Robert Roland is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has previously worked at Investors Capital Corp. and National Planning Corporation, and since 2017 he has also operated LEXCO Wealth Management, Inc., an independent registered investment advisory firm through which he provides financial planning and consulting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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 broad network of advisers and extensive technology tools.

Anthony Siciliano is a financial advisor with Primerica Advisors in Mahwah, NJ, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes roles at Primerica Financial Services and PFS Investments Inc. He is involved in other business activities related to investment products and mortgage loan sales, and manages two legal entities formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies supported by third-party asset managers and custodians.

Thomas Agnew is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 33 years of industry experience. He worked at Pruco Securities, LLC for 31 years before joining LPL Enterprise in 2024. Agnew is also involved in non-variable insurance activities through a Prudential-sponsored agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach, offers financial planning and consulting, and facilitates access to third-party asset managers and insurance products through affiliated entities.

Maie Ibrahim is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has worked at LPL Financial since 2018 and prior to that spent seven years at Fidelity Investments. Outside of her advisory role, she serves in a fiduciary capacity for a trust and is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools.

Sameer Srivastava is a Series 66-credentialed financial advisor with over 22 years of industry experience. He is currently with Ameriprise Financial Services, where he has worked since 2020, and has held various roles at related firms since 2002. Srivastava is also involved with Alpha Corporations, LLC. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Rocco Donofrio is a Series 66-licensed financial advisor at J.P. Morgan Securities with 10 years of industry experience. He previously worked at Morgan Stanley for 12 years and has been with J.P. Morgan since 2026. Outside of finance, he is a partner in Donofrio Handyman Services LLC, a construction-related business. 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 advisory process combines quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting.

Maria Katsougrakis is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 15 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC since 2015. Maria is also a partial owner of Epiros LLC, a family-owned commercial real estate business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model allocations and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Lisa Sherman is a CFP® with 41 years of industry experience, currently affiliated with LPL Financial since 2021. Her prior roles include positions at Ameriprise Financial Services, National Asset Management, National Securities Corporation, and Gilman Ciocia, Inc. She is also involved with Riolo Financial Group, a business related to her LPL affiliation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing technology and a broad spectrum of financial products.

John Schumacher is a financial advisor with J.P. Morgan Securities in Orangeburg, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and related entities since 2004. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Angelo De Leon is a Planning Consultant at Fidelity, where he collaborates with clients to utilize Fidelity's resources for retirement, income, and wealth planning. He focuses on creating and implementing customized financial plans designed to help clients achieve their goals. Prior to his current role, Angelo held positions including Senior Vice President and Client Service Associate at JPMorgan Chase Private Bank, Vice President and Business Development Manager at Experiture, Wealth Relationship Manager at Citibank, and Private Client Banker at JPMorgan Chase. His professional experience spans various aspects of financial services and client relationship management. Outside of his professional work, Angelo has interests in biking, family activities, fitness, tennis, traveling, and volunteering.

Arthur Hardy is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has been with Cetera and Cetera Wealth Services since 2013. Outside of his advisory role, Hardy owns Hardy Financial Strategies, focusing on fixed insurance and annuities, and serves as owner and president of Arthur Hardy Inc, a holding company used for accounting and tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large 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 through a multi-manager platform, providing access to various investment strategies and program structures.

Emily Wiesen is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2024. Outside of advising, she works as a lifeguard at a health club and assists with teaching activities at a synagogue. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction applied across mutual funds, ETFs, and ETPs.

Eric Leimgruber is a CFP®-designated financial advisor with 30 years of industry experience, currently with Ameriprise in Valhalla, NY. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored written recommendations and ongoing advice focused on income reliability and tax-efficient withdrawal strategies.

Anthony Bartolini is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 37 years of industry experience. He has worked at MassMutual and its affiliated entities since 2016 and previously spent over three decades at MetLife Securities Inc. In addition to his advisory role, he is involved in life and health insurance sales. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers a range of specialized programs including estate and employer-sponsored planning.

Ellen Mellyn is a Financial Consultant at Fidelity Investments, a role she has held since 2021. She focuses on listening to clients and working collaboratively to customize approaches that encompass all of their financial goals. Ellen has been residing in the area since 2003 with her husband and two children. Her professional experience centers around providing financial consultation tailored to individual client needs. Ellen's approach emphasizes partnership and comprehensive planning to support clients on their wealth journey. Outside of her professional work, Ellen's personal interests include comedy, golf, kayaking, sailing, skiing, and tennis.

Diane Eitel is a financial advisor with Primerica Advisors in Elmsford, NY, holding a Series 63 designation and 23 years of industry experience. She has been associated with PFS Investments Inc. since 1996 and served in the Queens Board of Elections since 2014. In addition to her advisory role, she engages in sales of loan products and home-related services for affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Raymond Beninato is a financial advisor at LPL Financial in White Plains, NY, holding Series 63 and Series 65 licenses with 45 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 14 years and Equitable Advisors for one year. Outside of his advisory role, he is involved with Raben Capital Growth Corp, a non-variable insurance business. 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 offers a variety of financial planning and investment management services through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Adam King is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, he worked in various roles including as a ski instructor at Campgaw Mountain Ski Area. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Frank Chiodi Jr. is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Osaic since 2021. Prior to this, he was with Voya Financial Advisors for seven years and has served as an insurance agent at Rampart Brokerage for over two decades. He is also president of Team Chiodi LLC, an investment-related business. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporations, offering brokerage and advisory services across multiple programs with an investment process centered on model-based asset allocation and portfolio optimization.

Vincent Lipson is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 14 years of industry experience. His work history includes roles at PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Outside of advisory work, he is involved in sales of investment-related products and receives non-investment compensation related to mortgage loan products and home security referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management, using model-driven investment strategies supported by third-party asset managers and custodial services.