Joshua Felice is a financial advisor with Mass Mutual Investors Services in Elmsford, NY. He holds the CFP® designation and the Series 66 license, with four years of industry experience. Prior to joining Mass Mutual, he worked at Pitney Bowes and has held various roles in different industries. He is also active as an independent insurance agent, selling and servicing life insurance, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as ongoing, collaborative relationships and offers a variety of investment programs and educational seminars.

Kimberly Rodgers is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has 27 years of industry experience, focusing on helping clients identify and pursue their personal financial goals through a comprehensive approach to wealth management. Kim works closely with clients at every step of the discovery and implementation process, combining technical and fundamental research to create individual goal-based portfolios. Kim began her career as a sales assistant at Morgan Stanley Smith Barney before joining UBS/PaineWebber in 1998. She joined Merrill Lynch Wealth Management in 2002, where she has served as an Investment Associate, lead Client Service Associate, and Financial Advisor. Kim holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Investment Management Analyst® designation, the Chartered Retirement Planning Counselor™ designation, and the Sports & Entertainment Accredited Wealth Management Advisor™ designation. A native of New Hampshire, Kim graduated from St. Joseph's College in Maine with a Bachelor's degree in English and Journalism. She resides in White Plains, New York, and her personal interests include baseball, cooking, golfing, hiking, ice hockey, music, reading, spending time with family, traveling, and watching movies.

Danielle Grande Cosentino is an International Wealth Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 1992. She advises affluent individuals and families across four continents, specializing in global synchronization, local economies, and emerging opportunities. Danielle's work focuses on comprehensive financial planning, including college education planning, corporate executive services, legacy planning, retirement income, socially responsible and ESG investing, and portfolio management. Throughout her career, Danielle has served a diverse clientele, including active and retired CEOs and CFOs worldwide. She is a CERTIFIED FINANCIAL PLANNER™ and a Personal Investment Advisor, with extensive experience navigating the complex regulations of multiple countries and states. Danielle holds a Bachelor's degree in Business Management from Adelphi University and a Master's degree in International Business from Pace University. Danielle is actively involved in her community and supports several organizations, including the Breast Cancer Support Connection, the National Italian American Foundation (NIAF), the Notre Dame Club of New York, and the Penn State Alumni Association. She also contributes to local causes such as Habitat for Humanity and Little Orphan Animals. Outside of her professional life, Danielle enjoys adventure sports, basketball, cooking, football, gardening, genealogy, hiking, skiing, spending time with her family, and traveling.

Anthony Giuliante Jr. is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds a Series 63 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is licensed to teach the New York State Point & Insurance Reduction Program and has experience selling health insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various investment programs, combining advisory services with brokerage and insurance products through an integrated platform.

Dolores Nunez is a financial advisor at Merrill with over 21 years at the firm and eight years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she is involved as a co-owner in a limited liability company related to managing rental property. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brian Marchini is a Series 66 licensed financial advisor with four years of industry experience. He is currently with LPL Enterprise and previously worked at Money Concepts Capital Corp. In addition to his financial career, he has been employed at New York University’s Tisch School of the Arts since 2019 and conducts speaking engagements and seminars. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering a range of advisory and brokerage services. The firm combines adviser programs with active sales of financial products and utilizes model portfolios and third-party strategists in its investment approach.

Carla Williams is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked at LPL Financial since 2017 and has been affiliated with NationalPlanning Corporation and self-employed roles since 2014. Outside of her advisory work, she is involved in instructing at a Hampton Inn location. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by various model portfolios and research resources.

Sally McLeod is a Financial Advisor at Merrill Lynch Wealth Management who serves multigenerational families with tax efficient wealth management and risk control strategies. She specializes in areas such as college education planning, executive compensation, family wealth management strategies, investment consulting for defined contribution plans, international wealth management, legacy planning, liquidity management, portfolio management services, women and wealth, and retirement income. Sally holds a Bachelor's Degree from the University of North Carolina, Kenan Flagler Business School, and a Master of Professional Studies in Wealth Management from Columbia University. She has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Throughout her career, Sally has developed extensive client-facing expertise in areas such as investment, lending, insurance, tax, and estate planning strategies. Her personal interests include dancing, gardening, horseback riding, music, skiing, swimming, tennis, and yoga. She is fluent in both Chinese and English.

Joseph Passaniti is a financial advisor with Cetera and holds Series 65 and Series 63 licenses. He has eight years of industry experience and has held roles at Cetera Wealth Services, Hudson Financial Services, DJP Capital Advisors LLC, Country Bank, and JP Accounting & Tax CPA, PLLC. Outside his advisory work, he serves as Treasurer and Board Member for a nonprofit youth sports league in Ossining, NY, and is Vice-President of Hudson Tax Services LLC, where he manages tax preparation and planning operations. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over $256 billion in assets under management across more than 10,000 advisors.

Gregory Caragine is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 credential and has worked at PIMCO Investments LLC prior to joining J.P. Morgan in 2019. 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.

Christopher Jordan is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and bringing 35 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation from 2000 to 2017 and has been involved with Lexco Wealth Management since 2005. He is also active as a non-variable insurance agent and operates his own registered investment advisory firm, Lexco Wealth Management, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, including discretionary and non-discretionary management, and provides access to model portfolios and research from LPL Research and third-party subadvisors.

David Jackman is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Thrivent since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and written recommendations on a broad range of planning topics, allowing clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

Anil Tatta is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Morgan Stanley from 2009 to 2022 and CitiGroup Global Markets Inc from 2022 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory, and brokerage services through an integrated platform that includes access to model portfolios, third-party asset management, and insurance products.

George Fosdick is a CFP® with 24 years of industry experience, currently affiliated with Morgan Stanley in Ramsey, NJ. He previously worked at UBS Financial Services from 2012 to 2024. Outside of his advisory role, he serves on an advisory board for a wholesale and distribution business in Green Brook, New Jersey. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes advanced modeling tools such as Monte Carlo simulations.

Eden Guzman is a financial advisor at Fidelity with seven years of industry experience. Prior to joining Fidelity in 2023, Eden worked at Charles Schwab and Co., Inc. and TdAmeritrade. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that integrate mutual funds, ETFs, and ETPs using systematic methodologies.

John Walker is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, NA, Oppenheimer & Co., and MetLife Investment Management. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships using firm-approved analytical tools and offers specialized services such as divorce planning and employer-sponsored planning programs.

Patrick Pilla is a financial advisor with Mass Mutual Investors Services in Tarrytown, NY, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously with Metlife Securities from 2014 to 2017. Outside of his advisory role, he serves as a trustee on the Eastchester Public Library board. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative annual financial planning engagements, utilizing firm-approved software tools, and offers specialized services including estate settlement and employer-sponsored planning programs.

Toni Rottingen is a financial advisor at Fidelity with 20 years of industry experience. She previously worked at TIAA-CREF and Tiaa from 2010 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a mix of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary and non-discretionary advisory work and model portfolio delivery.

Pierre Johnson is a financial advisor at Edward Jones with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1997. He serves as an advisory board member for the University of Texas Neighborhood Longhorns. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

Thomas Mahoney is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and previously worked at Flight Centre Travel Group. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services with various portfolio management styles and affiliated research options.