Michael Mazzilli is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in independent insurance brokering focused on fixed annuities. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Drew Bronen is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and previously worked at Columbia Doctors before joining Morgan Stanley. Bronen completed full-time education at the University at Buffalo from 2015 to 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling.

Vincent Paone is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. He holds the Series 63 designation and has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016. Prior to that, he was with Metlife Securities Inc. for 20 years. He is also involved in insurance sales, focusing on individual and group life, health, property/casualty, and identity theft services. Mass Mutual Investors Services, LLC 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 seminars, structuring client relationships around collaborative annual planning engagements using firm-approved analytical tools.

Ruhi Unwalla is a financial advisor at J.P. Morgan Securities with five years of industry experience. She has held roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously worked at ASK Wealth Advisors and Redbridge - Debt & Treasury Advisory. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jared Lynne is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns and consults through JLYNNE CONSULTING LLC. Ameriprise serves individuals approaching or in retirement, typically with at least $1 million in investable assets, offering retirement-income planning that includes written Recommendation Reports addressing income sources and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advice, delivered through a centralized consulting team.

Ronald Langus is a financial advisor with Equitable Advisors in White Plains, NY, holding a Series 65 designation and over 55 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Langus is involved with the Jewish Federation of the Desert and serves on the Board of Trustees for The Wimbledon Condo in White Plains. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals and risk tolerance.

Robert J. Tarpey, CFA®, is a Senior Vice President, Wealth Management Advisor, and Senior Portfolio Manager at Merrill Lynch Wealth Management, where he has been since 2004. He oversees asset management for The Tarpey Barry Group and has experience serving the asset management needs of high net worth and ultra-high net worth families, endowments, and foundations, as well as developing financial strategies for institutions in sectors including alternative investments, healthcare, legal, manufacturing, not-for-profit, real estate, and technology. As a Senior Portfolio Manager, Mr. Tarpey manages discretionary Personalized and Defined Strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. His investment approach covers traditional and alternative instruments across multiple asset classes and markets, including domestic, international, and emerging markets. He holds a bachelor's degree from Fordham University and the Chartered Financial Analyst® designation. He is also a member of the CFA® Institute® and the Stamford CFA® Society.

Marisa Ingraham is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining RBC Capital Markets and City National Bank in 2025, she worked at UBS Financial Services for 10 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a variety of advisory programs and portfolio management services tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Kevin Delgado is a financial advisor with Morgan Stanley, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market modeling.

Jason Elfenbein is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Merrill since 2009 and with Bank of America since 2011. Merrill, together 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 strategies for individuals, high-net-worth clients, and various institutional investors.

David Diehl Jr. is a CFP® professional with 30 years of industry experience, currently serving at LPL Enterprise since 2024. Prior to this, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for over 29 years each. Outside of his advisory role, he regularly delivers Sunday morning sermons at a church in White Plains, NY. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform that combines advisory services with other financial product sales.

Kenneth Malloy is a financial advisor at Morgan Stanley with 41 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Prior to that, he was at Citigroup Global Markets beginning in 1986. Outside of his advisory role, he is involved in several family investment ventures related to real estate and agriculture. Morgan Stanley Wealth Management provides advisory programs for both individual and institutional clients, offering tailored financial planning that incorporates structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and supports a range of investment and financial planning services.

Michael Mathias is a CFP® professional with 41 years of industry experience. He is currently with Cetera and has held prior roles at Summit Financial Group Inc. and other firms. Mathias serves as chairman of Interstate Financial Group, a dormant RIA, and also holds leadership roles in insurance-related businesses. Cetera Investment Advisers LLC is a large SEC-registered firm that provides services through a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering various portfolio management and financial planning solutions across multiple program structures.

Fernando Valdovinos is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at Tradition Financial Services, The Lockwood Group, and The Walt Disney Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Lawrence Bahr is a CFP® with 20 years of industry experience, currently serving at Morgan Stanley since 2009. He has worked with both Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Jacob Coleman is a financial advisor with Mass Mutual Investors Services in Elmsford, NY. He holds the Series 63 and Series 66 designations and has one year of industry experience. His prior work includes positions at DLC Management Corp and Crabtree's Kittle House. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs a structured, annual planning process using firm-approved software and offers a range of programs including estate-settlement and employer-sponsored planning.

Peter Gut is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. Since joining Merrill in 2001 as a high school student, he has grown alongside the firm, sharing its commitment to putting clients first and fostering lasting relationships. In his current role, Peter works closely with individuals, families, and business owners to navigate complex financial decisions and deliver personalized strategies tailored to each client's goals, values, and life stage. His expertise encompasses areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Peter holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Central Connecticut State University. Outside of his professional work, Peter enjoys cooking, hiking, music, and traveling. His approach centers on empowering clients to achieve and maintain financial wellness through personalized advice, tailored solutions, and long-term relationships built on trust and transparency.

Margaret Athanasatos is a financial advisor at RBC Capital Markets with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at UBS Financial Services and Citigroup Global Markets. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Eileen Finnegan is a financial advisor at Merrill with 30 years of industry experience and holds a Series 66 designation. She has worked with Merrill since 1993 and Bank of America since 2015. Outside of her advisory role, she oversees a family-owned business that produces and sells pet bow ties, which supports animal shelters through donations. 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 for individuals, high-net-worth clients, and institutions.

Patrick Sweeney is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and 29 years of industry experience. His prior firms include Ameriprise, UBS Financial Services, and Morgan Stanley. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.