Robert Feighan is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Feighan serves as an expert witness on financial planning in divorce cases and owns several business entities related to his practice. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

David Heller is a financial advisor with Cetera who holds a Series 63 designation and has 38 years of industry experience. He has served in leadership roles at DC Heller & Company, Inc. since 1990 and currently acts as president of both DC Heller & Company, Inc. and Highstreet Insurance Services Northeast LLC, where he focuses on employee benefits and risk management. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a nationwide network of over 10,000 advisors.

Alexander Koushouris is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2023. His prior experience includes roles at Arccos Golf LLC, Trovare Home, and the University of Connecticut. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base, including individuals, pension plans, corporations, and government entities, providing wealth advisory planning, investment consulting, and specialized municipal and public finance services.

Jacob Ferraro is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has previously worked at Equity Services Inc and National Life Group and served at Virginia Military Institute. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Andrew Abbattista is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Fidelity Investments and Equitable Advisors. Outside of his advisory work, he has experience in the catering industry through his involvement with Powell Catering Services. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Jessica Wuerz is a financial advisor with Cetera, holding a Series 63 designation and 23 years of industry experience. She has worked at Cetera Investment Services LLC since 2019 and previously spent 17 years with Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Cyril Wyse is a CFP®-designated financial advisor with 36 years of industry experience, currently affiliated with LPL Financial since 2020. Prior to joining LPL, he spent 31 years with Ameriprise Financial Services, Inc. He is based in White Plains, NY. 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 various advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Henry Boettger is a financial advisor with Cetera, holding a Series 63 designation and 17 years of industry experience. His previous roles include positions at Equity Services, Inc and National Life Group. He is also a partner at Hodgkins Boettger Agency LLC, where he is involved in insurance sales and management. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts through a network of more than 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform to provide customized investment solutions.

Christian Washington is a financial advisor with LPL Financial, holding a Series 63 designation and 18 years of industry experience. Prior to joining LPL Financial in 2024, he spent ten years with Cambridge Investment Research Advisors, Inc. In addition to his advisory role, Washington teaches at the City University of New York. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Nicholas Koenig is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 designations. Prior to his current role, he worked at Cetera Investment Services and Foresters Financial Services. Outside of finance, Koenig is involved in a construction business, Around The House LLC, which he operates on weekends. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework in its investment recommendations.

Vincent Fiorentino is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at UBS Financial Services for 11 years. Outside of his advisory role, he serves as president of a local business networking group in Canton, Georgia. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Dailey is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Merrill and Bank of America before joining J.P. Morgan in 2021. Outside of his advisory role, Dailey owns a small woodworking business called CJD Designs LLC, where he creates commissioned pieces. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, emphasizing quantitative asset-allocation modeling and centralized manager due diligence. The firm integrates ESG criteria in its recommendations and operates within the broader J.P. Morgan financial organization.

Diego Chalco is a Planning Consultant at Fidelity Investments, where he provides holistic planning and guidance to clients. He collaborates closely with clients and their families to develop financial plans tailored to their unique goals, needs, and visions. Diego has held various roles at Fidelity Investments since 2022, including Investment Consultant and Relationship Manager, and previously worked as an Investment Specialist at Vanguard Brokerage Services from 2020 to 2022. He holds a California Insurance License, supporting his capacity to serve clients comprehensively in financial planning. Outside of his professional work, Diego enjoys activities such as fitness, hiking, running, soccer, tennis, and exploring culinary interests.

Aidan Dervisevic is a financial advisor with LPL Enterprise holding a Series 66 designation and no prior industry experience. His background includes roles outside finance such as work at Think Mortgage, a restaurant, and various educational positions. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to a broad range of financial products supported by an integrated platform.

Michael Montaruli is a financial advisor with LPL Financial who holds the Series 63 designation and has 10 years of industry experience. He has worked at LPL Financial since 2015 and also maintains a long-term role with Hudson Valley Federal Credit Union since 2005. At Hudson Valley Federal Credit Union, he is involved in insurance services focusing on Medicare-related plans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

John Arminio is a financial advisor with MassMutual Investors Services holding a Series 66 designation. He has been with MassMutual Life Insurance Co and MML Investors Services since 2025. Prior to this, he gained experience at Barnum Financial Group, Fortress Investment Group, and Dunlea Glass & Mirror, Inc. He also has a background connected to the University of South Carolina and several community clubs. MML 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 ongoing financial planning, asset management, and educational seminars with a structured annual planning process utilizing firm-approved analytical tools.

John Bachul is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and located in Greenwich, CT. He joined Wells Fargo Clearing in 2026 and has previously held positions at Wells Fargo Bank and worked in academic settings. 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.

Herbert Roman is a financial advisor with Cetera who holds a Series 63 designation and has nine years of industry experience. His prior work includes roles at Avantax Advisory Services, Prudential Insurance Company of America, and Equity Services, Inc. Outside of advisory work, he owns and operates multiple golf-related businesses, including an indoor golf facility, a competitive golf tour company, and a charitable organization focused on teaching golf to children with limited resources. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management strategies and access to third-party managers, supporting both discretionary and non-discretionary account structures.

Susan Frenkel is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Cetera and its related entities since 2015. Outside of advisory work, she is involved in selling health insurance and serves as an executive producer for a family member’s theater project. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporations, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

Daniel Hasa is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior experience includes roles at Morgan Stanley and Keller Williams. Outside of finance, he works part-time as a waiter at Halit Inc Rraci Restaurant. 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 institutional advisory services with brokerage and investment management capabilities.