Siddharth Suri is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2010, also working at JPMorgan Chase Bank since 2006. 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 combines large institutional advisory operations with additional market-facing registrations and functions, delivering its services on a non-discretionary basis.

Scott Johnston is a financial advisor at Raymond James Financial Services Advisors, Inc. with 27 years of industry experience. He holds a Series 63 designation and has previously worked at firms including LPL Financial, Kestra Investment Services, Berk Wealth Management, and OSAIC. Outside of his advisory role, he consults on basic tax preparation and accounting for a partnership firm. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using various analytical tools and supports clients through its extensive advisor network and specialized programs.

Michael Pechersky is a CFA® charterholder with 13 years of industry experience. He is currently with LPL Enterprise and has previously worked at firms including Prudential Insurance Company of America, MassMutual, and New York Life. Outside of investment advisory, he also provides property and casualty insurance as well as individual medical insurance. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, third-party asset management access, and insurance product sales through affiliated entities.

Brian Kelley is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Ljindon Vukdedaj is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of his advisory role, he serves as a soccer referee for high school games and assists with a small family farming business focused on fruit, vegetable, and egg production. 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.

David Goldring is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has worked with Cetera and its affiliate firms since 2007 and has led Goldring Wealth Management Services Inc. since 2011. Outside of his advisory role, he is involved in accounting, bookkeeping, and tax preparation through a separate business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various investment program options and custodial relationships.

Donald Kluge is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has operated The Kluge Financial Group LLC since 1987 and has been with Cetera since 2005. He is also involved in selling health insurance and provides tax preparation services through Donald Kluge & Co, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management options, financial planning, and retirement services, operating a multi-manager platform with assets under management exceeding $256 billion.

Susan Flanagan is Vice President and Branch Leader at Fidelity's Chappaqua branch, a position she has held since 2024. She has nearly 20 years of experience in the financial industry, focusing on helping clients create and maintain sound financial plans. Susan leads a team dedicated to providing a thorough and client-centered approach to financial planning, aiming to understand clients' priorities and goals. Her prior roles include Assistant Branch Leader at Fidelity's Scarsdale branch from 2022 to 2024, Business Transformation Project Lead at AllianceBernstein from 2018 to 2022, Strategic Sales Manager at AllianceBernstein from 2010 to 2018, and Internal Wholesaler at AllianceBernstein from 2006 to 2010. Throughout her career, Susan has developed expertise in financial planning and business transformation within the investment management sector. Outside of her professional work, Susan is involved in family activities, social events with friends, and parenthood. She also enjoys running and volunteering in her community.

James Murphy is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 66 designation and previously worked at Mariner Investment Group and Axa Advisors, LLC. Located in Pearl River, NY, Murphy has been with Equitable Advisors since 2018. Equitable Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party advisory models and services.

Kimberly Dallon is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She has been with PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. In addition to investment advising, she is involved in sales of loan products and home-related services through affiliates of her firm. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, offering model-based strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Joseph Vessecchia is a Planning Consultant at Fidelity Investments, where he works to positively impact the financial health, wealth, and peace of mind of his clients by partnering with them to develop and implement customized financial plans tailored to each individual. He has been with Fidelity Investments since 2023, initially serving as an Investment Consultant before assuming his current role in 2025. Prior to joining Fidelity, Joseph worked as a Financial Consultant at E*TRADE LLC from 2018 to 2023. He began his career in the financial services industry as an Associate Financial Consultant at Charles Schwab from 2015 to 2018. Throughout his career, Joseph has focused on providing financial planning and investment consulting services. Outside of his professional work, Joseph has interests in art, baseball, movies, music, pets, and theater.

Nicholas Sherry is a financial advisor with Edward Jones in Nyack, NY. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2026. Prior to joining Edward Jones, he worked briefly at Hennion & Walsh, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets across a wide range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Robert Klein is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 28 years of industry experience. His career includes roles at Cetera Advisors LLC, Inertia Advisor Services Group, The Ardmore Group, and FM Home Loans. Outside of advisory work, he is involved in tax preparation, mortgage lending, health care expense forecasting, and participates in senior advocacy and networking groups. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and consulting services and operates a multi-manager platform that accommodates diverse investment strategies and program structures.

Michael Bale is a Wealth Management Advisor at Merrill Lynch Wealth Management, providing comprehensive wealth management planning to a diverse clientele. He has more than ten years of experience working closely with well-educated and forward-thinking individuals who seek real-world strategies and realistic expectations to achieve their financial goals. Michael's expertise includes investment and retirement planning, elder care financial management, college education planning, divorce transition planning, special needs planning strategies, tax minimization, and retirement income. He serves a loyal and growing client base primarily in New Jersey, New York, and coastal areas, including corporate executives, physicians, medical sales representatives, divorced and widowed individuals, and multiple generations of families. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the Certified Financial Planner Board of Standards and the Personal Investment Advisor (PIA) designation. Michael graduated from Rutgers University and is a native of Bergen County, New Jersey, where he currently resides with his wife and three children. Outside of his professional life, he enjoys baseball, basketball, cooking, football, golfing, hiking, softball, spending time with his family, and is involved in his community as a youth sports coach.

Michelle Rosenberg is a financial advisor at Cetera with 25 years of industry experience. She holds a Series 63 designation and has worked with Millman and Rosenberg Associates Ltd since 2016. In addition to her advisory role, she co-owns Millman and Rosenberg Associates, Ltd., a tax consulting and business management firm, and is a 50% owner and manager of Rosemill Ventures LLC, a business consulting company. 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 range of portfolio management and financial planning services through a large network of independent advisors and features a multi-manager platform with access to affiliated and third-party managers.

Michael Nelson is a CFP® with 26 years of experience in the financial industry. He is currently with J.P. Morgan Securities and has previously worked at Merrill and Bank of America. Outside of his advisory role, he is involved in managing several residential real estate investment entities. 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 broker-dealer and investment adviser registrations, delivering its program on a non-discretionary basis.

Arthur Pasternak is a Wealth Management Advisor at Merrill Lynch Wealth Management, bringing over 35 years of experience in the financial services industry, with the last 30 years spent at Merrill Lynch. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Arthur works primarily with high net worth individuals and small businesses, focusing on wealth accumulation, retirement planning, tax minimization, education funding, and cash flow enhancement. Arthur holds a Bachelor’s degree from Syracuse University and a Master’s degree from Pace University. He employs a defined process to understand each client’s unique situation, establish objectives, develop strategies, and review progress to ensure alignment with their financial goals. His approach includes leveraging a broad range of proprietary and non-proprietary products and collaborating with Merrill Lynch specialists to create customized solutions based on clients’ risk tolerance, time horizons, liquidity needs, and investment goals. Active in his community, Arthur participates in the Fort Lee High School Academy of Finance, the Business Council of Westchester as an ambassador, Business Network International, and the Rockland Business Association. He also coaches youth sports and volunteers at the Rockleigh Senior Home. Arthur resides in Fort Lee, New Jersey, where he has lived for 26 years. He enjoys golf, attending and watching sporting events, reading, and spending time with his family.

Robert Wagner is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 33 years of industry experience. His prior roles include positions at Wells Fargo Advisors and HSBC Securities (USA) Inc. He is also involved in a business entity connected to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, and institutional platforms while supporting advisors with research tools and a broad array of financial services.

Elena Tashlitsky is a financial advisor with RBC Capital Markets in Purchase, NY, holding Series 63 and Series 66 designations and seven years of industry experience. She previously worked at UBS Financial Services for three years before joining RBC in 2025. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment advisory programs utilizing a combination of in-house and third-party managers, with a focus on customized portfolio management and financial planning.

Siobhan Cummings is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.