Ryan Wright is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding CFP®, Series 63, and Series 65 designations and has 10 years of industry experience. He has worked with MassMutual and its subsidiaries since 2017 and spent a year at The Vanguard Group prior to that. In addition to his advisory role, Wright is involved in insurance sales, including individual and group life, health, accident, dental, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars using collaborative, software-supported approaches without investment discretion as part of planning engagements.

Louis Alfero is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Grove Point Investments, Grove Point Advisors, Advanced Resources LLP, and H. Beck, Inc. Outside of his advisory work, he is involved with the Wilton Little League Softball Association. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advisor-facing technology tools.

Thomas Fagan is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and previously worked over three decades at Reed Exhibitions before transitioning to the financial sector. His prior roles also include a consulting position at Executive Consulting. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Tiffany Freckleton is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America, TD Bank, and Chase Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Paul Goodfellow is a financial advisor with LPL Financial and holds the Series 66 designation. He has nine years of industry experience, including prior roles at Bank of America and Merrill Lynch. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Joel Gray is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His work history includes roles at JPMorgan Chase Bank, Envision Capital, Citizens Financial Group, and Wells Fargo. Outside of finance, he was involved with The Pantry Restaurant of Edina Inc for over a decade. 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 an ESG eligibility framework to guide investment recommendations.

Karl Molwitz is a CFP® with 26 years of experience in financial advising. He is currently with LPL Financial and has previously worked at Woodbury Financial Services and H. Beck, Inc. His professional activities also include tax preparation and accounting services. 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 financial planning and asset management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Daniel Kasman is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edelman Financial Engines, Kasman worked at Empower Financial Services, inc and has held positions outside the financial industry, including roles at Caremount Medical and CVS. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Matthew Maimone is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan, he worked at Columbia University and held various roles related to the performing arts, including founding Metropolitan Concert Artists, Incorporated, a platform for music teachers and students. 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 combines large institutional advisory operations with broader market-facing registrations and offers non-discretionary investment recommendations supported by an in-house manager solutions team.

Elizabeth Foti is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds a Series 66 license and has worked at RBC since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, she is also employed as a server and bartender at Prime Pub in Danbury, Connecticut. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on each client’s risk profile and utilizes both in-house and third-party managers, providing access to diverse investment options and integrated capital markets capabilities.

Dennis Murphy is a financial advisor with Merrill in Stamford, CT, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at Merrill since 2009, including a brief period at BOFA Securities, Inc. in 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions, supported by internal Chief Investment Office teams and third-party managers.

Christopher Kory is a financial advisor with J.P. Morgan Securities in Darien, CT, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank since 2009. Outside of his advisory role, he works as a ski instructor at Vail Resorts (formerly Okemo Mountain Resort). 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 brokerage and investment management capabilities.

Mitchell Kahn is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at First Allied Advisory Services, Hunter Financial Advisors, and LPL Financial. In addition to his advisory work, he is involved with Hunter Financial Advisors, Inc. and operates Mountain View Financial, Inc. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with both affiliated and third-party investment options.

Richard Porco is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in a range of financial planning services, including college education planning, family wealth management strategies, personal retirement planning, and portfolio management. His areas of expertise also encompass socially responsible and values-based investing, individual and corporate investment strategy, tax minimization, and retirement income planning. Richard holds the Personal Investment Advisor (PIA) designation. His educational background includes a high school diploma from Lakeland High School and coursework completed at Mercy College, though no degree was conferred. Outside of his professional responsibilities, Richard enjoys biking, football, golfing, ice hockey, racquetball, table tennis, and spending time with his family.

Juan Garcia is a financial advisor at UBS Financial Services with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining UBS, he worked at JPMorgan Chase Bank and J.P. Morgan Securities, and he also spent time at Gravity IT Resources. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Yulia Mc Veigh is a Series 66 licensed financial advisor at Merrill with 14 years of industry experience. She has been with Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

William Altneu is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 36 years of industry experience. Prior to joining LPL Financial in 2025, he spent 21 years at Cadaret Grant. He is also involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a broad array of investment strategies and financial products, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Kyle Dalrymple is a Financial Consultant currently working at Fidelity Investments since 2023. He has experience in financial analysis, investment strategy, risk management, and financial planning, focusing on creating customized plans tailored to each client's unique needs and goals. His professional background includes roles as an Investment Consultant at Fidelity Investments from 2021 to 2023, Private Client Banker at JPMorgan Chase Bank, N.A. from 2020 to 2021, Banker at JPMorgan Chase Bank, N.A. from 2019 to 2020, and Financial Advisor at Prudential Advisors from 2017 to 2019. Kyle holds a California Insurance License.

Derek Rodriguez is a financial advisor with Primerica Advisors in Whiteplains, NY, holding Series 63 and Series 65 designations and five years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services, and has entrepreneurial experience in the hospitality and beverage industries, including roles at Captain Lawrence Brewery and Game Day Sports Bar. 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 advisors across nearly 1,829 offices.

Timothy Palmer is a Planning Consultant at Fidelity Investments, where he partners with clients to develop personalized financial plans tailored to their specific needs and goals. He emphasizes the importance of understanding each client's unique situation to provide a comprehensive financial planning experience. Timothy's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a position as an Insurance Agent with New York Life Insurance Company. His background reflects a progression within the financial services industry, focusing on client relationship management and financial planning. Outside of his professional work, Timothy enjoys family activities, fitness, exploring culinary interests, golf, kayaking, and skiing.