Nabila Khan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC and Law Firm Suites. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, tailoring solutions to plan objectives, demographics, and risk tolerances, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Nicholas Mattiello is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he works closely with families and business owners to address all facets of their financial lives. He specializes in creating structured, goal-based financial plans that consider clients' specific objectives, risk tolerance, time horizons, and priorities. His client focus areas include college education planning, family wealth management strategies, retirement planning, philanthropic planning, small business strategies, socially responsible and values-based investing, individual and corporate investment strategy, tax minimization, and retirement income. Nicholas holds a Bachelor's Degree from SUNY Albany and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional responsibilities, he is involved in organizations such as CDARPO and The Arts Center of The Capital Region. In his personal time, Nicholas enjoys boating, fishing, hunting, skiing, soccer, traveling, and spending time with his wife and three daughters.

Erin Leonard is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2013. Prior to this, she served as a Financial Advisor at several firms including LPL Financial from 2011 to 2013, Purshe Kaplan Sterling from 2010 to 2011, Raymond James & Associates, Inc in 2009, and UBS Financial Services, Inc from 2007 to 2009. Her work focuses on partnering with individuals and families to develop, implement, and maintain tailored financial plans that emphasize saving, spending, and protecting assets. She is committed to helping clients position themselves to achieve their financial goals. Outside of her professional duties, Erin enjoys fitness, hiking, music, outdoor adventures, skiing, and traveling.

Richard Tomisman is a financial advisor with LPL Financial, holding a Series 63 designation and 12 years of industry experience. He has previously worked at Securities America Advisors, Inc., Cadaret, Grant & Co., Inc., and operates CP Capital Management, LLC, an investment-related business. 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 advisory programs and retirement plan consulting, providing both discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Robert Fretto is a financial advisor with Charles Schwab, holding a Series 66 designation and eight years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade, and AXA Advisors. 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. The firm combines a large client base with integrated brokerage, custody, and advisory functions, offering both non-discretionary guidance and access to discretionary separately managed accounts.

Jeffrey Dievendorf is a financial advisor with Primerica Advisors in Delmar, NY, holding a Series 63 designation and over 23 years of industry experience. He has been affiliated with Primerica Financial Services since 1998 and PFS Investments, Inc. since 2002. Outside of his advisory role, he is a director at Ellis Alexander Consulting and owns Pearls & Diamonds LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven strategies managed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Steven Howe is a financial advisor with LPL Financial based in Albany, NY. He holds a Series 66 designation and has two years of industry experience. Prior to joining LPL Financial, he worked at Broadview Federal Credit Union and has experience as a client services representative. Howe is also a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.