Lawrence Chalson is a financial advisor with Mass Mutual Investors Services in Garden City, NY, holding a Series 63 designation and 10 years of industry experience. He has been with Mass Mutual Investors Services since 2014 and also affiliated with MassMutual Life Insurance Company since 2009. In addition to his advisory role, he acts as an agent for individual life and group health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved analytical tools.

Benjamin Cahn is a CFP®-certified financial advisor with 13 years of experience. He is currently with Morgan Stanley in Garden City, NY, having previously worked at UBS Financial Services and E*TRADE. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured processes and firm-approved tools.

Robert Dahl is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at United Parcel Service and the Town of Oyster Bay Comptroller's Office, among others. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Joseph Depalma is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 24 years of industry experience. His prior roles include positions at LPL Financial LLC and Kestra Financial Services, Inc. In addition to his advisory work, Depalma owns and operates a boat charter business and provides a service for spreading human ashes at sea. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that supports a range of portfolio management and financial planning services delivered by a nationwide network of independent advisors.

Robert Armieri is a financial advisor with Ameriprise in Garden City, NY, holding a Series 63 license and 18 years of industry experience. Prior to joining Ameriprise in 2021, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2009 to 2021. He serves on the board of directors and is co-treasurer of the Garden City Kiwanis. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered through a centralized consulting team in partnership with financial advisors.

Peter Fierro is a financial advisor at Stifel with 43 years of industry experience. He holds a Series 63 designation and previously worked at Janney Montgomery Scott for 20 years before joining Stifel in 2023. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Heshy Zweig is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at AIG Bank, Osaic Wealth, Inc., and Pinnacle Taxx Inc. Outside of advisory services, he is the owner of HZ Services LLC, which includes an insurance agency. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christian Coppola is a Series 66-licensed financial advisor with five years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2021. His prior roles include positions at Equitable Advisors and employment at the University of South Carolina. Coppola also had a one-year involvement with Coppola Legacy Properties LLC. 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 non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Maria Avento is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She previously worked at IC Advisory Services, Inc. and The Investment Center, Inc. for 19 years. 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 network of over 22,800 advisors.

Lauren Benanti is a CFP®-designated financial advisor with 11 years of industry experience. She is currently associated with Fidelity Investments, where she has worked for over a decade. Outside of her advisory role, she is a partner in LML Venture Properties LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Philip George is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with PFS Investments Inc. and Primerica Financial Services since 2006. He also has a long tenure with the County of Westchester, spanning 34 years. Outside of his advisory role, he is involved in tax preparation services and sells home security, automation, and loan products through affiliated companies. Primerica Advisors manages 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 relies on model-delivery strategies from unaffiliated asset managers and offers a limited number of discretionary separately managed accounts.

Christian Maguire is a Series 66-licensed financial advisor with Morgan Stanley in Garden City, NY, bringing 19 years of industry experience. He has been with Morgan Stanley since 2009, working in roles including Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions 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 uses structured planning processes supported by tools such as Monte Carlo simulations and Secular Return Estimates.

Corey Lev is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009. Outside of his advisory role, he is authorized to act as a power of attorney for investment-related matters. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Milo Rothstein is a financial advisor at J.P. Morgan Securities with 10 years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan Securities, he worked at Bank of America and Merrill. Outside of his financial career, he is a co-owner of Wimsy LLC, a New York-based sour-candy company, and also co-owns CarryConcierge, an educational service focused on licensing processes for New York State and NYPD customers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research with forward-looking capital market assumptions to support model asset allocations.

Anthony Puppo 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 JPMorgan Chase Bank, N.A. and Prudential Insurance Company of America prior to his current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Angelica Van Pelt is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with Equitable Advisors since 2010, including time at its predecessor AXA Advisors. Outside of her advisory work, she is involved in real estate as a personal and family-use realtor and sells property and casualty insurance on a limited basis. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Matthew Bernstein is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked previously at Merrill as well as within Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Prior to entering finance, he was employed by the University of California Los Angeles Athletic Department. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Daisy Karika is a financial advisor with Wells Fargo Clearing in Garden City, NY, holding a Series 63 designation and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers both brokerage and advisory solutions.

Candice Lira is a CFP® professional with six years of industry experience, currently serving at OSAIC since 2024. Before joining OSAIC, she worked at CFO Wealth Consultants/American Portfolios from 2018 to 2024. Outside of her advisory role, she is president of a wealth planning S-Corp that focuses on life insurance and annuities, providing comprehensive financial planning including estate and family protection. Osaic Wealth serves a wide range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various strategies and third-party manager options.

Scott Ficalora is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has been with Fidelity Investments since 2008 and currently works in Garden City, NY. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable and registered investment company accounts. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.