Adam Rosenblatt is a financial advisor with J.P. Morgan Securities in Monsey, NY, holding a Series 66 designation and five years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, with prior experience at Money Concepts Capital Corp, Investors Advantage Portfolios, LLC, and Chipotle. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Michael Longo is a financial advisor with LPL Financial, holding a Series 63 license and 24 years of industry experience. Prior to joining LPL Financial in 2020, he worked at Securities America Advisors and Securities America Inc. for 11 years. Outside of his advisory role, he is involved in managing Longo Financial Services, Inc., which offers fixed annuities and various insurance products. LPL Financial serves a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Paula Dierking is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 65 and Series 63 licenses and has been with Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, providing access to a wide array of products and services.

Sonyalis Marrone is a financial advisor at Primerica Advisors with 27 years of industry experience. She has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1994. Her credentials include the Series 63 designation. Outside of advisory work, she is involved in sales 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 limited discretionary 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.

Thomas Kelly is a financial advisor with Merrill in Montvale, NJ, holding Series 63 and Series 66 credentials and 39 years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, Kelly serves on the borough council of Oradell, New Jersey. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

David Carraturo is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 credentials and over 32 years of industry experience. His prior roles include positions at Citigroup, Prudential Insurance Company of America, Pruco Securities, LLC, and IRC Securities LLC. Outside of advising, he is involved in creative pursuits as an author, artist, musician, and background actor, and is a business owner of Bucket Hat Media, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to managed portfolios through advisory and brokerage channels. The firm combines advisor programs with sales of financial products and participates in lending programs while working with third-party asset managers and trust custodians.

Mercedes Paula is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, First Republic Bank, and Capital One Bank. 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 an ESG eligibility framework to inform its recommendations.

Edward Quick III is a financial advisor with Charles Schwab holding a Series 66 designation and four years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company and has experience in both educational and municipal sectors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and alternative investment options.

Lauren Ricca is a CFP® professional with 18 years of industry experience currently affiliated with LPL Financial. Her prior roles include positions at AllianceBernstein LP, Sanford C. Bernstein, Wells Fargo, Kestra Advisory, Maltin Wealth Management, and TIAA-CREF. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Meghan Kristensen is a financial advisor with Merrill in White Plains, NY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Merrill since 2016. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, and other institutional clients.

Brianna Doheny is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. Her prior work history includes roles at Freshford Capital and Rose Demolition and Carting, Inc., as well as academic involvement with Boston College. Fidelity’s subsidiary, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with a noted use of AI and systematic methodologies in its investment process.

Juan Franco is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked for Sportime Clubs LLC, where he also occasionally coaches tennis outside of business hours. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Bryant Vallat is a Vice President and Financial Consultant at Fidelity Investments. In his role, he assists clients and their families in making financial decisions aligned with their long-term goals and visions. He collaborates with clients to build and maintain financial plans and identifies opportunities to enhance those plans. Bryant has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Retirement Solutions Representative, Investment Consultant, Financial Consultant, and currently Vice President and Financial Consultant. His experience encompasses various aspects of financial consulting and investment advising. Outside of his professional responsibilities, Bryant has interests in baseball, football, golf, and family activities.

Mark Abraham is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He previously worked at Arbor Point Advisors and Securities America Inc. for nine years. Abraham is also active in his community as a board member for the Edgemont at Tarrytown condominium development and holds roles on multiple boards and committees. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management platforms and both proprietary and third-party investment strategies.

Michael James is a financial advisor with UBS Financial Services in Franklin Lakes, NJ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform that includes custody, underwriting, and capital markets solutions.

Nilay Patel is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 11 years of industry experience. Prior to joining Mass Mutual Investors Services in 2019, Patel worked at Foresters Financial and First Investors Corporation. Outside of advising, he is a partner in a business that rents exotic cars. 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 a range of programs including wrap accounts, money-manager programs, and educational seminars.

Elizabeth Kennedy is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America/Merrill Lynch. Outside of finance, she owns a second home in the Catskills. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Daniel Sirota is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has held positions at Jpmorgan Chase Bank, First Republic Investment Management, Bank of America, and Merrill. J.P. Morgan Securities 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 these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Amy Wallack is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Merrill since 1995. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Augustin Delgado is a Financial Consultant currently working at Fidelity since 2022. In this role, he collaborates with clients to apply long-term financial strategies and assist with major financial decisions using Fidelity's planning tools. He has over a decade of experience in the financial services industry, having previously worked as a Private Wealth Analyst at Rockefeller Capital Management from 2020 to 2022, and as a Senior Client Associate at JP Morgan Chase from 2010 to 2020. Outside of his professional work, Augustin engages in family activities and enjoys kayaking, movies, and music.