Kimberly Ferry is a CFP® with 22 years of experience in the financial industry, currently serving at J.P. Morgan Securities. Her prior roles include positions at First Republic Investment Management, Bank of America, and Merrill. She also serves as trustee of an irrevocable trust for her mother. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates both quantitative and qualitative research, with an emphasis on a non-discretionary approach and the use of forward-looking capital market assumptions.

Michael Meyers is a financial advisor with Stifel in White Plains, NY, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Stifel Nicolaus since 2013. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

James Cirocco is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has held positions at Lincoln Investment and Legend Advisory Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, retirement advice, and institutional platforms, with advice delivered primarily through investment adviser representatives using a range of customizable strategies.

Daniel Saalman is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he holds board positions with the MET CLUB FOUNDATION, Hospitality Financial & Technology Professionals, and serves as Treasurer for the Food and Beverage Association of America. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

James Farrell is a financial advisor with Ameriprise based in Ringwood, NJ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior experience includes roles at Edward Jones and Axa Advisors LLC before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, delivering annual, non-discretionary written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement planning, with an emphasis on assets held in Ameriprise-managed accounts.

Joseph Lovecchio is a Financial Consultant at Fidelity Investments, where he focuses on assisting clients with saving for and transitioning into retirement. He collaborates with clients to build financial plans that provide a clear and actionable roadmap tailored to their individual needs. Joseph has held several roles at Fidelity Investments since 2021, including Planning Consultant, Relationship Manager, and High Net Worth Service Associate. Prior to joining Fidelity, he worked as a Relationship Banker at JP Morgan Chase and as a Financial Planner at Barnum Financial Group. Outside of his professional work, Joseph enjoys baseball, beach activities, family time, fitness, and golf.

Richard Mulligan is a financial advisor with Cetera, holding a Series 63 designation and 22 years of industry experience. His work history includes multiple roles within the Cetera family of firms since 2019 and prior experience at Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform that supports model portfolios, third-party managers, and customized strategies.

Avi Levine is a CFP® professional with 10 years of industry experience, currently with LPL Enterprise since 2024. Prior to this, he worked at Prudential Insurance Company of America and Pruco Securities, LLC. He is involved in quoting group health insurance plans through a non-variable insurance business. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Crista Tucker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wachovia Bank, and First Republic Investment Management. She is currently based in White Plains, NY. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence, supported by a manager solutions team and an ESG eligibility framework.

Benjamin Harrison is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. Based in Chappaqua, NY, he owns and operates an online Etsy store, Bible Vision Prints, which sells digital prints related to Bible visualization. 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 23,700 advisors.

Michelle Taveras is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of her advisory role, she manages a privately owned residential property as an individual investment. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Michael Farrell is a financial advisor at Mass Mutual Investors Services with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities, Inc. for 36 years. He is also an independent insurance agent selling life, annuities, disability income, and related products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved tools and structured planning processes.

Anthony Riina is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing from 2016 to 2023. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor investment plans according to clients’ goals and risk tolerances.

D'carla De Oliveira Antunes is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her career includes prior roles at Morgan Stanley and Deutsche Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, providing a broad range of capital markets services alongside wealth management.

Manvir Singh is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and two years of industry experience. His work history includes roles at JPMorgan Chase Bank, Ads Transport Inc, the Massachusetts State 911 Department, Massachusetts State Police, and Professional Security Consultants. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

Peter Spoto is a Series 66-licensed financial advisor at J.P. Morgan Securities with three years of industry experience. His prior roles include positions at Oppenheimer and Fidelity Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research with forward-looking capital market assumptions to guide recommendations limited to eligible strategies.

Joseph Wiesenfeld is a financial advisor with UBS Financial Services, based in Airmont, NY, and holds 22 years of industry experience. He has been associated with UBS Securities LLC and UBS PaineWebber Services Inc. since 1986. Outside of his advisory role, he is a partner in TRI STATE PACKERS, LLC, a company involved in dry food packaging. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering proprietary research and model-based portfolio management.

Anthony Montagna II is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 credentials and has 21 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 10 years. Montagna also operates Montagna Wealth Management LLC, where he serves as branch manager and portfolio manager. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations, utilizing risk profiling and analytical tools to tailor its non-discretionary investment consulting.

Maydenise Santiago is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with J.P. Morgan Securities since 2012. Outside of her advisory role, she is involved in an e-commerce business focused on online retail sales and digital products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Neal Deutsch is a CFP® with 41 years of experience in the financial industry. He is currently with Cetera and has been involved with various firms including First Allied Advisory Services and Chestnut Investment Group, which he owns. He also holds a fiduciary trustee position. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base with a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.