Ronald D'Antoni is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2014. Prior to that, he was associated with Neighborcom, LLC. He also serves as trustee and advisor for The D'Antoni Family Trust I & II. 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 institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Thomas Knoesel is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at Primerica Advisors since 2020. Prior to his advisory role, Knoesel held positions at Revlon Inc. and Sundial Brands LLC. Outside of advising, he owns SanTom Consolidated Companies, a financial consulting business, and works as a part-time driver for Uber. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Robert Freireich is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with LPL Financial since 2002 and has operated The Capital Preserve, Inc., a registered investment advisor, since 2005. Freireich is also a retired attorney. 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 provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, supported by research and model portfolios.

Matthew Molloy is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he collaborates with clients to develop strategies aimed at achieving their short-, mid-, and long-term financial goals. His services encompass general investing, retirement planning, and financial preparation for unforeseen circumstances. Matthew holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Siena College. He works closely with clients to discuss their objectives, concerns, and questions, providing ongoing advice as their needs evolve. Additionally, he facilitates access to specialists at Bank of America for banking, credit, home financing, and small business solutions.

Caroline Bravo is a Financial Consultant currently working at Fidelity Investments since 2023. She has been involved in the financial services industry for over 12 years, holding positions including Investment Consultant at Fidelity Investments, Wealth Client Consultant at Citizens Investment Services, Premier Advisor at Citizens Wealth Management, Financial Advisor at M&T Securities, and Licensed Banker at M&T Bank. Her professional experience encompasses a range of roles focused on client financial education and strategy development. Caroline works collaboratively with clients to understand their unique financial situations and create tailored strategies aimed at achieving their financial goals. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Vanessa La Via is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and having entered the industry in 2026. Her prior experience includes roles at Bank of America, Northwestern Mutual Wealth Management, Northwestern Mutual Investment Services, and Northwestern Mutual Life Insurance Company. She also has a background in education and small business operations prior to joining Merrill. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Dale Perez is a financial advisor with Merrill in Montvale, NJ, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at TD Bank, Verizon Wireless, and Magnify Brewing Company. Outside of advising, he co-owns an inactive online coffee business with his spouse. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, and charitable organizations.

Franklin Coronado is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2020. He has over twenty years of experience in the financial services industry, having held various roles including Private Client Advisor at JPMorgan Chase from 2019 to 2020, Branch Manager at TDAmeritrade from 2017 to 2019, and Branch Manager and Stockbroker positions at Scottrade between 2005 and 2017. Earlier in his career, he worked as a Stockbroker at TDWaterhouse from 1999 to 2005. Throughout his career, Franklin has focused on understanding his clients' financial needs and collaborating with them to develop plans aimed at addressing their concerns. His goal is to provide clients with peace of mind and confidence that they are progressing toward their financial objectives. Outside of his professional work, Franklin enjoys activities such as baseball, spending time at the beach, family activities, social events with friends, hiking, and traveling.

Kevin Hong is a financial advisor with LPL Financial holding a Series 66 designation and 19 years of industry experience. He previously worked at Goldman Sachs & Co, Envestnet Asset Management, Inc., and UBS Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a national network of investment adviser representatives.

Claire Diele is a financial advisor at Equitable Advisors with 26 years of industry experience. She has held the Series 63 and Series 65 designations and has been with Equitable Advisors since 2001, having also worked at AXA Advisors, LLC during that time. Outside of her advisory role, she was involved with American Dream Promotions Inc. for over four decades. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, using a hybrid referral and implementation model.

Hui Chen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. She has worked at Prudential Insurance Company of America since 2005 and at Pruco Securities, LLC. from 2005 to 2024 before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Christopher Fleming is a Wealth Management Advisor at Merrill Lynch Wealth Management. He collaborates with clients to develop personalized wealth management strategies that reflect their life priorities, family goals, and individual aspirations. His approach integrates investment insights from Merrill and banking and lending solutions from Bank of America to address the changing market conditions and clients’ evolving needs. Mr. Fleming brings experience as a former Foreign Exchange derivatives trader and holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from American University and communicates fluently in English and Spanish. His client focus areas include college education planning, family wealth management strategies, legacy planning, portfolio management services, women and wealth, and retirement income. Active in his community, Christopher participates with the Croton Cortlandt Food Bank. He resides in Westchester, NY, with his wife and two sons and draws on his personal experience raising a family in the Northeast to inform his client interactions. Outside of work, he enjoys running, soccer, and yoga.

Anna Day is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. She holds a Series 66 designation and has worked at MassMutual Life Insurance Company since 2018. In addition to her advisory role, she is a member of SKG Tax LLC, where she oversees operations, and a partner at Taxter Marketing, LLC, consulting on marketing and lead generation for advisors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing, collaborative financial planning engagements and educational seminars, with a range of investment and planning services tailored to clients’ diverse needs.

Rachelle Gayer is a financial advisor with LPL Enterprise, holding a Series 63 designation and bringing nine years of industry experience. Her career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, as well as an extensive prior tenure with Carl Fischer / Theodore Presser. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to various advisory programs and insurance products through its integrated platform.

Steven Martino is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with Cetera since 2008 and operates a CPA practice, Martino & Fisher, LLC, where he serves as managing partner providing accounting and tax services. Martino also owns a computer consulting business and acts as trustee for a family credit shelter trust. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management programs and access to third-party money managers, supporting both discretionary and non-discretionary account management.

Timothy Hanson is a CFP® professional with 25 years of experience in the financial industry. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Mauro Caringi is a financial advisor with MassMutual Investors Services based in Elmsford, NY. He holds the CFP® and ChFC® designations and has 32 years of industry experience. His career includes longstanding roles at Metropolitan Life Insurance Company and MetLife Securities Inc. He is also involved in an insurance brokerage focusing on individual and group life and health, as well as property and casualty insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning using advanced analytical tools and provides a range of programs including educational seminars and event-driven planning services.

Peyton Steitz is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Peyton works closely with clients to develop personalized strategies aimed at achieving their short-, mid-, and long-term financial goals. Services include general investing, retirement planning, and saving for unexpected expenses. Peyton also coordinates with Bank of America specialists to provide clients access to banking, credit, home financing, and small business solutions. Peyton's expertise lies in helping clients manage various financial priorities, ranging from purchasing a home and saving for college to caring for elderly parents and preparing for healthcare needs. As a Merrill Financial Advisor, Peyton engages in one-on-one consultations to define client goals and tailor portfolio strategies accordingly. Ongoing advice and portfolio adjustments are provided to accommodate changes in clients' circumstances. Peyton holds a Personal Investment Advisor (PIA) designation, a High School Diploma/GED from Manatee-Sarasota, and an Accredited Certificate from The Connecticut School of Broadcasting. Peyton is proficient in English and Spanish.

Samuel Connelly is a financial advisor at LPL Enterprise with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Prudential Insurance Company of America, Pruco Securities LLC, New York Life Insurance Company, NYLIFE Securities LLC, and Guardian Insurance Company. Outside of finance, he was involved with Dimidium Media for six years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, and access to a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Victoria Villodas is a Series 66-registered advisor with J.P. Morgan Securities, based in West Harrison, NY, with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMORGAN Chase Bank, N.A., she held positions at SHL US LLC, Acs, and Gartner Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers services on a non-discretionary basis, allowing clients to retain final decision-making authority.