Attila Balla 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 been with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. 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, distribution, and investment management capabilities.

David Toapanta is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Prudential Insurance Company of America and LPL Enterprise. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, futures commission merchant, and commodity pool operator registrations.

Luigi Muccitelli is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with firms including Ameriprise Financial Services, Inc. and Boston Harbor Wealth Advisors. He is also the CEO and President of Fondi Wealth Management, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its unique affiliations.

Richard Cossa is an Investment Consultant currently working at Fidelity Investments since 2023. He has accumulated over 17 years of experience in the financial industry, having held various financial advisory roles at firms such as Mahoney Asset Management, Lincoln Financial, Chase Investments, Oppenheimer & Co., Wells Fargo Advisors, and Morgan Stanley. Throughout his career, Richard has developed expertise in navigating different market cycles with a focus on asset allocation and delivering customer service aimed at guiding clients through their retirement planning. His professional journey reflects a consistent commitment to supporting clients in achieving their financial goals. Outside of his professional work, Richard has interests in baseball, fitness, football, golf, and yoga.

Michael Torres is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at JP Morgan Chase Bank, U.S. Bancorp Investments, and Northwestern Mutual. 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 a blend of non-discretionary and discretionary investment management with access to multi-asset portfolios, alternative investments, and integrated brokerage and custody services.

Asmir Malevic is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at several J.P. Morgan affiliates since 2016 and was previously with Invesco Distributors, Inc. from 2019 to 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Andrew Redhead is a financial advisor with Charles Schwab who holds Series 66 and Series 63 licenses and has six years of industry experience. His prior roles include positions at Kovitz Investment Group Partners, Connectus Wealth, UBS Financial Services, and Northwestern Mutual. Charles Schwab serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized operational structure supporting a large client base.

Kjersten Lazar is a CFP® professional with 33 years of industry experience, currently serving at Raymond James & Associates since 2007. She holds Series 63 and Series 65 registrations and is based in Somers, NY. Lazar is also a trustee and secretary for Player'e Eye Football Club, contributing to board meeting documentation. 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, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

William Flash is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he serves as a director of the Brewster Chamber of Commerce, participates as a board member promoting local businesses in Amherst, and is involved in nonprofit education through presentations on non-violence and social inclusion. He also performs as a musician at community events. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory and investment solutions supported by a nationwide network of over 23,000 advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Alex West is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, Alex served as an Investments Consultant at Fidelity Investments from 2022 to 2024. Alex also has experience as a Private Client Advisor and Private Client Banker at J.P. Morgan Securities, LLC between 2016 and 2022. With 10 years in the financial services industry, Alex collaborates closely with individuals and families to understand their circumstances, values, and aspirations. This approach aids clients in navigating complex financial decisions and developing plans aligned with their priorities. Alex's personal interests include comedy, fitness, football, social events with friends, pets, and traveling.

Benn Albrecht is a financial advisor with LPL Financial in Carmel, NY, holding a Series 66 designation and two years of industry experience. His prior experience includes positions at Hudson Valley Credit Union, Instacart, and People's United Bank. He is also a New York State notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including high-net-worth individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services with access to proprietary and third-party model portfolios and research.

Andrea Coladarci is a financial advisor with OSAIC, holding a Series 66 designation and 15 years of industry experience. She previously worked at Pinnacle Investments for four years and Valic Financial Advisors for eleven years. OSAIC Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios.

Bruce Iacono is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2018, following six years at Axa Advisors LLC. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Eliezer Gewirtzman is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and nine years of industry experience. He has worked with Mass Mutual Investors Services since 2016 and with MassMutual Life Insurance Company since 2011. Outside of his advisory role, he is the board president of Yedei Chesed, Inc., an organization that supports developmentally disabled individuals, and he is also a partner in a company providing speech language therapy services. Mass Mutual Investors Services 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, and educational programs, structuring client engagements as annual, collaborative processes using firm-approved analytical tools.

Jonathan Glaser is a financial advisor at Edward Jones with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Stephen Mangiacotti is a financial advisor with J.P. Morgan Securities in Yorktown Heights, NY, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at NYLife Distributors LLC and New York Life Investments. He served for five years with the Irvington Fire Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Matthew Aquino is a financial advisor with Charles Schwab, holding a Series 66 license and having one year of industry experience. His prior roles include positions at Sanctuary Securities, Primerica, and PwC. He serves on the financial and advancement committees at Salesian High School, assisting with budget analysis and fundraising efforts. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Karen Dillon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and possessing 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2007. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Amanda Karaqi is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Northwestern Mutual and Keller Williams Realty Partners. Outside of financial services, she was involved in real estate through Karaqi Real Estate, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Russell Glickstern is a financial advisor at LPL Financial with 41 years of industry experience. He has been with LPL Financial since 1997. He holds a Series 63 designation and operates in Mount Kisco, NY. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.