Sean Martin is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked with various entities, including ownership roles in an automated e-commerce business and a sports venture focused on organizing a men's lacrosse league. Martin also works part-time at a ski area where he teaches skiing and supervises staff. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Its program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision authority.

Mary Tompkins is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management in White Plains, New York. She leads a team that works with a diverse group of clients to help them identify their financial goals, advance those objectives through strategic planning, and maintain focus on their long-term aspirations. With over three decades of experience in financial services, Mary prioritizes her clients' interests and needs through hands-on assistance. Her expertise includes college education planning, personal retirement planning, women and wealth management, and retirement income. She values educating clients about their opportunities while alerting them to potential challenges, and she tailors her approach to each client's unique circumstances, including individual dreams, timeframes, family dynamics, and risk tolerance. Mary holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Her educational background includes a High School Diploma from Carmel High School and an Associate's Degree from Dutchess Community College. Outside of work, she enjoys adventure sports, camping, hiking, running, volleyball, and spending time with her husband, two daughters, and three grandchildren.

Sudip Mukherjee is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017, following a 14-year tenure at MBIA Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm offers a broad range of services including portfolio management, financial planning, and capital markets activities.

Michael Mazzilli is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in independent insurance brokering focused on fixed annuities. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Vincent Paone is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. He holds the Series 63 designation and has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016. Prior to that, he was with Metlife Securities Inc. for 20 years. He is also involved in insurance sales, focusing on individual and group life, health, property/casualty, and identity theft services. 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 financial planning, asset management, and educational seminars, structuring client relationships around collaborative annual planning engagements using firm-approved analytical tools.

Derek Adnams is Vice President and Wealth Planner, focusing on developing customized financial plans to help clients and their families manage their wealth effectively. He works closely with clients to understand their personal and financial stories, assess their current situations, and align strategies toward their future goals. Derek's professional experience includes roles such as Financial Consultant at Fidelity Investments since 2021, Premier Banker at Wells Fargo in 2021, Financial Consultant at TD Ameritrade from 2019 to 2021, and other positions with Capital One, Scottrade, MassMutual Albany Agency, Highland Capital Brokerage, New York Life, MassMutual Financial Group, CUNA Mutual Group, and Prudential Financial dating back to 1998. These roles have contributed to his expertise in financial consulting and wealth planning. No information regarding Derek's education, credentials, personal interests, or community involvement was provided.

Ruhi Unwalla is a Series 66-licensed advisor at J.P. Morgan Securities with six years of industry experience. Prior to joining J.P. Morgan in 2020, Ruhi held roles at ASK Wealth Advisors and in debt and treasury advisory at Redbridge. Outside of finance, Ruhi has experience working in fitness-related businesses, including Lucille Roberts and Kika Stretch Studio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop asset allocation models and offers broader derivatives and commodities capabilities than many institutional advisory programs.

Jared Lynne is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns and consults through JLYNNE CONSULTING LLC. Ameriprise serves individuals approaching or in retirement, typically with at least $1 million in investable assets, offering retirement-income planning that includes written Recommendation Reports addressing income sources and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advice, delivered through a centralized consulting team.

Ronald Langus is a financial advisor with Equitable Advisors, holding a Series 65 credential and bringing 56 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, and serves on the Board of Trustees for The Wimbledon Condo in White Plains, NY. Langus is also involved with the Jewish Federation of the Desert and the UJA Federation of the Desert as a director. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs, including third-party managed portfolios, and serves both non-high-net-worth and high-net-worth clients.

Robert J. Tarpey, CFA®, is a Senior Vice President, Wealth Management Advisor, and Senior Portfolio Manager at Merrill Lynch Wealth Management, where he has been since 2004. He oversees asset management for The Tarpey Barry Group and has experience serving the asset management needs of high net worth and ultra-high net worth families, endowments, and foundations, as well as developing financial strategies for institutions in sectors including alternative investments, healthcare, legal, manufacturing, not-for-profit, real estate, and technology. As a Senior Portfolio Manager, Mr. Tarpey manages discretionary Personalized and Defined Strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. His investment approach covers traditional and alternative instruments across multiple asset classes and markets, including domestic, international, and emerging markets. He holds a bachelor's degree from Fordham University and the Chartered Financial Analyst® designation. He is also a member of the CFA® Institute® and the Stamford CFA® Society.

Jason Elfenbein is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His career includes roles at Bank of America and Quick & Reilly, Inc., with over 15 years at Bank of America and 17 years at Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Jacob Coleman is a financial advisor with Mass Mutual Investors Services in Elmsford, NY. He holds the Series 63 and Series 66 designations and has one year of industry experience. His prior work includes positions at DLC Management Corp and Crabtree's Kittle House. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs a structured, annual planning process using firm-approved software and offers a range of programs including estate-settlement and employer-sponsored planning.

Eliza Bryant is a Series 66 registered advisor with LPL Enterprise in White Plains, NY. She has one year of industry experience, including prior roles at Savills and Blue's on Franklin Smokehouse & Bar. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm typically employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Patrick Sweeney is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Ameriprise, UBS Financial Services, and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Susan Condit is a Senior Financial Advisor with Merrill Lynch Wealth Management. She adheres to a disciplined process that begins with gaining a full understanding of each client’s unique needs, concerns, and priorities. By considering the whole life or organization, Susan collaborates with clients to develop personalized plans aligned with their goals and aspirations. Her expertise encompasses family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, and supporting women and wealth. Susan holds a Bachelor's Degree from The Catholic University of America and the Personal Investment Advisor (PIA) designation. She is actively involved in professional and community organizations, serving as a board member of The Cookstove Project and participating in the Briarcliff Rotary and the Social Justice Committee of the Presbyterian Church of Mt. Kisco. Outside of her professional duties, Susan engages in personal interests including biking, gardening, genealogy, golfing, hiking, photography, swimming, yoga, and spending time with her family.

Christopher Calabro is a financial advisor with LPL Financial in Elmsford, NY, holding a Series 66 designation and 11 years of industry experience. He previously worked at Ameriprise Financial from 2015 to 2019. Outside of advising, he has worked in a flooring business on a part-time basis. 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.

Charles Pollack is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving a diverse clientele that includes corporate executives, entrepreneurs, attorneys, retirees, millennials, divorced persons, and widows. With more than 25 years of experience, Charles focuses on helping clients preserve assets, manage risk, and plan for sustained lifestyles through various life stages, including retirement, loss of a spouse, or divorce. He emphasizes a collaborative, client-centric approach, valuing face-to-face meetings and empathetic listening to tailor strategies aligned with clients’ goals. Charles joined Merrill Lynch in 2008 to leverage the firm's extensive resources and acts as an active liaison between clients and specialists across Bank of America. He formulates customized investment portfolios by combining Merrill research portfolios and external managers, adapting strategies over time through ongoing client review. His expertise includes college education planning, legacy planning, liquidity management, portfolio management services, and retirement income. Charles holds the Personal Investment Advisor (PIA) designation and attended the University of Chicago without obtaining a degree. Outside of his professional role, Charles is involved in community organizations such as International Adoption, Kiwanis International, and the Salvation Army. He and his wife, Diane, are parents to three adopted children and engage in activities including cooking, reading, traveling, and maintaining an active fitness routine.

Landon Tan is a CFP® with 10 years of industry experience, currently serving as an advisor at LPL Financial since 2020. Prior to joining LPL, he worked at KMS Financial Services / Robin Tan for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors and employs both discretionary and non-discretionary strategies, supported by research and technology tools.

Thomas Small is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2015, following a year at Merrill. 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, institutional clients, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Savahn Steadman is currently a Planning Consultant at Fidelity Investments. In this role, Savahn focuses on helping clients build clear, actionable financial strategies aligned with their long-term goals. They specialize in guiding individuals through investment planning, retirement readiness, and wealth-building decisions. Savahn has professional experience spanning several roles at Fidelity Investments, including Relationship Manager from 2023 to 2026 and High Net Worth Associate from 2022 to 2023. Prior to that, Savahn worked as a Financial Advisor at Merrill Lynch from 2018 to 2022. Outside of work, Savahn's personal interests include bowling, football, golf, spending time with friends at social events, and caring for pets.