Daniel Hasa is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior experience includes roles at Morgan Stanley and Keller Williams. Outside of finance, he works part-time as a waiter at Halit Inc Rraci Restaurant. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities.

Dawn Bolling is a financial advisor with Merrill in New Canaan, CT, holding Series 63 and Series 66 designations and 28 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2003. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America provides access to a broad set of financial products and services beyond typical managed account offerings.

David Bergerson II is a financial advisor at Edward Jones with 13 years of industry experience. He previously worked at Merrill Lynch/Bank of America, N.A. for five years and Orion Capital Advisors LLC for two years. Outside of his advisory work, he referees soccer and hockey games at various youth levels. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Derek Bufano is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he held roles at Metro Physical Therapy and taught at Marist College. 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 a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and extensive operational infrastructure.

Craig Foster Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As part of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Hayes is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity Investments since 2009, serving in various roles including Account Executive, Investment Representative, and Financial Representative. Prior to joining Fidelity, he worked at Vanguard as a Flagship Representative and Core Representative from 2006 to 2009. His professional experience encompasses a range of financial consulting and investment roles, demonstrating a comprehensive understanding of the financial services industry. John emphasizes a disciplined process and a core business philosophy in his approach, aiming to provide support throughout every stage of a client's financial life. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Christopher Sun is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has been with Merrill since 2019 and previously worked at Celebration Restaurant Group and Scottland Inc. Mr. Sun is based in Ridgefield, Connecticut. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates its services into Bank of America’s broader corporate platform, providing access to a wide array of financial products and services.

Stephen Cohen is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 37 years of industry experience. He previously worked at Metlife Securities Inc. for 18 years before joining Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He is also a licensed insurance agent offering life, disability, long-term care, fixed annuities, health, dental, and group disability income products, and is an attorney though not actively practicing. Mass Mutual Investors Services 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, employing firm-approved software tools to analyze client goals and recommend investment strategies without discretionary authority.

Emily Dreas is a financial advisor with Merrill, holding Series 66 and Series 63 designations and 14 years of industry experience. She previously worked at Fiduciary Trust Company International for three years before joining Merrill in 2019. Outside of her advisory role, she serves on the development committee of the charitable organization Sound Waters and is a board member of the Young Presidents' Organization, a forum for business leaders and nonprofit heads. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Simon Tarvin is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC, alongside over two decades at Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory solutions. The firm’s 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.

Michael Darragh is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at Axa Advisors for 11 years. Outside of his advisory role, he operates as an independent insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services 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 programs including wrap and money-manager services and educational seminars.

Christopher Buelta is a financial advisor with OSAIC, holding a Series 66 designation and over 25 years of industry experience. Prior to joining OSAIC in 2025, he worked for Lincoln Financial Advisors Corporation for 24 years. Outside of advising, Buelta is involved in insurance sales, offering various types of life and disability insurance products. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs a range of portfolio construction tools and offers multiple investment platforms, including third-party managed accounts and unified managed account solutions.

Brian Zusi is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and five years of industry experience. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Life Insurance Company, and MML Investors Services. Outside of his advisory work, he consults for GLG Research on topics related to sports coaching, organizational leadership, and management structure. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management programs, and brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active sales of financial products.

Stephen Flamio is a financial advisor with MassMutual Investors Services holding a Series 66 designation and four years of industry experience. He has previously worked at Morgan Stanley and Vanguard in addition to his current role. MassMutual Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual planning engagements using firm-approved software and offers specialized services such as divorce planning and estate settlement.

Christina Dejesus is a financial advisor with Equitable Advisors in Stamford, CT, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities LLC, as well as Axa Advisors. She is the owner and founder of PART OF THE CHANGE, an LLC that provides workshops on art, financial literacy, and life skills training for at-risk youth in detention and community centers. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Krista Collins is a Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2024. She works closely with individuals and their families to develop investment and planning strategies aligned with their current financial goals and future aspirations. Krista invests significant time at the outset of each client relationship to gain a clear understanding of both their near-term priorities and long-term objectives. This approach enables her to support clients in pursuing important milestones and legacy plans. Her career in financial services includes roles as Vice President and Financial Consultant at Fidelity Investments from 2023 to 2024, Financial Consultant from 2016 to 2022, and Investment Consultant from 2014 to 2016. Prior to joining Fidelity Investments, Krista worked as a Client Service Associate at Edelman Financial Services from 2012 to 2014, and she spent nearly a decade at Equisearch Services in both client relationship and administrative roles. Krista's professional experience reflects a continuous commitment to client service and financial consulting, focusing on personalized investment strategies and long-term financial planning.

Lisa Cerbone Montalto is a Wealth Management Advisor for Merrill Lynch Wealth Management based in Ridgefield, Connecticut. She leads the MDCL Group and the healthcare professional and Financial Life Benefits initiative on her team, focusing on serving physicians, medical professionals, healthcare executives, and others in the healthcare field. With more than two decades of experience, Lisa advises business owners, executives, and multi-generational families on wealth growth, preservation, and education. Prior to joining Merrill Lynch in 1999, she had a twenty-year career in healthcare administration and medical education. Lisa holds a Bachelor's degree with Honors in Government from Wesleyan University and a Master's degree in Health Services Administration from the University of Michigan School of Public Health. She is a CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Lisa is actively engaged in her community through roles such as Lion Advisor for the Abbott Technical High School Leos Club and involvement with the Lions Club of Danbury, the Lions Low Vision Centers of Fairfield and New Haven Counties, and the Saint Therese Youth Choir in Danbury. She communicates in English and Spanish and is a member of professional organizations including the American College of Healthcare Executives, the American Public Health Association, the Financial Planning Association, and the University of Michigan Alumni Association.

Corrado Dell'aglio is a CFP®-designated financial advisor with Ameriprise, based in Valhalla, NY, and has 35 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of advising, he serves as a principal of Valhalla Summit Associates Inc., a company involved in real estate lease holdings for Ameriprise advisors. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach emphasizes written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Peter Ruvolo Jr. is a financial advisor at Osaic Wealth, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Osaic since 2006. He also has a longstanding affiliation with Sanders Smith Ltd dating back to 1994 and serves as president of Qualified Plan Solutions. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to multiple investment platforms.

Mark Khorram is a financial advisor with Fidelity Investments in Chappaqua, NY, holding Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at the University of Rhode Island, Hines Global Real Estate Investment Manager, and various other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, and employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.