Andrea Williamson is a financial advisor at Edward Jones with one year of industry experience. She previously held positions at GE Power Services and GE Working Capital Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Eric Mendelsohn is a financial advisor with Cetera, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at prominent firms including B. Riley Wealth Advisors and Avantax Advisory Services. Outside of his advisory role, Mendelsohn provides accounting and tax preparation services through United Team Tax and serves as a power of attorney for his mother. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Carrie Provenzano is a Series 66-registered financial advisor at Morgan Stanley with two years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Ameriprise Financial's QuantumView Wealth Management. She also worked at St. Gregory the Great Preschool for six years before entering the financial industry. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning that uses firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Paul Fitzsimmons is a financial advisor at Morgan Stanley with 25 years of industry experience and holds a Series 66 credential. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured discovery processes and firm-approved tools in its planning approach.

Margaret Fiore is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 36 years of industry experience. Her previous work includes a long tenure at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options.

Sarah Bagley is a financial advisor with Morgan Stanley in Stamford, CT, holding a Series 66 designation and with four years of industry experience. She previously worked at Merrill from 2017 to 2019 and has an educational background from St. Michael's College. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

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.

Joseph Scappatura is a financial advisor with Equitable Advisors in Easton, CT, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Danny Yee is a Wealth Management Advisor with over 41 years of experience in the financial services industry. He is part of a financial advisory team at Merrill Lynch Wealth Management that provides customized strategies to address clients' most critical financial needs and objectives. Danny's work focuses on helping individuals, families, and companies navigate complex financial markets and achieve their financial and life goals. His areas of expertise include education planning, liquidity management, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategies, tax minimization, and retirement income. Danny earned a bachelor's degree in Finance from The Ohio State University. He holds the CERTIFIED FINANCIAL PLANNER™ certification, as well as the Chartered Retirement Planning Counselor™ and Certified Plan Fiduciary Advisor® designations. He is also a Personal Investment Advisor (PIA) and a Retirement Accredited Financial Advisor (RAFA). Danny is active in several community organizations, including The American Revolutionary War Museum, The Ohio State University Foundation, and Wing's Charitable Foundation. Outside of his professional life, Danny resides with his wife in Columbus, Ohio, and West Simsbury, Connecticut. They have two adult children. Danny enjoys biking, cooking, golfing, traveling, and spending time with his family.

Victoria Mathews is a financial advisor at Merrill with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America since 2014, with a brief tenure at Goldman Sachs. She serves as a trustee for a non-investment-related family trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

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.

Steven Pawlowski is a Financial Advisor at Merrill Lynch Wealth Management with over a decade of experience serving corporate executives, business owners, and families across Fairfield County, Connecticut, as well as Westchester County, New York, and New York City. He assists clients with financial matters including equity compensation, concentrated stock positions, business liquidity events, retirement income planning, and tax-aware wealth strategies. Steven holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Pace University. His professional focus includes providing structured, tax-aware investment and retirement planning, business exit strategies, and long-term wealth management. Outside of his professional work, Steven enjoys boating, fishing, golfing, reading, running, swimming, and spending time with his family.

Allan Linke is a financial advisor at Merrill with over 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Merrill and its predecessor firms since 1983. Linke is involved in charitable organizations, serving on the golf committees for the Silver Spring Country Club and the Ridgefield Boys and Girls Club. 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, offering model-based and discretionary strategies designed for individuals, high-net-worth clients, and institutional investors.

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.

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.

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.

Tara Santoro is a financial advisor at Raymond James & Associates with 12 years of experience at the firm and five years in the industry. She holds Series 63 and Series 65 licenses. Raymond James & Associates, Inc. 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, offering financial planning and consulting services primarily on a non-discretionary basis supported by a range of portfolio management styles and affiliated research.

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.