Connor Conforto is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and five years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2021 and previously was associated with Notch 8 and Nomads. Outside of his advisory role, he is also licensed as an insurance broker, focusing on life insurance and fixed annuities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships and offering specialized event-driven services such as divorce and estate planning.

G O'neil IV is a Wealth Management Advisor based in Connecticut, affiliated with Merrill Lynch Wealth Management. He has over 32 years of experience in the financial services industry. He holds multiple professional designations including Certified Private Wealth Advisor®, Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mr. O'neil's expertise spans college education planning, family wealth management strategies, legacy planning, personal retirement planning, tax minimization, and retirement income. He graduated with a Bachelor's Degree from Saint Lawrence University.

Devon Anderson is a financial advisor with Primerica Advisors, holding a Series 63 designation and 12 years of industry experience. He has worked with PFS Investments Inc. since 2012 and with Primerica Financial Services since 2006. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm employs a third-party due-diligence consultant for manager evaluation and delegates trading to BNY Mellon Advisors, operating with a tiered wrap-fee structure and curated third-party asset managers.

John Natoli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors and HSBC Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Augustine Donofrio is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and has worked at several firms, including MassMutual Life Insurance Co. and Taxter Advisory. In addition to his advisory role, he is also licensed as an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance. 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 tools to deliver written recommendations tailored to clients' goals.

Jorge Quinto is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is an officer of Pirraglia Chiropractic, a healthcare business in New Rochelle, New York. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients with a focus on tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models to support its financial planning process.

Sheldon Cazoe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Primerica Advisors since 1993 and has over three decades of experience with Primerica Financial Services. In addition to advisory services, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and provides advisory services through a broad network of advisors across numerous offices.

Scott Cunningham is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Equitable Advisors, he has worked in event staffing and financial services roles, including with Julia Valler Event Staffing and Broadridge Financial Solutions. Outside of advising, he is involved with Julia Valler Event Staffing. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer and participates in various third-party platform programs to deliver advisory and brokerage solutions.

Robert Roland is a financial advisor with LPL Financial and LEXCO Wealth Management, Inc., holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked at LEXCO Wealth Management since 2011 and at LPL Financial since 2017. He also provides financial planning and consulting services through LEXCO Wealth Management, an independent registered investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

James Maloney is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' financial priorities and works closely with them to identify and achieve their financial goals through personalized planning strategies. His expertise areas include education planning, family wealth management strategies, liquidity management, personal retirement planning, and retirement income. James holds a Bachelor's Degree and a Master of Business Administration (MBA) from Pace University. He carries the designation of Personal Investment Advisor (PIA). Outside of his professional responsibilities, James volunteers as a basketball coach, bringing a similar level of attention and dedication to his community involvement as he does in his work with clients. He aims to serve as a financial resource for his clients by looking at their complete financial picture and designing customized plans to help attain both essential and aspirational financial goals.

Maie Ibrahim is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments for seven years before joining LPL in 2018. Ibrahim also serves as a fiduciary for an irrevocable trust and is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutional clients. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kevin Settler is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. He focuses on connecting clients with tailored financial strategies that align with their unique ambitions, helping them pursue goals such as funding education, planning for retirement, and managing potential healthcare costs. Kevin emphasizes understanding clients' personal perspectives and priorities to simplify the complexities of investing and wealth planning. With expertise spanning general investing, retirement planning, and savings for unforeseen events, Kevin dedicates time to learning what is important to each individual client. He provides ongoing advice and guidance as clients’ needs evolve, creating personalized approaches to help achieve family and long-term financial goals. Kevin holds a Personal Investment Advisor (PIA) professional designation and earned an Associate's Degree from SUNY Rockland after graduating from Clarkstown North High School. He is also involved in community activities, including participation in the American Lung Association's Lung Force Walk.

Timothy Nuland is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2004 and Bank of America since 2009. 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 offers model-based and discretionary investment strategies supported by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Darden Livesay Jr. is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and manages approximately $2.74 trillion in client assets.

Isabella Griffin is a financial advisor at Raymond James Financial with 38 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Raymond James Financial Services Advisors Inc. since 2013. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Christopher Holland is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior work includes roles at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. 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 financial planning, asset management, and educational programs, using firm-approved analytical tools to develop annual collaborative plans without discretionary authority over client investments.

Charles Gonzalez is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 37 years of industry experience, including long tenure at Guardian Life Insurance Company and related entities from 1997 to 2026, followed by roles at Park Avenue Securities and Guardian Life before joining Mass Mutual in 2026. Outside of his advisory role, he serves as a board member for Children's Bible Fellowship, facilitating connections for Bronx-based Hispanic-serving churches. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm focuses on collaborative, annual financial planning engagements that use firm-approved software and tools to analyze client goals, providing recommendations mainly at the strategy level.

Angelo De Leon is a Planning Consultant at Fidelity, where he collaborates with clients to utilize Fidelity's resources for retirement, income, and wealth planning. He focuses on creating and implementing customized financial plans designed to help clients achieve their goals. Prior to his current role, Angelo held positions including Senior Vice President and Client Service Associate at JPMorgan Chase Private Bank, Vice President and Business Development Manager at Experiture, Wealth Relationship Manager at Citibank, and Private Client Banker at JPMorgan Chase. His professional experience spans various aspects of financial services and client relationship management. Outside of his professional work, Angelo has interests in biking, family activities, fitness, tennis, traveling, and volunteering.

Arthur Hardy is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has been with Cetera and Cetera Wealth Services since 2013. Outside of his advisory role, Hardy owns Hardy Financial Strategies, focusing on fixed insurance and annuities, and serves as owner and president of Arthur Hardy Inc, a holding company used for accounting and tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to various investment strategies and program structures.

Eric Leimgruber is a CFP®-designated financial advisor with 30 years of industry experience, currently with Ameriprise in Valhalla, NY. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored written recommendations and ongoing advice focused on income reliability and tax-efficient withdrawal strategies.