Matthew Conway is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds the CFA® designation and Series 66 license. His prior roles include positions at Oppenheimer & Co. Inc., Ultimus Fund Distributors, LLC, Lyrical Partners, LP, and New York Life-affiliated firms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

Marcelo Sepulveda is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at various J.P. Morgan entities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a structured, non-discretionary process. The firm integrates quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Frank Ward Jr. is a financial advisor at Equitable Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including AXA Advisors, Transamerica Financial Advisors, and World Financial Group. In addition to his advisory role, he is also an insurance agent representing multiple carriers. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Gerald Mirra is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 44 years of industry experience. He has worked at several firms, including Corporate Plans Retirement Strategies LLC, where he is a partner, and previously at National Life Group, Equity Services, Inc., MML Investors Services, Inc., and Massmutual Life Insurance Company. In addition to his advisory role, he sells fixed insurance products. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to various investment strategies and program structures.

Robert Sundermann Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked at Cadaret, Grant & Co., Inc. for 25 years and spent 37 years with IBM Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research services.

Darrel Upson is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory work, Upson is involved in business consulting through Endurance Operations Management LLC and Puente Sur Sports Management LLC, and serves on the board of Lutheran Social Services of New York. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through its affiliated companies.

Benjamin Sokol is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He is a CERTIFIED FINANCIAL PLANNER® professional with over 20 years of experience in financial markets. Benjamin focuses on empowering clients to make informed financial decisions by uncovering their needs and goals, then implementing customized plans. Prior to joining Fidelity, Benjamin worked at JP Morgan from 2012 to 2019 in various positions including Private Client Advisor - Vice President and Investor Associate. He also held roles as Senior Associate in Advisory Services at Thomson Reuters in 2012 and as Senior Proprietary Equity Trader at AMR Capital Trading from 2002 to 2011. Benjamin holds a California Insurance License.

Paul Koerner III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2015 and previously worked at JPMorgan Chase Bank. 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 applying an ESG eligibility framework in its recommendations.

Heather Haera is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She holds the Series 63 designation and has worked in various roles within Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Henry Milano III is a financial advisor at Edward Jones with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Lincoln Financial Distributors, LPL Financial, and Northeast Financial Network. Milano has been with Edward Jones since 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Gilenson is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for six years. Outside of his advisory role, he is involved with J Realty Group, a mortgage and real estate services business for which he holds a real estate license. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

John Sgombick is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2017, previously spending three years at STAC and ten years at Metro-Pack Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party managers.

David Juechter is a financial professional with four years of industry experience, currently affiliated with Cetera. He holds Series 66 and Series 63 licenses and has previously worked at First Trust Portfolios L.P. and First Trust Advisors L.P. In addition to his role at Cetera, he is also associated with Hunter Financial Advisors Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and investment strategies.

Brian Higgins is a Senior Financial Advisor at Merrill Lynch Wealth Management. He provides financial advice to high net worth individuals, business owners, and retirement plans, focusing on understanding each client's specific life and financial objectives to manage their investment life cycles effectively. His areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and individual and corporate investment strategy. Brian began his career in the financial services industry by joining Merrill in 1977. He holds a Bachelor's degree from Wayne State University, where he studied finance. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Brian has been named to the Forbes Best-in-State Wealth Advisors list for 2022, 2023, and 2024. Originally from Detroit, Michigan, Brian resides in Bloomfield Hills with his wife Clarice. They have three sons: Robert, Patrick, and Stuart, the latter of whom is his business partner. Brian’s personal interests include baseball, basketball, boxing, football, ice hockey, spending time with his family, and enjoying a nice cigar.

Lam Wong Carbone is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at People's Securities, Inc. and People's United Bank. In addition to his advisory role, he provides notary services for bank and investment clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Adam Riback is an Investment Consultant at Fidelity Investments, based in the Nanuet, NY Investor Center. He collaborates with clients to develop customized financial plans that align with their short and long-term goals, emphasizing strong relationships and trust with clients and their families. Adam has been with Fidelity Investments since 2021, advancing from Financial Consultant to Planning Consultant before his current role as Investment Consultant. Prior to joining Fidelity, he served as a Senior Financial Consultant at TD Ameritrade from 2019 to 2021 and as a Financial Specialist at Allstate Life and Retirement from 2015 to 2019. He holds an AR Insurance License. Outside of his professional work, Adam enjoys outdoor activities such as camping, hiking, kayaking, scuba diving, and skiing. He also dedicates time to volunteering in his community.

Cameron Bibb is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Newbridge Securities Corporation and LPL Financial. In addition to his advisory role, he serves as an independent consultant and teacher for 12th-grade students at Harlem Children's Zone Promise Academy Charter Schools. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party managers.

Michael Brand is a CFA® charterholder and Series 63 licensee with five years of experience in the financial services industry. He is currently affiliated with Mass Mutual Investors Services in Elmsford, NY, and has worked at MML Investors Services, MassMutual Life Insurance Co, and TIAA during his career. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning services and educational seminars, delivering collaborative, goal-based recommendations without investment discretion.

Shraga Goldhirsch is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his advisory career in 2026. He has been associated with Massachusetts Mutual Life Insurance Company since 2012. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Charles Camilleri is a Series 66-licensed financial advisor with 26 years of industry experience. He has worked at Ameriprise Financial Services, LLC for 20 years before joining Raymond James Financial Services Advisors, Inc. in 2025. He is also the owner of Camilleri Wealth Management, a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients. The firm uses analytical tools and tailored strategies to support client goals and maintains specialized offerings including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.