David Imrith is a financial advisor with Merrill in Montvale, NJ, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at Bank of America and Merrill since 2019 and was previously with Fidelity Investments from 2016 to 2019. Outside of his advisory role, he works part-time as an Uber driver. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, incorporating both internal and third-party portfolio management.

Alessandro Caringi is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. He previously worked at MetLife Securities and has been affiliated with MassMutual Life Insurance Company since 2016. In addition to his advisory role, he operates as an independent insurance agent specializing in life, accident, health, and property and casualty insurance. Mass Mutual Investors Services 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 programs, focusing on collaborative, goal-based planning strategies without discretionary investment authority.

Elaine Webley is a Wealth Management Advisor at Merrill Lynch Wealth Management. She offers a comprehensive approach to managing wealth that begins with listening closely to each client’s needs and understanding their financial goals. Elaine leverages the investment insights of Merrill along with the banking and lending solutions of Bank of America to develop personalized financial strategies tailored to changing market conditions. Her areas of expertise include education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and strategies focused on women, sports, and entertainment sectors. Elaine holds a Bachelor's Degree from Baruch College and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Elaine also dedicates time to community involvement, reflecting Merrill’s tradition of service. Her personal interests include dancing, music, reading, spending time with family, tennis, traveling, and yoga. She seeks to work collaboratively with clients to help them pursue their financial goals through tailored and flexible planning.

Jared Piche is a financial advisor with Charles Schwab in Scarsdale, NY, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at Charles Schwab since 2019 and previously spent 13 years at AllianceBernstein Investment Research and Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a comprehensive alternative-investment due diligence process.

Jak Cukaj is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Ameriprise for 32 years before joining Raymond James in 2025. He serves as a board member and investment committee member for Ronald McDonald House GHV. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting implementation through its advisory programs or other providers.

Shaun Waylonis is a CFP® with 15 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. He has held positions at J.P. Morgan Securities and J.P. Morgan Bank since 2018, and previously worked at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advisory programs focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and may include ESG criteria in its recommendations.

Christopher O’Dea is a financial advisor with Morgan Stanley in Dobbs Ferry, NY, holding a Series 63 designation and 28 years of industry experience. He has worked at Morgan Stanley & Co. LLC since 2014 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Matthew Schneiderman is a financial advisor at Osaic Wealth with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including American Portfolios Financial Services, Kovack Advisors, Kovack Securities, and Axa Advisors. Schneiderman is also the owner of Franklin Harold Financial, LLC, an entity involved in sales, service, management, and insurance products, and he engages in insurance sales as a separate business activity. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk assessment tools and offers discretionary and advisor-managed strategies along with access to alternative investments through third-party platforms.

Robert Weinberg is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley and T3 Trading Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research supported by centralized due diligence.

Lisa Dudelson is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 30 years of industry experience. She has been with MassMutual Investors Services since 2017 and also works with MassMutual Life Insurance Company. In addition to her advisory role, she holds an outside insurance sales position focusing on individual and group life, health, fixed annuities, long-term care, and disability income products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client engagements as annual, collaborative relationships with a focus on investment strategies rather than specific product selections.

Robert Castella III is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. He previously worked at Equitable Advisors and has coached hockey for the New Jersey Ice Dogs. 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, and institutional platforms.

Michael Salmon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. He also serves as co-trustee for his son's trust and manages Salmon Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries.

Lawrence Shafier is a financial advisor with LPL Enterprise, holding the ChFC® designation and securities licenses Series 63 and 65. He has 40 years of industry experience, including long tenure at Prudential Insurance Company of America and Pruco Securities. Outside of his advisory role, he serves as a board member for Kehilat Nitzanim, a synagogue in White Plains, NY. LPL Enterprise provides investment advisory and brokerage services to a varied client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach, offers access to third-party asset managers, and facilitates insurance product sales through affiliated entities.

Fern Tamborra is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and 23 years of industry experience. Her career includes roles at Robert Half and Zonin Wealth Management, among others. Tamborra serves as a board member for the Biomedical Research & Education Foundation of Southern Arizona, which reviews human medical studies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

David Mital is a CFP®-designated financial advisor with 40 years of industry experience, currently affiliated with Cetera. He has served at Cetera and CETERA Financial Specialists LLC since 2005 and operates his own financial services business, Mital Financial Services, since 2017. Outside of advisory work, he also runs a tax preparation service and holds a notary public commission. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with various program structures and custodial relationships.

Joseph Byrne is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has provided wealth management strategies and advice to affluent clients since 2001. In his role, he directs a range of services within the Donnell Phillips Berkowitz & Byrne Group and works closely with clients to determine their financial goals, priorities, and concerns. Joseph has experience in investment strategy, regression and probabilistic modeling, asset allocation, and wealth transfer strategies. He also advises executives on concentrated equity management, monetization, and diversification strategies. He integrates specialists and resources aligned with client priorities and coordinates efforts of external tax and legal professionals to deliver customized wealth management strategies. Joseph holds a Bachelor of Science degree from the University of Connecticut and has earned professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He lives in Ridgefield, Connecticut with his wife Kristi and their two children and supports local charities benefiting children, military veterans, and cancer research.

David Munoz is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including First Republic Investment Management, Bank of America, Merrill, UBS Financial Services, Morgan Stanley, and AllianceBernstein. Outside of his advisory work, Munoz serves as an adult leader for St. Claire's Boy Scout Troop #170 and is a vice president on the board of the Croton Little League girls softball division. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative screens and qualitative research and includes capabilities in derivatives and commodities.

Lisa Gradilone is a Senior Financial Advisor at Merrill Lynch Wealth Management, serving a diverse clientele including technology executives, business owners, and younger individuals in the early stages of growing their wealth. She focuses on advising clients by understanding their priorities and life goals, then tailoring investment approaches to help achieve those goals. Lisa's approach involves crafting integrated strategies that blend investment and liability management with tax minimization and estate planning strategies. Before joining Merrill in 2020, Lisa served as the Regional Director of Investments at Key Private Bank and spent 15 years at Deutsche Bank developing skills in equity portfolio management, wealth planning, and investment product management. Prior to her financial career, she held engineering and software development positions. Lisa holds a Bachelor of Science degree in Computer & Systems Engineering and a Master's degree in Electrical Engineering from Rensselaer Polytechnic Institute. She has earned professional designations including the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Analyst® (CFA®). Lisa is a member of the CFA Institute, the Estate Planning Council of Westchester County, and the Business Council of Westchester. She is actively involved in the Rotary Club of Briarcliff Manor. In her personal time, she enjoys golfing, running, tennis, and spending time with her family.

William Jordan is a financial advisor with LPL Financial in Tarrytown, NY, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial and Lexco Wealth Management in 2021, he worked in the restaurant industry and was a student at Fordham University for 21 years. Outside of his advisory role, he is involved with Mounted Memories NY LLC, a firearm and security retail business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, and institutions with a range of financial planning and investment management options.

Matthew Clement is a CFP® certificant with 22 years of industry experience. He is currently affiliated with Cetera and has prior experience at Cantella and Co., Inc. Clement serves as owner and president of Emerald Retirement Planning Group, Inc., and holds board positions with Helen Hayes Hospital Foundation and Rockland Recovery Homes, Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and $256 billion in assets under management.