Hailey Rocchio is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. She has been with Merrill since 2016 and has worked at Bank of America, N.A. since 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Kevin Greene is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and offering 39 years of industry experience. He has been with Primerica Advisors since 1987 and has additional experience with Primerica Financial Services dating back to 1986. Greene operates a separate legal entity supporting Primerica business purposes and also receives compensation related to loan product sales and referrals for home security and automation services. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third parties and provides advisory services through a large network of advisors across numerous offices.

Vincent Grennan is a financial advisor at Merrill with 11 years of experience at the firm and a total of 7 years in the industry. He holds a Series 66 designation. Prior to joining Merrill, he worked at the University of San Francisco from 2013 to 2016. 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 using model-based and discretionary investment strategies designed by internal and third-party teams.

Wendy Nava is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation and with eight years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Rockefeller University and Fordham University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its financial planning process.

Keith Simons is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has served since 2017. He is a registered investment professional with more than 26 years of experience in the wealth management industry. Mr. Simons is recognized as a member of the Sentinel Team, which has been named to the 2023-2026 Forbes "Best-in-State Wealth Management Teams" list. Prior to joining Merrill Lynch, Mr. Simons held positions at several financial firms. He began his career as the Director of Investments at Oppenheimer & Company in New York City from 1993 to 2001. He then worked as a First Vice President at Smith Barney in New York City from 2001 to 2008. Following that, he was a Senior Vice President at Morgan Stanley in Short Hills, New Jersey, from 2008 until his transition to Merrill Lynch in 2017. Mr. Simons earned a Bachelor of Arts degree from George Washington University. He holds FINRA series 7, 63, and 65 registrations, as well as life insurance licenses. He resides in Short Hills, New Jersey, with his wife and three children.

Daniel Dambroff is a financial advisor with LPL Financial holding a Series 66 designation and six years of industry experience. He has previously worked at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he serves as a trustee to a family member and holds power of attorney responsibilities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, third-party asset management access, and institutional platforms, supported by extensive operational and research tools.

Kyle McCarthy is a Financial Consultant at Fidelity Investments, LLC, where he has been working since 2025. He collaborates with clients to develop and maintain retirement plans, focusing on comprehensive financial planning tailored to individual goals. Prior to his current role, Kyle served as a Planning Consultant at Fidelity Investments from 2023 to 2025 and as a Central Relationship Manager from 2022 to 2023. He also worked as an Internal Wholesaler at Jackson National between 2019 and 2020. Kyle holds insurance licenses in Arkansas and California.

Anthony Pugliese is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Westfield, New Jersey. He has been in the financial services industry since 1988 and joined Merrill in 2012. Drawing on over 25 years of diverse capital markets experience, Anthony provides advice and guidance to individuals, families, and small business owners to help them reach their personal and financial goals. Anthony holds a bachelor's degree in Communications from Lynchburg College, earned in 1988, and maintains the Personal Investment Advisor (PIA) designation. His client services focus includes college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Raised in Westfield, where he currently resides with his wife and three children, Anthony is involved in community activities such as coaching youth sports.

Diane Di Braccio is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Cetera Investment Services and Foresters Financial Services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by various advisory strategies and operational tools.

Clara Wu is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at New York Life Insurance Company, Merrill, and Tapfin/EY. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including oversight of registered investment companies and use of systematic, algorithm-driven portfolio construction.

Joseph Napoleone is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014 and was previously with HSBC Securities (USA) Inc. from 2012 to 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory program.

Ozkan Demircan is a financial advisor with Merrill in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he has held positions at various organizations, including Marshall University and Bertec. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Rozzi is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and 16 years of industry experience. He has worked at MassMutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, following eight years at Metlife Securities Inc. He is also co-owner of Wealth Protection Strategies LLC, an entity established to serve as a beneficiary for life insurance designations to protect families. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using detailed client analysis and firm-approved software to deliver written recommendations.

Sapan Shah is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at JPMorgan Securities LLC since 2009 and at JPMorgan Chase Bank NA since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with quantitative and qualitative research, supporting a non-discretionary program where clients retain final decision-making authority.

Jermain Hall is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors. In addition to his advisory role, he is also an insurance agent with United Healthcare. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a range of third-party advisory models and proprietary solutions.

Angelo Gallo is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Santander Securities, Santander Bank, and Standard Financing. Prior to his advisory career, he spent eight years at the College of Staten Island. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including serving as an advisor to registered investment companies and offering model portfolios through Fidelity Institutional Wealth Adviser.

Giselle Neu is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their priorities and develop strategies to pursue their short-, mid-, and long-term financial goals. Her responsibilities include providing guidance on investing, retirement planning, and saving for unexpected events, with access to additional specialists in banking, credit, home financing, and small business solutions through Bank of America. Giselle specializes in helping clients manage competing financial demands, such as buying a home, funding college education, caregiving, and healthcare planning. She offers personalized portfolio strategies that adapt as clients' needs evolve, delivering ongoing advice and support. Giselle holds a Bachelor's degree from the University of Texas System and maintains professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She is a member of the National Association of Women Business Owners and communicates with clients in both English and Spanish.

Justin Carfora is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has worked at Merrill since 2018 and is currently associated with Bank of America. Earlier in his career, he was employed at Georgeson and worked at the College of the Holy Cross. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services 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.

Kevin Mack is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. 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, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Christopher Agostino is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary advisory program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating quantitative and qualitative research.