Charles Margiasso is a financial advisor with Wells Fargo Clearing in Yonkers, NY, holding a Series 63 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Frank Walter is a financial advisor with UBS Financial Services in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he works as a group fitness instructor. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Michael Norman is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, progressing through various roles including Brokerage Representative, Client Services Representative, Relationship Manager, and Investment Consultant before assuming his current position in 2022. His experience encompasses multiple facets of financial services, with a focus on understanding each client's unique situation and collaborating to develop tailored financial plans. Michael emphasizes trust and communication to build and maintain strong client relationships. Outside of his professional work, Michael's personal interests include cooking and baking, golf, and yoga.

Naeem Semerkant is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. He has held roles at JPMorgan Chase Bank and several other firms, including Allure Marketing Concepts and Uber. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its investment process.

Richard Dileonardo is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1987, focusing on goals-based wealth management. Richard develops integrated strategies that center on clients' objectives and circumstances, aiming to help them achieve personally meaningful life goals. Richard assists clients in creating and implementing financial strategies designed to responsibly grow assets during market upswings while improving downside capture in challenging markets. His approach emphasizes risk management across investments, liabilities, and overall financial strategy. His areas of expertise include personal retirement planning, portfolio management, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the Chartered Retirement Planning Counselor™ (CRPC™) designation, and the Personal Investment Advisor (PIA) designation. Richard earned a Bachelor of Science degree in Finance from St. John's University – Peter J. Tobin College of Business. He resides in Massapequa with his wife Christine and their four children. His personal interests include cooking, golfing, and running.

Aromi Yook is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and six years of industry experience. Outside of her advisory role, she tutors English in a college prep program for immigrants and works part-time as a caretaker. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Roehrig is a Planning Consultant at Fidelity Investments, where he collaborates with clients and Financial Consultants to ensure financial plans are aligned with clients' goals. He focuses on providing clarity and understanding of the financial planning process, as well as insights into Fidelity's planning, guidance, and investment capabilities. Michael has experience in financial services including roles as a Relationship Manager at Fidelity Investments from 2021 to 2022, and as a Financial Advisor at Prudential from 2018 to 2020. His expertise encompasses client relationship management and financial advisory. Outside of his professional responsibilities, Michael engages in activities such as baseball, family activities, fitness, golf, parenthood, and spending time with pets.

Gerard Bandini is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Bradford Pine is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cadaret Grant & Co., Inc., Cantella & Co Inc, and Joseph Gunnar & Co. LLC. He is also the author of “10 Tips For Your Retirement Rollover” and “Swab My Cheek.” LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset management, supported by advisor-facing technology for operational and research purposes.

John Demarinis is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017. Prior to that, he was with MetLife Securities from 2010 to 2017. In addition to his advisory role, he operates as an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual 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, and educational programs with a focus on collaborative, goal-based planning using firm-approved analytical tools.

Paul Noto is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 31 years of industry experience, including prior roles at FSC Securities Corp and Vanguard Capital. In addition to his advisory work, Noto is an independent insurance agent supporting various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using multiple custody platforms and both discretionary and non-discretionary strategies.

Matthew Bracken is a Planning Consultant at Fidelity Investments. He has been with Fidelity since 2021, holding various roles including Relationship Manager, Financial Representative, Stock Plan Services, and Client Relationship Advocate. His current focus is working closely with clients to help them achieve their financial planning goals. Throughout his career at Fidelity, Matthew has gained experience across different areas of financial services. He is committed to ensuring clients' financial needs are met and providing them with the tools to feel comfortable about their financial future. Outside of work, Matthew has personal interests that include baseball, hiking, movies, soccer, and traveling.

Ellen Broderick is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and 65 licenses. Her prior roles include positions at Peak Brokerage Services LLC, Diversified Solutions, Oppenheimer & Co, and Coastline Wealth. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Corey Blumenthal is a financial advisor with LPL Financial, holding a Series 66 designation and 9 years of industry experience. He has worked at LPL Financial since 2024 and previously was with Royal Alliance Associates for seven years. Blumenthal is also involved with Alpine Capital Group NY Inc., a business he has maintained since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

Paul Feigenbaum is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 29 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company since 1995. In addition to his advisory role, he assists clients in determining optimal timing for collecting Social Security retirement benefits. 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 annual, collaborative planning engagements using firm-approved analytical tools and offers specialized services such as divorce planning and employer-sponsored planning programs.

Barry Ringelheim is a financial advisor with UBS Financial Services in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been with UBS Financial Services since 2001. Outside of his advisory role, he is involved with the Lawrence Yacht and Country Club Men's Tennis Club and serves as its president, organizing tennis events and tournaments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Joseph Farese is a financial advisor with J.P. Morgan Securities in Garden City, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Santander Securities LLC. J.P. Morgan Securities LLC 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 in its recommendations.

Mohammad Ali is a financial advisor at Mass Mutual Investors Services with 30 years of experience in the industry. He holds a Series 63 designation and has worked with firms including MetLife Securities and Metropolitan Life Insurance Company. In addition to his advisory role, he is involved in outside insurance sales and service covering life, disability, property and casualty, long-term care, fixed annuities, health, and Medicare products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements using firm-approved analytical tools and provides event-driven planning programs such as divorce and estate settlement services.

Matthew McWalters is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he partners with individuals and families with the goal of strengthening and securing their financial well-being. Prior to this position, he held various roles at Fidelity Investments, including Relationship Manager from 2024 to 2026, Investment Solutions Representative I from 2023 to 2024, and High Net Worth Service Associate from 2022 to 2023. Before joining Fidelity Investments, Matthew worked as a Financial Professional at Equitable Advisors in 2022. Throughout his career, Matthew has developed experience in financial planning, relationship management, and investment solutions. His work has focused on assisting clients in managing their financial needs effectively. Outside of his professional responsibilities, Matthew has interests in baseball, golf, and traveling.

Jamal Rymer is a financial advisor with Primerica Advisors in Brooklyn, NY, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Primerica since 2018 and previously worked at Borough of Manhattan Community College. Rymer is also president of Diversity Empowered, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.