Scott Whisten is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Allianz Global Investors U.S. LLC for 16 years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Di Lorenzo is a financial advisor with OSAIC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Royal Alliance Associates and LPL Financial. He is also involved in the sale of fixed insurance products through a sole proprietorship. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a network of affiliated advisers and multiple platforms. The firm utilizes firm-provided asset-allocation tools and third-party services to construct portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Lawrence Mcternan is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior work includes roles at Wells Fargo Clearing, HSBC Securities, and TD Wealth Management Services, among others. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Angela Celso Mc Gurk is a financial advisor with Ameriprise in White Plains, NY, holding Series 63 and Series 65 designations and 32 years of industry experience. She has been with Ameriprise and its affiliate since 2005. She serves as Treasurer on the Board of Directors for the Northern Westchester Chapter of the National Charity League. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Ricardo Urena Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with J.P. Morgan Securities since 2014 and also maintains a long-term affiliation with Jpmorgan Chase Bank, N.A. since 2013. Additionally, he has been involved with SUNY Westchester since 2006. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager selection, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kathryn Palao is a CFP® professional with 20 years of industry experience, currently with Cetera. She has worked with Cetera Wealth Services, LLC and Hudson Financial Services since 2006. Palao serves as a board member of the Briarcliff Manor Chamber of Commerce and manages tax preparation and planning through her role as President and CEO of Hudson Tax Services LLC. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors to a diverse client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning options, operating as a multi-manager platform that supports discretionary and non-discretionary strategies across multiple custodial relationships.

Nicole Lyding is a Series 63 licensed financial advisor with nine years of industry experience. She has been with Cetera since 2019 and previously worked at Foresters Financial from 2017 to 2019. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Angela Fitzgibbon is a financial advisor with Ameriprise, holding a Series 63 designation and 34 years of industry experience. She has been with Ameriprise in various capacities since 1991. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, using in-house research and third-party data to support clients approaching or in retirement.

Daniel Martin is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2016. Prior to that, he worked at Gitterman Wealth Management and Triad Advisors. In addition to his advisory role, Martin is an independent insurance agent for various companies through his business, D.R. Martin and Associates. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and multiple custody platform arrangements.

Danny Dadamo is a financial advisor with Cetera, holding a Series 63 designation and over 27 years of industry experience. His career includes roles at American National Life and Ameritas, among others. In addition to his advisory work, Dadamo operates a tax preparation and accounting business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, financial planning, and consulting services.

Tony Antinori is a Planning Consultant at Fidelity Investments, a position he has held since 2015. Prior to this role, he worked as a Financial Representative at Fidelity Investments from 2013 to 2015 and briefly as a Financial Representative at JP Turner & Company in 2013. Before transitioning into financial advising, Tony had a 40-year career in the construction industry. He decided to change his professional path to focus on financial planning, which he describes as his passion. He enjoys assisting clients in developing and implementing investment strategies for their futures and intends to continue in this role as long as he finds it fulfilling. Tony is married and has five grown children and nineteen grandchildren. His personal interests include cooking and baking, gardening, and parenthood.

Patrick Harding is a financial advisor with Wells Fargo Advisors in New City, NY, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at various Wells Fargo entities since 2009. Harding also owns Harding Wealth Management LLC, a separate financial practice. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by Wells Fargo research and tools.

William Norkin is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding a Series 63 license and 29 years of industry experience. He previously worked at Metlife Securities Inc. for 22 years before joining Mass Mutual in 2016. Outside of his advisory role, Norkin is the vice president and owner of Noreteile Products, Inc., which provides various insurance products, and he also works as an independent insurance agent. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides structured, collaborative planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Michael Zawadiwskyi is a CFP® professional with 17 years of industry experience. He is currently an advisor at LPL Financial, having joined in 2025 after seven years at Next Financial Group and four years with AXA Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Daniel Jackson currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2006. In this role, he is responsible for all facets of the branch, with a primary focus on developing associates to deliver a collaborative financial planning experience to clients. He has been leading financial professionals for over 20 years, emphasizing the development of others to help them reach their full potential. Prior to his current role, Daniel was Branch Manager at E*TRADE from 2005 to 2006 and Assistant Vice President, Group Manager at T. Rowe Price from 1998 to 2005. His career reflects extensive experience in leadership positions within the financial services industry. Outside of his professional work, Daniel's personal interests include fitness, military service, movies, softball, and traveling.

Taisha Yunez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Steven Bellon is a CFP® professional with 35 years of experience, currently serving at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2012. He holds Series 63 and Series 66 licenses and is based in Tarrytown, NY. Outside of his advisory work, he serves as a board member for the Ryan Ashford Memorial, a nonprofit focused on mental health programs for teens and young adults. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements and provides a range of specialized planning programs and educational seminars.

Evan Maroney is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Stephens and Worden Capital, as well as experience outside the financial sector at Zachy's Wine and Liquor. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jeffrey Wilson is a CFP® with 20 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. He serves on the board of the Ridgewood Symphony Orchestra, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment management solutions for individuals, retirement plans, and institutions, combining a broad platform with various strategic and tactical investment options.

Jack Hallak is a financial advisor at LPL Enterprise with 19 years of industry experience. His prior work includes roles at Prudential Insurance Company of America, Pruco Securities, Morgan Stanley, Bank of America, and Merrill. He holds Series 63 and Series 66 designations. 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’s investment approach is primarily model-driven, offering access to third-party asset managers, financial planning, and insurance products through affiliated entities.