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, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. She has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting supported by research from LPL and third-party subadvisors.

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 4 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 clients with smaller household accounts. The firm manages approximately $13.3 million in assets across about 91 client relationships and operates within a supported advisory model.

Glenn Turner is a financial advisor at hgTurner Associates LLC with four years of industry experience. He holds a Series 63 designation and has been involved with hgTurner Associates since 2004. Outside of his advisory role, he assists in a PR business, Ripple Strategies LLC, working about 10 hours per week on organizational paperwork. hgTurner Associates LLC provides portfolio management and advisory services primarily to individual clients with smaller household accounts. The firm manages approximately $13.3 million in assets for around 91 clients and operates within a formal custodian and compliance framework.

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.