Ann Marie Moore is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. She previously worked with Nationwide Advisory Services, Inc. and Nationwide Insurance Company for over two decades. Outside of her advisory role, she is affiliated with the American Safety Council in a referral capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies.

Zachary Cohen is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including positions at Uber and Legoland NY. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management services through a network of Investment Adviser Representatives, utilizing a range of advisory programs and third-party asset managers.

Michael Decker is a financial advisor with Primerica Advisors in Goshen, NY, holding a Series 63 designation and possessing 10 years of industry experience. He has been with PFS Investments Inc. since 2016 and with Primerica Financial Services since 2014. Outside of his advisory roles, Decker is involved with Rock Hill Tax Service, LLC as a tax preparer. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-delivery strategies supplemented by discretionary separately managed account options.

Ryan O'Leary is a CFP® professional with 13 years of experience, all with Edward Jones since 2013. In addition to his advisory role, he owns and operates an Amazon retail business focused on selling products through the Amazon Sellers platform. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices nationwide.

Nancy Wright is a financial advisor with Primerica Advisors in Goshen, NY, holding the Series 63 designation and over 21 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2004. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors 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 employs model-delivery strategies managed by unaffiliated asset managers and offers a range of investment approaches supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Manolito Dizon Jr. is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at National Bank of Canada Financial Inc. from 2009 to 2020. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a network of more than 23,700 financial advisors and 15,000 branch offices nationwide.

Steven Pulvirent is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel Nicolaus & Co., Inc. since 2006. Outside of his advisory role, he is a managing member of Goodwill Farms LLC, where he oversees general administrative tasks and farm chores. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment analysis employs a proprietary methodology developed by the Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Bryan Covert is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Bruderman Asset Management LLC and Bruderman Brothers LLC for six years. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach, delivering recommendations through a centralized consulting team and emphasizing the use of Ameriprise-managed accounts.

Howard Gershman is a Series 63-licensed advisor with Primerica Advisors, where he has worked since 2003, totaling 22 years of industry experience. Prior to and alongside his financial services career, he has operated Gersky's Catering since 1987. He also engages in part-time sales of loan products and home security referrals through affiliated Primerica entities. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and separately managed accounts, using third-party asset managers and a tiered wrap-fee structure.

Derek Bailey is a financial advisor with LPL Financial based in Monroe, NY, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His career includes roles at Sterling National Bank since 2017 and Key Investment Services LLC from 2013 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolios, utilizing both proprietary research and third-party subadvisors.

Ashley Magen is a financial advisor at Equitable Advisors with the Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, she held various roles including positions at 22 Bowen's, Alku, and the University of Rhode Island Academic Enhancement Center. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory program models and third-party asset managers to implement client portfolios.

Anthony Natrella is a financial advisor at Osaic Wealth with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America, Inc. and National Planning Corporation. Outside of advisory services, he is involved in tax preparation and operates a handyman business. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment programs delivered via affiliated broker-dealer and RIA relationships.

William Niederauer is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 26 years of industry experience. His prior roles include positions at Quest Advisory, Securities America Advisors, Securities America Inc., Quest Financial Services, National Planning Corporation, and PGIM Investments LLC. Niederauer is also an agent with Yankee Advisor Network, selling life insurance and fixed annuities. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

James Finnegan is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing personalized financial strategies for individuals, families, and businesses. He focuses on client-centric planning by understanding what matters most to each client and providing ongoing guidance to navigate financial opportunities and challenges. James holds the Series 7 and Series 66 registrations, the Chartered Retirement Planning Counselor (CRPC®) designation, the Personal Investment Advisor (PIA) designation, and the Life, Accident & Health Insurance License. He has a Bachelor's Degree and an Associate's Degree from the State University of New York System and a High School Diploma from Goshen. Prior to joining Merrill, he was the General Manager of West Hills Country Club in Middletown, NY, where he managed financial operations, budgeting, and business management. His expertise includes college education planning, individual and corporate investment strategy, and retirement income planning. Outside of his professional responsibilities, James enjoys baseball, football, golfing, and spending time with his family.

Brianna Aslanian is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and two years of industry experience. She has worked at LPL Financial since 2023 and previously held roles at Cadaret Grant & Co., Inc. and Infinity Wealth Management. Outside of finance, she has been a self-employed clarinet instructor for over a decade and is involved as a performing musician with several local schools and universities. 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 and model portfolio programs, with investment management executed through IARs using a variety of discretionary and non-discretionary strategies.

Connor Coyle is a financial advisor at Osaic with 10 years of industry experience and a Series 66 designation. His prior experience includes roles at Morgan Stanley and Securities America Advisors. He volunteers with the Pearl River Chamber of Commerce and serves as an officer/director for a local accounting practice. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization with options for discretionary and advisor-managed strategies.

Olivia Prashad is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. She previously worked at Pruco Securities LLC and has a background that includes roles at Syracuse University and other organizations. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that include financial planning, access to third-party asset managers, and participation in wrap programs.

Paolo Saggese is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and five years of industry experience. He has been with Primerica Advisors since 2021 and Primerica Financial Services since 2020. Outside of finance, he is self-employed as a dentist through his own practice, Paolo Saggese DMD PLLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering advisory services through a model-based approach managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, focusing primarily on individual investors rather than institutional portfolio management.

Michael Porpora is a financial advisor at OSAIC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, National Securities Corporation, and Asset & Financial Planning, Ltd. Outside of his advisory role, he is involved in tax preparation and life insurance and annuity sales through his ownership of Porpora Wealth Management. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services focused on model-based asset allocation and portfolio optimization, supported by various investment programs and access to alternative investments.

Melissa Hourihan is a financial advisor with Ameriprise in Washingtonville, NY, holding a Series 66 designation and bringing three years of industry experience. She previously worked at Bruderman Asset Management, LLC for 13 years before joining Ameriprise in 2022. Ameriprise provides a retirement-income planning service tailored to individuals nearing or in retirement who meet specific asset thresholds, combining research and modeling techniques to deliver tax-smart withdrawal strategies and Social Security claiming advice. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.