Robert Bolebruch is a financial professional with 38 years of experience, currently affiliated with Cetera. He holds Series 63 and Series 66 designations. His prior work includes a 15-year tenure at American Portfolios and two years at OSAIC. He is also involved with North Ridge Wealth Planning, a financial services business operating under a DBA. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Richard Lindholm is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC 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. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Hector Dominguez is a financial advisor with Primerica Advisors in Levittown, NY, holding a Series 63 designation and 18 years of industry experience. He has been with Primerica Advisors since 2007 and has worked with Primerica Financial Services since 2003. In addition to his advisory role, he is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure while managing potential conflicts through disclosure and oversight.

Jeffrey Ohl is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Courtney Melvin is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers non-discretionary services delivered by a select group of wealth advisors.

William Connolly is a financial advisor at Fidelity with 38 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes seven years at KeyBanc Capital Markets Inc. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Sabrina Catapano is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and JPMorgan Chase Bank, N.A., as well as work with the University of South Carolina and the Babylon Yacht Club. She also has entrepreneurial experience managing Stacey Rose Card & Gift Shop. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework. The firm offers non-discretionary services delivered by a select group of wealth advisors.

Pierangelo Bonda Riva is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work includes roles at Morgan Stanley and EisnerAmper, as well as time spent as a full-time student at Fairfield University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides detailed retirement planning reports and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data within a structured product ecosystem.

Peter Viveiros is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 16 years and has been affiliated with Keystone Realty USA as a real estate agent, though he is not currently active in that role. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of advisers. The firm employs various asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Brandon Greene is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 10 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities through a non-discretionary advisory program.

John Sikula III is a financial advisor with J.P. Morgan Securities in Mineola, NY, holding a Series 66 designation and six years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Outside of his advisory role, he was involved with Big Apple Umpires for over a decade. 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 large institutional advisory capabilities with brokerage and investment management functions.

Gerard Kuzniewski is a financial advisor with Primerica Advisors in Farmingdale, NY, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His career includes long-term service with Primerica Financial Services since 1993 and roles with the New York City Board of Education. Outside of financial advising, he is an independent contractor with Melaleuca, receiving residual income. Primerica Advisors sponsors a wrap-fee asset management program focused primarily on individual investors, including non-high-net-worth and high-net-worth clients. The firm operates at scale with model-based investment strategies managed by unaffiliated asset managers, and delivers advisory services through a large network of financial advisors.

Steven Millman is a financial advisor with Osaic Wealth, Inc. based in Forest Hills, NY, holding a Series 63 designation and bringing 36 years of industry experience. He previously worked for Securities America Advisors Inc. from 2006 to 2024 and has been with Osaic since 2024. Millman’s background includes insurance sales, specifically in variable annuities. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and multiple platforms. The firm provides integrated brokerage and advisory services using firm-provided asset allocation tools and a variety of investment vehicles, supporting both discretionary and non-discretionary management approaches.

Dakota Lambrou is a Series 66-licensed financial advisor with one year of industry experience, currently at J.P. Morgan Securities. Prior to joining J.P. Morgan, Dakota worked at Equitable Advisors for two years. Outside of finance, Dakota has experience working as a server at Krischs Ice Cream Parlor and Restaurant. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

William Considine is a financial advisor with Ameriprise in Garden City, NY, holding Series 63 and Series 66 licenses and having four years of industry experience. He has been with Ameriprise and its affiliates since 2008. Ameriprise offers a retirement-income planning service aimed at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized team and integrates algorithmic automation with oversight to generate tailored retirement income strategies.

Jeffrey Reiss is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

David Cwalina is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2015 and 2016, respectively. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio investment approach.

Susan Wahba is a financial advisor at Cetera with 13 years of industry experience. She holds a Series 63 designation and has previously worked at Avantax Advisory Services and Joseph Scarpa, CPA. Outside of advising, she owns tax preparation and tax planning businesses and is involved as an investor in a film production project. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, combining discretionary and non-discretionary strategies supported by a large national network of advisors.

John O'Day is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. O'Day is also an officer and member of the executive team and Sponsorship committee for Financial Executives International New York City. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory services.

Michael Di Silvio is a financial advisor at Raymond James Financial Services Advisors, Inc. with 49 years of industry experience. He held prior roles at Wells Fargo Advisors for 34 years and was involved with Di Silvio Wealth Management from 2020 to 2023. He is also an owner and managing partner of several wealth management support companies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.