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.

Patricia Weber is a financial advisor with Ameriprise in Wilton, CT, holding a Series 66 designation and 17 years of industry experience. She has worked at Ameriprise since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm serves clients through a large institutional platform that integrates advisory, brokerage, and insurance solutions.

Yamelyn Asencio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing approximately four years of financial services experience, including roles at Wells Fargo Bank and JPMorgan Chase Bank. Outside of her advisory career, she has been involved with BYD Home Restoration Inc. since 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

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.

Joshua Elbaum is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 66 and Series 63 licenses and has prior experience at J.P. Morgan Private Bank and Padell Business Management. Outside of finance, he has worked in educational roles and with the Rising Stars Youth Foundation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s approach incorporates structured discovery conversations and advanced modeling tools to develop planning strategies.

Ryan Hetzer is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Sabrina Gordon is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked in roles at JPMorgan Chase Bank, A&E Real Estate, Fresh Prints, and Seidenfeld Associates. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Miyuki Kiyota is a financial advisor with Merrill in White Plains, NY, holding a Series 66 designation and 12 years of industry experience. She has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Samuel Grossman is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes positions at Caraluzzi's Georgetown Market, Bow Ties Cinema, and the University of Connecticut. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Milano is a financial advisor at Morgan Stanley in Greenwich, CT, holding Series 63 and Series 66 licenses with 17 years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at KeyBank and Key Investment Services LLC from 2016 to 2019. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Micah Stavenhagen is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Ironhorn Enterprises, and Syracuse University. 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 centralized due-diligence framework.

Ryan Cabrera is a financial advisor with LPL Financial in Rye, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. Before joining LPL Financial in 2023, he worked at Cetera Investment Services and Cetera from 2019 to 2023, as well as Foresters Financial Services in 2018. 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, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Aaron Simone is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2014 and has worked at Jpmorgan Chase Bank, N.A. since 2009. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by an in-house manager solutions team and a centralized due diligence framework.

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.

Mahmoud Arjomand is a CFP® and ChFC® with 33 years of experience at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. He has worked with these firms since 1993. In addition to his advisory role, he is involved in sales at Polaris Risk Management Corp, which operates in life, property and casualty, and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Pamela Wetherbee is a CFP® professional with 24 years of experience in the financial industry and has been with Ameriprise since 2011. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as the finance secretary for Fishkill United Methodist Church and is the First Vice Chair of her local Democratic Committee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Emily Bender is a financial advisor at Morgan Stanley with 12 years of industry experience. She has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Outside of her advisory role, she serves as an executor and trustee in estate administration activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling.

Mark Mezzone is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. His prior roles include two years at Bank of America and ongoing affiliation with Merrill. He is also the owner of a small business that leases commercial office space to Raymond James. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individual, institutional, and municipal clients. The firm offers financial planning and non-discretionary investment consulting, employing a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

Roger Camp is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Roger's expertise lies in creating personalized financial plans that address his clients' unique ambitions, including education funding, retirement planning, and managing potential health care costs. He emphasizes connecting all aspects of a client's financial life to prioritize and pursue their most important goals, aiming to provide simplicity and transparency throughout the wealth planning process. Roger earned an Associate's Degree from New Mexico Military Institute, followed by both a Bachelor's and a Master's Degree from the University of Texas at Austin.

William Everts is the Vice President Private Wealth Management Advisor at Fidelity Investments. In this role, he partners with families to establish long-term, trusted relationships, focusing on the stewardship of family money, wealth, and estate planning considerations. He coordinates a team of specialists, including an Investment Manager, a Wealth Planner, and a Trust Officer, to provide comprehensive wealth planning. William has held various positions at Fidelity Investments since 2012, progressing from Financial Representative to his current role as Vice President. His experience includes roles as Vice President, Wealth Planner; Financial Consultant; Investment Consultant; and Relationship Manager. Prior to joining Fidelity, he was a Practice Management Trainee at Merrill Lynch, Pierce, Fenner & Smith in 2011.