Barima Anyane Yeboah is a Series 66 licensed financial advisor with LPL Enterprise, where he has worked since 2025. He has one year of industry experience and previously worked at the University of Mount Saint Vincent for 14 years. Outside of his advisory role, Yeboah is involved in athletic training and holds a vice president position for membership at African American Franchise Brands. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by model portfolios, third-party asset management, and an integrated platform of financial products.

Richard Hodgman is a financial advisor with Cetera who holds Series 63 and Series 65 registrations and has 33 years of industry experience. He has been with Cetera Investment Advisers, LLC since 2017 and Cetera Financial Specialists LLC since 2005. In addition to his advisory work, he is a managing partner at an accounting and tax consulting firm and serves in leadership roles for several nonprofit and community organizations, including as president of the Board of Trustees for the Emerson Public Library and as Grand Knight of a local Knights of Columbus council. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to various third-party managers through a multi-manager platform with over $256 billion in assets under management.

Sean Durkin is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Morgan Stanley and Morgan Stanley Private Bank. His current role at J.P. Morgan includes both the Securities and Chase Bank divisions. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Thomas Van Dyk is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017, having previously been with AXA Advisors from 2013 to 2017. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by tools such as Monte Carlo simulations and Global Investment Committee analyses.

Matthew Lasala is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at John Hancock Life Insurance Company and Signator Investors, Inc. Lasala is also an insurance broker specializing in property and casualty, long-term care, disability, and group health insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios.

Peter Davis is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab Bank, SSB since 2023, Charles Schwab & Co., Inc. since 2022, and Tdameritrade, Inc. from 2013 to 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 combines non-discretionary advisory services with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by the Schwab Center for Financial Research.

Adam Guralnick is a financial advisor at Morgan Stanley with 12 years of industry experience. He has held roles at Morgan Stanley Private Bank and UBS Financial Services, among others. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a variety of advisory programs. The firm’s planning process uses structured discovery and analytical tools, managing approximately $2.74 trillion in client assets.

Jose Peralta is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His prior work includes positions at Fidelity Investments, Merrill, Bank of America, and JPMorgan Chase. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and provides services both directly and through corporate financial planning agreements.

Fred Kleinfeld is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked with firms including Metlife Securities Inc, PNC Investments, and JPMorgan Chase Bank. 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 team of Wealth Advisors.

Gregory Smith is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He focuses on providing personalized financial planning services tailored to each client's unique goals. His approach emphasizes proactive guidance and transparent support to help clients achieve their financial objectives with confidence. Gregory has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2021, including Relationship Manager, Financial Representative, and WMS Specialist. Prior to that, he worked as a Registered Assistant at EBNY Financial and as a Financial Professional at Equitable Advisors. Outside of his professional career, Gregory enjoys socializing with friends, playing golf, spending time at the lake, watching movies, playing soccer, and swimming.

Dominique Israel is a Financial Consultant at Fidelity Investments, a role held since 2020. With over 25 years of experience in the financial services industry, Dominique has held various positions including Vice President Senior Financial Advisor at M&T Securities, Vice President Financial Advisor at HSBC and Capital One Financial Advisors, as well as Financial Advisor roles at Sovereign Investments, WM Financial Services, BNY Financial, and Investment Consultant at First Union Financial Services. Dominique is a Certified Financial Planner and Certified Private Wealth Advisor, focusing on developing and implementing holistic financial plans that incorporate clients' passions and overall objectives to achieve financial wellness. Dominique holds a California Insurance License. Outside of work, Dominique enjoys cooking and baking, fitness activities, spending time with pets, reading, and traveling.

Ron Daniel is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HSBC Securities, HSBC Bank USA, Citibank, and Citigroup Global Markets. Outside of his advisory role, he is a partner in a real estate rental business. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Miri Upton is a CFP® professional with 20 years of industry experience, currently associated with OSAIC since 2024. Her previous roles include positions at Securities America Advisors, Equity Services, Inc., and True North Financial Solutions/National Life Group. She owns Mommies and Money, LLC and serves on the boards of the Rockland Community Foundation and the Community Foundation of Orange, Sullivan and Rockland. Additionally, Upton is involved as a liaison for Boss Women United, a scholarship fund supporting female financial advisors, and facilitates financial education workshops. OSAIC serves a broad range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services through a large network of advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct diversified portfolios managed on either a discretionary or non-discretionary basis.

Paul Abrams is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Cetera since 2006 and is also a partner in Abrams & McKeever CPAs LLC, a CPA firm. Abrams serves as treasurer for the nonprofit Table to Table and acts as an executor of an estate distributing assets to charitable organizations. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services and operates a multi-manager platform with discretionary and non-discretionary account management.

Thomas Wynne is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Global Markets for 15 years prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Miroslav Pouev is a financial advisor with J.P. Morgan Securities in Westwood, NJ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2007. 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. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering its services through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Matthew Higgins IV is a financial advisor with Mass Mutual Investors Services in Paramus, NJ, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes roles at Peoples United Bank and Ramapo College. He is also involved in outside insurance sales, focusing on life, disability, long-term care, fixed annuities, and health insurance products. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing comprehensive financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes structured, collaborative annual planning engagements and offers various programs including asset management and educational seminars.

Jerome Williams is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Lexco Wealth Management, Inc. and LPL Financial since 2017, and previously at National Planning Corporation from 2014 to 2017. In addition to his advisory role, he provides financial planning and consulting through Lexco Wealth Management, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Henry Senger III is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with UBS Financial Services since 2011. UBS Financial Services Inc. 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 clients' goals and risk tolerances.

William Downey is a financial advisor at Fidelity with 20 years of industry experience and holds the Series 66 designation. His prior experience includes roles at JP Morgan Chase Bank and JP Morgan Securities LLC. He has been associated with various Fidelity affiliates since 2017. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies, use of advanced technologies in research, and established governance procedures.