Chris Kampitsis is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding the CFP® and ChFC® designations and possessing 17 years of industry experience. He has been with MML Investors Services, LLC since 2017 and has worked with Massachusetts Mutual Life Insurance Company since 2016. Outside of financial advising, he is a partial owner and consultant for a restaurant/bar business and is involved in consulting and management roles through several related business ventures, including tax preparation services and marketing consulting. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and investment management services to individuals, business owners, trusts, estates, and charitable organizations. The firm delivers ongoing, collaborative financial planning using firm-approved analytical tools and provides a range of programs including asset management and educational seminars.

Yedidya Diena is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes work at Bank of America, N.A., and involvement with Chai Lifeline Canada and Touro University. Outside of finance, he operates a custom clothing business. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

William Bajakian is a financial advisor at Primerica Advisors with 34 years of industry experience. He has been with Primerica Financial Services since 1991 and with Primerica Advisors since 1990. Bajakian is registered with Series 63 and Series 65 licenses. His other business activities include sales of investment-related products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap fee structure.

Shiva Bhashyam is a financial advisor with Ameriprise in New York, NY, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise since 2012, including its affiliated entities. Outside of advising, he is involved with the River Town Lions Club and the Global Organization of People of Indian Origin NY Chapter. Ameriprise offers retirement-income planning services primarily for individuals with at least $1 million in net investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to create written recommendation reports delivered through a centralized consulting team.

Neil Rubin is a financial advisor with UBS Financial Services in Scarsdale, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2015. Rubin serves on the Board of Trustees for the Schuyler Center for Analysis and Advocacy, a nonprofit focused on improving health, welfare, and human services in New York. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Joseph Brunelli is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he is a trustee for his father's trust and holds a minority ownership in a real estate holding company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Stephen Gilberg is a financial advisor at OSAIC with 42 years of industry experience. He holds the ChFC® and Series 63 credentials and has previously worked at American Portfolios Financial Services, Inc., Questar Asset Management, and Questar Capital Corporation. Outside of his advisory role, he is president of Gilberg Agency Incorporated, a firm involved in selling and servicing life, disability, and employee benefits. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct diversified portfolios.

Carter Spearry is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he was involved with nRICHD Consulting, a recruiting and talent acquisition business specializing in manufacturing and IT, where he oversaw business operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs supported by a nationwide network of financial advisors and branch offices.

Daniel Twomey is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2011. He holds Series 63 and Series 66 licenses. 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 provides a range of advisory programs, financial planning, and retirement consulting, supported by model portfolios and research, with both discretionary and non-discretionary management options.

James Kivlehan is a financial advisor with Wells Fargo Advisors in New City, NY. He holds a Series 66 designation and has 14 years of industry experience, including 14 years at Edward Jones before joining Wells Fargo Advisors in 2025. 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 supported by proprietary research and tools, with client engagements typically structured as discrete planning projects.

Miguel Nunez is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has previously worked at JPMorgan Chase Bank and JP Morgan Securities, and he owns Nunez Wealth Management Inc., where he provides wealth management and tax preparation services. Outside of advisory work, he is involved in real estate as a licensed agent assisting clients with buying, selling, and renting homes, and he also sells fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform with a range of program options and over $256 billion in assets under management.

Christopher Gaetano is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans that align with their individual goals and circumstances. He employs a structured financial planning process to address clients' short and long-term objectives and adapts strategies over time to reflect changes in clients' lifestyles. He has been with Fidelity Investments since 2019, gaining experience in various roles including Financial Representative, Relationship Manager, and Investment Consultant before becoming a Financial Consultant in 2026. This progression within the company showcases his familiarity with diverse aspects of financial services. Outside of his professional work, Christopher has interests in beach activities, attending concerts, hiking, skiing, and traveling.

Louis Ferriello is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he is an owner and manufacturing consultant at Slider Sports Seats, Inc., a consulting business focused on product vision. 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 large team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver non-discretionary wealth management and related services.

Corey Albright is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held positions in various industries including automotive and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage funds.

Nicholas Fiore is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and the Series 66 license. He has three years of industry experience, with prior roles at GAMCO Investors and a background that includes teaching positions at Sacred Heart University and Somers High School. Outside of his advisory work, he is involved in life settlement assistance and outside insurance sales focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services operates as 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 using firm-approved software and collaborative, annual planning engagements.

Vincent Cento is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he was involved with Sim Coe Beer Bar and Obercreek Brewing Company from 2022 to 2024 and worked at Mercedes-Benz of White Plains from 2014 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios. The firm is noted for its advisory role to multiple registered investment companies, use of systematic methodologies, and formal governance procedures.

Colin Figueroa is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. His prior roles include positions at Woodbury Financial Services, Capital One Financial, and Morgan Stanley. Outside of Osaic, he serves as First Vice President at Alpine Financial Planning LLC, assisting clients with insurance planning needs. Osaic Wealth, Inc. serves a diverse client base ranging from individuals to institutions, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Matthew Sullivan is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding Series 63 and Series 65 credentials and possessing 19 years of industry experience. His career includes roles at MassMutual Life Insurance Company since 2016 and METLIFE Securities Inc from 2006 to 2017. He is also engaged in an outside insurance business involving life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual 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 programs, structuring planning engagements as annual collaborations that provide detailed analyses and written recommendations without discretionary authority.

Mark Marotta is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including high-net-worth individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus on both retail and institutional advisory services, including public finance and municipal work.

Christopher Falconer is a Wealth Management Advisor with Merrill Lynch Wealth Management, providing comprehensive financial services to a diverse clientele including corporate executives, business owners, trusts, and charitable organizations. With over 25 years in the financial services industry, he focuses on delivering personalized wealth management strategies tailored to clients' unique needs, goals, and family dynamics. His areas of expertise encompass investment management, concentrated stock holdings risk management, retirement planning, insurance and risk management, lending and liability management, estate planning, and trust services. Christopher holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planner Board of Standards Inc., as well as the CHARTERED FINANCIAL CONSULTANT (ChFC) and Personal Investment Advisor (PIA) designations. He has also completed accredited certificate programs from Fairleigh Dickinson University and the American College of Financial Service. His registrations include Series 7, Series 31, Series 65, and Series 66 with FINRA. Beyond his professional commitments, Christopher is actively involved in his local church and community, including participation in the Heredity Spastic Paraplegia Foundation. He integrates his personal philosophy of understanding clients' life priorities into his practice, working to create strategies that align with their values and long-term visions. In his personal life, Christopher enjoys football, reading, soccer, spending time with his family, and traveling.