Jacob Coleman is a financial advisor with Mass Mutual Investors Services in Elmsford, NY. He holds the Series 63 and Series 66 designations and has one year of industry experience. His prior work includes positions at DLC Management Corp and Crabtree's Kittle House. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs a structured, annual planning process using firm-approved software and offers a range of programs including estate-settlement and employer-sponsored planning.

Peter Gut is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in the financial services industry. Since joining Merrill in 2001 as a high school student, he has grown alongside the firm, sharing its commitment to putting clients first and fostering lasting relationships. In his current role, Peter works closely with individuals, families, and business owners to navigate complex financial decisions and deliver personalized strategies tailored to each client's goals, values, and life stage. His expertise encompasses areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Peter holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Central Connecticut State University. Outside of his professional work, Peter enjoys cooking, hiking, music, and traveling. His approach centers on empowering clients to achieve and maintain financial wellness through personalized advice, tailored solutions, and long-term relationships built on trust and transparency.

Todd Schroeder is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. His background includes roles at Columbia Bank, Allied Wealth Partners, Minnesota Life Insurance Company, and Securian Financial Services. Outside of his advisory work, he also coaches wrestling approximately five hours per week. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform supporting both discretionary and non-discretionary strategies.

Christopher Messler is a Private Wealth Management Investment Management Consultant at Fidelity Investments. In this role, he partners with clients and their Wealth Management Advisors to help implement and monitor investment strategies aimed at pursuing long-term investment goals. He has progressed through multiple roles at Fidelity Investments, including Investment Management Consultant I through III from 2022 to 2026, and Investment Solutions Representative from 2021 to 2022. Prior to joining Fidelity, he worked as a Registered Representative at Equitable from 2020 to 2021. Outside of his professional responsibilities, Christopher enjoys activities such as fishing, football, golf, skiing, soccer, and participating in social events with friends.

Eliza Bryant is a Series 66 registered advisor with LPL Enterprise in White Plains, NY. She has one year of industry experience, including prior roles at Savills and Blue's on Franklin Smokehouse & Bar. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm typically employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Margaret Athanasatos is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services Inc. for nine years. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers.

Patrick Sweeney is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He has previously worked at Ameriprise, UBS Financial Services, and Morgan Stanley. He holds Series 63, 65, and 66 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its advisory process.

Amanda Cain is a CFP® professional based in Ridgewood, NJ, with 22 years of industry experience. She has worked at Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering a range of advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Susan Condit is a Senior Financial Advisor with Merrill Lynch Wealth Management. She adheres to a disciplined process that begins with gaining a full understanding of each client’s unique needs, concerns, and priorities. By considering the whole life or organization, Susan collaborates with clients to develop personalized plans aligned with their goals and aspirations. Her expertise encompasses family wealth management strategies, services for endowments, foundations, and non-profits, managing new wealth, and supporting women and wealth. Susan holds a Bachelor's Degree from The Catholic University of America and the Personal Investment Advisor (PIA) designation. She is actively involved in professional and community organizations, serving as a board member of The Cookstove Project and participating in the Briarcliff Rotary and the Social Justice Committee of the Presbyterian Church of Mt. Kisco. Outside of her professional duties, Susan engages in personal interests including biking, gardening, genealogy, golfing, hiking, photography, swimming, yoga, and spending time with her family.

Neville Kapoor is a Financial Consultant who partners with clients to understand their short- and long-term financial goals and to develop customized financial plans tailored to their unique needs. He emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency throughout their financial planning journey. Neville works collaboratively with clients to build financial plans, identify strategies for improvement, and maintain open communication. Neville has held various roles in the financial services industry since 2009. His professional experience includes positions such as Vice President - Financial Consultant at Charles Schwab in 2024, Senior Manager in Platinum Relationship Management at Morgan Stanley - ETRADE from 2023 to 2024, Financial Consultant at Morgan Stanley - ETRADE from 2018 to 2023, Financial Solutions Advisor at Merrill Lynch - Merrill Edge from 2014 to 2018, and Licensed Personal Banker in the Private Client division at JP Morgan Chase from 2009 to 2013. Outside of his professional work, Neville has personal interests that include the beach, cars, comedy, social events with friends, music, and traveling.

Carmine Filippone is a financial advisor at Cetera with 21 years of industry experience. He holds a Series 63 designation and has worked previously at Avantax Advisory Services and related entities for over 18 years. Outside of his advisory role, he is a partner at Heller & Filippone LLP, where he provides tax preparation and accounting services, and is involved in mortgage consulting and tax planning through HF Financial Group, LLC. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Stacey Strauss is a financial advisor at UBS Financial Services with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously spent 10 years at Citigroup before joining UBS in 2019. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers fee-based financial planning, portfolio management, and mutual fund distribution, combining institutional trading capabilities with wealth management services.

Kalpana Thakkar is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of her advisory role, she is involved with several business ventures, including 167-169 Newark Ave Realty and Dollar Paradise. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a methodology that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Christopher Calabro is a financial advisor with LPL Financial in Elmsford, NY, holding a Series 66 designation and 11 years of industry experience. He previously worked at Ameriprise Financial from 2015 to 2019. Outside of advising, he has worked in a flooring business on a part-time basis. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Charles Pollack is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving a diverse clientele that includes corporate executives, entrepreneurs, attorneys, retirees, millennials, divorced persons, and widows. With more than 25 years of experience, Charles focuses on helping clients preserve assets, manage risk, and plan for sustained lifestyles through various life stages, including retirement, loss of a spouse, or divorce. He emphasizes a collaborative, client-centric approach, valuing face-to-face meetings and empathetic listening to tailor strategies aligned with clients’ goals. Charles joined Merrill Lynch in 2008 to leverage the firm's extensive resources and acts as an active liaison between clients and specialists across Bank of America. He formulates customized investment portfolios by combining Merrill research portfolios and external managers, adapting strategies over time through ongoing client review. His expertise includes college education planning, legacy planning, liquidity management, portfolio management services, and retirement income. Charles holds the Personal Investment Advisor (PIA) designation and attended the University of Chicago without obtaining a degree. Outside of his professional role, Charles is involved in community organizations such as International Adoption, Kiwanis International, and the Salvation Army. He and his wife, Diane, are parents to three adopted children and engage in activities including cooking, reading, traveling, and maintaining an active fitness routine.

Landon Tan is a CFP® with 10 years of industry experience, currently serving as an advisor at LPL Financial since 2020. Prior to joining LPL, he worked at KMS Financial Services / Robin Tan for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors and employs both discretionary and non-discretionary strategies, supported by research and technology tools.

Izabella Wszolek is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 12 years before joining RBC in 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies using a combination of in-house and third-party managers, with additional services such as financial planning, custody, and brokerage.

Thomas Small is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2015, following a year at Merrill. 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, institutional clients, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Savahn Steadman is currently a Planning Consultant at Fidelity Investments. In this role, Savahn focuses on helping clients build clear, actionable financial strategies aligned with their long-term goals. They specialize in guiding individuals through investment planning, retirement readiness, and wealth-building decisions. Savahn has professional experience spanning several roles at Fidelity Investments, including Relationship Manager from 2023 to 2026 and High Net Worth Associate from 2022 to 2023. Prior to that, Savahn worked as a Financial Advisor at Merrill Lynch from 2018 to 2022. Outside of work, Savahn's personal interests include bowling, football, golf, spending time with friends at social events, and caring for pets.

Kenneth Rickens is a CFP® with 16 years of industry experience, currently affiliated with LPL Financial. He previously worked at Kestra Advisory and Premier Wealth Advisors, among others. Outside of his advisory work, he operates KWR Advisors LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.