Mark Marotta is a financial advisor at Raymond James & Associates with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2015. 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 wide range of clients, including individuals, institutional and pension plans, and nonprofit organizations, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research.

Lilibeth Miranda is a financial advisor with Raymond James Financial and holds a Series 63 designation. She has seven years of industry experience, including eight years at Ameriprise Financial Services, LLC, and a prior 20-year tenure at Cuny Hunter College. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Steven Samori is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and six years of industry experience. Prior to joining LPL Financial in 2025, he worked for David Lerner Associates for five years and has held various other roles including positions at Tesla and Manhattan College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by extensive research and investment options.

Michael Di Giaimo is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NYLIFE Securities LLC, Eagle Strategies LLC, and Mass Mutual Life Insurance Company. 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 an ESG eligibility framework. The firm focuses on non-discretionary services delivered by a select group of Wealth Advisors.

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.

Pascal Murphy is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2004. Murphy serves on the board of Bear Brook Village in Wood Ridge, NJ, in addition to managing his own financial advisory practice through GREP Holdings LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering tailored written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services and provides a broad range of investment, brokerage, and insurance solutions.

Paul Hashim is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 29 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities Inc. from 2014 to 2017. In addition to his advisory role, he is involved in individual life and health insurance sales. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning engagements using firm-approved tools and delivers recommendations covering investment categories and strategies.

Caren Malitsky is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements and offers a range of investment programs and educational seminars.

Alexander Parisis is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Ramsey, NJ. He has 10 years of industry experience, including prior roles at PNC Investments LLC and PNC Bank, N.A. He has been with J.P. Morgan Chase Bank and JPMorgan Securities LLC for the past eight years. 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 investment recommendations.

Eric Feingold is a financial advisor at Charles Schwab with 26 years of industry experience. His prior roles include a 22-year tenure at Citigroup and six years at Prime Franchise Consulting. He owns a part-time residential and commercial construction business, The Patch Boys, which he is currently trying to sell. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and has a distinctive operational footprint for its integrated advisory, brokerage, and custody services.

Kris Martini is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has two years of industry experience, including roles at MassMutual Life Insurance Company and Mass Mutual Investors Services. Prior to his advisory career, he worked at Copia Home and Garden and studied at Sacred Heart University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Yehuda Flohr is a financial advisor with Cetera, holding a Series 63 designation and 37 years of industry experience. He has been with Cetera and its affiliated entity, Cetera Wealth Services, LLC, since 2013. Outside of his advisory role, he operates as an independent insurance agent specializing in disability, life, accident, health, long-term care, and group medical insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options across multiple program structures.

Marina Mazo is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Douglas Clancy is a Financial Advisor at Merrill Lynch Wealth Management. He began his professional career in 1997 as a Revenue Credit Analyst with Merrill and joined the Mahoney Clancy Group as a Financial Advisor in 1999. Mr. Clancy holds a Bachelor of Arts degree in Economics from Tufts University, graduating Cum Laude in 1997. He also earned a Master of Science degree in Personal Financial Planning from the College for Financial Planning. He has obtained several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional duties, Douglas Clancy is involved in his community as an assistant coach for his son's outdoor and indoor soccer teams in the Montvale Athletic League.

Christina Hoerter is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, and offers a variety of financial planning and consulting services with a range of portfolio management styles and firm research.

John Dacey is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 credentials and bringing 38 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Vincent Dedominicis is a financial advisor with Wells Fargo Advisors in New City, NY, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at AAG Capital, Accurate Wealth Management, and Northwestern Mutual. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with clients able to choose the extent of plan implementation through various brokerage or advisory programs.

Stephen Patota is a financial advisor with Primerica Advisors in Mahwah, NJ, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior career includes nearly three decades at Verizon Communications. He is also involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-driven strategies managed by third-party asset managers.

Kitty Chung is a CFP® and ChFC® credentialed financial advisor at Edward Jones with 19 years of industry experience. She previously worked at JPMorgan Chase & Co, JPMorgan Securities LLC, and New York Life Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices across the United States.