Stephen Plackis is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Strategies For Wealth, First Command Financial Planning, and Northwestern Mutual entities. 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, supported by a large network of investment adviser representatives.

Nelson Villa is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. He has worked at J.P. Morgan Securities since 2021 and has been with JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities LLC 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.

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.

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, holding a Series 63 designation and 39 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 advisors.

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.

Mark Derosa is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cambridge Investment Research Advisors since 2013 and J. Peat & Associates since 1999. Outside of his advisory work, he is involved in multiple entrepreneurial ventures, including founding a board of trustees for the Woodhaven Foundation and participating as a board member of the Entrepreneurs Organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base with financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm delivers services through a network of independent financial professionals and offers both proprietary and third-party model strategies tailored to client objectives across multiple platforms and custody arrangements.

Jacob Fruchter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with Cetera and its affiliates since 2013 and has operated his own advisory practice since 1982. Outside of his advisory work, he serves as vice president and main preparer at Mutual Income Tax Service Inc. and acts as a trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Dedghra Christie is a financial advisor at Edward Jones with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at Edward Jones since 2022. Her prior roles include positions at Rocket Mortgage, Prudential Annuities Distributors, and Drexel University. Outside of financial services, she has worked as a sortation warehouse associate for Amazon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households and corporate clients. The firm offers various investment strategies, managed solutions, and affiliated funds, operating under a fiduciary standard with over one trillion dollars in assets under management.

John Vigh is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and seven years of industry experience. His prior work includes positions at Citigroup and Morgan Stanley Private Bank. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of investment services.

Vince Zorskas is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Citigroup, M&T Securities, E*TRADE Capital Management, and Wells Fargo Clearing. Outside of his advisory work, he was involved with Lax Out Loud LLC for eight years. 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, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and oversight of substantial discretionary assets.

Ronald La Serra Sr. is a financial advisor at Cetera with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior firms include National Life, LPL Financial, and Webster Investments. Outside of his advisory work, he officiates youth and high school football and lacrosse and serves as a FINRA arbitrator; he is also chancellor at the Knights of Columbus, involved in member recruitment and insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services with multiple program structures and a platform that allows advisors to utilize affiliated and third-party managers.

Douglas Riccitelli is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Citizens Securities Inc. for 24 years before joining LPL Financial and Flagstar Bank in 2023. 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 portfolio programs, and institutional platforms, supporting advisors with research, technology, and a broad suite of non-advisory financial products.

Renu Jain is a financial advisor at Stifel in Garden City, NY, holding Series 63 and Series 65 credentials with 31 years of industry experience. Jain has worked at Stifel since 2007. Outside of her advisory role, she serves as a trustee for a 501(c)(3) charitable foundation and as treasurer for a nonprofit organization, managing charitable giving and related administrative responsibilities. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Katherine Martin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked with Cetera since 2019 and previously had roles at RC Dugans and Foresters Financial Services. She is also involved in health and disability insurance and owns KGM Wealth Management, a DBA for her Cetera business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm features a multi-manager platform with various program structures and affiliations, managing over $256 billion in assets across more than 10,000 advisors.

Cynthia Jones is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including TD Ameritrade and Raymond James Financial Services. Outside of her advisory role, she is involved in music as a singer and songwriter through Buddy Jones Music LLC and owns a hair products business, DemelerHair.com. Charles Schwab & Co., Inc. 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 both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a centralized operational structure.

Raeana Georgopoulos is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. She has been with Merrill since 2016 and previously worked at Bank of America, N.A. since 2025. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Zachary Herrera is a financial advisor with UBS Financial Services in Garden City, NY, holding a Series 66 designation and 18 years of industry experience. His career includes prior roles at Raymond James & Associates and New York Wealth Management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm also provides institutional trading capabilities alongside wealth management services.