Irene Aponte is a financial advisor at Edward Jones in Mt Kisco, NY, with seven years of industry experience. Her prior work includes roles at Wells Fargo Bank NA and running a residential property leasing business. She also serves as a personal aide through home care programs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory, managed account, and investment solutions supported by a large national network of advisors and branch offices.

David Jones is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding CFP®, ChFC®, and Series 66 designations with 10 years of industry experience. He has worked at MML Investors Services, LLC and Massachusetts Mutual Life Insurance Company since 2016, and previously at MetLife Securities. Outside of his advisory role, he is also an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual and provides ongoing financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and serves a range of client needs including high-net-worth individuals.

Hans Raymond is a CFP® with 30 years of industry experience, currently affiliated with Charles Schwab in Stamford, CT. He has been with Charles Schwab and Charles Schwab Bank since 2005. Outside of his advisory role, he serves as a corporator for Hartford Hospital, participating in philanthropic leadership and community engagement. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and integrated operational structures.

Brett Berkman is a Managing Director and Wealth Management Advisor at Merrill, where he leads the Angelone & Berkman Group. He provides oversight, tailored advice, and customized strategies to individuals, families, and businesses aimed at enacting a purposeful approach to their finances. Brett advises a select group of high-net-worth clients and serves as the dedicated Advisor for the team's institutional retirement clientele, overseeing plan investments and administration for Defined Contribution and Defined Benefit plans. Brett's areas of focus include customized investments, trust and estate planning services, retirement strategies, wealth planning, and access to credit and banking capabilities through Bank of America. He strives to be considered a member of his clients' inner circle, offering a concierge-level service and serving as a trusted sounding board. His approach integrates both sides of a client’s balance sheet to present a cohesive perspective on opportunities that significant wealth can offer. Brett joined Merrill in 2002 after earning his Bachelor of Arts degree from Towson University. He holds several industry designations, including Certified Plan Fiduciary Advisor, Certified 401(k) Professional, Chartered Retirement Planning Counselor, and Retirement Benefits Consultant. Brett resides in New Canaan, Connecticut, with his wife Liz and their two children. In his free time, he enjoys spending time with family and friends, playing golf and tennis, traveling, and trying new wine.

Benjamin Soccodato is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and over 21 years of industry experience. He previously worked with METLIFE Securities Inc from 2005 to 2017 and has been with Mass Mutual since 2016. Outside of his advisory role, he is involved in tax preparation services and marketing consulting for other advisors. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual collaborative planning engagements using firm-approved analytical tools and offers various planning programs including estate settlement and employer-sponsored plans.

Mary Wargo is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2014. 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 firm-approved tools and investment models, managing approximately $2.74 trillion in client assets.

Christopher Eckert is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Wells Fargo Clearing in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicholas Liucci is a financial advisor at Morgan Stanley in Westport, CT, holding a Series 66 credential with six years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at Konica Minolta and the University of Connecticut. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate agreements.

John Mirabile is a financial advisor with Ameriprise in Stamford, CT, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in independent insurance brokering, specializing in life insurance products. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base with a wide range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Susan Pelletier is a financial advisor at Morgan Stanley with 30 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is an employee of Avon Products Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.

Robert Lucarelli Jr. is a financial advisor with Ameriprise in Westport, CT, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of his advisory role, he is co-owner and manager of several LLCs related to real estate ownership and business operations. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Emilio Paoloni is a financial advisor at Equitable Advisors with 39 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors. In addition to his advisory role, he operates a side business selling group medical insurance and individual disability income insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both proprietary and third-party advisory platforms.

Nicholas Sinchak is a financial advisor at UBS Financial Services with seven years of industry experience and holds the Series 66 designation. He has been with UBS since 2016. Outside of finance, he teaches children to ice skate at facilities in New York City. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Carol Galpeer is a financial advisor at Cetera with 49 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Cetera Advisors LLC since 2016, with prior roles at Investors Capital Corp. and UBS Financial Services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors. The firm operates a multi-manager platform that supports diverse investment strategies and program structures.

Paul Araujo is a financial advisor at Edward Jones in Mt Kisco, NY, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience at Rocket Mortgage, Bank of America, Citibank, and AT&T Mobility. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Nicholas Stamatellos is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Equitable Advisors since 2010, following prior experience at Axa Advisors and Waddell & Reed. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Jeffrey Skelly is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, he works with individuals, businesses, and charitable institutions to build customized financial plans focused on achieving clients' visions of financial success and security. He and the Wagner/Skelly team have been recognized on the Forbes "Best-in-State Wealth Management Teams" list consecutively from 2023 to 2026, and he has been individually named to the Forbes "Best-in-State Wealth Advisors" list consecutively from 2022 to 2026. Jeff has more than 30 years of experience in investment planning, portfolio management, and liability management. He joined Merrill Lynch Wealth Management in 1990 and serves as Resident Director for Merrill's Westchester Market. He holds multiple professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jeff is a graduate of Fordham University. Outside of his professional work, Jeff is a trustee of the Lavelle School for the Blind in the Bronx. He lives in White Plains, NY with his wife and son. His personal interests include baseball, ice hockey, reading, and running.

Alexandre Grantcharov is a CFP® credentialed financial advisor with 22 years of industry experience, currently practicing at Edward Jones since 2014. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a member of Lales Group LLC, a general business entity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Gordon is a CFP® with 38 years of industry experience, currently with RBC Capital Markets and City National Bank since 2019. He previously worked at Oppenheimer for 12 years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies, utilizing a mix of in-house and third-party investment managers and providing portfolio management, financial planning, custody, and brokerage services.

Joseph Miller is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at firms including Merrill Lynch/Bank of America, Ballast Rock Private Wealth, and Stifel, Nicolaus & Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages over $1 trillion in assets through a nationwide network of advisors and branches, offering both discretionary and non-discretionary strategies alongside affiliated mutual funds and related services.