Abraham Brukirer is a financial advisor with LPL Financial, holding a Series 66 credential and two years of industry experience. His prior work includes positions at H&R Block, Park Avenue Securities, and Guardian Life Insurance. Outside of his advisory role, he is involved in tax preparation and agriculture activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions delivered through a large network of advisors, combining traditional and technology-supported strategies.

Patrick Pacillo is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes prior roles at Citigroup Global Markets and Wells Fargo Clearing. He is also involved in private wealth management through his ownership of Pacillo Wealth Management, LLC, and holds a merchant partnership stake in Pacillo GP, LLC. Wells Fargo Advisors Financial Network provides a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering specialized planning for clients meeting certain net-worth criteria. The firm integrates advisory services with various financial products and referral channels, delivering tailored recommendations supported by Wells Fargo’s research and planning tools.

Benjamin Kaplowitz is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 12 years of experience in the financial industry, he specializes in developing personalized financial strategies tailored to the unique needs of his clients. He assists clients with areas including family wealth management, liquidity management, retirement planning, philanthropic planning, portfolio management, small business strategies, and tax minimization. Benjamin holds a Bachelor's Degree and a Master's Degree from Beth Medrash Govoha and carries the designation of Personal Investment Advisor (PIA). He follows Merrill's tradition of community participation and spends time volunteering with organizations in his local community. Outside of his professional work, Benjamin has interests in baseball, basketball, running, and writing. He works one-on-one with clients to develop financial strategies designed to help pursue their long-term goals.

James Jackson Jr is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 25 years of industry experience. He has been with various Wells Fargo entities since 2010. Outside of finance, he operates Darkechilde Photography, providing event photography services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored client recommendations.

Brandon Laday is a financial advisor with OSAIC Wealth, Inc., holding a Series 66 designation and four years of industry experience. His prior roles include positions at LPL Financial LLC, ICG Next, JB Hunt, Monster Energy Inc., and the University of Alabama. OSAIC Wealth serves a diverse client base comprising retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services across various programs such as comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process is model-based and emphasizes asset allocation and portfolio optimization.

Craig Reid is a financial advisor with Equitable Advisors in Toms River, NJ, holding a Series 66 designation and 37 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors, LLC since 1999. Outside of his advisory role, he is involved with Titan Agency, a property and casualty business. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs. The firm relies on a network of Investment Adviser Representatives and third-party asset managers to deliver a range of advisory models and fiduciary services.

David Wren is a CFP® professional with 34 years of industry experience, currently affiliated with Cetera. He has worked at Cetera ADVISORS LLC since 2013 and at Safe Harbor Wealth Partners LLC since 2026. Outside of financial advising, he serves on the boards of two condominium associations and is involved in real estate development as a partner. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform, including access to affiliated and unaffiliated third-party managers and various program structures.

Mark Vandzura is a financial advisor at Equitable Advisors with 13 years of industry experience. He holds Series 63 and Series 66 designations and has been with Equitable Advisors since 2014, having previously worked at Axa Advisors, LLC. Vandzura also serves as a trustee for a family and non-family trust, authorized to facilitate transactions for trust assets custodied at Fidelity. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations, utilizing a range of advisory programs and third-party asset managers.

Morris Mayerfeld is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 license, and has 39 years of industry experience. He has worked at LPL Financial since 2018 and previously spent over 26 years with Cadaret, Grant & Co., Inc., while also operating Mayco Financial Services since 1992. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, portfolio management, and retirement advice through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of advisory and brokerage services supported by advanced research tools and multiple investment platforms.

Joseph Giles is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has worked at Equitable Advisors since 2008 and was previously associated with AXA Advisors until 2020. Outside of financial advising, Giles is the owner of BettrNation, Inc. and is involved in property and casualty insurance sales through the Bogle Agency Insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a range of asset management programs, utilizing a combination of proprietary and third-party solutions delivered by a large network of Investment Adviser Representatives.

Alex Wenthe is a Series 66 licensed financial advisor with 17 years of industry experience. He has been with Morgan Stanley since 2017, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC, following a brief tenure at Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support tailored financial strategies.

Dorothea Zando is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses, and has 34 years of industry experience. Her prior firms include Regal Securities, Royal Alliance Associates, and AXA Advisors. Outside of advising, she is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

William Molloy is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 36 years of industry experience. He previously worked at Bank of America and Merrill Lynch Pierce, Fenner & Smith, Inc. from 2010 to 2021 before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2021. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering financial planning and estate planning strategies supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment programs.

Mark Aumack is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has previously worked at Avantax Advisory Services and Avantax Investment Services Inc. His career also includes 30 years operating as a CPA through Mark R. Aumack, CPA. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with more than $256 billion in assets under management across over 10,000 advisors.

Thomas La Marca is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 63 and Series 66 designations and has previously been affiliated with Equitable Advisors, Florida State University, and other organizations. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm utilizes a range of investment models and third-party asset managers, offering services through a network of Investment Adviser Representatives.

William Bello is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning that incorporates firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Jason Gordon is a financial advisor with Cetera, holding the CFP® and PFS™ designations and Series 63 license, with 14 years of industry experience. He has worked at Avantax Advisory Services and related entities for over a decade before joining Cetera in 2025. Outside of advisory, he is involved with Jack Oujo CPA, Inc., which provides tax preparation and accounting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services. The firm operates a multi-manager platform allowing advisors to access affiliated and third-party model portfolios, supporting diverse investment strategies across discretionary and non-discretionary programs.

Brian Osipovitch is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 designations. He has been active in financial services since 2024, including prior roles at George Osipovitch and experience in insurance and tax advisory firms. Outside of finance, he has also worked in the restaurant industry. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and a variety of asset management programs through a network of investment adviser representatives and third-party managers.

Joseph Ronan is a Series 66-registered financial advisor with 11 years of industry experience. He is currently with OSAIC Wealth, Inc and has previously worked at LPL Financial, New York Life, Morgan Stanley, and Merrill. His background includes roles at multiple well-known financial institutions. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization utilizing various tools and strategies, with a notable scale and complex affiliate network.

Deborah Privetera is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 33 years of industry experience. Her prior positions include roles at Morgan Stanley Smith Barney and Citigroup Global Markets. She is also co-executor for a friend, a non-investment-related appointment. Cetera Investment Advisers LLC operates as an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and unaffiliated third-party managers.