Kenneth Harper is a financial advisor with Eagle Strategies (New York Life), holding a Series 66 credential and 23 years of industry experience. He has previously worked at LPL Financial, Invest Financial Corp., and Booth Financial Associates. Harper serves as a board member and bookkeeper for the Newtown Rotary Club Foundation. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets under management held on a non-discretionary basis.

Maria Blessing is a financial advisor at Citigroup Global Markets with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at firms including J.P. Morgan Securities, Muriel Siebert & Co., Inc., and Ameriprise Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and futures commission merchant services.

Jeffrey Sutton is a CFA® charterholder with 22 years of industry experience. He is currently with Citizens Securities, Inc. and Citizens Bank, having joined in 2024. His prior experience includes roles at Citigroup and Oppenheimer. He serves on the State Street Investment Management Advisory Council, providing insights on client challenges and product feedback. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program and a managed account program, operating as both a broker-dealer and insurance agency.

Matthew Gruseke is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including Bienville Capital Management, Keefe, Bruyette & Woods Inc, and Fieldpoint Private Securities LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, additionally operating as a registered broker-dealer that provides placement and investment banking services.

Fran Wolfson Keegan is a Series 63 licensed advisor at GWN Securities Inc. with 34 years of industry experience. She previously worked at Nationwide Advisory Services, Inc. for 31 years and has held a longstanding role with Nationwide Insurance Co. outside of her advisory work. She is actively involved in community organizations including the Yonkers Chamber of Commerce and serves as secretary of the Indian Field Hunting & Fishing Club, Inc. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm’s large network of advisors manages approximately $3.65 billion across various managed-account programs and model portfolios, utilizing a mix of traditional and legacy market-timing strategies.

Anthony Carpentieri is a Private Wealth Advisor and managing partner of the Erdmann, Giannetti, Brookfield, Carpentieri Group within Merrill Private Wealth Management. His practice specializes in providing custom wealth management services, strategies, and advice for senior executives and families navigating significant life events and transitions. The group has been recognized on Barron's Top 50 Private Wealth Management Teams list and is known for advising clients on a range of areas including investment management, wealth transfer, credit, philanthropy, and family office services. Anthony's expertise includes concentrated wealth management and estate planning aimed at preserving wealth across generations while enhancing diversification. Anthony began his career with Merrill in 2007 and has earned multiple accolades, including being listed as the #1 Next Generation Private Wealth Advisor at Merrill by Forbes from 2017 through 2023 and recognized among the Top 40 Advisors under 40 by Financial Planning Magazine in 2022 and 2023. He holds a Bachelor of Business Administration in Finance, Business Economics, and Legal Studies, as well as an MBA in Management, both from Iona College. He also maintains the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Divorce Financial Analyst (CDFA) certification. Outside of his professional work, Anthony is involved in his community as a member of the Iona University Alumni Board and has served on the Board of Trustees for John S. Burke Catholic High School. His personal interests include basketball, boating, reading, writing, and spending time with his family.

Declan Thall is a financial advisor at Morgan Stanley with Series 66 and Series 63 licenses and four years of industry experience. He previously worked at Pergola Haus and Egans and Sons. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and employs various investment and planning methodologies but does not provide individual security recommendations as part of its standalone planning service.

Danny Dable is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, JP Morgan Chase, and Hudson Bay Capital. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Vincent Cucuzza is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. His prior work includes six years at METLIFE. Outside of advising, he is also licensed as an insurance agent, offering a range of insurance products including life, health, disability, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements, using firm-approved analytical tools to recommend investment strategies without discretionary authority.

William Tripodo is a Series 66-licensed financial advisor with Morgan Stanley, bringing 11 years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a broad range of investment and financial solutions.

Michael Wray is a CFA® charterholder with 13 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at First Republic Investment Management, Bank of America, and Merrill. He serves on the advisory board of Korean K9 Rescue, a charity that re-homes dogs from Korea, where he provides advice and volunteers at events. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and provides non-discretionary services through a select group of Wealth Advisors.

Lukasz Janko is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He has previously worked at Merrill, Bank of America, Key Investment Services, and Santander Securities. He holds Series 63 and Series 65 licenses. 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.

Andrew Goldstein is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and possessing nine years of industry experience. He has been with Morgan Stanley since 2016 and has worked at Morgan Stanley Private Bank, N.A. since 2020. Outside of his advisory role, he volunteers with Select Human Services, a nonprofit agency in Pleasantville, New York, and owns a real estate property management business. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and employing a structured planning process supported by firm-approved tools.

Michael Cappiello is an Investment Consultant who focuses on helping clients plan their financial futures based on their specific goals. He provides personalized guidance tailored to each client's unique financial background. Michael combines his professional role with his experience as a father, emphasizing the pursuit of financial peace of mind and the protection of clients' legacies. He has professional experience as a Financial Representative at Fidelity Investments from 2022 to 2025. Michael's personal interests include art, golf, kayaking, parenthood, skiing, and swimming.

Yenny Cesse Perdomo is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personal retirement planning, women and wealth, and retirement income strategies. She focuses on helping individuals and families build and protect their wealth through clear communication and tailored advice. Yenny guides clients to make confident and informed financial decisions that align with their goals by simplifying complex financial concepts and empowering them to take control of their financial future. Yenny holds a Bachelor's Degree from Florida International University and maintains professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Fluent in both English and Spanish, she brings expertise in financial planning and investment needs to her role. Outside of her professional work, Yenny’s personal interests include adventure sports, biking, dancing, ice hockey, reading, traveling, watching movies, and writing.

Dale Akinla is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Akinla serves on the investment committee for St. Matthew's Episcopal Church in Bedford, New York, where he reviews investment policy guidelines and monitors the church’s endowment. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Kerry Karangelen is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank. Outside of his advisory work, Karangelen is involved in equestrian-related activities through his sole proprietorship of an equestrian LLC and operates a fashion app linking to equestrian gear. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and modeling techniques.

Greg Giandalone is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. He adopts a goals-based approach to financial planning, focusing on understanding clients' priorities to guide their financial strategies. Greg is a CERTIFIED FINANCIAL PLANNER® professional and a U.S. Army Veteran, which informs his disciplined and client-focused methodology. Greg's professional experience spans several prominent financial institutions. Prior to his current role, he worked as a Senior Financial Consultant at TD Ameritrade from 2016 to 2020. He also held positions as a Wealth Management Client Associate at Ameriprise Financial and Merrill Lynch, as well as a Financial Advisor at Merrill Lynch, and a Stockbroker at John Thomas Financial and E-1 Asset Management. Outside of his professional work, Greg engages in activities related to family, fitness, military service, pets, tennis, and volunteering.

Brett Rosen is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at Goldman Sachs, JPMorgan Securities LLC, and JPMorgan Chase Bank prior to joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process incorporates firm-approved tools and modeling techniques, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Kimberley Gato is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has been with Morgan Stanley Smith Barney since 2012. Outside of her advisory work, she serves on the City of Garfield Parking Committee in New Jersey. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a discovery-based process to tailor advice and does not typically offer individual security recommendations as part of standalone financial plans.