Charles Gonzalez is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 37 years of industry experience, including long tenure at Guardian Life Insurance Company and related entities from 1997 to 2026, followed by roles at Park Avenue Securities and Guardian Life before joining Mass Mutual in 2026. Outside of his advisory role, he serves as a board member for Children's Bible Fellowship, facilitating connections for Bronx-based Hispanic-serving churches. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm focuses on collaborative, annual financial planning engagements that use firm-approved software and tools to analyze client goals, providing recommendations mainly at the strategy level.

Joseph Rusin is a financial advisor with LPL Financial based in Carmel, NY, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been associated with Linsco Private Ledger since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Angelo De Leon is a Planning Consultant at Fidelity, where he collaborates with clients to utilize Fidelity's resources for retirement, income, and wealth planning. He focuses on creating and implementing customized financial plans designed to help clients achieve their goals. Prior to his current role, Angelo held positions including Senior Vice President and Client Service Associate at JPMorgan Chase Private Bank, Vice President and Business Development Manager at Experiture, Wealth Relationship Manager at Citibank, and Private Client Banker at JPMorgan Chase. His professional experience spans various aspects of financial services and client relationship management. Outside of his professional work, Angelo has interests in biking, family activities, fitness, tennis, traveling, and volunteering.

Hugo Guerra Valdez is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 66 licenses. Before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Hudson Valley Credit Union and H&R Contracting Corp. Outside of his advisory role, he is involved with VM Home Development LLC. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Eric Bickler is a financial advisor at UBS Financial Services with 27 years of industry experience. He has been with UBS since 1998 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the board of directors for THE LNTS SOLUTION, a company focused on improving efficiency in healthcare through advanced therapies. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor client plans while offering a broad suite of capital markets and advisory services.

John Blumberg is a financial advisor at Cetera with 39 years of industry experience and holds the ChFC® designation along with Series 63 and Series 66 licenses. He previously worked at National Life Group and Equity Services, Inc. for 11 years. Outside of his advisory role, he is involved in farm ownership and operates community events featuring draft horses for military personnel, first responders, and individuals with special needs. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies.

Stuart Gollomp is a financial advisor at Osaic Wealth with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise and Ameriprise Financial Services, Inc. He is also the owner of Westport Private Wealth, LLC, his own securities practice. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that can be managed on discretionary or non-discretionary bases.

Larry Arinsburg is a financial advisor at Osaic Wealth, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in the field since 1981, including 21 years at American Portfolios Financial Services, Inc. Outside of his advisory roles, he operates a sole proprietorship providing insurance sales and policy maintenance, and also works as a tax preparer. Osaic Wealth, Inc. serves a diverse client base of retail and institutional investors through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs advanced asset-allocation tools and supports various account management styles, including discretionary and non-discretionary portfolios.

Timothy Beecher is a financial advisor with OSAIC and holds the Series 66 designation. He has been with OSAIC and Sound Trust Wealth Advisors, LLC since 2024. His prior work experience includes roles at Mullen Landscaping & Design LLC and various positions during his academic years at Fairfield University and Cheshire High School. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, using tools such as asset-allocation models, risk tolerance questionnaires, and automated rebalancing to construct portfolios across a range of asset classes.

Robert Angevine is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at American Portfolios Financial Services, Inc. for 21 years. In addition to advising, he prepares income tax returns seasonally. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers comprehensive brokerage and investment advisory services, utilizing various tools and third-party providers to construct diversified portfolios managed on both discretionary and non-discretionary bases.

Thomas Broadbent is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has seven years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and AXA Advisors. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved software and offers specialized programs such as divorce planning and estate-settlement services.

James Carrion is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Hudson Valley Credit Union and HVCU in various roles including relationship management. Outside of advisory work, he serves as a notary at Hudson Valley Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and employs various model portfolios and third-party strategies to serve its clients.

Jie Huang is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked previously at firms including E*TRADE Securities and several investment-related ventures. Outside of his advisory role, Huang is involved in multiple business activities as a sole proprietor and partner in retail and investment ventures. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and investment committee insights.

John Natalo is a CFP®-certified financial advisor with 35 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 16 years with Ameriprise Financial Services, Inc. Natalo has a side business, TABULA RASSA, LLC, for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Todd Corbett is a financial advisor with Morgan Stanley in Westport, CT, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary return estimates to support its advisory process.

Brian Suozzi is a financial advisor with Wells Fargo Clearing in Norwalk, CT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Service LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary options that include a broader range of financial products than typical large institutional advisers.

Benjamin Dubinski is a CFP® professional with 17 years of experience in financial services. He currently works at Cetera and has previous experience with firms such as Wells Fargo and Mass Mutual. Outside of his advisory role, he also works as an insurance broker providing consultation and sales of Medicare Health Insurance plans. Cetera Investment Advisers LLC serves a broad client base including individuals, 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 various investment strategies and third-party managers.

Richard Streisfeld is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 37 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services primarily in an advisory capacity without providing individual security recommendations as part of standalone plans.

Doris Talamo is a financial advisor with UBS Financial Services, holding a Series 66 designation and three years of industry experience. Her work history includes multiple terms at UBS Financial Services Inc. and MCN Consulting LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Michael Martucci is a financial advisor with Wells Fargo Clearing in Danbury, CT, holding Series 63 and Series 65 designations and over 37 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.