Robert Knox IV is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and Cetera Investment Services since 2016, following a prior role at Foresters Financial. He serves as co-executor for his father's estate and holds limited medical power of attorney for his mother. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform through a nationwide network of over 10,000 advisors, serving individual, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and consulting services with access to affiliated and third-party money managers across various program structures.

Lauren O'Connell is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. She has 10 years of industry experience, with prior roles at Pruco Securities, LPL Enterprise, Primerica Advisors, and Guardian Life Insurance Company. Outside of her financial advisory work, she also works as a jewelry specialist at Signet/Jared Galleria Jewelers. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative planning approach using firm-approved software and provides specialized event-driven planning programs.

Ailing Mei is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 18 years of industry experience. She has worked at Mass Mutual and MetLife Securities, with roles spanning over more than a decade. Outside of financial advising, she serves as treasurer for Grace Chinese Lutheran Church and is a licensed real estate salesperson. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services, utilizing firm-approved software and collaborative annual planning relationships.

Jian Cheng Li is a financial advisor at Cetera with 16 years of industry experience. He holds a Series 66 designation and has worked with Cetera and its affiliated entities since 2010. Additionally, he is involved in buying, selling, and leasing residential real estate. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Elizabeth Lobaccaro is a financial advisor with Osaic, holding Series 63 and Series 66 credentials and six years of industry experience. She has worked at Royal Alliance Associates and Gateway Investments, where she also assists clients in an advisory and administrative capacity. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a variety of tools and strategies across multiple affiliated entities.

James Kim is a financial advisor with J.P. Morgan Securities in Flushing, NY, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Chase Investment Services Corp. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation support from affiliated investment-management entities.

Tyler Hall is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and two years of industry experience. He previously worked at Morgan Stanley and GLG (Gerson Lehrman Group). J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens with qualitative research and incorporates ESG eligibility frameworks where applicable.

Dominick Scarfogliero is a financial advisor with Cetera, holding a Series 63 designation and 12 years of industry experience. He has worked at Cetera since 2019 and previously spent three years at Foresters Financial Services. He is also involved with the Long Island Financial Planning Group, a business related to Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and ongoing client supervision.

Saji Thomas is a financial advisor with Primerica Advisors in New Hyde Park, NY, holding a Series 63 credential and 17 years of industry experience. His career includes roles at Akbar Travels India Ltd, PFS Investments Inc, Primerica Financial Services, and the United Nations. He is involved in the sale of investment-related and home service products through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services mainly through model-based strategies supported by third-party asset managers.

Karen Friedman is a CFP® professional with 40 years of industry experience. She has worked at LPL Financial since 2024, and previously held roles at Oppenheimer and Fahnestock & Co. Inc. Friedman also operates Tower 68 Financial Advisors, LLC, an entity associated with her LPL business. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Andrea Fox is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 66 and Series 63 designations and has held roles at Morgan Stanley Wealth Management since 2015, including a one-year period at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Stephen Plackis is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior work history includes roles at Strategies For Wealth and First Command Advisory Services. 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 advisory and brokerage services, including financial planning and access to third-party asset management, with a strong emphasis on technology and operational support.

Nelson Villa is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and four years of industry experience. He has been with J.P. Morgan Securities since 2019 and has worked at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Ronald Matonti is a Market Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads a team of associates focused on helping clients achieve financial independence through comprehensive wealth planning. Mr. Matonti has extensive experience at Fidelity Investments, including serving as Vice President and Branch Office Manager from 2015 to 2025, Vice President and Regional Planning Consultant from 2013 to 2015, Vice President and Senior Account Executive from 2011 to 2013, and Account Executive from 2008 to 2011.

Anthony Marks is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work includes roles at Alliance Global Partners, Ameriprise Financial Services LLC, and Crestwood Technology Group. Outside of advising, he performs administrative duties for his father's e-commerce company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Russell Miller is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has previously worked with Allied Wealth Partners, Securian Financial Services, Inc, and Minnesota Life Insurance Company. Outside of advisory services, he maintains a role as an agent/broker in fixed insurance sales. Cetera Investment Advisers LLC operates as a large national network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated and unaffiliated third-party managers.

John Fabris is a financial advisor with Wells Fargo Clearing in Garden City, NY, holding a Series 63 designation and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad client base.

John Tsigakos is a CFA® charterholder with 26 years of industry experience. He is currently with Cetera and Allied Wealth Partners and has previously worked at firms including Securian Financial Services, Minnesota Life Insurance Company, and Guardian Life Insurance. Outside of his advisory work, he serves as membership chair of a nonprofit organization, LETIP of Bayport. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program structures and custodial relationships.

Neil Lauro is a financial advisor with LPL Financial, holding a Series 63 designation and over 37 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Raymond James & Associates. He is based in Mineola, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of advisory strategies through a large network of investment adviser representatives.

Scott Koppelman is a Senior Financial Advisor with Merrill Lynch Wealth Management, affiliated with Bank of America. He brings a comprehensive approach to managing wealth that emphasizes understanding each client's individual needs and goals. Scott provides access to investment insights and banking services to address various aspects of clients' financial lives. Scott began his career on Wall Street in 1979, during a period of significant market challenges. Over the years, he has gained experience in diverse areas, including college education planning, family wealth management, retirement planning, portfolio management, legacy planning, and investment consulting for defined contribution plans. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his bachelor's degree from Hofstra University. Scott also participates in community volunteering as part of the Merrill tradition. His personal interests include baseball, boxing, music, and spending time with his family.