Michael Yackanin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2010. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Kincade is a financial advisor at UBS Financial Services with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Btig, and Merrill Lynch. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets services.

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.

Michael Tepperman is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Tepperman holds Series 63 and Series 66 credentials. Outside of his advisory role, he serves as treasurer for two motorcycle riding clubs and is involved in managing financial activities for these organizations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, supported by proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

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.

Chien Liang Lin is a financial advisor at Ameriprise with 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Lin is involved with organizations including NYCTCM, Nemacolin Holistic Healing Center, and Lotus Professional College. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers ongoing retirement planning advice through a written Recommendation Report focused on income sources and tax-aware withdrawal strategies.

Richard Dimitrakis is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2022. Prior to joining LPL, he spent 15 years at Equitable Advisors and 13 years at AXA Advisors. Outside of his advisory work, he owns and operates several small businesses, including a bookkeeping and delivery service. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party research, and various portfolio management technologies.

Sung Cho is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with AXA Advisors, LLC during overlapping years. His other business activities include involvement with health insurance entities such as Oxford Health Blue Cross Blue Shield and United Health. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on client goals, risk tolerance, and time horizon.

Callen Vander May is a Series 66-licensed financial advisor with five years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously held roles at Merrill Lynch Wealth Management and has an academic background at Bucknell University, including work within its Department of Mathematics. Vander May also contributes to economic and investment research as an associate at Topinka Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical and modeling tools and is notable for its municipal advisory affiliation and specialized retirement plan consulting programs.

Michael Buccolo is a financial advisor with Equitable Advisors in Charleston, SC, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering advisory and brokerage/insurance channels tailored to client goals, risk tolerance, and time horizon.

Jonelle Rivas Diaz is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior work includes positions at Berges Dreyfous Abogados and the Universidad Nacional Pedro Henriquez Urena. 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 investment strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Michael Petracca is a CFP® with 18 years of experience in the financial services industry. He is currently with LPL Financial and previously worked at Cetera Advisors LLC and First Allied Advisory Services. He is also a licensed notary in Fairfield, NJ. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services through its network of investment adviser representatives.

Anthony Rispoli is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. He previously worked at Avantax Investment Services, Inc. and Avantax Advisory Services, among other firms. Outside of his advisory role, he is involved with Nisivoccia LLP and is the owner of Wealthspring Financial Partners LLC, a vehicle for acquiring financial services and tax practices. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Vincent Tagliaferri is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 28 years of industry experience, including roles at MassMutual Life Insurance Co and MetLife Securities Inc. Additionally, he works as an independent insurance agent specializing in dental, group disability income, fixed annuities, life, accident, health, and long-term care insurance. 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 collaborative, annual financial planning engagements supported by advanced analysis tools and provides event-driven planning services including estate settlement and employer-sponsored plans.

Michael Smith is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has previously worked with firms including Avantax and Northwestern Mutual. He also serves as a Wealth Management Assistant at Nisivoccia Wealth Advisors, where he supports client service and account-related activities. Cetera Investment Advisers LLC is an SEC-registered firm that services individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, featuring multi-manager investment platforms with diverse program options and custodial arrangements.

Joanne Conrad is a financial advisor at Merrill with 19 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1996. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Trabucco is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has held roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2006. He holds Series 63, Series 65, and Series 66 licenses. 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. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities through a non-discretionary program.

Anthony Martino is a CFP® with six years of industry experience, currently affiliated with Cetera. He has worked at several firms including Nicholas Pascarella & Co., Allied Wealth Partners, and Minnesota Life Insurance Co. Martino is also a financial professional at Pascarella Wealth Partners LLC. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering various portfolio management and retirement services through a network of over 10,000 advisors.

Matthew Mais is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their priorities and develop financial strategies aimed at achieving their short-, mid-, and long-term goals. He provides guidance on a range of financial topics including investing, retirement planning, and preparing for unexpected expenses. Additionally, he connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Matthew's expertise lies in assisting clients with managing complex financial demands such as home purchases, college savings, elder care, and healthcare preparation. He collaborates with clients to define their goals and tailor portfolio strategies accordingly, offering ongoing advice and portfolio adjustments as client needs evolve. He holds the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from Montclair State University and is affiliated with the Montclair State Men's Soccer Alumni organization.

Mark Picardo is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 2014. He serves as a Senior Portfolio Advisor, providing clients with traditional advice and discretionary management of custom investment strategies. Mark works closely with clients to address financial objectives across various stages of life, including retirement planning, education funding, family wealth management, and legacy establishment. Mark earned a Bachelor of Arts degree from Marist College in 2008. He has attained professional designations including the Chartered Retirement Planning Counselor (CRPC™) in 2016 and the Chartered Financial Consultant (ChFC®) designation in 2021. These credentials support his expertise in retirement planning, investment strategy, and wealth management. He resides in Montville, New Jersey, with his wife and two sons. Mark participates actively in his community and enjoys traveling, spending time with family, and following sports such as baseball, football, and golf.