Chanice Seda is a financial advisor with Primerica Advisors in Peekskill, NY, holding a Series 63 designation and 18 years of industry experience. She has been with Primerica Advisors since 2007 and has worked with Primerica Financial Services since 2003. In addition to her advisory role, she is involved in selling loan products and home security referrals through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and selectively managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers while maintaining oversight of model offerings.

Joe Marraccino is a Series 66-credentialed financial advisor with 11 years of experience, currently practicing at Wells Fargo Advisors in Nyack, NY. He has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized offerings such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

David Kleiner is a CFP®-certified financial advisor with Ameriprise, based in Briarcliff Manor, NY, and has 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 1990. Outside of his advisory work, Kleiner serves as president of the Briarcliff Manor EMS Board of Directors. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Zachary Norman is a financial advisor at Ameriprise Financial Services with six years of industry experience. He holds a Series 66 designation and previously worked at GB Capital Partners LLC. In addition to his advisory role, he is involved with Endurance Operations Management, which serves as his compensation entity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, including written recommendation reports and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Bradley Philipps is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds several professional designations, including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Bradley earned his bachelor's degree from Fordham University. His credentials reflect his focus on comprehensive financial planning and retirement planning.

Sonja Louis is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Primerica Advisors since 2012 and concurrently owns and operates SL Home Care, a private duty nursing service where she is a licensed practical nurse. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients under a tiered wrap-fee structure.

Diane Galvin is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 13 years before joining Raymond James in 2021. 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, and offers financial planning, investment consulting, and institutional fiduciary services.

Tyler Glasson is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Beechwood Financial Services, Severn Trent Water, and Coventry University. Mass Mutual Investors Services, LLC 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 provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized planning services including estate settlement and employer-sponsored programs.

Timothy Romagnoli is a financial advisor with LPL Enterprise LLC and holds the Series 66 designation. He has one year of industry experience, including prior work at PRUCO Securities, LLC. Outside of finance, he operates Romagnoli Remodeling and has previously been involved in the coffee business. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Deloris Robinson is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 30 years of industry experience. She has been with Primerica Advisors since 2007 and has been affiliated with Primerica Financial Services since 1994. Outside of her advisory role, she is involved in sales and referrals of home-related products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Lisa Barone is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Oppenheimer for 14 years before joining Merrill in 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Roberto Pennella is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Barnum Financial Group, LPL Financial, and MassMutual Life Insurance Co. Outside of finance, he has experience in business development and education through his work with Pennella Site Development Inc. and the University of Tampa. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools and structured planning engagements.

Thomas Cometa is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining Wells Fargo Advisors in 2018. Cometa has ownership interests in investment-related entities focused on succession planning and operates part-time in the insurance business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with banking and other financial products.

Christopher Dursi is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at People's United Advisors, Inc. and People's Securities, Inc. He is based in Somers, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Vivian Rentas is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 66 and Series 63 designations and has been with J.P. Morgan Securities since 2012. Outside of her advisory role, she serves as a board member for her condominium community in Yorktown Heights, NY. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Louis Jondee is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2022 from First Republic Private Wealth Management. Louis specializes in financial and estate planning services, personalized portfolio management, and risk management, supporting clients through various stages from initial savings to retirement and complex diversification strategies. With over ten years in the financial services industry, Louis has experience working with business owners and corporate executives, focusing on areas such as equity compensation, defined benefit and contribution plans, nonqualified deferred compensation plans, exit planning, and integrating corporate benefits into long-term financial strategies emphasizing tax efficiency. His client focus areas include equity compensation services, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, women and wealth, tax minimization, and retirement income. Louis holds a Bachelor's Degree from Baruch College and has earned multiple professional designations, including Certified Private Wealth Advisor (CPWA), Certified Portfolio Manager (CPM), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Retirement Accredited Financial Advisor (RAFA), and Personal Investment Advisor (PIA). He is involved with the Catholic Youth Organization and has personal interests in boxing, chess, fishing, hiking, and running.

Clarke Arline is a financial advisor with Primerica Advisors in Elmsford, NY, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of advisory work, he is involved in the sale of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

John Doran is a CFP® and ChFC® with 23 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2017, following a brief tenure at Edward Jones. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Tyler Reschke is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he assists clients in developing financial plans aimed at supporting their financial goals and enhancing their confidence in decision making. Prior to this position, Tyler held several roles within Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. He began his financial career as a Financial Professional at Equitable Advisors from 2021 to 2022. Tyler's professional experience encompasses a range of client-focused financial services, highlighting his expertise in relationship management and financial planning. His career progression reflects his commitment to supporting clients through various stages of their financial journeys.

Vladislav Zherenovsky is a financial advisor with LPL Financial, holding a Series 66 credential and 20 years of industry experience. He has worked previously at VOYA Financial Advisors and has been involved with Kraner, LLC for over a decade, where he also engages in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by various model portfolios and research, and provides both discretionary and non-discretionary management.