Charles Twoguns is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Primerica Advisors since 1999 and also has a long tenure with Rush Computer Rentals. Outside of his advisory work, Twoguns serves as an assistant coach for a girls varsity lacrosse team and works as a lacrosse trainer. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm focuses on a tiered wrap-fee structure and curates third-party asset managers with oversight of model offerings.

Augusto La Torre is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, with prior roles at JPMorgan Chase Bank, Citizens Securities, Banc of America Investment Services, and Quick & Reilly. Based in Newburgh, NY, he has been affiliated with JPMorgan entities for over two decades. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a manager solutions team and incorporates an ESG eligibility framework where applicable.

Max That is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. He also works as a class instructor and brand ambassador for Caffeine Academy, a DJ and music production trade school. Max has prior experience with JPMorgan Chase Bank and Enterprise Rent-A-Car. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

John Recine is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has worked at several firms, including Fifth Avenue Financial and Securities of America. Outside of finance, he has experience with a floral business and has worked in the funeral home industry. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory models, including third-party asset managers and proprietary programs, to serve both non-high-net-worth and high-net-worth clients.

Hayden Bell is a financial advisor with MassMutual Investors Services, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining MassMutual in 2025, he worked at Northwestern Mutual in various capacities from 2020 to 2025 and was employed at Cintas Corporation from 2016 to 2020. MassMutual Investors Services, LLC 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 planning programs, including educational seminars and event-driven services such as divorce and estate-settlement planning.

Ryne McEvoy is a Planning Consultant who works closely with clients to define their personal and financial priorities and develop financial plans aimed at helping them achieve their goals. He focuses on understanding his clients' family needs and concerns to maintain attention on their long-term objectives and personal financial goals. Ryne's professional experience includes roles at Fidelity Investments, where he served as an Investment Consultant from 2019 to 2021, a Relationship Manager from 2018 to 2019, and a Financial Representative from 2016 to 2018. Prior to this, he worked as a Personal Banker at Bank of America from 2014 to 2016.

Darrell Williams is a financial advisor with Primerica Advisors, holding a Series 63 designation and 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1999 and 2000 respectively. Prior to his financial career, he spent over three decades with the NYC Department of Sanitation. Outside of advising, he is involved in the sale of loan products and home security and automation 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 discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Louis Algiere is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has prior work experience in various roles including at Spectrum/Charter Communications and ESPN. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a range of advisory programs covering mutual funds, ETFs, separately managed accounts, and select alternative investments.