Andreas Pietschnig is a financial advisor at Edward Jones with seven years of industry experience. He has previously worked at Merrill, JP Morgan Chase Bank, NA, and TD Bank. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branches.

Frederick Faustini is a financial advisor at Fidelity with Series 66 and Series 63 credentials. He has one year of industry experience and has worked at several organizations, including Columbia Fireflies and the University of South Carolina. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage and advise a range of portfolios and fund structures.

Samantha Kay is a financial advisor with Raymond James & Associates in West Nyack, NY, holding a Series 66 designation and three years of industry experience. Before joining Raymond James in 2021, she worked in various roles including at New City Kosher Deli and Orange County Choppers. Outside of finance, she serves as the head cheerleading coach at Albertus Magnus High School. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and governmental entities, delivering non-discretionary advice supported by an extensive affiliate network and municipal finance capabilities.

Douglas James is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2015. He is the owner of Group Benefit Consultants LLC, which focuses on non-variable insurance sales and service. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Michael Mital is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cetera. He has been involved with Cetera Investment Advisors LLC since 2014 and operates Mital Financial Services as a DBA for financial advisory work. In addition to his advisory role, he prepares and files federal and state tax returns. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

Noah Marshall is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Chestnut Ridge, NY. He has been with Thrivent Financial since 2026 and has prior experience at Ameriprise and New York Life Insurance Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and written recommendations on various planning topics without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Joshua Felice is a financial advisor with Mass Mutual Investors Services in Elmsford, NY. He holds the CFP® designation and the Series 66 license, with four years of industry experience. Prior to joining Mass Mutual, he worked at Pitney Bowes and has held various roles in different industries. He is also active as an independent insurance agent, selling and servicing life insurance, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as ongoing, collaborative relationships and offers a variety of investment programs and educational seminars.

Kimberly Rodgers is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has 27 years of industry experience, focusing on helping clients identify and pursue their personal financial goals through a comprehensive approach to wealth management. Kim works closely with clients at every step of the discovery and implementation process, combining technical and fundamental research to create individual goal-based portfolios. Kim began her career as a sales assistant at Morgan Stanley Smith Barney before joining UBS/PaineWebber in 1998. She joined Merrill Lynch Wealth Management in 2002, where she has served as an Investment Associate, lead Client Service Associate, and Financial Advisor. Kim holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Investment Management Analyst® designation, the Chartered Retirement Planning Counselor™ designation, and the Sports & Entertainment Accredited Wealth Management Advisor™ designation. A native of New Hampshire, Kim graduated from St. Joseph's College in Maine with a Bachelor's degree in English and Journalism. She resides in White Plains, New York, and her personal interests include baseball, cooking, golfing, hiking, ice hockey, music, reading, spending time with family, traveling, and watching movies.

Richard Crews is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 41 years of industry experience. Prior to joining Charles Schwab in 2019, he worked at UBS Financial Services Inc. and Biltmore International Corporation. He serves as a director for the Yale Football Association, a nonprofit focused on fundraising for Yale football. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, offering a combination of non-discretionary and discretionary investment options supported by centralized custody and research resources.

Danielle Grande Cosentino is an International Wealth Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 1992. She advises affluent individuals and families across four continents, specializing in global synchronization, local economies, and emerging opportunities. Danielle's work focuses on comprehensive financial planning, including college education planning, corporate executive services, legacy planning, retirement income, socially responsible and ESG investing, and portfolio management. Throughout her career, Danielle has served a diverse clientele, including active and retired CEOs and CFOs worldwide. She is a CERTIFIED FINANCIAL PLANNER™ and a Personal Investment Advisor, with extensive experience navigating the complex regulations of multiple countries and states. Danielle holds a Bachelor's degree in Business Management from Adelphi University and a Master's degree in International Business from Pace University. Danielle is actively involved in her community and supports several organizations, including the Breast Cancer Support Connection, the National Italian American Foundation (NIAF), the Notre Dame Club of New York, and the Penn State Alumni Association. She also contributes to local causes such as Habitat for Humanity and Little Orphan Animals. Outside of her professional life, Danielle enjoys adventure sports, basketball, cooking, football, gardening, genealogy, hiking, skiing, spending time with her family, and traveling.

Anthony Giuliante Jr. is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds a Series 63 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is licensed to teach the New York State Point & Insurance Reduction Program and has experience selling health insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to various investment programs, combining advisory services with brokerage and insurance products through an integrated platform.

Dolores Nunez is a financial advisor at Merrill with over 21 years at the firm and eight years of industry experience. She holds a Series 66 credential. Outside of her advisory role, she is involved as an owner of a limited liability company related to rental property management. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

William May is a financial advisor at LPL Financial with 41 years of industry experience. He has been with LPL Financial since 2012 and holds Series 63 and Series 66 designations. 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 advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Meghan Dakan is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials, with 23 years of industry experience. She worked at UBS for seven years before joining LPL Financial in 2021. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement consulting, and brokerage services, with both discretionary and non-discretionary management supported by research and model portfolios.

James Dempsey is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and with 23 years of industry experience. His career includes roles at J.P. Morgan Private Wealth Advisers LLC, JPMorgan Chase Bank, N.A., and First Republic Investment Management. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Bashar Hakim is a financial advisor with LPL Enterprise in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent nearly three decades with Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in Medicare insurance sales through Medicare Advisor Hub LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management. The firm combines advisory programs with brokerage and insurance product sales through an integrated platform.

Brian Marchini is a Series 66 licensed financial advisor with four years of industry experience. He is currently with LPL Enterprise and previously worked at Money Concepts Capital Corp. In addition to his financial career, he has been employed at New York University’s Tisch School of the Arts since 2019 and conducts speaking engagements and seminars. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering a range of advisory and brokerage services. The firm combines adviser programs with active sales of financial products and utilizes model portfolios and third-party strategists in its investment approach.

Burak Geduk is a financial advisor at UBS Financial Services with Series 66 designation and less than one year of industry experience. Prior to joining UBS, he held various roles including positions at Our Lady of Consolation Nursing & Rehabilitative Care Center and Forest Hills Financial Group. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services through a broad network of financial advisors leveraging proprietary research and model-based asset allocations.

Taylor Gray is a financial advisor at UBS Financial Services with 23 years of industry experience. He has previously worked at Fieldpoint Private Securities and Fieldpoint Private Advisors. Outside of his advisory role, Gray serves on the development committee of Exponent Philanthropy and is a trustee and treasurer of The Countess Moira Charitable Foundation, where he coauthors articles on nonprofit positioning and disclosure. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad suite of capital markets products and research.

Carla Williams is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 65 credentials and 20 years of industry experience. She has worked at LPL Financial since 2017 and has been affiliated with NationalPlanning Corporation and self-employed roles since 2014. Outside of her advisory work, she is involved in instructing at a Hampton Inn location. 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 advisers. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by various model portfolios and research resources.