Catherine Censullo is a financial advisor with Cetera who holds a PFS™ designation and Series 66 license, bringing 27 years of industry experience. She is also a CPA and partner at Censullo, Gupta & Associates CPA, LLP, a public accounting firm offering tax planning, preparation, and business consulting services. Additionally, she serves as a board member of the Armonk Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a network of independent advisors utilizing multiple program structures and a variety of investment strategies.

Dawn Parrino is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and over 31 years of industry experience. She has been with Fidelity Brokerage Services LLC since 2010 and joined Fidelity Personal and Workplace Advisors in 2018. Outside of her advisory role, she works as a holistic health coach and participates in essential oil distribution with Young Living. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios from a range of investment vehicles.

Barbara Silberman is a financial advisor at Wells Fargo Advisors with 44 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Advisors and its affiliated entities since 2010. Outside of her advisory role, she is involved with Princeton Harriman Insurance Solutions, an insurance agency based in Sarasota, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored planning covering a broad range of financial needs and integrates advisory services with other financial products and referral channels.

Kevin Mahoney is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships, and maintains capabilities in public finance and municipal services.

Daniela Silver is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019. Her prior experience includes positions at Clinton Group, Arel Capital, and McGill University. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools.

Julie Henry is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2013. She has 19 years of experience in the industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations in its financial planning process.

Scott Turner is a financial advisor with MassMutual Investors Services in Elmsford, NY, holding CFP® and Series 63 credentials and 19 years of industry experience. He previously worked at Kestra Advisory Services and Kestra Investment Services from 2011 to 2023. In addition to his advisory role, Turner is an insurance agent who sells life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm employs collaborative, annual planning relationships using advanced tools and offers specialized services such as divorce planning and employer-sponsored planning programs.

Michael Macieira is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include long-term positions with Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in property and casualty insurance through the Roman Insurance Agency Inc., where he serves clients in personal and commercial lines. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, asset management programs, and a range of brokerage and insurance products, utilizing an integrated platform that supports both advisory services and insurance sales.

Phillip Shetsen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisor role, he operates Bona Vita Benefits Group LLC, providing consultative services to individuals and business owners. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform combining adviser programs with active financial product sales.

Patrick Mannion is a financial advisor at Morgan Stanley in Paramus, NJ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he was involved with Ridgewood Party Rental and has held roles at Bucknell University and Ridgewood Country Club. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include 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 that combine broad retail and institutional investment capabilities.

Charlene Sasso is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has worked at Prudential Insurance Company of America and Pruco Securities, LLC, where she spent over a decade before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Owen Corry is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott and the New Jersey Institute of Technology among other roles. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Joseph Saccomanno is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with Equitable Advisors, including its prior iteration as AXA Advisors, since 2009. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Gary Peters is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and approved planning tools to support its financial planning services.

Steven Klimaszewski is a CFP®-certified financial advisor with 33 years of industry experience. He is currently with MassMutual Investors Services and also serves as the principal and founder of J Matrik Wealth Management, LLC. His background includes roles at Kestra Advisory Services and Kestra Investment Services. In addition to advisory services, he is involved in outside insurance sales specializing in life, disability, long-term care, fixed annuities, and health insurance products. MassMutual Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers planning through collaborative annual engagements using advanced analytical tools and offers a range of investment and educational programs.

Christopher Andrews is a financial advisor with Mass Mutual Investors Services in Armonk, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Outside of advisory work, Andrews is involved in retail book production through True Gentlemen Holdings, LLC, and operates Compass Point Capital LLC, providing recruiting and management services for financial firms. 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, and charitable organizations. The firm emphasizes collaborative, goal-based planning using firm-approved tools and provides specialized programs such as divorce planning and employer-sponsored planning services.

Natalya Muravchik is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2013. Outside of her advisory role, she serves as a board member of the nonprofit She's The First, which supports educational programs and scholarships for girls globally. 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 team of Wealth Advisors.

Jessica Valente is a financial advisor at Morgan Stanley with a Series 66 designation and eight years of industry experience. She has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Anthony Falco is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his industry experience in 2024. Prior to joining Wells Fargo, he held roles at Raymond Opticians and was engaged in full-time education. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Jackson Kuwata is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and has worked at MassMutual Life Insurance Co and Mass Mutual Investors Services since 2024. Prior to his advisory role, he has experience at Amazon and Bridge Street Premium Ice, and he has a background that includes studying at the University of Delaware. Kuwata also works as an insurance broker in life, fixed annuities, disability, long-term care, and health insurance. 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements with a broad range of client types.