Louis Seekircher is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior experience includes roles at Ameriprise Financial and involvement with Northway Fellowship Inc. since 2017. 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, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Solazzo is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and nine years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with Massachusetts Mutual Life Insurance Company and MSI Financial Services Inc. Outside of his advisory role, Solazzo is an independent insurance agent and coaches youth lacrosse. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering collaborative, goal-focused advice without discretionary investment management.

Jill Cooper is a CFP® professional at OSAIC with 32 years of industry experience. She has worked with Sagepoint Financial, Inc. and Risk Wealth Retirement Advisors before joining OSAIC. Outside of her advisory role, she is a member of JBC Consulting LLC, which provides group and individual insurance sales, and serves as an administrator for MD Partners Inc., assisting with office administration and insurance questions. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services along with access to third-party money managers and diversified investment options.

Philip Murphy is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 22 years of industry experience. He has been with Raymond James since 2015 and previously worked at Lasalle Street Business Solutions for seven years. Outside of his advisory work, he co-owns a shore house in New Jersey that he rents occasionally, managed by a real estate firm. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, pension plans, and nonprofits, offering financial planning and non-discretionary investment consulting supported by broad research and multiple portfolio management styles.

Julian Rock is a financial advisor with Primerica Advisors in Whiteplains, NY, holding a Series 63 designation and 10 years of industry experience. His career includes roles at Charter Communication, PFS Investments Inc., Primerica Financial Services, and Cablevision. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management mainly through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

James O'Reilly is a Series 66 licensed financial advisor with Morgan Stanley, bringing 25 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers diverse advisory programs, including financial planning supported by structured tools and investment committee insights, managing approximately $2.74 trillion in client assets.

Edwin Gonzalez is a financial advisor at Primerica Advisors with 30 years of industry experience. He holds a Series 63 designation and has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he is the owner of No Boss Unlimited, a business based in Plantation, Florida. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Melissa Bednarczyk is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and research.

Edward Kerrisk is a financial advisor with J.P. Morgan Securities in Monroe, NY, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked at Equitable Advisors for three years. Outside of his advisory role, he has experience in retail sales, specifically golf sales at Dick's Sporting Goods. 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 applying an ESG eligibility framework in its recommendations.

Sandrina Vieira is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She worked at Janney Montgomery Scott for 14 years before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning tools and investment committees.

Frank Petrocelli III is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with Metlife Securities Inc. He is also an independent insurance agent specializing in fixed annuities, life, accident, health, and Medicare-related products. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a variety of programs including wrap and money-manager options, along with educational seminars.

Kevin Leblanc is a financial advisor with Morgan Stanley possessing 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with various Morgan Stanley entities since 2016, including Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is in the process of establishing a corporation related to rental property income. 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 financial planning services, utilizing structured planning tools and modeling techniques to support client goals.

Susan Berman is a financial advisor at Morgan Stanley with 44 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2009. She also has experience with Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Thomas Kelly is a financial advisor at Merrill with a Series 66 credential. He has been with Merrill and Bank of America since 2026. Prior to his financial industry roles, he worked in various positions including at Louis Vuitton Malletier and other firms. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James O'Connor Jr. is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 and fund searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities, operating under a non-discretionary model where clients retain final decision-making authority.

Nick Kounios is a financial advisor with OSAIC in Mount Kisco, NY, holding Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with OSAIC since 2002. Outside of his advisory role, he is involved in tax preparation and planning through Pinnacle Taxx Inc and serves on the board of a nonprofit organization providing education to tax professionals. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with access to multiple investment platforms. The firm employs asset-allocation tools and third-party solutions to manage portfolios that include a wide range of investment products.

Shannon Woolery is a financial advisor with Primerica Advisors in Bellmore, NY, holding a Series 63 designation and 11 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014 and worked at The Wellness Network from 2015 to 2016. Outside of advisory work, she is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and emphasizes a percentage-based wrap fee structure.

Scott Menta is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 36 years of industry experience. He has worked with MassMutual and its affiliates since 2017 and spent 30 years at Metlife Securities Inc. In addition to his advisory role, he is involved in individual and group insurance sales outside of MassMutual. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual 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 and programs including asset allocation, estate settlement, and event-driven planning such as divorce and employer-sponsored programs.

Maria Castellon is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following three years at Wells Fargo Advisors. 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 applying an ESG eligibility framework in its recommendations.

Adam Schur is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Greenwich, CT. He advises high-net-worth individuals and families, focusing on preserving wealth while positioning clients for long-term growth and financial security. Adam has over 30 years of experience, having begun his career in 1994 at UBS on the municipal bond desk, where he gained a strong foundation in fixed income markets and portfolio strategy. Throughout his career, Adam has concentrated on each client's unique goals, including multigenerational wealth planning, estate strategies, investment management, and liquidity events. He is committed to delivering thoughtful guidance, responsiveness, and maintaining trusted long-term relationships. Adam values clear communication, sound judgment, and being accessible and proactive in managing his clients' financial journeys. Adam holds a Bachelor's Degree from Franklin & Marshall College and the Personal Investment Advisor (PIA) designation. He is bilingual in Spanish and English. Outside of work, he lives with his wife and two children and often enjoys playing golf.