Mary Martin is a financial advisor with Primerica Advisors in Goshen, NY, holding a Series 63 designation and 12 years of industry experience. Her background includes prior work at Warner Construction Inc. She is also self-employed as a bookkeeper for Cedar Lakes Estate LLC and operates an accounting and tax service, As You Wish Accounting and Tax Service. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a network of about 3,987 advisors using model-based investment strategies and discretionary management options.

Kenneth Quazza is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. His prior experience includes roles at Smith and Smith Accountants & Auditors, Hy-Test Packaging, and involvement with local education boards in Mahwah and West Milford, New Jersey. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 financial advisors.

Jeffrey Orlouski is a financial advisor with LPL Financial in Greenwood Lake, NY, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. His prior work includes positions at National Securities Corp and Gladstone Wealth Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Karla Galazzo is a financial advisor with Primerica Advisors, holding a Series 63 designation and 19 years of industry experience. She has been with Primerica since 2007 and has previous work experience at Orange County Partnership and Princeton Upholstery. In addition to her advisory role, she is involved in sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-based strategies managed by unaffiliated asset managers and provides advisory services through a nationwide network of advisors.

Patrick Ferrigno is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at OSAIC since 2023. His prior experience includes roles at FSC Securities Corp and SII Investments, Inc., as well as operating Ferrigno Financial Services since 1992. OSAIC serves a wide range of retail and institutional clients through its network of affiliated advisers and advisory platforms, offering integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios and supports both discretionary and non-discretionary account management.

John Mc Namara is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Merrill since 2009, following prior roles at Banc of America Investment Services, Inc. and Quick & Reilly, Inc. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Jennifer Pucci is a financial advisor with Raymond James & Associates in Goshen, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2014. 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, institutional clients, and charitable organizations—and offers financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and research resources.

Thomas Gorman is a CFP®-credentialed financial advisor with 34 years of industry experience, currently affiliated with Raymond James Financial. He has been with Raymond James Financial Services Advisors, Inc. since 2015 and operates as an independent contractor providing investment and retirement planning advice. Outside of his advisory duties, he has authored material, though this activity is presently limited. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Yehuda Flohr is a financial advisor with Cetera, holding a Series 63 designation and 37 years of industry experience. He has been with Cetera and its affiliated entity, Cetera Wealth Services, LLC, since 2013. Outside of his advisory role, he operates as an independent insurance agent specializing in disability, life, accident, health, long-term care, and group medical insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options across multiple program structures.

Leslie Ann Fisher is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors, and Crystal Springs. 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Stephen Patota is a financial advisor with Primerica Advisors in Mahwah, NJ, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior career includes nearly three decades at Verizon Communications. He is also involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-driven strategies managed by third-party asset managers.

Peter Sears is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. Sears also operated PSGDesign from 2014 to 2023. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jason Pucci is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2014. He serves on the investment committee for the SUNY Orange Foundation, reviewing advisors for the foundation's investments in an unpaid capacity. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles and in-house research, and is notable for its municipal advisory services and extensive affiliate network.

Ann Marie Moore is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. She previously worked with Nationwide Advisory Services, Inc. and Nationwide Insurance Company for over two decades. Outside of her advisory role, she is affiliated with the American Safety Council in a referral capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies.

Michael Decker is a financial advisor with Primerica Advisors in Goshen, NY, holding a Series 63 designation and possessing 10 years of industry experience. He has been with PFS Investments Inc. since 2016 and with Primerica Financial Services since 2014. Outside of his advisory roles, Decker is involved with Rock Hill Tax Service, LLC as a tax preparer. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-delivery strategies supplemented by discretionary separately managed account options.

Ryan O'Leary is a CFP® professional with 13 years of experience, all with Edward Jones since 2013. In addition to his advisory role, he owns and operates an Amazon retail business focused on selling products through the Amazon Sellers platform. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

Nancy Wright is a financial advisor with Primerica Advisors in Goshen, NY, holding the Series 63 designation and over 21 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2004. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. 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 employs model-delivery strategies managed by unaffiliated asset managers and offers a range of investment approaches supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Steven Pulvirent is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006. Outside of his advisory role, he is a managing member of Goodwill Farms LLC, where he oversees general administrative tasks and farm chores. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment analysis employs a proprietary methodology developed by the Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Steven Fuchs is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. Outside of his advisory role, he has been involved in ventures such as Meadows Home Care LLC and Hudson Valley Hoosiers. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Bryan Covert is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Bruderman Asset Management LLC and Bruderman Brothers LLC for six years. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach, delivering recommendations through a centralized consulting team and emphasizing the use of Ameriprise-managed accounts.