Benjamin Sokol is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He is a CERTIFIED FINANCIAL PLANNER® professional with over 20 years of experience in financial markets. Benjamin focuses on empowering clients to make informed financial decisions by uncovering their needs and goals, then implementing customized plans. Prior to joining Fidelity, Benjamin worked at JP Morgan from 2012 to 2019 in various positions including Private Client Advisor - Vice President and Investor Associate. He also held roles as Senior Associate in Advisory Services at Thomson Reuters in 2012 and as Senior Proprietary Equity Trader at AMR Capital Trading from 2002 to 2011. Benjamin holds a California Insurance License.

Paul Koerner III is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations and incorporates ESG criteria within a non-discretionary program.

Shirley Hannigan is a financial advisor with Equitable Advisors in Carmel, NY, holding a Series 66 designation and 20 years of industry experience. She has been with Equitable Advisors and its predecessor, AXA Advisors, since 2006. In addition to her advisory role, she serves as a director on the Clearing in the Woods Condo Association board. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charities, and institutional clients. The firm utilizes a network of investment adviser representatives and partners with third-party asset managers to offer a range of investment programs and fiduciary services.

Henry Milano III is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Northeast Financial Network, Legend Group/Lincoln Investment, and LPL Financial. Milano began his professional career after completing his education at Dickinson College. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of managed investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Gilenson is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Morgan Stanley for six years and Citigroup Global Markets for two years. Outside of his advisory role, he holds a real estate license and is involved in mortgage and real estate services through J Realty Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, wrap and model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Lam Wong Carbone is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior experience includes roles at People's United Bank, Chase Investment Services Corp., and People's Securities, Inc. He also provides notary services for bank and investment clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment solutions supported by advanced operational tools.

Tyler Miller is a Series 66 licensed advisor with Merrill, based in New Windsor, NY, and has two years of industry experience. Prior to his current role, he held positions at Bank of America and several retail companies. He is also the owner of a clothing business called LeapYear. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Liang Wang is a financial advisor at Edward Jones with four years of industry experience. He has held his current role since 2022 and previously worked at Fast Communication from 2004 to 2022. Wang holds a Series 66 credential. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of financial advisors and branch offices across the country.

Bridget Deverna is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Her prior experience includes roles at NewEdge Wealth and Fidelity Investments, as well as work in education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Carla Mathias is a financial professional with 41 years of industry experience, currently affiliated with Cetera. She holds a Series 63 designation and has previously worked at firms including Summit Financial Group Inc and Planning Concepts Corporation. Outside of her advisory role, she serves as president of the Mathias Family Corporation, a commercial property business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services delivered through a large nationwide network of independent advisors.

Ardell Roan is a financial advisor with Wells Fargo Advisors, holding Series 63, Series 65, and Series 66 credentials and bringing 26 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, Ardell worked at Morgan Stanley Smith Barney and Wells Fargo Clearing Services. In addition to his advisory role, he has been involved with SUNY Orange since 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm provides tailored recommendations supported by Wells Fargo research and tools, with planning services covering areas such as retirement, education, and niche needs like business-owner transition and special-needs analysis.

David Schulman is a CFP® with 29 years of experience, currently serving as a financial advisor at J.P. Morgan Securities. He has worked previously at First Republic Investment Management and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria where applicable.

James Kivlehan is a financial advisor with Wells Fargo Advisors in New City, NY. He holds a Series 66 designation and has 14 years of industry experience, including 14 years at Edward Jones before joining Wells Fargo Advisors in 2025. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, with client engagements typically structured as discrete planning projects.

Louis Ferriello is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012 and has prior experience at Lord, Abbett & Co. LLC. Outside of his advisory role, he is a consulting partner and owner at Slider Sports Seats, Inc., where he provides manufacturing consulting and product vision. J.P. Morgan Securities offers institutional consulting services primarily to plan sponsors, corporations, and endowments. The firm’s advisory process involves centralized due diligence combining quantitative and qualitative research, focusing on asset allocation advice and manager searches, with a non-discretionary investment program.

Brian Kopilak is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Outside of advisory work, he is involved in affiliated business activities including sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure.

Deborah Ayling is a financial advisor at Fidelity with 12 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2014 to 2022 before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies, use of systematic methodologies, and integration of AI in its investment process.

Eric Feingold is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior work includes over two decades at Citigroup and six years at Prime Franchise Consulting. Outside of finance, he owns a part-time residential and commercial construction business, which is currently being sold. Charles Schwab 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, offering both non-discretionary and discretionary investment options within an integrated platform.

Yehuda Flohr is a financial advisor with Cetera, holding a Series 63 designation and 37 years of industry experience. He has been with Cetera and its affiliated entity, Cetera Wealth Services, LLC, since 2013. Outside of his advisory role, he operates as an independent insurance agent specializing in disability, life, accident, health, long-term care, and group medical insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options across multiple program structures.

John Dacey is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work history includes five years at M&T Securities, Inc. before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research and incorporates ESG criteria and broad derivatives capabilities.

Vincent Dedominicis is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds Series 65 and Series 63 designations and has worked at several firms, including Northwestern Mutual and AAG Capital. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options and integrating advisory services with other financial products and referral channels.