Neil Gargiulo is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 2002 and holds a Series 63 designation. Outside of his advisory role, he participates as an arbitrator in FINRA securities regulation panels. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and provides a range of advisory programs and affiliated investment products under a fiduciary standard.

Deirdre Joyce is a financial advisor at RBC Capital Markets with four years of industry experience. She previously worked for UBS Financial Services for six years. Outside of finance, she has been involved in the restaurant industry, working as a waitress at Rivermarket Bar and Kitchen since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Trishanya Diedrick Smith is a financial advisor with Primerica Advisors in White Plains, NY, holding a Series 63 designation and eight years of industry experience. She has worked at PFSI Investments Inc. since 2018 and Primerica Financial Services since 2016. Outside of advising, she is involved in sales of investment-related products and also receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by third parties and utilizes discretionary separately managed account options.

Adam Sloane is a CFP® and Series 66 licensed financial advisor with three years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at Ameriprise. He is also the owner of Spirit Capital Management, Inc., a management consulting business that is currently being wound down. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored non-discretionary planning and consulting using various analytical tools and supports municipal and public finance work through unique affiliations.

Eric Ramirez Lira is a financial advisor with LPL Enterprise, holding a Series 66 designation. He has been with LPL Enterprise since 2025 and previously worked with Matt Miller Events and the White Plains Public School System. He is also involved with Matt Miller Events as an outside employment activity. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, providing financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with the sale of other financial products.

Robert Cohen is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 21 years of industry experience. His career includes roles at MassMutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory role, he operates an independent insurance agency specializing in life insurance, fixed annuities, disability, long-term care, and health insurance. MassMutual 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 financial planning, asset management, and educational programs, using firm-approved software to analyze client goals and provide written recommendations.

Frederick Faustini is a financial advisor at Fidelity with Series 66 and Series 63 credentials. He has one year of industry experience and has worked at several organizations, including Columbia Fireflies and the University of South Carolina. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage and advise a range of portfolios and fund structures.

Samantha Kay is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2021. Prior to her financial services career, she held positions at New City Kosher Deli, Orange County Choppers, and RevFlo Inc. Outside of her advisory role, she serves as the head cheerleading coach at Albertus Magnus High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Douglas James is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2015. He is the owner and president of DMJ Planning LLC, a support company, and Group Benefit Consultants LLC, which provides non-variable insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm provides tailored non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Noah Marshall is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Chestnut Ridge, NY. He has been with Thrivent Financial since 2026 and has prior experience at Ameriprise and New York Life Insurance Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and written recommendations on various planning topics without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Sheila Cromwell is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 47 years of industry experience. Her career includes long-term service at Morgan Stanley and its predecessor, Paine Webber, where she has worked since 1978. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analytical methods. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Joshua Felice is a financial advisor with Mass Mutual Investors Services in Elmsford, NY. He holds the CFP® designation and the Series 66 license, with four years of industry experience. Prior to joining Mass Mutual, he worked at Pitney Bowes and has held various roles in different industries. He is also active as an independent insurance agent, selling and servicing life insurance, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as ongoing, collaborative relationships and offers a variety of investment programs and educational seminars.

Peter Burchell is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at UBS Financial Services for 26 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Kimberly Rodgers is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has 27 years of industry experience, focusing on helping clients identify and pursue their personal financial goals through a comprehensive approach to wealth management. Kim works closely with clients at every step of the discovery and implementation process, combining technical and fundamental research to create individual goal-based portfolios. Kim began her career as a sales assistant at Morgan Stanley Smith Barney before joining UBS/PaineWebber in 1998. She joined Merrill Lynch Wealth Management in 2002, where she has served as an Investment Associate, lead Client Service Associate, and Financial Advisor. Kim holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Investment Management Analyst® designation, the Chartered Retirement Planning Counselor™ designation, and the Sports & Entertainment Accredited Wealth Management Advisor™ designation. A native of New Hampshire, Kim graduated from St. Joseph's College in Maine with a Bachelor's degree in English and Journalism. She resides in White Plains, New York, and her personal interests include baseball, cooking, golfing, hiking, ice hockey, music, reading, spending time with family, traveling, and watching movies.

Danielle Grande Cosentino is an International Wealth Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 1992. She advises affluent individuals and families across four continents, specializing in global synchronization, local economies, and emerging opportunities. Danielle's work focuses on comprehensive financial planning, including college education planning, corporate executive services, legacy planning, retirement income, socially responsible and ESG investing, and portfolio management. Throughout her career, Danielle has served a diverse clientele, including active and retired CEOs and CFOs worldwide. She is a CERTIFIED FINANCIAL PLANNER™ and a Personal Investment Advisor, with extensive experience navigating the complex regulations of multiple countries and states. Danielle holds a Bachelor's degree in Business Management from Adelphi University and a Master's degree in International Business from Pace University. Danielle is actively involved in her community and supports several organizations, including the Breast Cancer Support Connection, the National Italian American Foundation (NIAF), the Notre Dame Club of New York, and the Penn State Alumni Association. She also contributes to local causes such as Habitat for Humanity and Little Orphan Animals. Outside of her professional life, Danielle enjoys adventure sports, basketball, cooking, football, gardening, genealogy, hiking, skiing, spending time with her family, and traveling.

Anthony Giuliante Jr. is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds a Series 63 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is licensed to teach the New York State Point & Insurance Reduction Program and has experience selling health insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various investment programs, combining advisory services with brokerage and insurance products through an integrated platform.

Dolores Nunez is a financial advisor at Merrill with over 21 years at the firm and eight years of industry experience. She holds a Series 66 designation. Outside of her advisory role, she is involved as a co-owner in a limited liability company related to managing rental property. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

William May is a financial advisor at LPL Financial with 41 years of industry experience. He has been with LPL Financial since 2012 and holds Series 63 and Series 66 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

James Dempsey is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and with 23 years of industry experience. His career includes roles at J.P. Morgan Private Wealth Advisers LLC, JPMorgan Chase Bank, N.A., and First Republic Investment Management. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Brian Marchini is a Series 66 licensed financial advisor with four years of industry experience. He is currently with LPL Enterprise and previously worked at Money Concepts Capital Corp. In addition to his financial career, he has been employed at New York University’s Tisch School of the Arts since 2019 and conducts speaking engagements and seminars. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering a range of advisory and brokerage services. The firm combines adviser programs with active sales of financial products and utilizes model portfolios and third-party strategists in its investment approach.