John Barry is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1984, concurrently serving at Bank of America since 2009. Merrill, along 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 supported by internal and third-party teams for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Faherty is a financial advisor at Osaic with 34 years of industry experience. He holds a Series 63 designation and has worked previously at LPL Financial and Royal Alliance Associates. Faherty is also an advisor for Garden State Capital Investments LLC, a business entity used for tax and investment purposes. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using advanced asset-allocation tools and supports a broad range of investment options, combining multiple advisory platforms and third-party solutions.

Kitty Chung is a financial advisor with Edward Jones in Croton-on-Hudson, NY, holding CFP® and ChFC® designations and over 19 years of industry experience. Prior to joining Edward Jones in 2022, she worked at JPMorgan Chase & Co and JPMorgan Securities LLC from 2016 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Je Park is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance Co, Metlife Securities Inc., and New England Securities. His outside activities include managing non-variable insurance and property and casualty insurance businesses. 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’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with an emphasis on non-securities products and affiliated insurance and trust services.

Nicole Menzie is a Planning Consultant at Fidelity Investments, where she collaborates with individuals, business owners, corporate executives, and their families to build, manage, protect, and transition wealth. Her approach involves listening carefully to her clients and co-creating financial plans tailored to their goals, utilizing the resources of Fidelity's wealth management team and comprehensive planning tools. Before joining Fidelity in 2022, Nicole gained experience as a Private Client Advisor at J.P. Morgan Chase, N.A. from 2017 to 2022, and as an Investment Associate at UBS Financial Services between 2008 and 2017. Her professional background includes developing expertise in financial planning and wealth management across diverse client segments. Nicole's personal interests include biking, comedy, family activities, movies, museums, and theater.

Michael Ceccherelli is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2024, following prior roles at E*TRADE Securities LLC/Morgan Stanley Smith Barney, Morgan Stanley, and Dillon Hill Capital LLC. He also has a background in management at Fairview Country Club. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios and alternative investment due diligence in its investment approach.

Michael Lavalley is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 33 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is president and sole shareholder of Park Avenue Benefit Planning Inc., a company focused on life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes without investment discretion.

Colby Stover is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and three years of industry experience. Prior to joining Cetera, Stover held positions at Foresters and worked in Management Information Solutions for nine years. He is also a licensed notary. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party managers.

Edward Zapson is a CFP®-certified financial advisor with Edward Jones in Mt Kisco, NY, where he has worked since 2002. He has 23 years of industry experience. Outside of his advisory role, he volunteers approximately 12 hours per month as an emergency medical technician with the Hopewell Junction Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Ailish Sullivan is a Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she partners with clients to provide holistic financial planning, working with her team to create and implement customized financial plans aimed at achieving clients' goals. Prior to her current role, Ailish served as a Relationship Manager at Fidelity Investments from 2021 to 2022, and as a Financial Representative at the same firm from 2020 to 2021. Her experience within Fidelity Investments has provided her with a comprehensive understanding of financial planning and client relationship management.

Daniel P. Tarpey, CFA, CPFA, PIA, RAFA, is a Wealth Management Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management, where he has worked since 2012. In this role, he assists families and business owners with asset, liquidity, and liability management. He manages discretionary personalized and defined investment strategies that may include individual securities, Merrill Lynch model portfolios, and third-party investment approaches. Prior to joining Merrill Lynch, Daniel was Vice President at MBIA in the Insured Portfolio Management division, focusing on valuation, modeling, and remediation of complex structured finance transactions. He earned his Bachelor of Science degree in Finance from Fordham University in 2007 and holds the Chartered Financial Analyst® designation. Daniel is a member of the CFA Institute® and the CFA Society Stamford. Daniel is involved in his local community through youth lacrosse coaching with Larchmont Mamaroneck Youth Lacrosse. He resides in Westchester with his wife and three children and enjoys reading, running, skiing, swimming, and spending time with his family.

Jeremy Sunshine is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 24 years, followed by roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Outside of his advisory work, he serves on the Board of Westchester Community College as a member of the Nominating Committee. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, and institutional accounts.

Alana Lombardi is a financial advisor at Ameriprise with one year of industry experience. She holds a Series 66 designation and has prior work experience including roles at Maxim Management for BMW of North America and Bank of America Merrill Lynch. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Vincent Ragone is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Merrill from 2015 to 2021 before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

Siobhan Brady is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds the Series 66 designation and has worked at UBS since 2008. In addition to her advisory role, Brady is involved in the hospitality industry, managing administrative duties for Rory Dolan's restaurant and bar and working as a hostess at The Brazen Fox. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

William Longing is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, LLC. Outside of advising, he has worked in non-investment roles including supporting trading activities at QuantumView Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports a municipal advisory practice uncommon among large institutional advisors.

Christopher Jones is a financial advisor at Edward Jones with Series 66 credentials and approximately one year of industry experience. Prior to joining Edward Jones, he held various roles in the theater and entertainment sectors, including positions at the Goodman Theatre, Chicago Shakespeare Theatre, and Paramount Theatre. Outside of finance, he has been involved in talent, entertainment, and media services through his own ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Mervyn Boone Jr is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 20 years of industry experience. He has been affiliated with Primerica Advisors since 2005 and is also the owner of Z & M Associates, Inc. Boone receives non-investment related compensation for referrals of home security and automation products through Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary 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, with portfolio implementation delegated to BNY Mellon Advisors.

Laurel Wilson is a Series 66-licensed financial advisor with LPL Financial, bringing one year of industry experience. Prior to joining LPL Financial in 2024, she worked at Gaber & Associates LLC, Trustco Bank, and Key Bank. Outside of her advisory role, she is involved in tax preparation and accounting services and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting advisors with research tools and a diverse investment approach.

Jonathan Dicent is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Enterprise, TIAA-CREF, and Citigroup. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, using proprietary research and tools to develop tailored recommendations delivered through meetings and written reports.