Thomas Wynne is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Global Markets for 15 years prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Michael Marrone is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at the Division of School Facilities, Primerica Financial Services, St. Johns University, and Iona Prep. Primerica Advisors is a large-scale firm that provides a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm delivers advisory services through model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jerome Williams is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Lexco Wealth Management, Inc. and LPL Financial since 2017, and previously at National Planning Corporation from 2014 to 2017. In addition to his advisory role, he provides financial planning and consulting through Lexco Wealth Management, an independent registered investment advisor. 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, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Victor Cannistra is the sole advisor at Cannistra Financial Advisors Inc. in Mount Kisco, NY, holding a Series 65 credential with four years of industry experience. He has operated Victor J. Cannistra, CPA PC since 2002, serving as president and managing operations for his certified public accounting firm. Cannistra Financial Advisors Inc. provides portfolio management and financial planning services primarily to individual investors and corporate clients. The firm operates as a solo independent adviser, typically managing client relationships on a non-discretionary basis and coordinating investment advice with affiliated accounting services to integrate tax and financial planning.

Anthony Monks is the sole advisor and managing member of CTM Financial, LLC, an independent registered investment adviser based in Mahwah, NJ. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, leading CTM Financial since 2002. CTM Financial provides portfolio management and advisory services to a small client base that includes individual investors and corporate clients. The firm offers separately managed accounts and utilizes derivatives in some strategies to manage exposures, distinguishing itself as a boutique, one-advisor practice with a specialized approach.

Carl Chaikin is the sole advisor at Chaikin Capital Management Inc., an independent registered investment adviser based in Woodcliff Lake, NJ. He holds a Series 63 designation and has 20 years of industry experience, having operated his firm since 1990. Chaikin Capital Management provides discretionary portfolio management and investment advisory services to a small group of individual clients. The firm manages approximately $55.8 million in assets across about 15 client relationships, focusing on a concentrated client base and employing performance-based fee arrangements.