Debra Roselli is a financial advisor with J.P. Morgan Securities in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2013. 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 investment recommendations.

John Mcmullen is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 22 years of industry experience. He has been with Primerica since 2003 and is also involved in several business ventures including KSW Mechanical LLC, Precision Receivable Services, LLC, Infinite Consulting Corp, and TTS, LLC. Outside of advisory work, he receives compensation related to loan product sales and referrals for home security and automation services through Primerica-affiliated companies. Primerica Advisors provides 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 a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Ronney Rozario is a financial advisor with J.P. Morgan Securities in Valley Stream, NY, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023, he worked at Citibank for six years and has held roles outside the financial industry including a position at Domino's Pizza, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary model. The firm combines quantitative asset allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Christine Brogan is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 26 years of industry experience. She has been with Primerica Advisors since 1999 and also has prior work experience at Integrated Controls Environmental, LLC and DC Services & Maintenance. Outside of her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides 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 utilizes third-party asset managers and offers a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plan management.

Eric Harley is a financial professional with 28 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 credentials and has worked with firms including JP Morgan Securities and Kestra Advisory Services. Harley is vice president of Merrick Cares For Blue, a nonprofit supporting families of first responders, and serves as a board member for the Association of African American Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Johnny Man is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Flushing Financial Corp. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jacqueline Antranik is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2019 and previously held positions at UBS Financial Services from 2015 to 2019. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly to clients and through employer-sponsored financial planning agreements.

Joseph Purpura is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 20 years of industry experience. He has worked with Avantax Advisory Services, Avantax Investment Services, and operates his own firm, Joseph S. Purpura, LLC, which provides tax preparation and accounting services. He is also the sole owner of Tax Intelligent Wealth, LLC, a company offering tax consulting, wealth management, and financial planning services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Caroline Angell is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2021. Her prior experience includes roles at TIAA-CREF, Bank of America, and Merrill. Edelman Financial Engines provides technology-enabled investment advisory services covering workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers sub-advisory services, serving a large client base through advisor-led and online platforms.

Kevindra Seemadray is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities LLC since 2018. His prior work includes positions at Baruch College and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Benjamin Loturco is a financial advisor with LPL Financial in Franklin Square, NY, holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has worked at LPL Financial since 2019 and previously at Cadaret, Grant & Co., Inc. from 2012 to 2019. Loturco also operates Loturco & Company, which provides tax preparation and accounting services alongside investment-related activities. 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 financial planning, asset management, and institutional platforms supported by extensive advisory resources and technology tools.

Michael Ponessa is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. 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.

Selcuk Donmez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Webster Bank and has experience in marketing through his business, Donmez Marketing. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage and investment management capabilities.

Trevor Vonkaenel is a Financial Advisor with Merrill Lynch Wealth Management, where he serves as part of the O'Connell Group. He works closely with clients to develop personalized wealth management strategies tailored to their unique financial goals and circumstances. His areas of focus include college education planning, executive compensation, family wealth management strategies, liquidity management, retirement planning, portfolio management services, and tax minimization. Trevor brings a decade of experience from the shipping and logistics industry prior to his financial advisory career. He holds a Bachelor's Degree from Villanova University and maintains professional designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Trevor emphasizes transparent communication and long-term relationships with clients to help them navigate market trends and align their portfolios with their future needs. Outside of his professional work, Trevor enjoys spending time with his family and engaging in various personal interests including boating, fishing, surfing, tennis, football, sailing, tinkering with electronics, playing board games, and exploring nature. He is committed to supporting Merrill's tradition of community involvement and public interest activities.

Andy Rubio is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, HSBC Bank, and New York Life Insurance Company. Rubio has also worked in roles outside financial services, including employment at Amazon and UPS. 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 investment process.

Christopher Madson is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market models.

Michael Fiore is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. His prior work includes roles at Equitable Financial Life Insurance Co. and Equitable Advisors. He has been with J.P. Morgan since 2021. 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 large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis.

Harry Davila is a Planning Consultant who focuses on collaborating with clients to develop customized financial plans that align with their unique needs and objectives. He aims to provide a high standard of care and an exceptional client experience, prioritizing strong, lasting relationships that support clients through every stage of their financial journey. He has experience working as a Financial Representative and Investment Consultant at Fidelity Investments from 2023 to 2026. His background includes helping clients feel secure about their financial future through tailored planning and advice. Outside of his professional work, Harry's personal interests include fitness, social events with friends, reading, skiing, and traveling.

Christine Agro is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 21 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 10 years before joining Wells Fargo Clearing in 2019. Outside of her advisory role, she serves as an executor for her mother's estate. 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 incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stephen Durso is a CFP®-designated financial advisor with 32 years of industry experience, currently affiliated with Cetera. He has worked with Cetera since 2019 and previously spent 23 years at North Ridge Securities Corp. In addition to his advisory roles, Durso is involved in tax preparation outside the industry. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored 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 that includes affiliated and third-party managers, supporting both discretionary and non-discretionary account structures.