Scott Lopresti is a financial advisor at Kestra Advisory with 19 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Financial Advisors, LPL Financial, and Ameritas Life Insurance among other firms. Lopresti is also the president and owner of Lodi Wealth Advisors, an insurance business, and serves as Chief Administrative Officer of Rectangle Health, a healthcare technology company. Kestra Advisory Services provides investment advisory and retirement plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves a range of clients including large institutional investors and sovereign wealth funds, supporting multiple management platforms and third-party solutions.

Christopher Kachur is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. He has worked at Benjamin F. Edwards & Co since 2010, with prior experience at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of services such as wrap-fee advisory programs, financial planning, investment management, brokerage, and M&A advisory services, utilizing both proprietary strategies and third-party models.

Christina Liu is a financial advisor at Hightower Advisors with a Series 66 designation and one year of industry experience. Her background includes roles at Hightower Securities and Hightower Advisors, as well as diverse experience in food service and retail businesses. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes manager selection, multi-manager solutions, and use of both affiliated and third-party managers, offering services such as portfolio management, financial planning, and retirement consulting.

Zachary Pumerantz is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Gympass, and FanDuel. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a combination of proprietary and third-party investment strategies and supports various account-level services, managing approximately $15 billion in regulatory assets under management.

Roberto Rabassa Jr. is a financial advisor at OSAIC Institutions, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including J.P. Morgan Securities, Wells Fargo Clearing, LPL Financial, Bank of America, and Merrill. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and utilizing various third-party arrangements.

Maria Blessing is a financial advisor at Citigroup Global Markets with 35 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at firms including J.P. Morgan Securities, Muriel Siebert & Co., Inc., and Ameriprise Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and futures commission merchant services.

Urszula Madra is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. She has been with Hightower Advisors and its affiliated broker-dealer since 2022. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes multi-manager solutions and manager selection, using both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Alexandra Miele is a CFP® and Series 66 licensed financial advisor with 18 years of industry experience. She has been with Hightower Advisors since 2013. Alexandra has also engaged in paid speaking for advanced financial planning seminars through Purpose Consulting Group. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a broad range of portfolio construction options.

Elizabeth Schroder is a financial advisor at RBC Capital Markets with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008, following a period at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies using both in-house and third-party managers, and provides a range of portfolio management, financial planning, custody, and brokerage services.

Bruce Brown is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo entities since 2009. Outside of his advisory role, he serves as co-trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Zachary Bova is a financial advisor at OSAIC Wealth, Inc. with a Series 66 designation and one year of industry experience. His prior work includes roles at Ski Butlers and Champlain Valley Equipment. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance assessments to build portfolios across various asset classes, with services available on both discretionary and non-discretionary bases.

Lukasz Janko is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He has previously worked at Merrill, Bank of America, Key Investment Services, and Santander Securities. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Greg Giandalone is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. He adopts a goals-based approach to financial planning, focusing on understanding clients' priorities to guide their financial strategies. Greg is a CERTIFIED FINANCIAL PLANNER® professional and a U.S. Army Veteran, which informs his disciplined and client-focused methodology. Greg's professional experience spans several prominent financial institutions. Prior to his current role, he worked as a Senior Financial Consultant at TD Ameritrade from 2016 to 2020. He also held positions as a Wealth Management Client Associate at Ameriprise Financial and Merrill Lynch, as well as a Financial Advisor at Merrill Lynch, and a Stockbroker at John Thomas Financial and E-1 Asset Management. Outside of his professional work, Greg engages in activities related to family, fitness, military service, pets, tennis, and volunteering.

Robert Panza is a financial advisor at Morgan Stanley with 43 years of industry experience. He has held positions at Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association, where he has worked since 2015. He holds Series 63 and Series 65 credentials and is based in Westport, CT. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm emphasizes tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Axel Lara is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked in various positions including at Equitable Financial Life Insurance and Tutor Time Childcare. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Catherine Censullo is a financial advisor with Cetera who holds a PFS™ designation and Series 66 license, bringing 27 years of industry experience. She is also a CPA and partner at Censullo, Gupta & Associates CPA, LLP, a public accounting firm offering tax planning, preparation, and business consulting services. Additionally, she serves as a board member of the Armonk Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a network of independent advisors utilizing multiple program structures and a variety of investment strategies.

Nicholas Di Falco is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Prior to joining Raymond James in 2026, he spent 15 years at Ameriprise. He is also an owner and advisor at Westport Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Reed Abend is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 designations and 14 years of industry experience. His work history includes roles at Fidelity Investments, Northwestern Mutual, and Strategic Lifelines LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary services along with model portfolios built from mutual funds, ETFs, and ETPs.

Brittney Taylor is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and CITIGROUP. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research and a broad array of capital markets solutions.

Miklos Gudricza Jr. is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Mass Mutual, Waddell & Reed, Inc., and various insurance carriers related to W&R insurance agencies. Outside of advisory services, he is involved with JorMik Capital Holdings, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a network of over 22,800 advisors.