Judy Rubin is a financial advisor at LPL Financial with 40 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at American Portfolios Financial Services and OSAIC. Rubin serves on the board of the Ossining Volunteer Ambulance Corps, where she is involved in financial oversight. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research support.

Anna Bruno is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Equitable Advisors since 2003, including time when the firm operated as AXA Advisors, LLC. Outside of her advisory work, she is involved as a tennis instructor at Breezemont Day Camp and serves on the board of the Armenian International Women's Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to clients’ goals and risk profiles.

Gregory Feighan is a CFP®-certified financial advisor with 24 years of industry experience, currently affiliated with Ameriprise. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Feighan is involved in independent health insurance brokering and manages an LLC related to his practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice through a centralized service team and proprietary analysis tools.

Franco Dimaio is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in working with high-net-worth individuals and families, focusing on education planning, family wealth management strategies, personal retirement planning, portfolio management services, tax minimization, and retirement income. Franco applies an informed, multidisciplinary approach to wealth management, emphasizing disciplined portfolio positioning, risk management, and adaptability to changing markets. Franco's expertise is supported by extensive professional credentials including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree and a Juris Doctorate Degree from Rutgers University and Rutgers Law School, respectively. His legal background complements his financial expertise, enabling comprehensive evaluation of financial, legal, tax, and risk factors for his clients. Outside of his professional work, Franco is involved with the Northern Counties Soccer Association. He enjoys cooking, reading, running, tennis, yoga, and spending time with his family. Fluent in English and Italian, Franco integrates his broad skillset and personal interests to support clients in achieving their long-term financial goals.

George Carbunescu is a financial advisor with Merrill in Paramus, NJ, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Merrill and Bank of America since 2011. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

Daniel Parrott is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Merrill since 2018 and is also associated with A&E Nyack Enterprises Inc. outside of his advisory role. Merrill offers managed account services through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s investment approach combines model-based and discretionary strategies implemented by affiliated managers, integrated with Bank of America’s broader corporate platform.

Rahil Patel is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including New York Life Insurance Company, Eagle Strategies, Summit Financial, and Pruco Securities. Patel is also engaged in non-variable insurance advisory activities through Prudential Advisors. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing advisory and brokerage services supported by model portfolios and third-party management. The firm’s integrated platform combines advisory programs with financial product sales, including insurance, and offers discretionary and non-discretionary financial planning services.

Derrick Ossi is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with OSAIC and has previously worked at SagePoint Financial, LPL Financial, MassMutual, MML Investors Services, Guardian Life, and Northeast Planning. In addition to advisory work, he is an insurance agent at EBNY Insurance Services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios, while supporting multiple advisory platforms and transitions from prior mergers.

Jeannine Lennon is a financial advisor at UBS Financial Services with eight years of industry experience. She has been with UBS since 2017 and previously worked at MBIA for ten years. She holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals.

Minesh Patel is a financial advisor with Wells Fargo Clearing in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes nine years with Bank of America and Merrill. Outside of his advisory role, he is a general partner at BM Vesh Assoc LLC, a for-profit LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and leverages research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Paul Treistman is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 40 years of industry experience, including roles at Metlife Securities and MassMutual Life Insurance Company. Outside of his advisory work, he is also licensed as an insurance agent specializing in life, fixed annuities, health, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Michael Reynolds is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Outside of his advisor duties, he serves as the executor for an estate. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Tom Burns is a Financial Consultant at Fidelity Investments, a role he has held since 2022. In this position, he partners with clients to develop tailored financial plans aimed at meeting their individual needs. He focuses on educating clients about their financial situations and assisting them through a process that leverages strategies and Fidelity's expertise to build, protect, or distribute wealth.

E Regnier is a financial advisor with Primerica Advisors in Elmsford, NY, holding a Series 63 designation and 28 years of industry experience. He has been with Primerica Advisors since 1994 and previously worked at the US Census Bureau in 2020. Outside of advisory work, Regnier is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on personalized investment solutions rather than institutional pension or profit-sharing plan management.

Shane Oconnor is a CFP® professional with 13 years of industry experience. He has worked at OSAIC since 2025 and spent 10 years at Lincoln Financial Advisors prior to that. Oconnor also holds an insurance agent role, offering fixed and indexed annuities and traditional life insurance. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on diversified, portfolio-driven investment strategies and access to third-party money managers and managed-account solutions.

Ethan Bordman is a Team Financial Advisor with The Covitz McCauley Group at Merrill Lynch Wealth Management. He works with high-net-worth individuals, families, and professionals in the entertainment and sports industries, providing financial and retirement planning services tailored to each client's unique ambitions and goals. Before joining Merrill Lynch, Ethan spent 16 years as a media, sports, and entertainment attorney, including roles in private practice and as an Assistant Executive Director of SAG/AFTRA. His legal background informs his approach to financial advising, allowing him to connect clients with personalized strategies for wealth management, legacy planning, and personal retirement planning. Ethan holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Juris Doctor from the University of Detroit School of Law and a Master of Business Administration from Wayne State University. Furthering his education abroad, he obtained a Masters of Laws in Entertainment Law from the University of Westminster in London and a Masters of Laws in International Sports Law from Anglia Ruskin University in Cambridge, England. Ethan is active in professional organizations, having served as Chairperson of the New York State Bar Association's Entertainment, Arts & Sports Law Section from 2022 to 2024, among other roles. Outside of his professional work, he enjoys spending time with his family, swimming, playing tennis, and watching movies.

Mohit Kumar is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, Kumar is involved in managing multiple residential rental real estate properties. J.P. Morgan Securities LLC 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 institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain decision-making authority.

Lauren Nassau is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. She has been with LPL Financial since 2009. Nassau also engages in non-variable insurance brokerage through Ash Brokerage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, supported by research and diversified investment strategies.

Brian Boffa is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He previously worked at Royal Alliance Associates and PCI Staff Leasing. Outside of his advisory role, Boffa is CEO and president of Consolidated HR Services, an independent insurance agency. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody options, proprietary and third-party model strategies, and both discretionary and non-discretionary investment approaches.

Dominic Meliado is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at J.P. Morgan Securities and Bank of America, N.A. Outside of finance, he works as a personal trainer on Sundays. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of clients including individuals, high-net-worth clients, and institutions.