Philip Murphy is a financial advisor with Raymond James & Associates in West Nyack, NY, holding a Series 66 designation and 22 years of industry experience. He has worked at Raymond James since 2015 and previously at Lasalle Street Business Solutions. Outside of his advisory role, he co-owns a shore house in Lavallette, New Jersey, which he rents out seasonally. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporations, charities, and government entities. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and serves institutional clients with fiduciary consulting and public finance capabilities.

Julian Rock is a financial advisor with Primerica Advisors in Whiteplains, NY, holding a Series 63 designation and 10 years of industry experience. His career includes roles at Charter Communication, PFS Investments Inc., Primerica Financial Services, and Cablevision. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management mainly 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 uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Edwin Gonzalez is a financial advisor at Primerica Advisors with 30 years of industry experience. He holds a Series 63 designation and has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he is the owner of No Boss Unlimited, a business based in Plantation, Florida. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Randall Watsek is a financial advisor with Raymond James & Associates, holding CFP® and CFA® designations and 15 years of industry experience. Prior to joining Raymond James, he worked for Dalton, Greiner, Hartman, Maher & Co., LLC for 13 years. Outside of his advisory role, he is an author of poetry books and serves as an acting trustee responsible for managing a trust and estate. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus that includes municipal public finance and institutional consulting services.

Chris Testani is a Series 66-registered financial advisor with Wells Fargo Clearing, based in Greenwich, CT. He has four years of industry experience and has been with Wells Fargo Clearing since 2021, alongside a long tenure at Wells Fargo Bank, NA dating back to 1985. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Frank Petrocelli III is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds the Series 66 designation and has worked previously at Metlife Securities Inc. Since 2012, he has also operated as an independent insurance agent selling fixed annuities, life, accident, health, and Medicare-related products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using advanced analytical tools, with optional implementation through separate brokerage or insurance arrangements.

Robert Mennona is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Ameriprise and its affiliate firms since 2013. Outside of his advisory role, Mennona serves on the Board of Directors for Leonard H. Hawkins Post 156 American Legion and is an advisory board member for the Fisher House of Greater New York at the Bronx VA Hospital. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Thomas Kelly is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His diverse background includes roles at Louis Vuitton Malletier and several other organizations prior to joining Merrill and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Nick Kounios is a financial advisor with OSAIC in Mount Kisco, NY, holding Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with OSAIC since 2002. Outside of his advisory role, he is involved in tax preparation and planning through Pinnacle Taxx Inc and serves on the board of a nonprofit organization providing education to tax professionals. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with access to multiple investment platforms. The firm employs asset-allocation tools and third-party solutions to manage portfolios that include a wide range of investment products.

Shannon Woolery is a financial advisor with Primerica Advisors in Bellmore, NY, holding a Series 63 designation and 11 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014 and worked at The Wellness Network from 2015 to 2016. Outside of advisory work, she is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and emphasizes a percentage-based wrap fee structure.

Riley Juenger is a financial advisor with Raymond James & Associates in Somers, NY, holding a Series 66 designation and five years of industry experience. His prior work history includes roles at Wells Fargo Clearing Services, Aerotek Inc, Cornerstone Wealth Management, and LPL Financial, as well as a four-year period at The University of Mississippi. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus that includes public finance and municipal services.

Scott Menta is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 36 years of industry experience. He has worked with MassMutual and its affiliates since 2017 and spent 30 years at Metlife Securities Inc. In addition to his advisory role, he is involved in individual and group insurance sales outside of MassMutual. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and programs including asset allocation, estate settlement, and event-driven planning such as divorce and employer-sponsored programs.

Maria Castellon is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following three years at Wells Fargo Advisors. 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 applying an ESG eligibility framework in its recommendations.

Adam Schur is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Greenwich, CT. He advises high-net-worth individuals and families, focusing on preserving wealth while positioning clients for long-term growth and financial security. Adam has over 30 years of experience, having begun his career in 1994 at UBS on the municipal bond desk, where he gained a strong foundation in fixed income markets and portfolio strategy. Throughout his career, Adam has concentrated on each client's unique goals, including multigenerational wealth planning, estate strategies, investment management, and liquidity events. He is committed to delivering thoughtful guidance, responsiveness, and maintaining trusted long-term relationships. Adam values clear communication, sound judgment, and being accessible and proactive in managing his clients' financial journeys. Adam holds a Bachelor's Degree from Franklin & Marshall College and the Personal Investment Advisor (PIA) designation. He is bilingual in Spanish and English. Outside of work, he lives with his wife and two children and often enjoys playing golf.

Matthew Carty is a financial advisor at Edward Jones with 17 years of industry experience. He has held his current position since 2014 and holds a Series 66 credential. 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 and offers a range of advisory programs and investment solutions under a fiduciary standard.

Kevin Fennell is a financial advisor with Cetera who holds the Series 63 and Series 65 credentials and has 21 years of industry experience. He has worked at Cetera since 2019 and previously spent 14 years with Foresters Financial Corporation. Outside of his advisory role, he is a co-owner of a rental property with his spouse. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and both affiliated and third-party investment managers.

Hadi Fahimi is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 48 years of industry experience. He has been with Raymond James & Associates, Inc. since 2017 and was previously with Raymond James & Associates in 2016. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm serves a broad client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Andrew Coker is a financial advisor with Cetera in Pearl River, NY, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Cetera and its affiliated entities since 2010 and previously worked at Foresters Financial Advisory Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large network of independent advisors and significant assets under management.

Edik Eskandarian is a financial advisor with Ameriprise Financial Services LLC, holding Series 65 and Series 66 credentials and 26 years of industry experience. He previously worked at Berthel Fisher & Company Financial Services, Inc. for 13 years and BFC Planning, Inc. for one year. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Samuel Goodhue is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His career includes roles at MassMutual Life Insurance Co and MetLife Securities Inc. Outside of his advisory work, he is also engaged in insurance brokerage focused on life, accident, health, and fixed annuities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved analytical tools to deliver tailored written recommendations.