where he focuses on assisting clients with saving for and transitioning into retirement. He collaborates with clients to build financial plans that provide a clear and actionable roadmap tailored to their individual needs. Joseph has held several roles at Fidelity Investments since 2021, including Planning Consultant, Relationship Manager, and High Net Worth Service Associate. Prior to joining Fidelity, he worked as a Relationship Banker at JP Morgan Chase and as a Financial Planner at Barnum Financial Group. Outside of his professional work, Joseph enjoys baseball, beach activities, family time, fitness, and golf.

Richard Mulligan is a financial advisor with Cetera, holding a Series 63 designation and 22 years of industry experience. His work history includes multiple roles within the Cetera family of firms since 2019 and prior experience at Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform that supports model portfolios, third-party managers, and customized strategies.

Benjamin Harrison is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. Based in Chappaqua, NY, he owns and operates an online Etsy store, Bible Vision Prints, which sells digital prints related to Bible visualization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Michael Farrell is a financial advisor at Mass Mutual Investors Services with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities, Inc. for 36 years. He is also an independent insurance agent selling life, annuities, disability income, and related products. Mass Mutual 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 comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved tools and structured planning processes.

Francisco Rivera is a financial advisor with LPL Financial in Somers, NY, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His prior roles include positions at Webster Bank, Wells Fargo Bank and Clearing, JPMorgan Chase Bank, and JPMorgan Securities. He is also a commissioned notary in the state of Connecticut. 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, third-party asset management, and institutional platforms.

Joseph Wiesenfeld is a financial advisor with UBS Financial Services, based in Airmont, NY, and holds 22 years of industry experience. He has been associated with UBS Securities LLC and UBS PaineWebber Services Inc. since 1986. Outside of his advisory role, he is a partner in TRI STATE PACKERS, LLC, a company involved in dry food packaging. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering proprietary research and model-based portfolio management.

Maydenise Santiago is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with J.P. Morgan Securities since 2012. Outside of her advisory role, she is involved in an e-commerce business focused on online retail sales and digital products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

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.