Paul Katz is a financial advisor at LPL Financial with 52 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes over three decades at Metlife Securities Inc., followed by roles at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services. Katz is also involved in a non-variable insurance business under EVC Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

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 worked with LPL Financial since 2002 and has been involved with The Capital Preserve, Inc. since 2005. Freireich is also a retired attorney. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and asset management services, combining advisory platforms with non-advisory financial activities such as affiliated insurance and banking partnerships.

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 at Merrill with Series 63 and Series 66 licenses. She has been in the industry since 2026 and has held roles at Merrill, Bank of America, and Northwestern Mutual. Vanessa completed her studies at the University of South Carolina and has professional experience across financial services and other sectors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, 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 at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs & Co, Envestnet Asset Management, Inc., and UBS Financial Services. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Abe Bluestein is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been with MassMutual and its affiliates since 2026 and has prior experience with Atlas Copco and Jefferson County Public Schools. Outside of finance, he has worked at Camp Canadensis for several years. MassMutual Investors Services, LLC 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, wrap and money-manager programs, and educational seminars, with a focus on collaborative planning and goal analysis using firm-approved software.

Claire Diele is a financial advisor with Equitable Advisors in Peekskill, NY, holding Series 63 and Series 65 designations and 27 years of industry experience. She has worked with Equitable Advisors since 2001 and was previously with AXA Advisors, LLC during the same period. Additionally, she has been involved with American Dream Promotions Inc. for over four decades. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party partnerships. The firm’s approach includes assessing client risk tolerance and utilizing multiple investment vehicles, with a focus on both proprietary and third-party solutions.

Hui Chen is a financial advisor at LPL Enterprise with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and various non-securities services.

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 at LPL Enterprise with nine years of industry experience. She holds the Series 63 designation and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Gayer also has a background spanning 35 years at Carl Fischer / Theodore Presser. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as retirement plans and corporate entities. The firm’s approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

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, where he serves entrepreneurs, business owners, and affluent families across Northern New Jersey and the lower Hudson Valley. He develops long-term financial strategies tailored to clients' goals and ambitions, focusing on personalized guidance and a long-term perspective. Steitz's expertise includes assisting clients with managing financial priorities such as home purchases, college savings, elder care, and healthcare needs. He works closely with clients to define their goals and select portfolio strategies designed to achieve them, providing ongoing advice and adapting portfolios as situations change. He holds the Professional Investment Advisor (PIA) designation. He earned a High School Diploma/GED from Manatee-Sarasota and completed an Accredited Certificate Program at The Connecticut School of Broadcasting. Steitz is fluent in English and Spanish.

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.