Brian Mulvaney is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He previously worked at M&T Securities from 2013 to 2021 before joining LPL Financial. He receives residual income from past group health insurance sales through his LLC, Mulvaney Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies.

Julianne Gallina is a financial advisor with Primerica Advisors in Lebanon, NJ, holding Series 65 and Series 63 licenses with one year of industry experience. Her prior work includes roles at Michael Gallina, Primerica Financial Services, and small business operations such as The Fudge Shoppe and Home Plate Dairy. She has also been involved in sales of home security and automation products and loan referrals through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors as well as corporate and charitable clients, delivering advisory services primarily through a model-driven approach managed by third-party asset managers.

Mara Miller is a financial advisor at Merrill with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 2012. 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 and profit-sharing plans, corporations, and charitable organizations.

Emma Carey is a financial advisor with Merrill and holds a Series 66 designation. She has eight years of industry experience, including prior roles at UBS Financial Services and Pactolus Private Wealth Management. Carey is currently based in Flemington, NJ. 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.

Laura Osifchin is a financial advisor with Merrill, holding a Series 66 credential and seven years of industry experience. She has been associated with Bank of America and Merrill since 2018. Outside of her advisory role, she has held fiduciary positions, including roles as a successor trustee and executor. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dustyn Seifert is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Reed Technology/LexisNexis for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors.