Michael Del Grosso is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various entities within the JPMorgan Chase organization since 2007. Outside of his advisory role, he serves as the contact person for two condominium properties owned by his family. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Edward Lynch is a financial advisor at Raymond James Financial with 23 years of industry experience. He holds a Series 63 designation and previously worked at Highland Capital Brokerage for six years. Lynch is the CEO of Lynch Wealth Strategies, Inc., an independent financial advisory firm affiliated with Raymond James, and also operates as an insurance agent specializing in life, long-term care, disability, and fixed annuities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains unique municipal advisory capabilities alongside specialized plan-level retirement consulting.

Stephen Mangiacotti is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Merrill, and New York Life Investments. Outside of his advisory role, he served with the Irvington Fire Company for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Thomas Langtry is a financial advisor with Cetera, holding a Series 63 designation and over 31 years of industry experience. He has been affiliated with Cetera and its related entities since 2005 and also owns Langtry Tax & Financial LLC, providing accounting and tax preparation services. Langtry serves as a board member of the Hampton Glen Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and utilizes both affiliated and third-party model portfolios.

Mana Sims is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 13 years of industry experience. Her career includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as positions at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Richard Perez is a financial advisor with Primerica Advisors in Goshen, NY, holding a Series 63 designation and 15 years of industry experience. He has worked at PFS Investments Inc. since 2014 and has been associated with Primerica Financial Services since 1998. Outside of finance, he has been a member of the Town of Chester Police for 20 years. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven advisory services supported by third-party asset managers and operates at scale with thousands of advisors and billions in assets under management.

Brian Roberts is a financial advisor with LPL Financial in Monroe, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at LPL Financial since 2017 and currently serves clients through Webster Bank, where he has worked since 2021. Outside of his advisory role, Roberts is a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing various discretionary and non-discretionary strategies.

Jerome Casola is a financial advisor with Primerica Advisors, holding a Series 63 designation and 10 years of industry experience. He has been with Primerica Advisors since 2016 and has also been involved with Primerica Financial Services since 2014. In addition to his advisory role, he owns and operates MPC Agency, Inc., a legal entity formed for Primerica business purposes, and receives compensation for referrals of home security, automation products, and loan services through Primerica affiliates. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients via a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on retail clients rather than institutional or pension plans.

Scott Ruppert is a financial advisor with Cetera, holding a Series 63 designation and bringing 22 years of industry experience. He has worked with Cetera since 2019 and previously spent 15 years with Foresters Financial and 6 years with Foresters Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Gregory Antonakos is a financial advisor with LPL Financial, holding a Series 63 license and having 14 years of industry experience. He has worked at LPL Financial since 2012 and has also been associated with Hudson Valley Federal Credit Union since 2010. He is involved with Hudson Valley Federal Credit Union Insurance Services, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

Stanley Wong is a financial advisor at Cetera with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Advisors LLC since 2016. Wong is also involved as a trustee with the Parish of Sacred Heart - St. Patrick, a religious organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Philip Settembrino is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Cadaret, Grant & Co., Inc. for 24 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial activities.

Francine Foerst is a financial advisor at Stifel with 36 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Armando Merino is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Axa Advisors, LLC for 11 years before joining Ameriprise in 2020. Merino is also a co-owner of Arbor Capital Wealth Advisors, where he manages an advisory business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with tax-aware withdrawal strategies and ongoing advice.

Jimmy Kuka is a financial advisor at OSAIC with a Series 66 designation and one year of industry experience. His prior work includes positions at RBT Wealth, Altium Wealth, and The Shark Group, as well as business experience outside of finance with Kuka Heating and Cooling. He was also a full-time student for 17 years. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, and charities through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of managed account solutions supported by both proprietary and third-party strategies.

Anne Curci is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 32 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation and trade execution managed by BNY Mellon Advisors and Pershing.

Gregory Mirecki is a financial advisor at Osaic with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at FSC Securities Corp and SII Investments, Inc. Outside of his advisory role, he operates a sole proprietorship as an insurance agent soliciting fixed annuities and provides financial advising through Ferrigno Financial. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by various tools and multiple program options across affiliated broker-dealer and RIA platforms.

Frank Matthews is a financial advisor with Primerica Advisors in Middletown, NY, holding a Series 63 designation and 18 years of industry experience. He has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2007. In addition to his advisory role, Matthews is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies and discretionary account options supported by established custodians and overlay managers.

Brad Whitted is a financial advisor with Raymond James Financial, holding a Series 66 designation and 27 years of industry experience. He has held various roles since 2007, including positions at Merrill and multiple leadership roles within the Zick Whitted Taub entities, where he currently serves as owner and vice president of support companies. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored non-discretionary planning using analytical tools and supports a broad advisor network, with specialized municipal and SIMPLE IRA advisory programs.

Andre St.Louis is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Cetera, Equitable Advisors, and Foresters Financial. Outside of his advisory work, he has engaged in an investment-related business activity associated with Serene Capital Management and Solutions. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.