Tyler Glasson is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Beechwood Financial Services, Severn Trent Water, and Coventry University. 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, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized planning services including estate settlement and employer-sponsored programs.

Timothy Romagnoli is a financial advisor with LPL Enterprise LLC and holds the Series 66 designation. He has one year of industry experience, including prior work at PRUCO Securities, LLC. Outside of finance, he operates Romagnoli Remodeling and has previously been involved in the coffee business. LPL Enterprise serves a diverse client base ranging from individuals and retirement plans to institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Deloris Robinson is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 30 years of industry experience. She has been with Primerica Advisors since 2007 and has been affiliated with Primerica Financial Services since 1994. Outside of her advisory role, she is involved in sales and referrals of home-related products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Lisa Barone is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Oppenheimer for 14 years before joining Merrill in 2022. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Benjamin Okwit Kanas is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. His prior work includes roles at City National Bank and UBS Financial Services, Inc. Outside of finance, he is involved with the White Plains Youth Bureau, where he participates in a Saturday academy program for high school students. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers customized portfolio management and financial planning solutions using a range of advisory programs and investment management strategies.

Lindsey Ciampi is a financial advisor at Morgan Stanley based in Purchase, NY, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2021, Lindsey worked in the hospitality sector at Sentry Hospitality, Bedford Post Inn, and Saltaire. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and resources.

Roberto Pennella is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. His prior work includes roles at Barnum Financial Group, LPL Financial, and MassMutual Life Insurance Co, as well as entrepreneurial and service positions outside the financial industry. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers a range of event-driven planning services.

Thomas Cometa is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining Wells Fargo Advisors in 2018. Cometa has ownership interests in investment-related entities focused on succession planning and operates part-time in the insurance business. 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 and integrates advisory services with banking and other financial products.

Christopher Dursi is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at People's United Advisors, Inc. and People's Securities, Inc. He is based in Somers, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Nelson Gaertner Jr. is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 designations and possessing 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he owns and operates Hidden Brook Farm NY, LLC, a farm producing vegetables, flowers, honey, and Christmas trees. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm emphasizes structured financial planning supported by firm-approved tools and offers both direct and employer-sponsored planning services.

Vivian Rentas is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 66 and Series 63 designations and has been with J.P. Morgan Securities since 2012. Outside of her advisory role, she serves as a board member for her condominium community in Yorktown Heights, NY. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Louis Jondee is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2022 from First Republic Private Wealth Management. Louis specializes in financial and estate planning services, personalized portfolio management, and risk management, supporting clients through various stages from initial savings to retirement and complex diversification strategies. With over ten years in the financial services industry, Louis has experience working with business owners and corporate executives, focusing on areas such as equity compensation, defined benefit and contribution plans, nonqualified deferred compensation plans, exit planning, and integrating corporate benefits into long-term financial strategies emphasizing tax efficiency. His client focus areas include equity compensation services, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, women and wealth, tax minimization, and retirement income. Louis holds a Bachelor's Degree from Baruch College and has earned multiple professional designations, including Certified Private Wealth Advisor (CPWA), Certified Portfolio Manager (CPM), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Retirement Accredited Financial Advisor (RAFA), and Personal Investment Advisor (PIA). He is involved with the Catholic Youth Organization and has personal interests in boxing, chess, fishing, hiking, and running.

Clarke Arline is a financial advisor with Primerica Advisors in Elmsford, NY, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of advisory work, he is involved in the sale of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited 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 for its services.

Joshua Weisbrot is a financial advisor at Morgan Stanley with 39 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. He also has prior experience at Citigroup Global Markets dating back to 1993. He holds a Series 63 designation. 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, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

John Doran is a CFP® and ChFC® with 23 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2017, following a brief tenure at Edward Jones. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Wiwatsorn Viwatthanasorn is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining Morgan Stanley in 2023, Wiwatsorn worked at JPMorgan Chase Bank and J.P. Morgan Securities for over a decade. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, with a focus on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include financial planning and estate strategy, though clients are responsible for implementing and updating their plans.

Mary Jane Volfson is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill, Bank of America, First Republic Investment Management, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Tyler Reschke is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he assists clients in developing financial plans aimed at supporting their financial goals and enhancing their confidence in decision making. Prior to this position, Tyler held several roles within Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. He began his financial career as a Financial Professional at Equitable Advisors from 2021 to 2022. Tyler's professional experience encompasses a range of client-focused financial services, highlighting his expertise in relationship management and financial planning. His career progression reflects his commitment to supporting clients through various stages of their financial journeys.

Vladislav Zherenovsky is a financial advisor with LPL Financial, holding a Series 66 credential and 20 years of industry experience. He has worked previously at VOYA Financial Advisors and has been involved with Kraner, LLC for over a decade, where he also engages in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, supported by various model portfolios and research, and provides both discretionary and non-discretionary management.

John Blanos is a CFP®-certified financial advisor with 41 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation for eight years. His activities include providing non-variable insurance products such as life insurance and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven investment strategies.