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.

Christopher Dursi is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 39 years of industry experience. He has worked with multiple firms, including People's United Advisors, Inc., People's Securities, Inc., and Capital One Financial Advisors LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gordon Haas is a CFP® professional with seven years of industry experience, currently serving at LPL Enterprise since 2024. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Tapfin/EY. Outside of his advisory work, he hosts a podcast focused on retirement planning through his media platform, Gen-Relational Wealth. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment strategies developed by internal and third-party research specialists and offers access to financial planning, third-party asset managers, and wrap programs.

Vivian Rentas is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and concurrently has experience at JPMorgan Chase Bank since 2010. She serves as a board member for her condominium community. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility criteria.

Louis Jondee is a Senior Portfolio Advisor and Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch Wealth Management in 2022 from First Republic Private Wealth Management and has over eight years of experience in the financial services industry. Louis and his team provide financial expertise along with the global investment and risk management capabilities of Merrill to serve their clients. Louis specializes in financial and estate planning services, personalized portfolio management, and risk management. He works with a diverse client base including business owners and corporate executives, offering guidance on equity compensation, retirement income, tax minimization, exit planning, and long-term financial strategies. His approach focuses on tailoring financial plans to individual client needs and priorities. He holds a Bachelor's Degree from Baruch College and 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). Louis is involved in the Catholic Youth Organization and is fluent in English and Spanish.

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.

John Doran is a financial advisor with J.P. Morgan Securities in New City, NY, holding CFP® and ChFC® designations and 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012, with a brief period at Edward Jones and a two-year employment gap prior to rejoining J.P. Morgan. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and combines quantitative and qualitative research to build model asset allocations.

Mary Jane Volfson is a Series 66 licensed financial advisor with 20 years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at First Republic Investment Management, Bank of America, and Merrill. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients.

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 who holds a Series 66 designation and has 20 years of industry experience. His prior work includes roles at VOYA Financial Advisors, Wells Fargo Clearing, and Morgan Stanley DW Inc. He also has involvement in tax preparation and accounting services through Kraner, LLC. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third‑party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Beena Maharjan is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been associated with Primerica Advisors since 2000, with a brief period of unemployment from 2015 to 2025. Outside of advising, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities, providing a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

David Hartgers is a Series 66 licensed financial advisor with two years of industry experience, currently with Wells Fargo Advisors. He previously worked at Ameriprise Financial Services and has a background that includes coaching as the head coach for the Wyckoff Recreational Department. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools to deliver tailored recommendations.

John Blanos is a CFP® professional with 41 years of experience in the financial services industry. He has worked at LPL Financial since 2017 and previously held roles at National Planning Corporation, Hornor, Townsend & Kent, LLC, and Guardian Life. Outside of advisory work, he is involved in offering life insurance, long-term care insurance, and fixed annuities. 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 provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with an emphasis on a broad advisory network supported by advanced operational and research tools.

Daniel Mahoney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in 1984 as an institutional bond trader before transitioning to a Financial Advisor role in 1985. Over his career, he has developed expertise in areas including college education planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, special needs planning strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Daniel holds a Bachelor of Science degree from Fordham University, where he was a member of Beta Gamma Sigma, and a Master of Business Administration from Columbia University. He has also earned professional designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Daniel has personal interests that include golfing, hiking, reading, and skiing.

Anthony Mccaleb Edwards is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Fidelity Brokerage Services LLC, and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, with clients retaining final decision-making authority.

Nadezda Timokhova is a Financial Advisor at Merrill Lynch Wealth Management. She combines her background in investment research, company valuation, and capital markets analysis with her financial planning expertise to assist clients in making informed financial decisions. Nadezda works with individuals, families, and business owners to address a variety of financial priorities, including investing, retirement planning, and preparation for expected and unexpected life events. She places emphasis on understanding each client's goals, priorities, and financial situation in order to develop personalized strategies aligned with their objectives. Nadezda is committed to building long-term relationships and providing guidance as her clients' needs and circumstances evolve to help them pursue greater financial confidence over time. Nadezda holds a Doctorate Degree from the State University of Management and has earned professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). She is proficient in English and Russian.

Keegan Ryan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as a basketball official with the Rochester Board 60 International Association of Approved Basketball Officials. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with clients retaining final decision-making authority.

Thomas Beckley is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014, following a brief tenure at Oppenheimer. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach incorporates systematic due diligence and both quantitative and qualitative research to support investment recommendations.