Danielle Rappa is a financial advisor with Equitable Advisors and holds a Series 66 designation. She joined the firm in 2025 and has no prior industry experience. Her background includes roles outside of finance, such as positions at Burlington Stores and Victoria's Secret. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model that utilizes multiple advisory platforms and offers both discretionary and non-discretionary investment services.

Mahesh Melwani is a financial advisor with Equitable Advisors, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with AXA Advisors. Outside of his advisory role, he is involved in health insurance through Emerson Reid Disability Insurance Services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Chris Plechy is a financial advisor with LPL Financial, holding a Series 66 designation and over 26 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Ic Advisory Services Inc and The Investment Center Inc for eight years and at Ameriprise Financial Services, Inc. for two years. He is also involved in tax preparation through Prestige Family Wealth Advisors and owns a consulting business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management supported by research and model portfolios.

Frank Riolo is a financial advisor with LPL Financial in New City, NY, holding the CFP® designation and Series 66 license. He has 11 years of industry experience, including seven years with Ameriprise Financial Services and five years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual, retirement, institutional, and charitable clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

George Feneis is a financial advisor with RBC Capital Markets in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 55 years of industry experience. He has been with RBC Capital Markets since 2012 and concurrently with City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm provides various advisory programs offering portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

William Wu is a CFP® with 18 years of industry experience. He is affiliated with LPL Financial and has been associated with Kramer Financial Group, LLC since 2009. Wu also serves as an instructor for the Financial Planning Association, conducting workshops on cash flow and budgeting. LPL Financial is an SEC-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 a range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Joseph Pagliarulo is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2014, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant before assuming his current position in 2016. In his role, Joseph partners with clients to develop plans aimed at accumulating, protecting, and distributing wealth. His approach emphasizes collaboration and aligns with his business beliefs and values centered on helping clients achieve financial freedom.

David Fierro is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Steven Posluszny is a financial advisor at UBS Financial Services with 42 years of industry experience, including 33 years at UBS. He holds the Series 63 and Series 65 designations. Outside of his advisory role, he serves as trustee for an irrevocable trust established for his father. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and advisory solutions.

Joe Marraccino is a Series 66-credentialed financial advisor with 11 years of experience, currently practicing at Wells Fargo Advisors in Nyack, NY. He has been with Wells Fargo Advisors since 2015. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized offerings such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Ryan Hunt is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Morgan Stanley and LPL Financial. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Matthew Troncellito is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2021. He specializes in supporting high-net-worth clients and their families with retirement planning, investment strategy, principal and income protection, and estate planning considerations. Matthew brings over 20 years of experience in the financial services industry, including 15 years at Fidelity in various roles. His professional background includes positions at AXA Advisors, LLC as a Certified Financial Planning Professional, and at Wells Fargo Advisors as a Financial Advisor. Matthew holds a Bachelor of Science degree in Economics and maintains a California insurance license. Prior to his financial career, he was a collegiate athlete and served in the Navy. Outside of his professional work, Matthew enjoys outdoor activities such as boating, beach outings, skiing, snowmobiling, and gardening.

Steven Sellman is a financial advisor at Stifel with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he manages a rental property in East Hampton, New York. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

James Cha is a financial advisor with Ameriprise, holding the CFP® designation along with Series 63, 65, and 66 licenses. He has 27 years of industry experience, including roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Ameriprise in 2018. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, offering tailored recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver its advisory services within a large institutional platform.

Thomas Braun is a financial advisor at RBC Capital Markets with 16 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Bank of America and Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing in-house and third-party investment managers to tailor strategies according to client risk profiles.

James Egan is a financial advisor with Merrill, holding a Series 63 designation and 37 years of industry experience. He has been with Merrill since 2007. Outside of his advisory role, he serves as an assistant varsity lacrosse coach at Glen Rock High School. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Leavy is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2015. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services primarily through non-discretionary advisory relationships.

Scott Olson is a financial advisor at Fidelity with nine years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at New York Life, Nylife Securities LLC, and PRUCO Securities, LLC. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products, including model portfolios and fund advisory services.

Diane Galvin is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 13 years before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services.

Paul Renfro is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 1995 following his graduation from the University at Buffalo (SUNY) where he earned degrees in International Business and Economics. Paul specializes in areas such as family wealth management strategies, legacy planning, LGBT wealth planning, liquidity management, personal retirement planning, portfolio management services, special needs planning strategies, sports and entertainment, tax minimization, and retirement income. He holds several professional designations, including Certified Investment Management Analyst (CIMA®) awarded by the Investments & Wealth Institute® in conjunction with The Wharton School of Business, and Certified Financial Planner (CFP®) certification from the Certified Financial Planner Board of Standards, Inc. Other credentials he holds include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Paul is a member of the National Association of Eagle Scouts. In addition to his professional work, Paul has served on the boards of charitable and non-profit organizations in New York and New Jersey, including serving as a trustee for the Bruce E. Vivino Foundation. His personal interests include chess, golfing, reading, running, and skiing.