Michael Salmon is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. He is also co-trustee for his son's trust and operates Salmon Wealth Management LLC, a separate financial practice based in New City, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses Wells Fargo research and tools to develop tailored recommendations, with clients choosing how to implement them through the firm’s brokerage or advisory programs.

Lawrence Shafier is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 63 and 65 licenses, and has 39 years of industry experience. He has worked with Prudential Insurance Company of America since 1986 and joined LPL Enterprise in 2024. Outside of his advisory work, he serves as a board member for Kehilat Nitzanim, a synagogue in White Plains, NY. LPL Enterprise serves a diverse clientele, 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. The firm integrates advisory programs with brokerage and insurance products through an affiliated platform.

Fern Tamborra is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and 23 years of industry experience. Her career includes roles at Robert Half and Zonin Wealth Management, among others. Tamborra serves as a board member for the Biomedical Research & Education Foundation of Southern Arizona, which reviews human medical studies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

David Mital is a CFP®-designated financial advisor with 40 years of industry experience, currently affiliated with Cetera. He has served at Cetera and CETERA Financial Specialists LLC since 2005 and operates his own financial services business, Mital Financial Services, since 2017. Outside of advisory work, he also runs a tax preparation service and holds a notary public commission. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with various program structures and custodial relationships.

Joseph Pauwels is a financial advisor with Stifel and holds the Series 66 designation. He has one year of industry experience, including prior roles at Park Avenue Securities and Guardian Life Insurance Company. Before entering the financial industry, he worked at Marist University for four years. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Joseph Byrne is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has provided wealth management strategies and advice to affluent clients since 2001. In his role, he directs a range of services within the Donnell Phillips Berkowitz & Byrne Group and works closely with clients to determine their financial goals, priorities, and concerns. Joseph has experience in investment strategy, regression and probabilistic modeling, asset allocation, and wealth transfer strategies. He also advises executives on concentrated equity management, monetization, and diversification strategies. He integrates specialists and resources aligned with client priorities and coordinates efforts of external tax and legal professionals to deliver customized wealth management strategies. Joseph holds a Bachelor of Science degree from the University of Connecticut and has earned professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He lives in Ridgefield, Connecticut with his wife Kristi and their two children and supports local charities benefiting children, military veterans, and cancer research.

David Munoz is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Bank of America, and First Republic Investment Management. Outside of his advisory role, Munoz serves as an adult leader for St. Claire's Boy Scout Troop #170 and is vice president of the girls softball division on the board of Croton Little League. 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 team of Wealth Advisors. The firm integrates its advisory services with affiliated brokerage and investment management capabilities while delivering recommendations on a non-discretionary basis.

Lisa Gradilone is a Senior Financial Advisor at Merrill Lynch Wealth Management, serving a diverse clientele including technology executives, business owners, and younger individuals in the early stages of growing their wealth. She focuses on advising clients by understanding their priorities and life goals, then tailoring investment approaches to help achieve those goals. Lisa's approach involves crafting integrated strategies that blend investment and liability management with tax minimization and estate planning strategies. Before joining Merrill in 2020, Lisa served as the Regional Director of Investments at Key Private Bank and spent 15 years at Deutsche Bank developing skills in equity portfolio management, wealth planning, and investment product management. Prior to her financial career, she held engineering and software development positions. Lisa holds a Bachelor of Science degree in Computer & Systems Engineering and a Master's degree in Electrical Engineering from Rensselaer Polytechnic Institute. She has earned professional designations including the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Financial Analyst® (CFA®). Lisa is a member of the CFA Institute, the Estate Planning Council of Westchester County, and the Business Council of Westchester. She is actively involved in the Rotary Club of Briarcliff Manor. In her personal time, she enjoys golfing, running, tennis, and spending time with her family.

William Jordan is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial and Lexco Wealth Management, he worked in the hospitality industry and studied at Fordham University. Outside of his advisory role, he is involved with Mounted Memories NY LLC, a retail business focused on firearms and security. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, comprehensive financial planning, and utilizes model portfolios and research to support discretionary and non-discretionary management strategies.

Matthew Clement is a CFP® certificant with 22 years of industry experience. He is currently affiliated with Cetera and has prior experience at Cantella and Co., Inc. Clement serves as owner and president of Emerald Retirement Planning Group, Inc., and holds board positions with Helen Hayes Hospital Foundation and Rockland Recovery Homes, Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and $256 billion in assets under management.

Huan Yuan Chen is a financial advisor with Primerica Advisors in Peekskill, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Primerica Advisors since 2021 and has a background that includes long-term service with New York City Transit and Primerica Financial Services. Outside of advising, he is involved in the sale of home security and automation products 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. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio management that excludes institutional pension or profit-sharing plans.

Lance Millman is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has held roles at Millman and Rosenberg Associates, Ltd, Mulligan Security Corp, and his own CPA firm. He serves as mayor of the Village of Montebello and is involved in several business activities, including tax consulting and business management. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with various investment program options and over $256 billion in assets under management.

Arthur Sisco is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with LPL Financial and has previously worked at Securities America Advisors and National Planning Corp. In addition to his advisory role, he operates a CPA practice providing tax return preparation and consulting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside diverse investment strategies and technology solutions.

Paul Ippolito is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Stephen Gold is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 credentials and has 27 years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2018 and previously spent nine years at Morgan Stanley and three years at Morgan Stanley Private 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 institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

David Weiner is a financial advisor at Stifel with 37 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Stifel Nicolaus & Co. since 2014. Outside of his advisory role, he serves as a board member and audit committee member for Ladder Capital Corp, a commercial real estate finance company. Stifel serves a broad range of clients, including individuals and institutional investors, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies using forward-looking capital market assumptions to support client decision-making.

James Angelone Jr. is a financial advisor at OSAIC with 50 years of industry experience. He holds a Series 63 designation and previously worked for FSC Securities Corporation for 14 years. Angelone is also a partner and insurance agent at Multivest Planning Corporation, where he sells fixed annuities and fixed life products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and managed account solutions.

Avideh Safaei is a financial advisor with J.P. Morgan Securities in Scarsdale, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. 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 selective group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Zachary Tanis is a financial advisor with Primerica Advisors in Pompton Plains, NJ, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with Primerica Advisors since 2020 and has a background that includes roles at Kalish Law Group and involvement with educational institutions such as William Paterson University and Netherlands Reformed Christian School. Outside of his advisory work, he has been involved in business activities including sales of home security and automation products through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading and implementation to BNY Mellon Advisors.

Seth Bryant is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2021 to 2024. His career in financial services began at Wells Fargo, where he worked as a Relationship Banker from 2019 to 2021 and as a Personal Banker from 2018 to 2019. In his current position, Seth partners with clients to understand their short- and long-term financial goals, aligning investment strategies and financial plans accordingly. He focuses on building trust and maintaining transparency throughout client relationships, working closely with clients to provide confidence and peace of mind regarding their financial plans. Outside of his professional work, Seth has interests in beach activities, fitness, football, music, and traveling.