Susan Condit is a Senior Financial Advisor with Merrill Lynch Wealth Management. She adheres to a disciplined process that begins with gaining a full understanding of each client’s unique needs, concerns, and priorities. By considering the whole life or organization, Susan collaborates with clients to develop personalized plans aligned with their goals and aspirations. Her expertise encompasses family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, and supporting women and wealth. Susan holds a Bachelor's Degree from The Catholic University of America and the Personal Investment Advisor (PIA) designation. She is actively involved in professional and community organizations, serving as a board member of The Cookstove Project and participating in the Briarcliff Rotary and the Social Justice Committee of the Presbyterian Church of Mt. Kisco. Outside of her professional duties, Susan engages in personal interests including biking, gardening, genealogy, golfing, hiking, photography, swimming, yoga, and spending time with her family.

Carmine Filippone is a financial advisor at Cetera with 20 years of industry experience. He holds a Series 63 designation and previously worked at Avantax Advisory Services and Avantax Insurance Agency for extensive periods. Outside of his advisory role, he is a partner at Heller & Filippone LLP, providing tax preparation and accounting services, and at HF Financial Group, offering mortgage and tax planning. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and $256 billion in assets under management.

Christopher Calabro is a financial advisor with LPL Financial in Elmsford, NY, holding a Series 66 designation and 11 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Ameriprise Financial from 2015 to 2019. Outside of his advisory role, he has worked on a part-time basis in a non-investment related position at Precision Floor. 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 representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research and various investment strategies.

Charles Pollack is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving a diverse clientele that includes corporate executives, entrepreneurs, attorneys, retirees, millennials, divorced persons, and widows. With more than 25 years of experience, Charles focuses on helping clients preserve assets, manage risk, and plan for sustained lifestyles through various life stages, including retirement, loss of a spouse, or divorce. He emphasizes a collaborative, client-centric approach, valuing face-to-face meetings and empathetic listening to tailor strategies aligned with clients’ goals. Charles joined Merrill Lynch in 2008 to leverage the firm's extensive resources and acts as an active liaison between clients and specialists across Bank of America. He formulates customized investment portfolios by combining Merrill research portfolios and external managers, adapting strategies over time through ongoing client review. His expertise includes college education planning, legacy planning, liquidity management, portfolio management services, and retirement income. Charles holds the Personal Investment Advisor (PIA) designation and attended the University of Chicago without obtaining a degree. Outside of his professional role, Charles is involved in community organizations such as International Adoption, Kiwanis International, and the Salvation Army. He and his wife, Diane, are parents to three adopted children and engage in activities including cooking, reading, traveling, and maintaining an active fitness routine.

Brian Sullivan is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 10 years of industry experience, including roles at Morgan Stanley Private Bank and Royal Alliance. Outside of his advisory work, Sullivan serves as an independent arbitrator advising FINRA on arbitration cases. 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 offers collaborative, goal-oriented planning supported by firm-approved analytical tools and also features event-driven planning programs such as divorce and estate-settlement planning.

Landon Tan is a CFP®-designated financial advisor at LPL Financial with nine years of industry experience. He previously worked at KMS Financial Services / Robin Tan before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Izabella Wszolek is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds a Series 66 designation and previously worked for UBS Financial Services for twelve years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele, including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supporting a range of portfolio management and financial planning services.

Shawn Ryan is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked at Morgan Stanley & Co. Incorporated since 2008 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and methodologies, and manages approximately $2.74 trillion in client assets.

Thomas Small is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, providing financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Edwin Calzaretta is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at United Airlines and Thomas Edison State University. 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 utilizes structured planning tools and modeling techniques as part of its financial planning process.

Savahn Steadman is currently a Planning Consultant at Fidelity Investments. In this role, Savahn focuses on helping clients build clear, actionable financial strategies aligned with their long-term goals. They specialize in guiding individuals through investment planning, retirement readiness, and wealth-building decisions. Savahn has professional experience spanning several roles at Fidelity Investments, including Relationship Manager from 2023 to 2026 and High Net Worth Associate from 2022 to 2023. Prior to that, Savahn worked as a Financial Advisor at Merrill Lynch from 2018 to 2022. Outside of work, Savahn's personal interests include bowling, football, golf, spending time with friends at social events, and caring for pets.

Kenneth Rickens is a CFP® with 15 years of industry experience, currently affiliated with LPL Financial since 2024. His prior roles include positions at Kestra Advisory, Kestra Investment Services, Premier Wealth Advisors, and First Allied Securities. Outside of his advisory work, he is involved with KWR Advisors LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Nicholas Campagnone is a financial advisor at LPL Enterprise with Series 63 and Series 66 designations. He has one year of industry experience and previously worked at Fidelity Investments and Fidelity Brokerage Services LLC. Outside of finance, he has been involved with youth sports as part of the Game Breaker Lacrosse Camps. LPL Enterprise serves a range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, asset management, and access to various investment products via an integrated platform that combines advisory programs with insurance and lending services.

Tab Mak is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2015. Outside of his advisory role, he has worked as an insurance claims adjuster. 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, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options and access to model portfolios and research from various sources.

Christopher Mahoney is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, and offers a range of advisory and consulting services with a primarily non-discretionary approach.

Thomas Verdeschi is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes various roles unrelated to finance, including time spent in full-time education and positions at Glen Arbor Country Club and Katonah Memorial Park Pool Snack Bar. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management via multi-asset model portfolios and alternative investment options. The firm is notable for its scale, integrated structure, and combination of advisory and brokerage services.

Iracema Almeida is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds a Series 66 designation and has been with UBS since 2008. In addition to her advisory work, she provides educational services to individuals with special needs through a community habilitation role. 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 offers a broad range of capital markets and research resources.

Nicole Mcmahon is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Nicholas Pecorella is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 credential and previously worked at LPL Financial for four years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using quantitative asset-allocation modeling and a centralized due diligence process that includes an ESG eligibility framework.

Christine Weber is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She previously worked at Santander Securities, LLC and Santander Bank before joining Primerica in 2021. Outside of her advisory role, Weber owns a retail sales company, Miscellany Overhaul, LLC, and is a managing member of THE GOAT'S HAUL, LLC. Primerica Advisors serves primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients through a wrap-fee asset management program. The firm utilizes model-delivery investment strategies created by unaffiliated asset managers and supports trade execution and custody through third parties.