Raymond Sarinelli is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and 1st Global Advisors. Outside of his advisory role, he is the owner of Wealthspring Financial Partners LLC, an acquisition vehicle for various financial services and tax practices. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and maintains over 10,000 advisors managing more than $256 billion in assets.

Meredith Wright is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 66 designation and has worked previously at Ameriprise Financial Services and UBS Financial Services. Wright operates Wright Wealth Management, LLC as a DBA for her LPL business. 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, model portfolios, third-party asset management, and institutional platforms.

Jacqueline Osborne is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at Primerica since 2005 and has held positions at OMH-Kingsboro Psychiatric and OMH-South Beach Psychiatric Center. Outside of her advisory role, she is involved in sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-based strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Allan Gottesman is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and over 45 years of industry experience. He has been with Raymond James & Associates since 2004, including 16 years at its affiliated firm, Raymond James & Associates, Inc. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, and offers financial planning, investment consulting, and municipal advisory services.

Anthony Wrobel is a CFP® professional with three years of experience in financial advising. He is currently with Smolin Wealth Advisors, LLC and has prior experience at Cetera Wealth Services, LLC and Cetera. Wrobel works in a firm affiliated with an accounting practice, where referrals between the advisory and accounting teams are common. Smolin Wealth Advisors, LLC is a supported firm that provides solicitor and adviser referral services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm matches clients with independent RIAs who manage portfolios and provide ongoing account services.