William Scotti is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC, Axa Advisors LLC, and Phoenicians Mediterranean Palace, as well as experience in the restaurant business at 15 Church Restaurant. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers various advisory programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions without sponsoring its own wrap fee program.

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.

Thomas Leece is a financial advisor with Primerica Advisors in Clifton Park, NY, holding a Series 63 designation and 18 years of industry experience. He has worked with PFS Investments, Inc. since 2008 and Primerica Financial Services since 2007. Outside of advising, he is involved in sales of loan products and referrals for home security and automation services through affiliates of his firm. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm relies on model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, with trade execution and custody supported by BNY Mellon Advisors and Pershing.

Richard Tomisman is a financial advisor with LPL Financial, holding a Series 63 designation and 12 years of industry experience. He previously worked at Securities America Advisors, Inc., Securities America Inc., and Cadaret, Grant & Co., Inc. Outside of his LPL role, he is involved with CP Capital Management LLC, where he manages investment-related activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to various portfolio programs and institutional platforms.

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.

Steven Howe is a financial advisor with LPL Financial, holding a Series 66 license and two years of industry experience. He has worked at Broadview Federal Credit Union and LPL Financial since 2023. Outside of advising, Howe is also a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing model portfolios and third-party strategies across a broad advisory platform.