Julieta Corrales is a financial advisor at Primerica Advisors with nine years of industry experience. She holds the Series 63 designation and has been with Primerica Advisors since 2016. In addition to her advisory role, she is involved in sales of investment-related products and also receives non-investment compensation related to mortgage and home services referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Alan Waidelich is a financial advisor at Cetera with 34 years of industry experience. He holds a Series 63 designation and has been associated with Cetera and its related entities since 2013. In addition to his advisory role, he is an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and provides access to multiple program structures and third-party managers.

James Kerr is a financial advisor with Cetera who holds a Series 63 designation and has 35 years of industry experience. His prior work includes roles at Equity Services Inc, National Life Group, MML Investors Services Inc, and MassMutual. In addition to his advisory work, he operates Corporate Plans Retirement Strategies LLC, providing financial and insurance advice, and sells fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm 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 through a multi-manager platform with access to affiliated and third-party managers.

Veronica Carrasquillo is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her prior experience includes roles at J.P. Morgan Securities, Wells Fargo Bank, and TIAA Financial Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs, including wrap and money-manager services, and emphasizes structured, collaborative financial planning engagements.

Jay Durante is a Series 66-licensed financial advisor with Edward Jones, based in Katonah, NY. He has 15 years of industry experience and has been with Edward Jones since 2010. Outside of his advisory role, he is involved with Cowperwood Company, a business focused on architecture and development. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Paul Triano is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities from 2014 to 2017. Outside of his advisory role, he serves as a board member and coach for Ridgefield Girls Softball. 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 accounts and educational seminars, focusing on collaborative financial planning and goal analysis.

Lynn Braban is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Park Avenue Securities, INVEST Financial Corp., and Guardian Life Insurance Company. In addition to her advisory role, she is involved with Finding Common Ground, LLC, a family and divorce mediation and education service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs supported by research, model portfolios, and technology-driven tools.

Ryan Mctigue is a financial advisor at Fisher Investments with 12 years of industry experience. He holds the Series 66 designation and has worked at Fisher Investments since 2017, following a year at Ameriprise Financial Services. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment approach managed by an Investment Policy Committee and incorporates tax-aware strategies and risk management techniques in its portfolios.

Kristen Koluch is a financial advisor at Raymond James & Associates with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Raymond James since 2015 and Merrill since 2003. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs.

Yechezkel Kasnett is a financial advisor at Cetera with eight years of industry experience. He has worked at various Cetera entities since 2015 and previously spent eleven years with Michael S. Frohlich. Outside of his advisory role, Kasnett teaches Talmud to adult learners each morning. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party investment managers.

Sean Martin is a financial advisor at J.P. Morgan Securities with two years of industry experience and holds a Series 66 designation. His prior roles include employment with Equitable Advisors and various sports and recreation-related ventures. Outside of finance, he is involved in sports management through Martin Sports Ventures LLC and ULAX, LLC, which organizes a men's lacrosse league, and he works as a ski instructor at Campgaw Mountain Ski Area. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to deliver non-discretionary advice.

Sudip Mukherjee is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017, following a 14-year tenure at MBIA Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm offers a broad range of services including portfolio management, financial planning, and capital markets activities.

Michael Mazzilli is a financial advisor with Ameriprise, holding CFP® and ChFC® designations and over 39 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in independent insurance brokering focused on fixed annuities. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Johnny Copeland is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to his current role. Copeland also spent two years affiliated with Baruch College. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Vincent Paone is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. He holds the Series 63 designation and has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016. Prior to that, he was with Metlife Securities Inc. for 20 years. He is also involved in insurance sales, focusing on individual and group life, health, property/casualty, and identity theft services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client relationships around collaborative annual planning engagements using firm-approved analytical tools.

Ruhi Unwalla is a financial advisor at J.P. Morgan Securities with five years of industry experience. She has held roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously worked at ASK Wealth Advisors and Redbridge - Debt & Treasury Advisory. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jared Lynne is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns and consults through JLYNNE CONSULTING LLC. Ameriprise serves individuals approaching or in retirement, typically with at least $1 million in investable assets, offering retirement-income planning that includes written Recommendation Reports addressing income sources and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advice, delivered through a centralized consulting team.

Michael Kaplowitz is a CFP® with 41 years of industry experience, currently affiliated with OSAIC. His prior roles include positions at Securities America and Securities Service Network. Beyond advising, he serves as a political district leader for the Somers Democratic Town Committee and has volunteered as a board member for the Somers Lions Club. He also provides very part-time legal services as an attorney. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services with financial planning and managed portfolios, utilizing asset-allocation tools and multiple third-party platforms to support investment decisions.

Michael Noviello is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Avantax Advisory Services. Outside of advising, he owns a tax preparation business. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios with a range of investment products.

Jason Elfenbein is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Merrill since 2009 and with Bank of America since 2011. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.