Anthony Viviano is a financial advisor with Charles Schwab in Mt Kisco, NY, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has worked at Charles Schwab since 2015 and previously spent a year at TD Ameritrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options within an integrated operational structure.

Steven Guarascio is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and operates Guarascio Consultants, LLC, a registered investment advisory firm he founded in 2001. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement, corporate, charitable, and institutional clients nationwide. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, with a mix of discretionary and non-discretionary account management across numerous program structures.

Lawrence Rosen is a financial advisor with Ameriprise in Suffern, NY, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Ameriprise and its predecessor entity since 2010. Outside of his advisory role, he owns a consulting business, LJR Consulting. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual planning focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Maura Sayers is a Financial Consultant at Fidelity Investments, a role she has held since 2025. In this capacity, she partners with clients to develop personalized financial roadmaps that align with their individual goals, values, and visions for the future. Her approach involves designing strategies aimed at supporting clients' long-term financial success and providing clarity and confidence in financial decision-making. Prior to her current position, Maura served as a Planning Consultant at Fidelity Investments from 2020 to 2025 and as a Senior Relationship Manager at the same firm from 2015 to 2020. Her financial services career began as a Financial Advisor at Morgan Stanley from 2013 to 2015, following an extensive tenure as Assistant Vice President at Guardian Investment Services, LLC, from 1994 to 2012. Outside of her professional responsibilities, Maura has personal interests that include socializing with friends, reading, and traveling.

Peter Manke is a Series 66-licensed financial advisor with 16 years of industry experience. He has been with Thrivent Investment Management since 2009 and Thrivent Financial for Lutherans since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning on a one-time or ongoing basis, separate from its managed-account programs, and does not provide portfolio management for institutional clients.

Jeffrey Astor is a financial advisor at Edward Jones with over 16 years of industry experience. He holds a Series 66 designation and has previously worked at Broad Financial and as president of Y Astor & Associates, where he is also a writer. He has been with Edward Jones since 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branches.

Daniel Sburlati Rupp is a financial advisor at UBS Financial Services with 11 years of industry experience. He has held roles at Raymond James & Associates and multiple Wells Fargo entities prior to joining UBS in 2020. He holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Robert Caralyus is a Series 66 licensed financial advisor with one year of industry experience, currently with Cetera. His prior work includes roles at Cetera Investment Services LLC, public works, retail, and hospitality. He also holds a notary commission. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options and access to third-party managers.

Christopher Franzese is a financial advisor with LPL Financial in Ramsey, NJ, holding a Series 65 credential and one year of industry experience. He has also been associated with Franzese & Balian since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Marie Green is a financial advisor with Edward Jones in Cortlandt Manor, NY, holding a Series 63 designation and over 21 years of industry experience. She has been with Edward Jones since 2004. Outside of financial advising, she is a part-owner of the New Jersey Pride professional outdoor lacrosse team, where she participates in budget, hiring, and marketing decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Barima Anyane Yeboah is a Series 66 licensed financial advisor with LPL Enterprise, where he has worked since 2025. He has one year of industry experience and previously worked at the University of Mount Saint Vincent for 14 years. Outside of his advisory role, Yeboah is involved in athletic training and holds a vice president position for membership at African American Franchise Brands. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party asset management, and an integrated platform of financial products.

Matthew Lasala is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at John Hancock Life Insurance Company and Signator Investors, Inc. Lasala is also an insurance broker specializing in property and casualty, long-term care, disability, and group health insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Imani Tate is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing two years of industry experience. Prior to joining J.P. Morgan, Tate held roles at JPMorgan Chase Bank, Equitable Financial Life Insurance, and American Eagle Outfitters. 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.

Miri Upton is a CFP® professional with 20 years of industry experience, currently associated with OSAIC since 2024. Her previous roles include positions at Securities America Advisors, Equity Services, Inc., and True North Financial Solutions/National Life Group. She owns Mommies and Money, LLC and serves on the boards of the Rockland Community Foundation and the Community Foundation of Orange, Sullivan and Rockland. Additionally, Upton is involved as a liaison for Boss Women United, a scholarship fund supporting female financial advisors, and facilitates financial education workshops. OSAIC serves a broad range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct diversified portfolios managed on either a discretionary or non-discretionary basis.

Thomas Wynne is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Global Markets for 15 years prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. 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 select group of Wealth Advisors. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Michael Marrone is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at the Division of School Facilities, Primerica Financial Services, St. Johns University, and Iona Prep. Primerica Advisors is a large-scale firm that provides a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm delivers advisory services through model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jerome Williams is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Lexco Wealth Management, Inc. and LPL Financial since 2017, and previously at National Planning Corporation from 2014 to 2017. In addition to his advisory role, he provides financial planning and consulting through Lexco Wealth Management, an independent registered investment advisor. 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, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various investment strategies.

William Downey is a financial advisor at Fidelity with 20 years of industry experience and holds the Series 66 designation. His prior experience includes roles at JP Morgan Chase Bank and JP Morgan Securities LLC. He has been associated with various Fidelity affiliates since 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies, use of advanced technologies in research, and established governance procedures.

Anthony Monks is the sole advisor and managing member of CTM Financial, LLC, an independent registered investment adviser based in Mahwah, NJ. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, leading CTM Financial since 2002. CTM Financial provides portfolio management and advisory services to a small client base that includes individual investors and corporate clients. The firm offers separately managed accounts and utilizes derivatives in some strategies to manage exposures, distinguishing itself as a boutique, one-advisor practice with a specialized approach.