Angelo De Leon is a Planning Consultant at Fidelity, where he collaborates with clients to utilize Fidelity's resources for retirement, income, and wealth planning. He focuses on creating and implementing customized financial plans designed to help clients achieve their goals. Prior to his current role, Angelo held positions including Senior Vice President and Client Service Associate at JPMorgan Chase Private Bank, Vice President and Business Development Manager at Experiture, Wealth Relationship Manager at Citibank, and Private Client Banker at JPMorgan Chase. His professional experience spans various aspects of financial services and client relationship management. Outside of his professional work, Angelo has interests in biking, family activities, fitness, tennis, traveling, and volunteering.

Arthur Hardy is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has been with Cetera and Cetera Wealth Services since 2013. Outside of his advisory role, Hardy owns Hardy Financial Strategies, focusing on fixed insurance and annuities, and serves as owner and president of Arthur Hardy Inc, a holding company used for accounting and tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to various investment strategies and program structures.

Emily Wiesen is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2024. Outside of advising, she works as a lifeguard at a health club and assists with teaching activities at a synagogue. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction applied across mutual funds, ETFs, and ETPs.

Eric Leimgruber is a CFP®-designated financial advisor with 30 years of industry experience, currently with Ameriprise in Valhalla, NY. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored written recommendations and ongoing advice focused on income reliability and tax-efficient withdrawal strategies.

Anthony Bartolini is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 36 years of industry experience. He has worked with MetLife Securities Inc. and Metropolitan Life Insurance Company for over three decades before joining Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he is involved in life and group insurance sales. Mass Mutual Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, focusing on collaborative, annual financial planning engagements.

Ellen Mellyn is a Financial Consultant at Fidelity Investments, a role she has held since 2021. She focuses on listening to clients and working collaboratively to customize approaches that encompass all of their financial goals. Ellen has been residing in the area since 2003 with her husband and two children. Her professional experience centers around providing financial consultation tailored to individual client needs. Ellen's approach emphasizes partnership and comprehensive planning to support clients on their wealth journey. Outside of her professional work, Ellen's personal interests include comedy, golf, kayaking, sailing, skiing, and tennis.

Diane Eitel is a financial advisor with Primerica Advisors in Elmsford, NY, holding a Series 63 designation and 23 years of industry experience. She has been associated with PFS Investments Inc. since 1996 and served in the Queens Board of Elections since 2014. In addition to her advisory role, she engages in sales of loan products and home-related services for affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Raymond Beninato is a financial advisor at LPL Financial in White Plains, NY, holding Series 63 and Series 65 licenses with 45 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 14 years and Equitable Advisors for one year. Outside of his advisory role, he is involved with Raben Capital Growth Corp, a non-variable insurance business. 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 variety of financial planning and investment management services through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

Adam King is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Equitable Advisors and served as a ski instructor at Campgaw Mountain Ski Area. Outside of finance, he continues his involvement as a part-time ski instructor. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with a centralized due diligence process and applies an ESG eligibility framework when recommending investment strategies.

Frank Chiodi Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Voya Financial Advisors and Rampart Brokerage. He is also president of Team Chiodi LLC, an investment-related business. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, using firm-provided tools and third-party solutions to construct diversified portfolios.

Vincent Lipson is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 14 years of industry experience. His work history includes roles at PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Outside of advisory work, he is involved in sales of investment-related products and receives non-investment compensation related to mortgage loan products and home security referrals through affiliated companies. Primerica Advisors manages 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 operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management, using model-driven investment strategies supported by third-party asset managers and custodial services.

David Imrith is a financial advisor with Merrill in Montvale, NJ, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at Bank of America and Merrill since 2019 and was previously with Fidelity Investments from 2016 to 2019. Outside of his advisory role, he works part-time as an Uber driver. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, incorporating both internal and third-party portfolio management.

Alessandro Caringi is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. He previously worked at MetLife Securities and has been affiliated with MassMutual Life Insurance Company since 2016. In addition to his advisory role, he operates as an independent insurance agent specializing in life, accident, health, and property and casualty insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-based planning strategies without discretionary investment authority.

Elaine Webley is a Wealth Management Advisor at Merrill Lynch Wealth Management. She offers a comprehensive approach to managing wealth that begins with listening closely to each client’s needs and understanding their financial goals. Elaine leverages the investment insights of Merrill along with the banking and lending solutions of Bank of America to develop personalized financial strategies tailored to changing market conditions. Her areas of expertise include education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and strategies focused on women, sports, and entertainment sectors. Elaine holds a Bachelor's Degree from Baruch College and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Elaine also dedicates time to community involvement, reflecting Merrill’s tradition of service. Her personal interests include dancing, music, reading, spending time with family, tennis, traveling, and yoga. She seeks to work collaboratively with clients to help them pursue their financial goals through tailored and flexible planning.

Jared Piche is a financial advisor with Charles Schwab in Scarsdale, NY, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked at Charles Schwab since 2019 and previously spent 13 years at AllianceBernstein Investment Research and Management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a comprehensive alternative-investment due diligence process.

Jak Cukaj is a financial advisor at Raymond James Financial with 33 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Ameriprise for 32 years before joining Raymond James in 2025. He serves as a board member and investment committee member for Ronald McDonald House GHV. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, supporting implementation through its advisory programs or other providers.

Shaun Waylonis is a CFP® professional with 15 years of industry experience, currently with J.P. Morgan Securities. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2018, following prior roles at Bank of America and Merrill. J.P. Morgan Securities 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.

Christopher O’Dea is a financial advisor with Morgan Stanley in Dobbs Ferry, NY, holding a Series 63 designation and 28 years of industry experience. He has worked at Morgan Stanley & Co. LLC since 2014 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Matthew Schneiderman is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Osaic Wealth, Inc., having joined in 2024, and previously worked at American Portfolios Financial Services, Inc., Kovack Advisors, Inc., Kovack Securities, Inc., and Axa Advisors, LLC. Schneiderman is also the owner of Franklin Harold Financial, LLC, which provides sales, service, management, and insurance products. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a broad network of advisors, utilizing asset-allocation tools and multiple investment platforms that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Robert Weinberg is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley and T3 Trading Group, LLC. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 broker-dealer and investment adviser registrations to deliver these services.