Vincent Dedominicis is a financial advisor with Wells Fargo Advisors in New City, NY, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at AAG Capital, Accurate Wealth Management, and Northwestern Mutual. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with clients able to choose the extent of plan implementation through various brokerage or advisory programs.

Stephen Patota is a financial advisor with Primerica Advisors in Mahwah, NJ, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior career includes nearly three decades at Verizon Communications. He is also involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-driven strategies managed by third-party asset managers.

Arian Howard is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and two years of industry experience. He has worked at Morgan Stanley from 2013 to 2022 and resumed there in 2023 after a brief period of unemployment. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and models.

John Barry is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1984, concurrently serving at Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party teams for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mike Barrera is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 65 and Series 63 licenses and has prior work experience at Arbor Realty Trust, Drexel University, Comcast Corporation, Penn Mutual, and A.D Sutton & Sons. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

Kitty Chung is a CFP® and ChFC® credentialed financial advisor at Edward Jones with 19 years of industry experience. She previously worked at JPMorgan Chase & Co, JPMorgan Securities LLC, and New York Life Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices across the United States.

Michael Ceccherelli is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2024, following prior roles at E*TRADE Securities LLC/Morgan Stanley Smith Barney, Morgan Stanley, and Dillon Hill Capital LLC. He also has a background in management at Fairview Country Club. 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 non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios and alternative investment due diligence in its investment approach.

Michael Lavalley is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 33 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is president and sole shareholder of Park Avenue Benefit Planning Inc., a company focused on life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes without investment discretion.

Brian Conde Martinez is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Merrill and Bank of America Merrill Lynch. He has a background that includes roles in college admissions and residential life at Middlebury College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Colby Stover is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and three years of industry experience. Prior to joining Cetera, Stover held positions at Foresters and worked in Management Information Solutions for nine years. He is also a licensed notary. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party managers.

Edward Zapson is a CFP®-certified financial advisor with Edward Jones in Mt Kisco, NY, where he has worked since 2002. He has 23 years of industry experience. Outside of his advisory role, he volunteers approximately 12 hours per month as an emergency medical technician with the Hopewell Junction Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Daniel P. Tarpey, CFA, CPFA, PIA, RAFA, is a Wealth Management Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management, where he has worked since 2012. In this role, he assists families and business owners with asset, liquidity, and liability management. He manages discretionary personalized and defined investment strategies that may include individual securities, Merrill Lynch model portfolios, and third-party investment approaches. Prior to joining Merrill Lynch, Daniel was Vice President at MBIA in the Insured Portfolio Management division, focusing on valuation, modeling, and remediation of complex structured finance transactions. He earned his Bachelor of Science degree in Finance from Fordham University in 2007 and holds the Chartered Financial Analyst® designation. Daniel is a member of the CFA Institute® and the CFA Society Stamford. Daniel is involved in his local community through youth lacrosse coaching with Larchmont Mamaroneck Youth Lacrosse. He resides in Westchester with his wife and three children and enjoys reading, running, skiing, swimming, and spending time with his family.

Judith Battaglia is a CFP®-certified financial advisor with Morgan Stanley, bringing 17 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and also has experience with CitiGroup Global Markets Inc. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its advisory process.

Alana Lombardi is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has prior work experience including roles at Maxim Management for BMW of North America and Bank of America Merrill Lynch. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Siobhan Brady is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 66 designation and has worked at UBS since 2008. In addition to her advisory role, Brady is involved in the hospitality industry, managing administrative duties for Rory Dolan's restaurant and bar and working as a hostess at The Brazen Fox. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

William Longing is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, LLC. Outside of advising, he has worked in non-investment roles including supporting trading activities at QuantumView Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports a municipal advisory practice uncommon among large institutional advisors.

Mervyn Boone Jr is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 20 years of industry experience. He has been affiliated with Primerica Advisors since 2005 and is also the owner of Z & M Associates, Inc. Boone receives non-investment related compensation for referrals of home security and automation products through Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Laurel Wilson is a financial advisor with LPL Financial, holding the Series 66 designation and bringing one year of industry experience. Prior to joining LPL Financial, she worked at Gaber & Associates LLC, Trustco Bank, and Key Bank. Outside of her advisory role, she is involved in tax preparation and accounting services and is a commissioned notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research from multiple sources, and a variety of investment strategies.

Jonathan Dicent is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Enterprise, TIAA-CREF, and Citigroup. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using proprietary research and tools to develop tailored recommendations delivered through meetings and written reports.

Michael Lee is a financial advisor with Stifel in Ramsey, NJ, holding a Series 63 designation and 22 years of industry experience. He has been with Stifel since 2005. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment strategy methodology.