Mary Dunne is a financial advisor at LPL Financial with 43 years of industry experience. She has been with LPL Financial, formerly known as Linsco/Private Ledger Corp., since 1996. Mary holds the Series 63 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Matthew Sadowsky is a financial advisor at Charles Schwab with 15 years of industry experience and a Series 66 designation. He previously worked at TD Ameritrade from 2006 to 2024 before joining Schwab in 2021. 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 provides a combination of non-discretionary advisory services and access to discretionary separatley managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Gary Pottinger is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at LPL Financial from 2016 to 2023 before joining Ameriprise. Ameriprise Financial Services is a large, diversified firm that serves both individual and institutional clients, offering a specialized Premier Retirement Income service focused on written retirement income plans and ongoing advice. The firm’s approach includes comprehensive planning tools, restrictive enrollment criteria, and investment recommendations shaped by its affiliated product ecosystem.

George Mitchell Jr. is a CFP®-certified financial advisor with 41 years of industry experience. He is currently with MassMutual Investors Services and previously worked for The Windmill Group, Inc. He also maintains an outside insurance brokerage focused on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative annual planning relationships and a range of event-driven planning services.

Alexander Guiliano is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Bank of America and Merrill during a combined period from 2011 to 2022. Guiliano also operates Resonate Wealth Partners, LLC, an entity connected to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across strategic and tactical allocations.

Thomas Janovic is a financial advisor with Mass Mutual Investors Services in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His career includes roles at MassMutual Life Insurance Co, TFS Securities Inc, and Professional Financial Services. Janovic is also an independent insurance agent specializing in life insurance and fixed annuities. 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 collaborative, annual planning engagements using firm-approved analytical tools and provides a range of event-driven planning services.

Thomas Montemurro is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Prior to joining J.P. Morgan in 2018, he worked at Bank of America, Merrill, Harrisdirect LLC, Chase Investment Services Corp., and Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Anthony Pauline is a financial advisor with LPL Enterprise, holding a Series 63 designation and 39 years of industry experience. He has spent much of his career with Prudential Insurance Company of America and its affiliate Pruco Securities, LLC. Outside of his advisory role, he works as an NFL Draft analyst and author. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers and financial planning services.

Michael Taylor is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 66 designation and with 10 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC before joining UBS in 2017. Outside of finance, he operates MJT Fine Art LLC, a business through which he creates and sells artwork. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored using proprietary research and capital market assumptions.

Maria Hamada is a financial advisor at Merrill with nine years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes positions at Merrill since 2023, Wells Fargo Bank from 2018 to 2023, and Bank of America from 2015 to 2018. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Cannata is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work includes roles at Northwestern Mutual and Victory Home Remodeling, as well as experience at Rutgers University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm operates a large nationwide network of advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lara Hovsepian is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers.

Pamela Kamen is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. Her prior roles include positions at RBC Capital Markets and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives and extensive operational tools.

Sean Kelly is a financial advisor at RBC Capital Markets with one year of industry experience. He previously worked at BlackRock for three years and JP Morgan Chase for two years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside services such as portfolio management, financial planning, and custody.

Laura Madonna is a financial advisor at Merrill with 26 years of industry experience. She has been with Merrill since 1996 and holds the Series 66 designation. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brent Roehrich is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Ameriprise in 2018, he worked at Genuine Parts Company from 2014 to 2018. He is also an associate advisor at Longohmont, LLC, where he manages an advisory business outside of his primary role. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis, supported by a centralized consulting team that delivers personalized, non-discretionary recommendations.

Chuck Patton is Vice President and Branch Leader at Fidelity Investments. In this role, he works with Associates and their Wealth Management Teams to deliver planning, guidance, and service to clients. He has held leadership positions in the financial services industry since 1999, including Branch Leader at Fidelity Investments since 2022, Branch Manager at Charles Schwab & Co. Inc. from 2015 to 2022, Head of Field Leadership Development at UBS Financial Services from 2006 to 2015, Branch Manager at Morgan Stanley from 1999 to 2006, and Financial Advisor at Morgan Stanley from 1992 to 1999.

Michael Rabasca is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016. Previously, he worked at Wachovia Bank, N.A. starting in 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory services supported by research and analytics focused on diversification and modern portfolio theory.

Cooper Pleva is a financial advisor at Equitable Advisors with one year of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors, he worked at Mountain Creek and Trek RetIl Corporation. Outside of his advisory role, Pleva volunteers as a coach with Gear in Action Racing, a nonprofit that assists children with transportation to mountain bike races. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Michelle Russotto is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 credential and 30 years of industry experience. Her previous work includes ten years at Merrill and an additional five years at Ameriprise Financial Services, Inc. She is also engaged as an Associate Financial Advisor with PCA Management Corp, providing client support. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.