Donald Vujnovich is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and Morgan Stanley Private Bank. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, risk, and wealth-transfer planning, as well as specialized areas such as business-owner transition and special-needs analysis. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with clients deciding how to implement them.

Adam Rosenblatt is a financial advisor with J.P. Morgan Securities in Monsey, NY, holding a Series 66 designation and five years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, with prior experience at Money Concepts Capital Corp, Investors Advantage Portfolios, LLC, and Chipotle. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Susan Fast is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 credential and has prior work experience at The Children's Place and the University of Bridgeport. Outside of her advisory role, she works part-time as a personal shopper for Instacart. 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 tailored to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Michael Longo is a financial advisor with LPL Financial, holding a Series 63 license and 24 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Securities America Advisors and Securities America Inc. for 11 years. Outside of his advisory role, he is involved in managing Longo Financial Services, Inc., which offers fixed annuities and various insurance products. LPL Financial serves a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Paula Dierking is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 65 and Series 63 licenses and has been with Merrill since 2014. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide array of products and services.

Ryan Vowinkle currently serves as Vice President and Branch Leader at Fidelity Investments. In this role, he leads and coaches a team of associates to deliver exceptional experiences for clients. Prior to this, he held several positions at Fidelity Investments, including Assistant Branch Leader from 2021 to 2023, Chapter Member for Service Design and Delivery between 2020 and 2021, Team Leader for Workplace Planning & Advice from 2018 to 2020, and Onboarding Manager from 2016 to 2018. Earlier roles include Senior Investment Specialist, Senior Financial Specialist, and Financial Representative, all within Fidelity Investments. Ryan's professional experience spans various aspects of financial services, focusing on team leadership and client service delivery. Outside of work, he enjoys family activities, fitness, running, and soccer.

Patricia Weinshank is a financial advisor with LPL Financial in Woodbury, NY, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has worked at Bridgehampton National Bank and LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party providers.

Zachary Niklaus serves as a Wealth Management Advisor at Merrill Lynch Wealth Management and is a partner at Davies, Niklaus & Associates. In his role, he engages in investment management, financial planning, and client relations, focusing on high net worth individuals, families, and businesses. His advisory practice centers on clients with complex financial situations, including those experiencing liquidity events, managing concentrated equity, business transitions, or addressing multigenerational planning. He collaborates closely with clients' attorneys and CPAs to align investment strategies with estate, tax, and legacy goals. Zachary holds a Bachelor of Arts in Economics and a Bachelor of Science in Energy & Environmental Policy from the University of Delaware Alfred Lerner College of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds several licenses, including Senior Portfolio Advisor (Merrill), Insurance Producer License, Series 66, and Series 7. His client focus encompasses areas such as college education planning, corporate executive services, family wealth management strategies, liquidity management, and socially responsible investing. Born and raised in Greenwich, Connecticut, Zachary is a dual citizen of the United States and Switzerland. His personal interests include cooking, golfing, hiking, music, spending time with family, tennis, traveling, and watching movies. He is involved with the B+ Foundation in his community.

Sonyalis Marrone is a financial advisor at Primerica Advisors with 27 years of industry experience. She has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1994. Her credentials include the Series 63 designation. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Robert Blosio Jr. serves as a Senior Financial Advisor at Merrill, partnered with The Erdmann Group in Greenwich, CT. He advises a diverse clientele including executives, business owners, private equity and hedge fund partners, entertainment professionals, athletes, and affluent families across multiple regions nationwide. Leveraging the collective expertise of his team and the services provided by Merrill and Bank of America, he aims to streamline and elevate all aspects of his clients' financial lives. Rob's approach focuses on understanding the complexities of his clients' full financial picture, including cash flow needs, investment management, and wealth transfer strategies. He develops personalized planning strategies aligned with each client's goals, assisting with liquidity events, managing stock positions, credit opportunities, and trust strategies to help clients pursue their long-term financial objectives. His client focus areas include corporate executive services, employee benefits planning, executive compensation, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, and tax minimization. Rob graduated from the University of Richmond with a Bachelor's Degree in Leadership Studies and Economics. He played men's lacrosse and club ice hockey during his time there and founded the Richmond Surf Club. He is a Personal Investment Advisor (PIA) and is fluent in English and Spanish. Residing in New Canaan, CT with his wife and son, Rob is actively involved in his community. He is a founding member of The AmeriCares Young Leaders Board and the Friends of New Canaan Hockey Association, has coached youth lacrosse for 12 years and youth ice hockey for 7 years, and supports organizations including AmeriCares, Cycle For Survival, Lone Pine Foundation, and local sports associations. In his personal time, he enjoys skiing, golfing, fishing, paddle and tennis playing, and remains connected to hockey.

Thomas Kelly is a financial advisor with Merrill in Montvale, NJ, holding Series 63 and Series 66 credentials and 39 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, Kelly serves on the borough council of Oradell, New Jersey. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Steven Schneider is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, institutions, and government entities, with a notable focus on municipal and public finance services.

Robert Goughary is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them. He works closely with clients to develop personalized financial strategies that address their long-term objectives. Mr. Goughary has experience in a range of areas including corporate benefits, executive compensation, equity compensation services, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and speaks both English and Italian. He earned a Bachelor's Degree from Lehigh University and a Master's Degree from Domus Academy. Outside of his professional work, Robert spends time volunteering in the community and pursues personal interests such as antiquing, biking, painting, photography, reading, rock climbing, skiing, and spending time with his family.

David Carraturo is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and over 32 years of industry experience. His prior roles include positions at Citigroup, Prudential Insurance Company of America, Pruco Securities, LLC, and IRC Securities LLC. Outside of advising, he is involved in creative pursuits as an author, artist, musician, and background actor, and is a business owner of Bucket Hat Media, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to managed portfolios through advisory and brokerage channels. The firm combines advisor programs with sales of financial products and participates in lending programs while working with third-party asset managers and trust custodians.

Dijana Stanisic is a financial advisor with Merrill, holding a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2018 and is currently associated with Bank of America, N.A. since 2025. Prior to her financial services career, her background includes roles outside the industry at Jack Daniels Porsche and Mercedes Benz of Natick. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based, discretionary, and tax-aware investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional entities.

Edward Quick III is a financial advisor with Charles Schwab holding a Series 66 designation and four years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company and has experience in both educational and municipal sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and alternative investment options.

Jeffrey Samsen is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at City National Bank, RBC Capital Markets, and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics using diversification principles and modern portfolio theory.

Sarah Munson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors. She has been with Wells Fargo Clearing Services since 2021 and has a long tenure at Wells Fargo bank dating back to 2005. Outside of her advisory role, Munson is active in community organizations, serving as treasurer for a local Boy Scouts troop and as a ruling elder for Katonah Presbyterian Church. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions that clients can choose to implement through the firm’s brokerage or advisory programs.

Meghan Kristensen is a financial advisor with Merrill in White Plains, NY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Merrill since 2016. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, and other institutional clients.

Juan Franco is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked for Sportime Clubs LLC, where he also occasionally coaches tennis outside of business hours. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.