Brendan Cahill is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2021. He has been with Fidelity since 2014, previously serving as a Financial Consultant and Investment Consultant within the company. Prior to joining Fidelity, he worked as a Financial Advisor at Ameriprise Financial from 2005 to 2014. With nearly two decades of experience in the financial industry, Brendan specializes in helping clients make informed decisions and stay on track toward their financial goals. He holds the CERTIFIED FINANCIAL PLANNER™ designation and focuses on market trends and planning strategies to provide personalized advice. Outside of his professional work, Brendan's personal interests include golf, military service, parenthood, reading, and snowboarding.

Zak Bissell is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments in various roles since 2015, including Investment Consultant from 2021 to 2024, High Net Worth Service Associate from 2016 to 2021, and Customer Relationship Advocate from 2015 to 2016. As a Certified Financial Planner™, he emphasizes creating sensible plans through meaningful conversations and thoughtful planning to help clients grow, preserve, and live off their wealth. Zak's professional experience spans multiple facets of financial consulting and investment services, reflecting a comprehensive understanding of client needs and financial strategies. Outside of his professional work, he enjoys cooking and baking, exploring culinary experiences as a foodie, and participates in sports such as golf, running, and soccer.

Dan Chevreux is a Financial Consultant at Fidelity Investments. He is focused on helping clients develop comprehensive financial plans aimed at simplifying their financial lives and supporting their lifestyle goals. Dan has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Investment Consultant before becoming a Financial Consultant. His experience within the firm has provided him with a strong foundation in financial planning and investment strategies. Outside of his professional work, Dan enjoys activities such as spending time at the beach, fishing, fitness, outdoor adventures, and socializing with friends. He also has an interest in pets.

Jonathan Rosen is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. Before joining Fidelity, he worked in freelance videography from 2015 to 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisory entity for multiple registered investment companies and delivers model portfolios to intermediary platforms.

Edward Kovac is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 26 years of industry experience. His prior work includes roles at MetLife Securities Inc and Massachusetts Mutual Life Insurance Company. He serves as a volunteer board member for organizations providing services and information to elderly and sight-impaired individuals. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures financial planning as an annual, collaborative process using analytical software and generally recommends investment categories and strategies rather than specific products.

Eric Nachman is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Nachman co-presides over Endurance Operations Management LLC, managing business operations including human resources, expense management, and accounting. Ameriprise is an institutional firm offering retirement-income planning services primarily to clients with significant investable assets. Its approach integrates research, modeling, and tax-efficiency analysis to provide annual, non-discretionary retirement income recommendations, with an emphasis on assets held in Ameriprise Managed Accounts.

Nadi Beciri is a financial advisor with Charles Schwab in Paramus, NJ, holding a Series 66 designation and six years of industry experience. Prior to joining Charles Schwab and Charles Schwab Bank, SSB in 2021, Beciri worked at Bank of America, Merrill, and David Lerner Associates. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 both non-discretionary and discretionary investment options with centralized custody and a distinctive operational model that integrates advisory and brokerage services.

David Lasco is a financial advisor with Ameriprise in Valhalla, NY, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2014. Outside of his advisory role, he serves as Co-President of the Fordham University Alumni Westchester and sits on the Board of Directors for the Financial Planning Association of the Greater Hudson Valley. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Brian Valente is a financial advisor with Equitable Advisors in Pelham, NY, holding a Series 66 designation and 27 years of industry experience. He has worked at Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Valente serves as a board member and co-president of two nonprofit organizations: the Chester Park Association and the Pelham Booster Club, both of which focus on community activities and local engagement. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm uses a variety of advisory programs and third-party asset managers, emphasizing personalized client risk assessment and model-based investment strategies.

Miyuki Kiyota is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2016, following a brief tenure at Townsend. Merrill, along 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, pension plans, corporations, and charitable organizations.

Ghedalia Gold Pastor is a Series 66 licensed financial advisor with eight years of industry experience. Currently with Merrill and Bank of America, Pastor’s prior experience includes roles at Tesla Inc. and Consigli Construction Co. from 2016 to 2017, as well as time at the University of Maryland. 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.

John Barbary is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 36 years of industry experience. He previously worked at Pruco Securities, LLC for 34 years before joining LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment implementation is primarily model-driven, with services that include financial planning, access to third-party asset managers, and participation in a wrap program.

John Szot is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with Primerica Advisors since 2021 and has been affiliated with Primerica Financial Services since 2014. Outside of his advisory role, he serves with the Park Ridge Police Department and owns a small business, Lamplighter Lane LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary 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 rather than fixed fees.

Richard Koll is a financial advisor with Cetera based in Fort Lee, NJ, holding a Series 66 designation and 34 years of industry experience. His career includes roles at Infinex Investments, Apple Bank, and Navian Capital Securities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers portfolio management, financial planning, and access to a range of program platforms, employing a multi-manager approach with discretionary and non-discretionary account options.

Todd Kingsbury is a financial advisor with Merrill in Paramus, NJ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Potomac Commodities Transportation and Stifel Nicolaus & Co Inc. He serves on the boards of the D C K Endowment Fund Inc. and HomeWorks Trenton, Inc., an organization focused on education and housing for women in marginalized communities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Nicholas Petriello is a CFA® charterholder with 28 years of industry experience. He has been with OSAIC since 2025 and previously worked at Lincoln Financial Advisors Corp for 24 years. He is a co-owner of two consulting businesses that offer insurance and group medical coverage services. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform, with an investment process centered on model-based asset allocation and portfolio optimization.

Deon Smith is a Series 66–licensed financial advisor with 20 years of industry experience, currently practicing at Merrill since 2013. Based in White Plains, NY, he has spent over a decade with Merrill. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, using model-based and discretionary strategies developed by internal and third-party managers.

Reed Karsen is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at Montclair State University and UPS. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios and manage fund advisory services.

Richard Cutler is a CFP®-certified financial advisor with 40 years of industry experience. He currently works with LPL Financial and has previously been affiliated with Linsco/Private Ledger Corp., Cutler Financial Services, LLC, and Nathan & Lewis Securities, Inc. In addition to his advisory work, Cutler is an independent insurance agent specializing in property and casualty, business, health, and disability insurance products. 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 advisory and brokerage services through a large network of representatives, utilizing various investment models, third-party asset managers, and customized strategies.

Paul Marrero is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Advisors since 2016. Marrero is also the owner of Palisades Wealth Management, an investment-related business based in West Nyack, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.