Paul Araujo is a financial advisor at Edward Jones in Mt Kisco, NY, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience at Rocket Mortgage, Bank of America, Citibank, and AT&T Mobility. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Matthew Hull is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. Prior to joining UBS in 2023, he worked at BlackRock from 2013 to 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

John Mc Glyn is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and typically provides advice on a non-discretionary basis.

Anthony Longobucco is a financial advisor with Osaic Wealth, Inc. based in White Plains, NY, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has operated Anthony P. Longobucco Associates, a sole proprietorship providing life insurance and other non-securities insurance products, since 2003. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of advisers and multiple platforms. The firm offers a range of integrated brokerage, advisory, and financial planning services, employing asset-allocation tools and various investment options to manage portfolios on both discretionary and non-discretionary bases.

Gerard Turiano is a financial advisor with Primerica Advisors, holding the Series 63 designation and bringing 13 years of industry experience. He has been associated with PFS Investment Inc. since 2014 and Primerica Financial Services since 2011. In addition to his advisory role, he is involved in the sale of loan products and home security and automation service referrals through affiliated companies. Primerica Advisors manages 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 entities. The firm delivers advisory services at scale through model-delivery strategies created by unaffiliated asset managers, supported by third-party custody and trade execution providers.

Troy Runkel is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2018. His prior experience includes roles at HomeAdvisor Inc. and SUNY Oneonta. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, model-driven investment solutions.

Jeffrey Skelly is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he works with individuals, businesses, and charitable institutions to build customized financial plans focused on achieving clients' visions of financial success and security. He and the Wagner/Skelly team have been recognized on the Forbes "Best-in-State Wealth Management Teams" list consecutively from 2023 to 2026, and he has been individually named to the Forbes "Best-in-State Wealth Advisors" list consecutively from 2022 to 2026. Jeff has more than 30 years of experience in investment planning, portfolio management, and liability management. He joined Merrill Lynch Wealth Management in 1990 and serves as Resident Director for Merrill's Westchester Market. He holds multiple professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jeff is a graduate of Fordham University. Outside of his professional work, Jeff is a trustee of the Lavelle School for the Blind in the Bronx. He lives in White Plains, NY with his wife and son. His personal interests include baseball, ice hockey, reading, and running.

Alexander Patunas is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of finance, he has experience working in retail and recreational settings such as Golf Galaxy and Campgaw Mountain Ski Area. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach with access to third-party managers, financial planning, and affiliated insurance and trust services.

Jody Graber is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Prior to joining LPL Financial in 2025, Graber worked at Ic Advisory Services Inc. and The Investment Center, Inc. He is also involved with Graber Agency, Inc., an insurance business he has operated since 1977. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Capute is a Series 66-licensed financial advisor with six years of industry experience, currently with Stifel Nicolaus & Co Inc since 2020. His prior roles include positions at Equitable Advisors and AXA Advisors, as well as involvement with Harbor Yard Sports and Entertainment. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Dawn Faigle is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has been with J.P. Morgan in various capacities since 2014 and previously worked at the Bedford Central School District. J.P. Morgan Securities LLC 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 investment recommendations.

Tiffany Carra is a financial advisor with Primerica Advisors in Oakland, NJ, holding her Series 63 and Series 65 credentials and bringing nine years of industry experience. Her prior work history includes roles at Theodore Agelis Jr. LLC, Dual Mark Inc., and PFS Investments Inc., among others. She is also involved in selling non-investment products such as home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-driven strategies developed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Judy Rubin is a financial advisor with LPL Financial in Hawthorne, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her prior roles include positions at OSAIC, American Portfolios Financial Services, and Nathan & Lewis Securities, Inc. She also serves as a board member of the Ossining Volunteer Ambulance Corps, participating in financial oversight for the nonprofit. 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 a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by various operational and research technologies.

Marc Colamaria is a financial advisor at RBC Capital Markets with 15 years of industry experience. He previously worked at UBS Financial Services for 11 years and currently serves on the Ridgefield Golf Committee in an advisory capacity. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors and institutional clients. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment goals.

Anna Bruno is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and over 27 years of industry experience. She has been with Equitable Advisors since 2003, following prior work with AXA Advisors. Outside of advising, she is involved as a tennis instructor at Breezemont Day Camp, participates with the Thrive Armenia Foundation, and serves as a board member of the Armenian International Women’s Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a network of Investment Adviser Representatives and leverages third-party asset managers and advisory programs to deliver customized investment solutions.

Lucille Conklin is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2010. Outside of her advisory role, she is a minority investor in several ventures including a D1 training facility for high school athletes and an LLC acquiring business interests and property. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Gregory Feighan is a CFP® credentialed financial advisor with 25 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Valhalla, NY office. In addition to his advisory role, he is involved in independent insurance brokering and owns an LLC connected to his Ameriprise practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a collaborative, non-discretionary approach.

Daniel Parrott is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2018. In addition to his work in financial advising, he has been involved with A&E Nyack Enterprises Inc for over 15 years. Merrill, along 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 a range of model-based and discretionary strategies supported by internal and third-party investment teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gabor Fogarasi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Rahil Patel is a financial advisor at LPL Enterprise with Series 63 and Series 66 credentials and seven years of industry experience. He has previously worked at firms including The Prudential Insurance Company of America, Pruco Securities, LLC, Summit Financial, LLC, and New York Life. Patel is also involved in non-variable insurance business activities associated with Prudential Advisors. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors and institutional clients. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by internal research, third-party strategists, or TAMP sponsors, and offers services such as financial planning, consulting, and access to third-party asset managers.