Mark Rosalimsky is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management with a career in financial services dating back to 1984. He collaborates with a team of specialists to provide comprehensive guidance on clients' financial affairs with a focus on personalized investment advice. Mark has extensive expertise in insurance, small business 401k, and pension plan design. He engages clients through a collaborative and educational process, emphasizing frequent communication and service standards. Mark earned a Bachelor of Arts in Economics from the State University of New York at Binghamton. He holds professional designations including Chartered Life Underwriter (CLU®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Based in Northern New Jersey, Mark is active in his community, having served on Boards and Committees of local schools and synagogues. He is a long-distance runner who has completed three marathons and has coached his children's youth sports teams.

Louis Rivera is a financial advisor with Primerica Advisors in Hartsdale, NY, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995 and has also worked at Atos since 2012. Outside of his advisory role, Rivera is involved in sales of investment-related products and receives additional compensation for referring home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Steven Taub is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. His prior work includes sixteen years at Citigroup Global Markets before joining Morgan Stanley in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services such as wrap programs and private fund relationships alongside a broad range of retail and institutional offerings.

Christopher Fields is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at MassMutual and Foresters Financial Corporation. In addition to his advisory role, he serves as president of Raymond Charles Capital, an S corporation, and is involved in outside insurance sales including life, long-term care, fixed annuities, and health products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning process uses firm-approved software and offers event-driven planning services such as estate settlement and divorce planning.

Kevin Griffin is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at HermTech Inc, BMO Capital Markets Corp., and KGS-Alpha Capital Markets, L.P. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Rodman Tilt is a financial advisor with Morgan Stanley Wealth Management in Purchase, NY, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities for six years before joining Morgan Stanley in 2019. Outside of his advisory role, Tilt serves as a board member for Saint Barnabas Church in Greenwich, Connecticut. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to model financial outcomes.

Andrea Williamson is a financial advisor at Edward Jones with one year of industry experience. She previously held positions at GE Power Services and GE Working Capital Solutions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Chad Brown is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2022, with prior roles at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 affiliated discretionary separately managed accounts and uses multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Frank Riolo is a financial advisor with LPL Financial in New City, NY, holding the CFP® designation and Series 66 license. He has 11 years of industry experience, including seven years with Ameriprise Financial Services and five years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual, retirement, institutional, and charitable clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Margaret Fiore is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 36 years of industry experience. Her previous work includes a long tenure at Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary program options.

Chanice Seda is a financial advisor with Primerica Advisors in Peekskill, NY, holding a Series 63 designation and 18 years of industry experience. She has been with Primerica Advisors since 2007 and has worked with Primerica Financial Services since 2003. In addition to her advisory role, she is involved in selling loan products and home security referrals through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and selectively managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers while maintaining oversight of model offerings.

Anthony Basso Jr. is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017. Prior to that, he was involved with Empire Wealth Strategies and had a role at Big Three Wine and Liquor. Outside of his advisory work, he is employed at Big Three Liquor Inc., a retail and online store. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Joe Marraccino is a Series 66-credentialed financial advisor with 11 years of experience, currently practicing at Wells Fargo Advisors in Nyack, NY. He has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized offerings such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Raymond Hart is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 18 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning processes using approved tools and offers various investment and financial product solutions through its broad platform.

David Kleiner is a CFP®-certified financial advisor with Ameriprise, based in Briarcliff Manor, NY, and has 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 1990. Outside of his advisory work, Kleiner serves as president of the Briarcliff Manor EMS Board of Directors. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a range of advisory, brokerage, and insurance solutions through its affiliated companies.

Zachary Norman is a financial advisor at Ameriprise Financial Services with six years of industry experience. He holds a Series 66 designation and previously worked at GB Capital Partners LLC. In addition to his advisory role, he is involved with Endurance Operations Management, which serves as his compensation entity. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, including written recommendation reports and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Anthony Bivona is a financial advisor at Morgan Stanley with a Series 66 credential. He joined Morgan Stanley in 2025 after six years of operating Complete Landscaping Service, LLC. He is based in Purchase, NY and has less than one year of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services focused on structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Bradley Philipps is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds several professional designations, including Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Bradley earned his bachelor's degree from Fordham University. His credentials reflect his focus on comprehensive financial planning and retirement planning.

Sonja Louis is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Primerica Advisors since 2012 and concurrently owns and operates SL Home Care, a private duty nursing service where she is a licensed practical nurse. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients under a tiered wrap-fee structure.

Diane Galvin is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 13 years before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services.