Nicolette Thibault is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to that, she held roles at Dutchess Community College, Trustco Bank, the State University of New York, and Dick's Sporting Goods. 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. The firm delivers these services through a combination of advisory, brokerage, and investment management capabilities.

Millie France is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 15 years of industry experience and previously worked at Cetera Investment Services and Foresters Financial Services. Outside of her advisory role, she is also an insurance agent with Vanbridge Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Sandra Gonzalez is a financial advisor with Primerica Advisors, holding a Series 63 designation and 24 years of industry experience. She has worked at Primerica Advisors since 2017 and previously spent 16 years with Pfs Investments Inc. In addition to her advisory role, she is involved in the sale 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 discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure, emphasizing oversight and independent due diligence in its investment approach.

Thomas Liquori Jr. is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel since 2015 and holds Series 63 and Series 65 designations. Outside of advising, he is involved in vacation home rental management. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment strategy and planning tools.

James Ferraioli is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Charles Schwab & Co., Inc. serves a large client base mainly composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment options alongside integrated brokerage, custody, and advisory services.

Brian Vieselmeyer is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at firms including Mass Mutual, National Life Group, and currently serves as a partner at Corporate Plans Retirement Strategies LLC. In addition to his advisory roles, he is an insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various account structures and investment strategies.

Michael Minevich is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 63 designation and has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Taisha Palmer is a financial advisor at Morgan Stanley with seven years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Enterprise Holdings from 2014 to 2018. Palmer holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured processes and tools, managing approximately $2.74 trillion in client assets.

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.

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 with Merrill, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. She has been with Merrill since 2014. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Stephen Ryan is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Sandrea Brooks is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services, Brookfield Asset Management, SS&C Technologies, and Hollis Cobb Associate. Outside of her advisory role, she serves as a board member for the US-Africa Children's Fellowship, a nonprofit focused on hardship assistance. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, 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 both directly and through employer partnerships.

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.

Thomas Kelly is a financial advisor with Merrill in Montvale, NJ, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, Kelly serves as a council member for the borough of Oradell, New Jersey. 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 supported by internal and third-party investment teams for a diverse client base including individuals, high-net-worth clients, and institutions.

Ryan Clay is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Magis Capital Partners LLC, and Hennion & Walsh. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and provides a range of investment and planning services through its broad retail and institutional platform.

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.

Mercedes Paula is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, First Republic Bank, and Capital One Bank. 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 inform its recommendations.