Kurt Burger is a financial advisor at Fidelity with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Investments in various capacities since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Keunmi Choi is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He provides clients with personalized wealth plans that integrate investment insights from Merrill and banking solutions from Bank of America. With a customer-first, goals-based wealth management approach, he focuses on helping clients build predictability into their financial futures. Keunmi Choi has experience working with a wide range of client needs, including college education planning, family wealth management, international wealth management, retirement income, tax minimization, and small business strategies. He also has expertise in corporate benefit programs such as equity compensation, defined benefit and contribution plans, and nonqualified deferred compensation. Fluent in English and Korean, he offers services to a diverse client base. He holds a Bachelor's Degree from Baylor University and an MBA from Georgia State University. Keunmi Choi holds the Personal Investment Advisor (PIA) designation. In addition to his professional work, he is a member of Evergreen Church and serves as President of the Air Force Academy Central Texas chapter.

Henry Marin is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2021, following a nine-year tenure at Bank of America and Merrill. Outside of his advisory role, Marin is involved with Guardian Life Insurance Company in a non-investment capacity. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm employs a structured planning process and utilizes firm-approved tools, managing approximately $2.74 trillion in client assets.

Oscar Escobar is a financial advisor with Merrill who holds a Series 66 designation and has three years of industry experience. He has been with Merrill since 2016. Merrill, along 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kyle Robbins is a Financial Consultant at Fidelity Investments, where he works with individuals and families to develop personalized financial plans tailored to their unique goals. He provides strategies focused on retirement planning, income management, asset organization, and investments. Kyle joined Fidelity Investments in 2022 and has held several roles within the firm, progressing from Financial Representative to Investment Consultant before his current position as Financial Consultant. His experience is centered on delivering holistic financial planning and fostering client trust and clarity regarding their financial futures.

Tymmetha Danny is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, Danny held roles at Bank of America, Santander Bank, Citizens Bank, and several other organizations. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lili Monassebian is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for American Portfolios Financial Services, Inc. for 15 years before joining OSAIC in 2024. OSAIC serves a diverse range of clients, including retail and institutional investors, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction supported by asset-allocation tools, risk-tolerance assessments, and access to third-party money managers.

Francie Brown is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She holds Series 63 and Series 65 credentials. Prior to her current role, she worked at Raymond James Financial Services Advisors, Inc. and Wells Fargo Clearing. Outside of her advisory work, she serves as an Operations Manager for multiple support companies affiliated with wealth management. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include specialized areas such as business-owner transition and special-needs analysis. The firm supports advisors with research and planning tools while integrating advisory services with other financial products and referral channels.

John Mayo is a financial advisor with LPL Financial who holds a Series 63 designation and has 29 years of industry experience. He previously worked at Signator Investors, Inc. for 21 years and OSAIC for 7 years. In addition to his advisory role, he is involved in non-variable insurance activities. 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 financial planning and investment management services supported by a large network of advisers and technology tools.

Michael Browne III is a financial advisor with Morgan Stanley, holding a Series 66 designation. He has been in the industry since 2023, with prior experience at Northwestern Mutual and Ci Siamo, as well as involvement in hospitality at Uncle Jack's Steakhouse. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, managing approximately $2.74 trillion in assets and offering tailored financial planning supported by firm-approved tools and processes.

Tak Jue is a financial advisor with Cetera, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2000 and also owns and operates Accounting Network Tax Service, Inc., providing accounting and tax filing services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering diverse portfolio management and financial planning options through a large network of independent advisors.

Wenyu Zhang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2018, Zhang worked at TD Bank and MassMutual Financial Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Johnson Uwamanzu Nna is a financial advisor with LPL Financial in Oceanside, NY, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His background includes roles at Edward Jones, Merrill, Bank of America, and Webster Bank. Outside of finance, his work history features involvement in varied sectors including staffing, food delivery services, and university budget planning. 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 incorporating financial planning, model portfolios, third-party asset management, and institutional platforms.

Peter Schimmel is a Series 66-credentialed financial advisor with two years of industry experience, currently with J.P. Morgan Securities. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of finance, he has experience working at New York Barbell and Bethpage Water District. J.P. Morgan Securities 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kristen Griffin is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Christian Lapeter is a financial advisor at Osaic with four years of industry experience. He holds a Series 66 designation and has previously worked at Equity Services, Inc. and New York Life. In addition to his advisory role, Lapeter is an independent insurance agent representing fixed insurance products for various carriers. Osaic serves a broad range of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and investment advisory services, including financial planning and unified managed accounts. The firm employs a variety of asset-allocation tools and third-party platforms to construct and manage diversified portfolios.

James Barlow is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, he maintains an inactive real estate broker license. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ramesh Ramdatt is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013, with prior experience at Liberty NY Management. Outside of his advisory role, he is involved in leasing and managing a two-family residential investment property held in his personal name. J.P. Morgan Securities 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kevin Alexander is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with both Fidelity and JPMorgan Chase organizations during his career. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured program that combines quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.

David Jacobs is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. since 2009. Outside of advising, he is involved in life and health insurance sales through Jacobs Financial Services Inc. and serves as trustee for an irrevocable family trust. OSAIC serves a broad mix of retail and institutional clients with integrated brokerage and investment advisory services. The firm employs various tools and platforms to construct diversified portfolios, and it supports multiple advisory programs including third-party managed accounts.