Eileen Frohman is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. Her career includes roles at The Prudential Insurance Company of America, Pruco Securities, Merrill, and John Hancock Funds. She also serves in a fiduciary capacity as trustee of a family trust. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Shraga Goldhirsch is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his advisory career in 2026. He has been associated with Massachusetts Mutual Life Insurance Company since 2012. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Michael Wares is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing tailored strategies to help professionals, non-profit organizations, and companies achieve their financial goals. He integrates the investment insights of Merrill Lynch and the banking services of Bank of America to address a broad range of client needs including asset allocation, retirement income planning, education funding, risk management, estate planning, cash management, and endowment and employee benefit plan strategies. Since beginning his career in financial services in 2013, Michael has concentrated on providing personalized wealth management solutions that adapt to changing market conditions and client circumstances. His expertise extends to family wealth management, liquidity management, small business strategies, and tax minimization. Michael emphasizes working collaboratively with clients to create and maintain financial strategies designed to pursue their goals over time. Michael holds a Bachelor of Science degree from the School of Management at Binghamton University and has completed accredited certificate programs at Georgetown University and Yale University. He is a CERTIFIED FINANCIAL PLANNER® professional and a Personal Investment Advisor. He is also involved in his local community through support of the Orange County Firefighters Museum. In his personal time, Michael enjoys cooking, golfing, spending time with his family, traveling, and watching movies.

Klea Chaker is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked previously at JPMorgan Chase, Bank of America, Flight Services & Systems, and Mangia Bene. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Anthony Cefaloni is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Northwestern Mutual and various positions outside the financial industry, including time spent at Harrison Recreation and Gus's Franklin Park Restaurant. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

James Bennett is a financial advisor with J.P. Morgan Securities based in West Harrison, NY. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at Equitable Financial and Equitable Advisors, and has a background in construction and academia. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to develop asset allocation advice, investment manager searches, and customized performance reporting.

Charles Camilleri is a Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Ameriprise Financial Services, LLC for 20 years before joining Raymond James Financial Services Advisors, Inc. in 2025. He is also the owner of Camilleri Wealth Management, a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients. The firm uses analytical tools and tailored strategies to support client goals and maintains specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

Debra Weiner is a financial advisor at Stifel with 42 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Stifel since 2007. Outside of her advisory role, she serves on the Executive Committee of the Westchester Jewish Council and is a committee member of the UJA Federation of New York Westchester Division, both organizations focused on community and philanthropic activities. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Thomas Koscal Jr. is a financial advisor at J.P. Morgan Securities in Scarsdale, NY, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015 and previously at LPL Financial for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework, with certain services provided by affiliated entities.

Liang Wang is a financial advisor at Edward Jones with four years of industry experience. He has held his current role since 2022 and previously worked at Fast Communication from 2004 to 2022. Wang holds a Series 66 credential. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Robert Tria is a financial advisor at Ameriprise with 30 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jose Vicente Jr. is a CFP®-designated financial advisor with Ameriprise, bringing 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a co-owner of NJ2CA, LLC, a financial planning business. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory process while emphasizing the use of Ameriprise-managed accounts.

Bridget Deverna is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Her prior experience includes roles at NewEdge Wealth and Fidelity Investments, as well as work in education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

John Renda is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. In addition to his advisory work, he is involved in selling health insurance products with various companies. LPL Enterprise provides investment advisory and brokerage services to individual and institutional clients, including high-net-worth investors and retirement plans. The firm utilizes model-driven investment strategies with access to third-party asset managers and offers financial planning, insurance products, and affiliated trust custody services.

Carla Mathias is a financial professional with 41 years of industry experience, currently affiliated with Cetera. She holds a Series 63 designation and has previously worked at firms including Summit Financial Group Inc and Planning Concepts Corporation. Outside of her advisory role, she serves as president of the Mathias Family Corporation, a commercial property business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services delivered through a large nationwide network of independent advisors.

Ardell Roan is a financial advisor with Wells Fargo Advisors, holding Series 63, Series 65, and Series 66 credentials and bringing 26 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, Ardell worked at Morgan Stanley Smith Barney and Wells Fargo Clearing Services. In addition to his advisory role, he has been involved with SUNY Orange since 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm provides tailored recommendations supported by Wells Fargo research and tools, with planning services covering areas such as retirement, education, and niche needs like business-owner transition and special-needs analysis.

Chris Kampitsis is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding the CFP® and ChFC® designations and possessing 17 years of industry experience. He has been with MML Investors Services, LLC since 2017 and has worked with Massachusetts Mutual Life Insurance Company since 2016. Outside of financial advising, he is a partial owner and consultant for a restaurant/bar business and is involved in consulting and management roles through several related business ventures, including tax preparation services and marketing consulting. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and investment management services to individuals, business owners, trusts, estates, and charitable organizations. The firm delivers ongoing, collaborative financial planning using firm-approved analytical tools and provides a range of programs including asset management and educational seminars.

William Bajakian is a financial advisor at Primerica Advisors with 34 years of industry experience. He has been with Primerica Financial Services since 1991 and with Primerica Advisors since 1990. Bajakian is registered with Series 63 and Series 65 licenses. His other business activities include sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap fee structure.

Shiva Bhashyam is a financial advisor with Ameriprise in New York, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise since 2012, including its affiliated entities. Outside of advising, he is involved with the River Town Lions Club and the Global Organization of People of Indian Origin NY Chapter. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to create written recommendation reports delivered through a centralized consulting team.

Neil Rubin is a financial advisor with UBS Financial Services in Scarsdale, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2015. Rubin serves on the Board of Trustees for the Schuyler Center for Analysis and Advocacy, a nonprofit focused on improving health, welfare, and human services in New York. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.