Thomas Tilton is a CFP® professional with 36 years of experience in the financial services industry. He has worked at LPL Financial since 2023, following 14 years at Woodbury Financial Services and three years at Janney Montgomery Scott. Tilton also manages several investment-related insurance activities. 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 portfolio programs, and institutional platforms while supporting a broad network of investment adviser representatives with a variety of discretionary and non-discretionary investment strategies.

Scott Frayler is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. Prior to joining LPL in 2019, he worked at Planmember Securities Corporation and Mutual, Inc. Outside of his advisory role, he coaches basketball for Nassau Pride Hoops of Long Island and St. Anthony's School. 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 financial planning and asset management solutions, combining advisory services with various non-advisory financial products and tools.

Brandon Abbe is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Wells Fargo Advisors since 2014. Outside of his advisory role, he co-owns Melville Wealth Management LLC with his spouse and owns D&B Insurance Brokerage Inc. 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 services and integrates advisory solutions with other financial products and referral channels.

Danielle De Marco is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and has been employed by JPMorgan Chase Bank, N.A. since 2007. 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 and fund searches, and customized performance reporting. Their advisory process integrates centralized due diligence, combining quantitative and qualitative research to develop model asset allocations that may include ESG considerations.

Ann McGreevy Doria is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and 31 years of industry experience. She previously worked at Metlife Securities Inc. for 21 years before joining MassMutual in 2016. In addition to her advisory role, she operates as an independent insurance agent specializing in life, accident, and health insurance. 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 provides ongoing financial planning, asset management, and educational seminars, using detailed client information and firm-approved tools to deliver written recommendations.

Lania Cross is a financial advisor with LPL Financial who holds Series 63, 65, and 66 designations and has 27 years of industry experience. She previously worked at Capital One Financial Advisors LLC from 2009 to 2013 before joining LPL Financial. 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 portfolios, third-party asset management, and institutional platforms.

Dennis Beasley is a CFP® and holds a Series 65 license with 18 years of experience at DLB Wealth Advisors LLC and over 21 years at Beasley Tax & Financial Advisors LLC. He operates as the sole advisor at DLB Wealth Advisors, an independent firm based in East Northport, NY. DLB Wealth Advisors provides portfolio management and financial planning services primarily to individual clients and manages approximately $18.1 million in assets across 27 client relationships. The firm employs routine account reviews and may use derivatives within separately managed accounts, distinguishing its operational approach from many peers.

Daniel Goldstein is a Certified Financial Planner® operating under his independent firm, Daniel Goldstein, CFP, with over 30 years of experience in financial planning. He has been self-employed since 1995, providing comprehensive financial advice primarily to individual investors and small business owners. His firm offers discretionary portfolio management along with broader financial planning services, including tax, estate, retirement, and insurance advice. The investment approach integrates fundamental and cyclical securities analysis within an asset-allocation framework aimed at diversification across multiple asset classes, with regular portfolio reviews and limited discretionary authority.

Harry Turner is a financial advisor at hgTurner Associates LLC with five years of industry experience. He has been associated with hgTurner Associates LLC since 1994. hgTurner Associates LLC provides portfolio management and advisory services primarily to individual, non–high-net-worth clients, managing approximately $13.5 million in assets across about 90 clients. The firm emphasizes administrative processes including client authorization for ongoing electronic transfers and focuses on serving non-HNW households.

Glenn Turner is a financial advisor at hgTurner Associates LLC with 22 years at the firm and five years of industry experience. He holds a Series 63 designation. Outside of financial advising, he assists with organizational paperwork for a public relations business co-owned with his wife. hgTurner Associates LLC provides portfolio management and advisory services primarily to individual, non–high-net-worth clients. The firm manages approximately $13.5 million in regulatory assets across about 90 clients and employs specific administrative procedures including electronic payment authorizations.

Andrew Almeida is a financial advisor at XYPN Sapphire with 11 years of industry experience. He holds the CFP® and CFA® designations and has worked previously at Almeida Investment Management and City National Bank. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm’s approach focuses on long-term, risk-based asset allocation using diversified portfolios and incorporates both discretionary and non-discretionary management, with some specialized digital-asset services.