Samuel Allen is a financial advisor at OSAIC with six years of industry experience. He holds the Series 66 designation and previously worked at Sagepoint Financial, Inc. and American Corporate Benefits, Inc. Outside of his advisory role, he provides customer service for American Corporate Benefits, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of integrated brokerage and advisory services supported by various investment platforms and third-party money managers.

Lisbel Rosario is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 10 years of industry experience. Her prior work includes roles at Community Capital NY, the Charter School of Educational Excellence, Pelham Plumbing & Heating Corp., and PFS Investments Inc. Outside of advising, she serves as an administrative assistant for the City Schools Sports Association. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based recommendations and discretionary management options.

Nicolette Thibault is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to that, she held roles at Dutchess Community College, Trustco Bank, the State University of New York, and Dick's Sporting Goods. 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. The firm delivers these services through a combination of advisory, brokerage, and investment management capabilities.

Joseph Marino Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His prior work includes over a decade at Cantella & Co., Inc. He is also the founder of Ninham Capital Corp. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals utilizing various portfolio management and model-based strategies.

Sandra Gonzalez is a financial advisor with Primerica Advisors, holding a Series 63 designation and 24 years of industry experience. She has worked at Primerica Advisors since 2017 and previously spent 16 years with Pfs Investments Inc. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure, emphasizing oversight and independent due diligence in its investment approach.

Kenneth Southworth is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Kenneth earned a Bachelor's Degree from Lake Forest College and completed his high school education at The Kent School.

Matthew Sullivan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2021, following a prior role at JPMorgan Chase Bank, N.A. starting in 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Peter Davey is a financial advisor with Fidelity, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Jeffrey Klotz is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. He has been with UBS since 2008. Outside of his advisory work, he serves on the special events committee for the Bethel Woods Center for the Arts and is a member of the board of directors for Photofind, a photography gallery. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to client goals. The firm also operates with a range of institutional trading capabilities alongside wealth management services.

Joseph Mc Nally is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Davenport & Company, Amopi LLC, Nasdaq Dorsey Wright, and Verger Capital Management. Outside of finance, he has been involved with Mad Belly Ventures LLC, an entrepreneurial endeavor. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Edward Quick III is a financial advisor with Charles Schwab holding a Series 66 designation and four years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company and has experience in both educational and municipal sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and alternative investment options.

Laura Jagoe is a financial advisor at Merrill with 25 years of industry experience and holds the Series 63 and Series 65 designations. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Outside of her advisory role, she is a limited partner in a family limited partnership called Diving Rock Partners 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Montalto is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in guiding clients through various financial decisions across life's stages, including wealth management, trust and estate planning, education funding, charitable giving management, and retirement planning. He provides expertise in areas such as college education planning, divorce transition planning, family wealth management strategies, and socially responsible investing. James holds a Bachelor's Degree from the State University of New York System and a Master's Degree from Cornell University. He has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the Cornell Club. James is active in his community through the Lions Club International. He resides in Brookfield, Connecticut with his wife and three children, and his office is located in Ridgefield, Connecticut.

Bryant Vallat is a Vice President and Financial Consultant at Fidelity Investments. In his role, he assists clients and their families in making financial decisions aligned with their long-term goals and visions. He collaborates with clients to build and maintain financial plans and identifies opportunities to enhance those plans. Bryant has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Retirement Solutions Representative, Investment Consultant, Financial Consultant, and currently Vice President and Financial Consultant. His experience encompasses various aspects of financial consulting and investment advising. Outside of his professional responsibilities, Bryant has interests in baseball, football, golf, and family activities.

Robert Masanotti is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has worked at JPMorgan Chase Bank, NA, J.P. Morgan Securities LLC, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Barnum Financial Group, and MSI Financial Services, Inc. since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers its services on a non-discretionary basis through a team of Wealth Advisors.

Dominick Riolo is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2014 to 2021. Outside of his advisory work, he operates a FAFSA completion service to assist students and parents with college financial aid forms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm provides financial planning, a variety of advisory programs, and retirement consulting, supported by research and model portfolios to deliver both discretionary and non-discretionary management solutions.

Rustam Yamilov is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. before joining J.P. Morgan in 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a manager-solutions team. The firm offers non-discretionary services with an ESG eligibility framework and access to a wide range of products through its unique regulatory registrations.

Richard Allen is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, he owns American Corporate Benefits, Inc., a corporation that sells health, life, and dental insurance, and serves on the boards of the NorthEast Business Group on Health, Inc. and the Zionist Friendship League, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm combines brokerage and advisory services with multiple advisory platforms, utilizing asset-allocation tools and third-party money managers to manage portfolios across a range of investment types.

Alec Chevreux is a Financial Consultant at Fidelity Investments, where he collaborates with individuals and families to assist them in making important financial decisions and developing personalized strategies tailored to their goals. He prioritizes understanding each client's unique situation to provide guidance and long-term planning support. Alec's professional experience at Fidelity Investments includes roles as an Investment Consultant from 2024 to 2026, Financial Representative from 2023 to 2024, and Financial Services Representative in 2023. This progression demonstrates his breadth of experience in financial consulting and investment advising. Outside of his professional work, Alec has interests in cooking and baking, fishing, fitness, exploring culinary experiences, outdoor adventures, and traveling.

Roxanne Samuels is a financial advisor with Primerica Advisors in Danbury, CT, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at PFS Investments Inc. since 2017 and Primerica Financial Services since 2019. Outside of her advisory work, she is the owner of Affluent Consulting LLC, an entity formed solely for business purposes related to Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,935 advisors and $15.5 billion in assets under management. The firm offers advisory services primarily through model-based portfolio strategies delivered by third-party asset managers and supported by custodial and trade execution services.