Craig Levin is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Peter Pitucco is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with MML Investors Services since 1989 and with MassMutual Life Insurance Company since 1988. In addition to his advisory role, he is involved in the sales and service of insurance products for various carriers. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and offers specialized planning services including divorce planning, estate settlement, and employer-sponsored programs.

Scott McGill is an Investment Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he focuses on helping clients achieve their financial objectives by co-creating and implementing tailored financial plans and building ongoing relationships to support these goals. Prior to his current position, Scott held roles as a Financial Representative and Financial Services Representative at Fidelity Investments from 2023 to 2025. Scott's professional experience is centered on investment consulting and financial services within Fidelity Investments. His approach involves aligning clients' financial plans with their personal priorities to ensure a comprehensive strategy that supports their long-term objectives. Outside of his professional work, Scott enjoys activities such as spending time at the beach, comedy, family activities, golf, and sailing.

Mark Erikson is a financial advisor at Merrill with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Merrill since 1992 and Bank of America since 2016. Outside his advisory roles, he serves as a fiduciary for a for-profit organization. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

Rocco Fiato is a financial advisor with Merrill based in Bridgewater, NJ, holding a Series 66 designation and nine years of industry experience. Prior to his current role, he worked at Northeast Planning Corp for one year. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A. since 2017 and 2018 respectively. 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, offering model-based and discretionary strategies for a range of individual and institutional investors.

Christopher Dipietro is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances.

Steven Parente is a financial advisor with Merrill in Bridgewater, NJ, holding a Series 66 license and 18 years of industry experience. He has worked at Merrill since 2007 and has additionally been with Bank of America, N.A. since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Thomas Kerest Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Linsco Private Ledger, Banc of America Investment Services, Inc., and Quick & Reilly, Inc. He is also associated with Flemington Financial Group LLC as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives.

Tess Cusate is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 66 designation and has worked at UBS since 2021. Prior to that, she was not employed in the financial sector and completed her education at Villanova University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning and portfolio management supported by proprietary research and capital market models. The firm integrates institutional trading capabilities with wealth management, providing a broad range of services including custody, underwriting, and capital markets solutions.

Dominic Pinto is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and has prior experience at Bank of America and Merrill. Dominic is currently based in Bridgewater, NJ. 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. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options.

Emmanuel Itembe is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining LPL Enterprise, he held positions at Equitable Advisors and Bankers Life and has also worked outside the financial industry at retailers including Lowe's and Macy's. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment implementation is typically model-driven, using portfolios developed by LPL’s Research Department or third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Bharat Gurnani is a financial advisor at Ameriprise with 35 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and 65 licenses. Prior to joining Ameriprise, he worked at UBS Financial Services and Citigroup Global Markets. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Michael Locascio is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, and he also owns a business that offers piano lessons and music performances for events. Additionally, he has been involved in real estate services as a broker assisting buyers and sellers. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program.

John Provinsal is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has four years of industry experience, having previously worked at Paradigm Wealth Advisory, PNC Bank, and Capital One Bank. He also operates Paradigm Wealth Advisory, an independent registered investment advisory firm. 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 management services through a wide network of advisors, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Brian Lee is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Allied Wealth Partners. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment strategies primarily based on portfolios developed by LPL’s Research Department and third-party sponsors, and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Melissa Bonilla is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 licenses. She has 18 years of industry experience, including prior roles at The Prudential Insurance Company of America and Pruco Securities LLC. Her outside business activities include involvement with Prudential-sponsored non-variable insurance products. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a primarily model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of non-securities products and services.

John Flynn is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at PRUCO Securities, Value Line, AXA Advisors, J.P. Morgan Securities, and Chase Investment Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and a Model Wealth Portfolios wrap program.

Mark Stanic is a financial advisor with LPL Financial and holds a Series 66 designation. He has three years of industry experience, including prior roles at Bleakley Financial Group and LPL Financial. 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 services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Kishor Kumar is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process relies on structured discovery and firm-approved tools, serving clients primarily in an advisory capacity.

James Pallitto is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and over 20 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2014 and previously held roles at Merrill and Morgan Stanley. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and offers access to a broad range of products through its affiliation with the larger J.P. Morgan financial organization.