Jonathan Gallashaw is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Charles Schwab, TIAA, and Capital One Financial Advisors. Outside of his advisory role, he serves as President of the board of managers for Colonial Towne Homes Condominium, a self-managed community association. 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 screening and qualitative research with forward-looking capital market assumptions and may incorporate an ESG eligibility framework.

Christopher Brenner is a financial advisor at LPL Financial with 27 years of industry experience. He previously worked for Mercer Allied Company, L.P. for 22 years before joining LPL Financial in 2019. Brenner holds Series 63 and Series 65 licenses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a network of over 22,800 advisors.

Maxine Hyrkas is a CFP® with 45 years of industry experience, currently serving at OSAIC since 2023. She has extensive prior experience managing her own advisory practice and held roles at FSC Securities Corporation and Hyrkas Financial Services for over three decades. She is also president of Maxine Hyrkas & Associates, an S Corporation managing the business aspects of her investment advisory activities. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a wide range of brokerage and advisory services supported by a multi-advisor platform and model-based portfolio management tools. The firm is noted for its scale, affiliate network, and comprehensive program offerings.

Anthony Maiuolo is a CFP® and ChFC® with 21 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. He has prior experience with METLIFE Securities Inc. and MassMutual Life Insurance Company. Outside of advising, he is involved in tax preparation services as a member of SKG Tax LLC and consults on marketing and lead generation for other advisors through Taxter Marketing LLC. 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 focuses on collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs including divorce planning, estate settlement, and employer-sponsored plans.

Matthew Brewer is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2019. His prior experience includes roles at JPMorgan Chase Bank and Raymond James Financial Services. 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 integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

Alexandar Nikolic is a Financial Consultant currently working at Fidelity Investments since 2022. He has held various roles in the financial sector, including Investment Associate at JP Morgan Securities in 2022, Investment Consultant at Fidelity Investments from 2020 to 2022, Private Client Banker at JP Morgan Chase, NA from 2019 to 2020, and Financial Advisor at Merrill Lynch from 2017 to 2019. Throughout his career, Alexandar has developed experience in financial consulting, investment association, and private client banking. He focuses on partnering with clients to understand their long and short-term financial needs and goals. By building strong relationships and delivering customized planning, he aims to create strategies that support families in working toward their financial objectives.

Connor Dufresne is a financial advisor at J.P. Morgan Securities with a Series 66 credential and less than one year of industry experience. His prior work includes roles with Morgan Stanley and the Madison Square Garden Sports Corporation. He is involved with the Rye Rangers Hockey Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm employs centralized due diligence with both quantitative and qualitative research, and incorporates an ESG eligibility framework in its recommendations.

Mark Wagner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined the firm in 2013, bringing two years of personal banking experience focused on assisting clients with their financial needs and retirement planning. His expertise includes college education planning, employee financial health, socially responsible and values-based investing, ESG investing, and retirement income strategies. Mark holds a Bachelor of Science degree in Finance from Susquehanna University and holds the Personal Investment Advisor (PIA) designation. Outside of work, he volunteers at the Ossining Food Pantry and engages in various recreational activities including biking, boating, football, golfing, ice hockey, music, skiing, and soccer.

Craig Forbes is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Prudential Insurance Company of America since 2000 and was with Pruco Securities, LLC. from 2000 to 2024. Forbes is also involved in a Prudential-sponsored non-variable insurance business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, offering financial planning, access to third-party asset managers, and model-driven investment implementation through a large network of investment adviser representatives.

Nick Kouletas is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He joined Fidelity in 2023 and has progressed through several positions including Planning Consultant, Investment Consultant, and serving in Wealth Management Services. Prior to joining Fidelity, Nick worked in wealth management and client advisory roles at Wells Fargo Advisors and PNC Investments. His experience spans various aspects of financial planning and wealth management, focusing on helping clients establish clear and personalized strategies for retirement and other financial goals. Nick and his team aim to provide tailored guidance backed by Fidelity's trusted industry presence. Outside of his professional work, Nick enjoys spending time at the beach, cooking and baking, engaging in family activities, attending social events with friends, visiting museums, and traveling.

John Kennelly is a financial advisor at LPL Financial with 26 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at SagePoint Financial Advisors, Chase Investment Services Corp., Wamu Investments, Inc., Banc Of America Investment Services, Inc., and Quick & Reilly, Inc. He is also an insurance agent selling fixed insurance. 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, combining a broad advisory platform with non-advisory financial services.

Melinda Cloobeck is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Citigroup Global Markets. She is also employed by JPMorgan Bank, where she can offer a range of banking products and services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Megan Cooney is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has worked at Bank of America and Merrill for the past 10 years. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Alex West is a Financial Consultant currently working at Fidelity Investments since 2024. Prior to this role, Alex served as an Investments Consultant at Fidelity Investments from 2022 to 2024. Alex also has experience as a Private Client Advisor and Private Client Banker at J.P. Morgan Securities, LLC between 2016 and 2022. With 10 years in the financial services industry, Alex collaborates closely with individuals and families to understand their circumstances, values, and aspirations. This approach aids clients in navigating complex financial decisions and developing plans aligned with their priorities. Alex's personal interests include comedy, fitness, football, social events with friends, pets, and traveling.

Theodore Agelis Jr is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 registrations and with 18 years of industry experience. He has worked at PFS Investments Inc. since 2008 and Primerica Financial Services since 2007. He is also involved in the sale of loan products and home security services through affiliates of PFS Investments Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily for 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 and delivers advisory services using model-based strategies supported by third-party asset managers.

Michael Sander is a financial advisor with LPL Financial in Tarrytown, NY, holding a Series 63 designation and 21 years of industry experience. He previously worked at National Planning Corporation for 13 years and has been associated with The Creative Planners Group, Ltd. for over two decades. Outside of his advisory role, he is involved with The Creative Planners Group, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various financial planning and portfolio management services, utilizing both proprietary and third-party strategies supported by advanced operational tools.

Marc Rienas is a financial advisor at Ameriprise in Danbury, CT, holding a Series 66 designation with three years of industry experience. His prior work includes roles at PricewaterhouseCoopers, Northeastern, and John Hancock Financial. Outside of his advisory duties, he works as an Uber driver. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Andrew Di Nardo is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JP Morgan Chase bank, N.A. since 2021. Prior to that, he was with Iron Birch Advisors and Ameriprise Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Daniel Mcmahon is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and possessing 37 years of industry experience. He has worked at UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities, principal trading, and market-making.

Gary Stenson is a financial advisor at Stifel with 25 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co. Inc. since 2012. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers brokerage and investment advisory services supported by proprietary investment analysis and a methodology developed by its Investment Strategy Group.