Janet Ligan is a financial advisor with Primerica Advisors, holding a Series 63 designation and 19 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2006, and concurrently serves with the NYC Board of Education since 2003. Outside of her financial advisory role, she is self-employed as a physical therapist in a medical practice in Valley Stream, NY. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Robert Sutton is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm employs a combination of research, modeling, and algorithmic tools overseen by a dedicated consulting team to support these recommendations.

Hao Yi Lu is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities, Lu worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. 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 when recommending investment strategies.

Brendan Keever is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 65 and Series 66 designations and has worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., Wells Fargo Advisors, and other firms. Outside of finance, he was involved with Redline Moving & Storage in 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jhisan Ul Alam is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their individual priorities and develop strategies to pursue their financial objectives. His approach focuses on helping clients with areas including investing, retirement planning, and preparing for unexpected financial needs. Alam holds the Personal Investment Advisor (PIA) designation and has completed his education with a High School Diploma from Sewanhaka High School and an Associate's Degree from Nassau Community College. He communicates with clients in both English and Bengali.

Alfred Russo is a financial advisor with LPL Financial in Garden City, NY, holding a Series 63 designation and bringing 40 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/Private Ledger Corp., since 2004. Outside of advising, Mr. Russo is involved in accounting and tax preparation, and he operates an insurance agency focusing on life, health, disability income, fixed annuities, and long-term care products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

James Ciccone is a financial advisor at Stifel with four years of industry experience. He holds a Series 66 designation and has worked at Stifel and Stifel Nicolaus since 2016, with a two-year gap in employment prior to that. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

Eric Caine is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His background includes roles in education with the New York City Department of Education and other school districts. He has also been affiliated with PFS Investments Inc. since 2014 and Primerica Financial Services since 2007. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-based portfolio strategies managed by third parties.

Darren Brachman is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Drew Dioguardi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial since 2008 and has served at Webster Bank since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by model portfolios and research from multiple sources.

Neil Cunningham is a CFP®-designated financial advisor with J.P. Morgan Securities, based in Garden City, NY. He has 30 years of industry experience, including 14 years at J.P. Morgan Securities and 28 years with JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Cassandra Depena is a financial advisor with LPL Financial in Flushing, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at several firms, including Webster Bank, Sterling National Bank, and Astoria Bank. 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 offers a range of financial planning and advisory programs, utilizing model portfolios, third-party research, and various portfolio management services.

Michael Mott is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, NA. 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 delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Joseph Catanzarite is a financial advisor with Primerica Advisors, holding a Series 63 designation and eight years of industry experience. His prior work includes roles at Family Residences and Essential Enterprises and Sherwin Williams. He also engages in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process alongside BNY Mellon Advisors for model implementation.

Conor Reeves is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on providing financial strategies for high net worth individuals and business owners, working closely with clients to understand their financial priorities and develop customized wealth management plans. His expertise includes college education planning, equity compensation services, legacy planning, managing new wealth, personal retirement planning, individual and corporate investment strategy, tax minimization, and retirement income. Conor holds a Bachelor's Degree from Long Island University and is certified as a CERTIFIED FINANCIAL PLANNER® and a Personal Investment Advisor. He joined Merrill in 2012, bringing experience from his previous role as a Relationship Manager at State Farm Insurance. Conor follows a goals-based wealth management process, adapting to changing economic conditions while focusing on personalized financial strategies. A native of Garden City, NY, Conor resides there with his family. He participates in community organizations such as The Andy Foundation in Garden City and the Robert J Reeves IV Memorial Foundation. In his personal time, he enjoys basketball, golfing, ice hockey, tennis, and spending time with his family.

Michael Pizzo is a Series 66 licensed financial advisor with Morgan Stanley in Garden City, NY, where he has worked since 2016. He has 10 years of industry experience and is affiliated with Morgan Stanley Private Bank, N.A. Additionally, he is involved in a trust-related business based in East Northport, New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Lawrence Prosky is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 28 years of industry experience and has been with Cambridge Investment Research Advisors since 2005. In addition to his advisory role, he is a CPA and partner at Prosky & Rosenfeld, where he provides CPA and tax services, and he is also president of PR Management & Consulting Ltd., a consulting and coaching business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a variety of portfolio management solutions, including proprietary and third-party strategies, and supports both discretionary and non-discretionary investment approaches.

James Vafeas is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016. Outside of his advisory role, he is a musician and co-band leader for the musical group County Line, and he also teaches adult education classes in line and couples dancing at the Farmingdale Union Free School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, including discretionary and non-discretionary managed solutions, separately managed accounts, and tax-efficient strategies.

Roxanne Porter is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with JP Morgan Chase and its affiliates since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Stone Mitchell is a Planning Consultant at Fidelity Investments. In this role, he focuses on delivering service and building collaborative relationships with clients to understand their individual goals and needs. He works with clients to develop and refine comprehensive financial plans aimed at achieving long-term objectives such as retirement. His experience includes his current position at Fidelity Investments since 2021 and his prior role as a Financial Advisor Associate at Morgan Stanley from 2018 to 2021. Outside of his professional career, Stone has interests in football, pets, tennis, and traveling.