Bradley Hargrave is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019. Prior to that, he was with PGIM Investments, Prudential Investment Management Services, and The Prudential Insurance Company of America from 2012 to 2019. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Peter Antonucci III is a financial advisor at Cetera with six years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at MML Investors Services LLC and Massachusetts Mutual Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform supporting both discretionary and non-discretionary account management.

Anthony Pecora is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank since 2015. Outside of finance, he assists in marketing at a family automotive sales business, VMP Auto Inc., on weekends. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group.

Brian Stickler is a Series 66-licensed financial advisor at Morgan Stanley with six years of industry experience. His professional background includes roles at Morgan Stanley Private Bank and prior experience at Frito Lay. Outside of finance, he was involved with Camp Harmony for eight years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and research.

Bradley Krieg is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with LPL Financial since 2009. Krieg operates under the DBA MK Financial Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and various management approaches.

Lisa Bazzani is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2019. Her previous roles include positions at Morgan Stanley, LPL Financial, and Private Advisor Group, LLC. 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, pension plans, corporations, and charitable organizations.

Ryan Jurist is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Guggenheim Securities, LLC for two years and has a background that includes four years at Bucknell University and six years in primary education. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm utilizes proprietary research and planning tools to deliver customized recommendations across various planning areas, integrating these advisory services with multiple financial product offerings.

Jayme Califano is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at UBS Financial Services. Outside of his advisory role, he is a partner in Taylor Palmer LLC, a construction and engineering technology firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Falguni Sanghavi is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining Wells Fargo in 2019, Sanghavi worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of finance, Sanghavi owns INDYZONE, a business selling costume jewelry and ethnic wear on Amazon. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Suzanne Balian is a financial advisor with Morgan Stanley in Morristown, NJ, holding a Series 66 designation and 21 years of industry experience. She has worked at Morgan Stanley & Co. Incorporated since 2008 and has been with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she serves as president of the New Jersey chapter of AT&T Pioneers, a nonprofit organization. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment and planning services across retail and institutional markets.

Saverio Kaufman is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2022. He has four years of industry experience and has held roles at ING and various non-financial organizations, including Bucknell University and the Orange Lawn Tennis Club. 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 strategies.

Donald Frio Sr. is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously held roles at The Prudential Insurance Company of America and Pruco Securities LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Michael Soberman is a Series 66-licensed financial advisor with UBS Financial Services, where he has worked since 2013. He has 14 years of industry experience. 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 combines institutional trading capabilities with wealth management services and delivers advisory work using proprietary research and model-based asset allocations tailored to client goals and risk tolerances.

Shivam Mittal is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Axa Advisors, Philip Nuccetelli, Jr., Rutgers University, and Brookdale Community College. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Men's Retreat Group. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement, typically with at least $1 million in investable assets. The firm offers comprehensive advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research and modeling to deliver tailored, tax-efficient recommendation reports.

Bryan Sawyer is a CFP® with 27 years of industry experience currently working at Charles Schwab. He previously held roles at TD Ameritrade Investment Management, LLC and TD Ameritrade, Inc. prior to joining Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining a multi-asset model portfolio approach with centralized supervisory and custody arrangements.

Juan Moreira is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He previously worked at Santander Bank NA and New York Life Insurance Co. Outside of his advisory role, he works as a contractor for DoorDash, providing food delivery services. J.P. Morgan Securities LLC offers 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.

Dipesh Mehta is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior roles include positions at Interplay Learning, the University of Texas at Austin, Super 1 Communications, and Oppenheimer & Company. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Bill Barba is a financial advisor at Equitable Advisors with 14 years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is the CEO and owner of BBNY Consulting LLC. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and emphasizes program sponsor and third-party manager partnerships in its service delivery.

Nas Allan is a Wealth Management Advisor and Portfolio Manager at Merrill Lynch Wealth Management, bringing over a decade of experience in the financial industry. He and his team focus on serving high-net-worth clients, including business professionals and business owners, typically with investable assets of $1 million and above. His role involves developing personalized financial strategies that support clients' long-term objectives, emphasizing wealth preservation, growth, retirement, and legacy planning. Nas holds the Accredited Wealth Management Advisor™ (AWMA™) and Chartered Retirement Planning Counselor™ (CRPC™) designations, earned through The College for Financial Planning, as well as a credential as a Personal Investment Advisor (PIA). He completed an accredited certificate program at Katherine Gibbs Schools. Leveraging resources from Merrill and Bank of America, he helps clients build flexible strategies tailored to their needs. Outside of his professional work, Nas is involved in youth sports coaching. He lives on Staten Island with his wife and two children and enjoys activities such as golf, ice hockey, billiards, horseback riding, and tennis.

Steven Lajka is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and 39 years of industry experience. His career includes long tenures at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company prior to joining his current firm. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved software and offers specialized programs including Divorce Planning, estate settlement, and employer-sponsored planning.