Lisa Dudelson is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 30 years of industry experience. She has been with MassMutual Investors Services since 2017 and also works with MassMutual Life Insurance Company. In addition to her advisory role, she holds an outside insurance sales position focusing on individual and group life, health, fixed annuities, long-term care, and disability income products. MassMutual Investors Services 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 engagements as annual, collaborative relationships with a focus on investment strategies rather than specific product selections.

Robert Castella III is a Series 66-registered financial advisor with LPL Financial, based in Montvale, NJ, and has five years of industry experience. Prior to joining LPL in 2022, he worked at Equitable Advisors and has coaching experience with the New Jersey Ice Dogs hockey team. He combines his financial advisory role with part-time coaching responsibilities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Salmon is a financial advisor with Wells Fargo Advisors in New City, NY, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as co-trustee for his son’s trust and manages Salmon Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting certain net-worth thresholds, using Wells Fargo research and tools to develop customized recommendations delivered through meetings and client letters.

Lawrence Shafier is a financial advisor with LPL Enterprise, holding the ChFC® designation and securities licenses Series 63 and 65. He has 40 years of industry experience, including long tenure at Prudential Insurance Company of America and Pruco Securities. Outside of his advisory role, he serves as a board member for Kehilat Nitzanim, a synagogue in White Plains, NY. LPL Enterprise provides investment advisory and brokerage services to a varied client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach, offers access to third-party asset managers, and facilitates insurance product sales through affiliated entities.

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 in Tarrytown, NY, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial and Lexco Wealth Management in 2021, he worked in the restaurant industry and was a student at Fordham University for 21 years. Outside of his advisory role, he is involved with Mounted Memories NY LLC, a firearm and security retail business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, and institutions with a range of financial planning and investment management options.

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, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has worked at PFS Investments Inc. since 2021 and has longstanding roles at New York City Transit and Primerica Financial Services. Chen is involved in the sale of investment-related products and also receives compensation related to mortgage loan sales and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

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® with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. He previously worked at Securities America Advisors and National Planning Corp and maintains an active CPA practice providing tax return preparation and consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad range of investment approaches and operational tools while overseeing over $819 billion in discretionary assets through a large network of advisors.

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 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. since 2014. He previously worked at Chrome Capital Management, LLC for one year. 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, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment analysis methodology developed by its Investment Strategy Group to support its financial planning and asset allocation guidance.

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.