Kyle Brandstetter is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has held roles at several firms, including Asterion Wealth Advisory Group and LPL Financial. Outside of finance, his background includes work in hospitality and athletic club management. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Frank Calderone is a financial advisor with Raymond James Financial Services Advisors Inc. in Armonk, NY, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is a bass player in the HeadFirst band. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and governmental entities. The firm provides financial planning and non-discretionary investment consulting supported by a wide range of resources and external managers.

Mary Dunne is a financial advisor with LPL Financial in Pearl River, NY, holding a Series 63 designation and over 42 years of industry experience. She has been with LPL Financial, formerly Linsco/Private Ledger Corp., for 30 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Michael Meringolo is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors, Southern Table, and PuroClean of Northern Westchester. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Kevin Bertoncin is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including UBS Financial Services, Fidelity Brokerage Services, and TD Ameritrade. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored investment strategies through a combination of in-house and third-party managers.

Anthony Rizzuto is a CFP® and ChFC® professional with 37 years of experience, currently affiliated with Ameriprise. His career includes positions at Purshe Kaplan Sterling Investments and Rise Private Wealth Management. He serves on the boards of the Business Counsel of Westchester Foundation and the Westchester Parks Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice.

Evelyn Vera is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities, Primerica Financial Services, and PFS Investments Inc. Outside of her advisory role, she is the owner of Vera Business Solutions, LLC, a company established for administrative consultative services, though it is currently inactive. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Matthew Sadowsky is a financial advisor at Charles Schwab with 15 years of industry experience and a Series 66 designation. He previously worked at TD Ameritrade from 2006 to 2024 before joining Schwab in 2021. 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 provides a combination of non-discretionary advisory services and access to discretionary separatley managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Arnel Gonzales is a financial advisor with Ameriprise in White Plains, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

George Mitchell Jr. is a CFP®-certified financial advisor with 41 years of industry experience. He is currently with MassMutual Investors Services and previously worked for The Windmill Group, Inc. He also maintains an outside insurance brokerage focused on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative annual planning relationships and a range of event-driven planning services.

Alexander Guiliano is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Guiliano operates through Resonate Wealth Partners, LLC, a business associated with his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research, model portfolios, and various management options.

Elizabeth Meyer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Wells Fargo Clearing since 2021 and previously spent five years at Key Investment Services LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Anthony Pauline is a financial advisor at LPL Enterprise with 38 years of industry experience. He holds a Series 63 designation and has a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is an NFL Draft analyst and author. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party asset management, and integrated financial product offerings.

Carleigh Mahoney is a financial advisor at Morgan Stanley with two years of industry experience. She holds Series 63 and Series 65 licenses and previously attended Northwestern University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Pamela Kamen is a financial advisor at LPL Financial with 33 years of industry experience. She previously worked at RBC Capital Markets for nine years before joining LPL Financial in 2024. Pamela holds Series 63 and Series 66 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

Laura Madonna is a financial advisor at Merrill with a Series 66 designation and 25 years of industry experience. She has been with Merrill since 1996. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Peter Gray is a financial advisor at Stifel with 48 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations by offering brokerage and investment advisory services such as fee-based financial planning and model-driven asset allocation. The firm uses proprietary investment methodologies developed by its Investment Strategy Group to support client decision-making.

Chuck Patton is Vice President and Branch Leader at Fidelity Investments. In this role, he works with Associates and their Wealth Management Teams to deliver planning, guidance, and service to clients. He has held leadership positions in the financial services industry since 1999, including Branch Leader at Fidelity Investments since 2022, Branch Manager at Charles Schwab & Co. Inc. from 2015 to 2022, Head of Field Leadership Development at UBS Financial Services from 2006 to 2015, Branch Manager at Morgan Stanley from 1999 to 2006, and Financial Advisor at Morgan Stanley from 1992 to 1999.

Susan Daley is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley since 2022. Prior to her current role, she was employed at Symbiosys Consulting LLC and DocFinity by OIT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Daniel Borgia is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to his current role, he worked at The Beach Deli and was involved with GNY Stars Ice Hockey. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.