Roberto Pennella is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. His prior work includes roles at Barnum Financial Group, LPL Financial, and MassMutual Life Insurance Co, as well as entrepreneurial and service positions outside the financial industry. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers a range of event-driven planning services.

Thomas Cometa is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 25 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining Wells Fargo Advisors in 2018. Cometa has ownership interests in investment-related entities focused on succession planning and operates part-time in the insurance business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with banking and other financial products.

Christopher Dursi is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at People's United Advisors, Inc. and People's Securities, Inc. He is based in Somers, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Gordon Haas is a financial advisor at LPL Enterprise with seven years of industry experience. He holds the CFP® designation as well as Series 65 and Series 63 licenses. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Tapfin/EY, and founding Haas Wealth Strategies LLC. Haas hosts a podcast focused on retirement planning through his media venture, Gen-Relational Wealth. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform.

Nelson Gaertner Jr. is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 designations and possessing 39 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he owns and operates Hidden Brook Farm NY, LLC, a farm producing vegetables, flowers, honey, and Christmas trees. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm emphasizes structured financial planning supported by firm-approved tools and offers both direct and employer-sponsored planning services.

Louis Jondee is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2022 from First Republic Private Wealth Management. Louis specializes in financial and estate planning services, personalized portfolio management, and risk management, supporting clients through various stages from initial savings to retirement and complex diversification strategies. With over ten years in the financial services industry, Louis has experience working with business owners and corporate executives, focusing on areas such as equity compensation, defined benefit and contribution plans, nonqualified deferred compensation plans, exit planning, and integrating corporate benefits into long-term financial strategies emphasizing tax efficiency. His client focus areas include equity compensation services, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, women and wealth, tax minimization, and retirement income. Louis holds a Bachelor's Degree from Baruch College and has earned multiple professional designations, including Certified Private Wealth Advisor (CPWA), Certified Portfolio Manager (CPM), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Retirement Accredited Financial Advisor (RAFA), and Personal Investment Advisor (PIA). He is involved with the Catholic Youth Organization and has personal interests in boxing, chess, fishing, hiking, and running.

Clarke Arline is a financial advisor with Primerica Advisors in Elmsford, NY, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of advisory work, he is involved in the sale of loan products and home security and automation referrals through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited 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 for its services.

John Doran is a CFP® and ChFC® with 23 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2017, following a brief tenure at Edward Jones. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Mary Jane Volfson is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill, Bank of America, First Republic Investment Management, and JPMorgan Chase Bank. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Tyler Reschke is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he assists clients in developing financial plans aimed at supporting their financial goals and enhancing their confidence in decision making. Prior to this position, Tyler held several roles within Fidelity Investments, including Relationship Manager from 2024 to 2026, Financial Representative from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. He began his financial career as a Financial Professional at Equitable Advisors from 2021 to 2022. Tyler's professional experience encompasses a range of client-focused financial services, highlighting his expertise in relationship management and financial planning. His career progression reflects his commitment to supporting clients through various stages of their financial journeys.

Vladislav Zherenovsky is a financial advisor with LPL Financial, holding a Series 66 credential and 20 years of industry experience. He has worked previously at VOYA Financial Advisors and has been involved with Kraner, LLC for over a decade, where he also engages in tax preparation and accounting services. 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 offers a range of advisory programs and financial planning services, supported by various model portfolios and research, and provides both discretionary and non-discretionary management.

Beena Maharjan is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been associated with Primerica Advisors since 2000, with a brief period of unemployment from 2015 to 2025. Outside of advising, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities, providing a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

David Hartgers is a Series 66 licensed financial advisor with two years of industry experience, currently with Wells Fargo Advisors. He previously worked at Ameriprise Financial Services and has a background that includes coaching as the head coach for the Wyckoff Recreational Department. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing proprietary research and planning tools to deliver tailored recommendations.

Andrew Massello is a financial advisor with LPL Enterprise and holds a Series 63 designation. He has 36 years of industry experience, including 34 years at Pruco Securities, LLC before joining LPL Enterprise in 2024. Outside of his advisory role, he owns and operates an insurance and financial services agency in Yonkers, NY. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform that combines advisory and brokerage channels.

John Blanos is a CFP®-certified financial advisor with 41 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation for eight years. His activities include providing non-variable insurance products such as life insurance and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven investment strategies.

Daniel Mahoney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in 1984 as an institutional bond trader before transitioning to a Financial Advisor role in 1985. Over his career, he has developed expertise in areas including college education planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, special needs planning strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Daniel holds a Bachelor of Science degree from Fordham University, where he was a member of Beta Gamma Sigma, and a Master of Business Administration from Columbia University. He has also earned professional designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Daniel has personal interests that include golfing, hiking, reading, and skiing.

Nadezda Timokhova is a Financial Advisor at Merrill Lynch Wealth Management. She combines her background in investment research, company valuation, and capital markets analysis with her financial planning expertise to assist clients in making informed financial decisions. Nadezda works with individuals, families, and business owners to address a variety of financial priorities, including investing, retirement planning, and preparation for expected and unexpected life events. She places emphasis on understanding each client's goals, priorities, and financial situation in order to develop personalized strategies aligned with their objectives. Nadezda is committed to building long-term relationships and providing guidance as her clients' needs and circumstances evolve to help them pursue greater financial confidence over time. Nadezda holds a Doctorate Degree from the State University of Management and has earned professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). She is proficient in English and Russian.

Keegan Ryan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Outside of his advisory role, Ryan serves as a basketball official with the Rochester Board 60 International Association of Approved Basketball Officials. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Anthony Gallucci is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of experience in the financial industry, including roles at MassMutual Life Insurance Co and Folor Inc. Prior to his advisory career, he was employed at Baruch College, Imprintive Commercial Art, and Temple University. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements and a range of investment and educational programs.

Thomas Beckley is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 65 and Series 63 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.