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.

Danielle Johnson is a financial advisor with Morgan Stanley in Ridgefield, CT, holding a Series 63 designation and 29 years of industry experience. She previously worked at Wells Fargo Clearing Services and has been with Morgan Stanley since 2014, aside from a brief period at Wells Fargo. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Mark Reitman is a financial advisor with Morgan Stanley in Ridgefield, CT, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of finance, he owns and operates Rudy Q BBQ, a retail and online business based in Newport, Rhode Island. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize structured discovery processes and advanced modeling tools.

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.

Charles Valenzuela is a financial advisor with Cetera, holding CFP®, Series 63, and Series 65 designations and bringing 50 years of industry experience. He has worked with Cetera and its affiliated entities since 2003 and is also involved as an insurance agent selling life, accident, health, and disability insurance. Valenzuela maintains a principal role with PDI Financial Group, a financial services firm. Cetera Investment Advisers LLC is a national SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary accounts with over $256 billion in assets under management and a network of more than 10,000 advisors.

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.

George Ameer is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Ameer serves as a member of the United States Army Reserve. 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 strategies, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

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.

Brian Keefe is a Team Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial plans aimed at helping them achieve their long-term family and personal goals. His approach involves connecting all aspects of a client's financial life to prioritize and pursue the goals that matter most to them. Brian holds the Certified Financial Planner (CFP) designation as well as the Personal Investment Advisor (PIA) credential. He earned a Bachelor's Degree from Fairfield University.

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.

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.

Barbara McMahon is a financial advisor at Merrill with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2008 and Bank of America since 2010. 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.

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.