Jeannine Lennon is a financial advisor at UBS Financial Services with eight years of industry experience. She has been with UBS since 2017 and previously worked at MBIA for ten years. She holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals.

Paul Treistman is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 40 years of industry experience, including roles at Metlife Securities and MassMutual Life Insurance Company. Outside of his advisory work, he is also licensed as an insurance agent specializing in life, fixed annuities, health, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Tom Burns is a Financial Consultant at Fidelity Investments, a role he has held since 2022. In this position, he partners with clients to develop tailored financial plans aimed at meeting their individual needs. He focuses on educating clients about their financial situations and assisting them through a process that leverages strategies and Fidelity's expertise to build, protect, or distribute wealth.

E Regnier is a financial advisor with Primerica Advisors in Elmsford, NY, holding a Series 63 designation and 28 years of industry experience. He has been with Primerica Advisors since 1994 and previously worked at the US Census Bureau in 2020. Outside of advisory work, Regnier is involved in sales of loan products and home-related services through affiliated Primerica 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, focusing on personalized investment solutions rather than institutional pension or profit-sharing plan management.

Steven Kalt is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Prior to joining LPL Enterprise in 2024, he spent 34 years at Pruco Securities, LLC. Outside of his advisory work, he is involved with the Oberman Companies in property and casualty insurance. LPL Enterprise offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and other entities through a large network of investment adviser representatives. The firm employs a model-driven investment approach and provides access to third-party asset managers and various financial products.

Mohit Kumar is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is involved in managing multiple residential real estate properties with his partner. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory program focuses on non-discretionary, written asset allocation advice, manager and fund searches, and customized performance reporting.

Lauren Nassau is a financial advisor with LPL Financial based in Wyckoff, NJ, holding a Series 66 designation and 22 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Ameriprise for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alyson Cifu is a Series 66-licensed financial advisor at Merrill with 18 years of industry experience. She has been with Merrill Lynch since 2007. 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 plans, corporations, and charitable organizations.

Brian Boffa is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include ten years at Royal Alliance Associates and over two decades at PCI Staff Leasing, where he held leadership positions. Outside of advising, he is CEO and president of Consolidated HR Services, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Danielle Guilderson is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliate since 2012. Outside of her advisory role, she teaches meditation classes as an adjunct professor at Westchester Community College, instructs yoga to veterans at a VA hospital, and owns a yoga and wellness center in Mohegan Lake, NY. Ameriprise offers retirement-income planning services designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations.

Tim Boyle is a financial advisor with Cetera, holding a Series 63 designation and having 11 years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2019 and previously worked at Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and provides access to both affiliated and third-party investment strategies.

Autumn Weems is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including JPMorgan Chase and Northwestern Mutual Wealth Management. Outside of her advisory role, she works as an independent contractor delivering food and groceries for DoorDash. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers.

Patrick Devaney is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Citigroup Global Markets, and Citicorp Investment Services. He is associated with The Devaney Group, Inc., a business entity unrelated to investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, wrap and model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, combining a broad advisory network with various non-advisory financial services.

Jasmeet Kaur is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2016 and 2017, respectively. Outside of her advisory role, she is involved with Literacy Volunteers of America and New Community Corp. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm sponsors a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Brendan Keohane is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 32 years of industry experience. He previously worked at Metlife Securities Inc. for 25 years before joining Mass Mutual Life Insurance Company in 2016 and its subsidiary, Mass Mutual Investors Services, in 2017. Outside of his advisory role, he is involved in outside insurance sales, focusing on individual and group life, health, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management programs, and educational seminars using firm-approved analytical tools, structuring planning engagements as annual collaborative relationships with clients.

Peter O'Connor is a financial advisor at J.P. Morgan Securities with eight years of industry experience and holds a Series 66 designation. His prior roles include positions at Merrill Lynch and Morgan Stanley Purchase. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities.

Michael Montaldo is a financial advisor with Charles Schwab in Mt Kisco, NY, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior experience includes roles at TD Ameritrade, Morgan Stanley, and E*TRADE Capital Management. Outside of his advisory work, he serves as a board member and minors division director for Sherman Park Little League. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Daniel Giuntini is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes 12 years at TD Ameritrade Inc. and current roles at Charles Schwab Bank and Charles Schwab and Co., Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Elizabeth Adams is a Series 66 licensed advisor at Merrill with 19 years at the firm and 13 years of industry experience. She is based in White Plains, NY. 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 developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adrian Mohorovich is a CFP® professional with 16 years of experience in the financial services industry. He has been with Ameriprise in various capacities since 2014 and is currently based in Waldwick, NJ. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement who meet specific asset criteria. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.