Gregory Napolitano is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG criteria, and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Zachary Hieb is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at Citigroup, J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. His current role at J.P. Morgan Securities began in 2025. 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 searches, and customized performance reporting within a non-discretionary framework.

Lisa Hoffmann is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets and provides detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated broker-dealer and insurance companies.

Romina Marion is a financial advisor with LPL Enterprise, holding a Series 66 credential and 24 years of industry experience. She previously spent 24 years at Merrill in various roles before joining LPL Enterprise in 2026. Outside of advisory work, she is involved in a non-variable insurance agency business. LPL Enterprise provides investment advisory and brokerage services to a diverse clientele, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm uses a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

William Donahue is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for American Portfolios Financial Services, Inc. for 20 years. Donahue is also part owner of Donahue Resource Group Inc., a business expenses entity used for tax purposes. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and access to third-party managers and proprietary strategies.

Raquel Anagnostopoulos is a financial advisor at Fidelity with five years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James & Associates, New York Life, and Foresters Financial. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and provides oversight of affiliated and unaffiliated sub-advisers.

Anubhav Mullick is a Series 66-credentialed financial advisor with 13 years of industry experience. He is currently with OSAIC and serves as managing partner at Murphy Mullick Capital Management Corp., an independent registered investment advisory firm. Mullick’s prior experience includes roles at American Portfolios Financial Services, Cetera Advisors, and Investors Capital Corp. Outside of his advisory work, he is president of Vibanu Capital Corp., a personal holding company. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and offers a variety of programs such as unified managed accounts and third-party money manager options.

Karen Tarpey is a financial advisor at Ameriprise with 32 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement planning advice focused on income reliability and tax-aware withdrawal strategies.

John Creeron is a financial advisor with Ameriprise and holds a Series 63 designation. He has 42 years of industry experience, including 14 years at Raymond James Financial Services and associated firms before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, supported by a centralized retirement-income consulting team that delivers tailored, algorithm-assisted recommendations.

Kristi Rossy is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 66 designation and has six years of industry experience, including ten years at Ameriprise. Rossy is a managing director and 40% partner at Wayfinder Wealth Management and is involved in several business management roles, including as president of KRossy Ventures, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm emphasizes tailored, non-discretionary planning using various analytical tools and maintains specialized programs in municipal and public finance as well as employer-sponsored retirement plans.

Juan Romero is a financial advisor at Ameriprise with a Series 66 designation and one year of experience at the firm. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Maureen O'Donnell. Before entering the financial industry, he worked in various positions outside the sector, including at Ikea and Dick's Sporting Goods. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual income planning focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Santini is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2023. Prior to that, he was with Royal Alliance for six years and National Planning Corporation for two years. Santini is also a partner in Santini & Tastrom LLC, a financial advisory partnership. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services utilizing model-based asset allocation, portfolio optimization, and a multi-advisor platform with both proprietary and third-party investment strategies.

Peter Che is a financial advisor at Merrill with Series 66 and Series 63 licenses and five years of industry experience. He previously worked at JPMorgan Chase for 14 years before joining Merrill in 2023. Che was also the owner of a family-operated dry-cleaning business, which ceased operations in 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Donald Mccormick is a CFP®-certified financial advisor with 39 years of industry experience, currently serving clients at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he is a co-owner of NuMac Realty, LLC, a real estate business. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients with significant assets under management.

Marc Selanikio is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for seven years at David Lerner Associates. Prior to his financial career, he operated Pack and Ship Port Washington, Inc. for three decades. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Lisa Van Der Voort is a Financial Advisor at Merrill Lynch Wealth Management with over 10 years of experience in the financial services industry. She has worked with Morgan Stanley, Bank of America, and Merrill, developing expertise in quantitative data analysis to offer clients data-driven strategies aimed at building appropriate risk-adjusted portfolios. Lisa's approach starts with understanding what is important to her clients, enabling her to help them pursue a range of financial priorities including general investing, philanthropic efforts, tax-advantaged solutions, retirement planning, and preparing for unforeseen events. She also facilitates access to Bank of America specialists for banking, credit, home financing, and business solutions. Lisa holds a Bachelor’s Degree from Auburn University and maintains the Personal Investment Advisor (PIA) designation. She is actively involved with Bank of America's Military Support & Assistance Group and serves as a mentor with Statement Arts. Outside of her professional life, she enjoys activities such as hiking, boating, chess, reading, rock climbing, soccer, tennis, and spending time with her family.

Jay Brown is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds the Series 63 designation and has worked at Morgan Stanley in various capacities since 2007, with prior experience at Merrill from 1997 to 2006. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm’s planning process involves structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Jamie Shapiro is a financial advisor with LPL Financial, holding a Series 63 designation and 32 years of industry experience. He has worked at LPL Financial since 2017 and was previously with Voya Financial Advisors, Inc. from 2014 to 2017. Outside of his advisory role, Shapiro has been involved as a fixed insurance agent since 1980. 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 a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with proprietary research and technology tools.

Lee Hochheiser is a financial advisor at Cetera with a Series 65 designation and approximately three years of industry experience. He is also employed full time at Hochheiser, Deutsch and Company, Inc., a firm focused on holistic financial planning, insurance services, and retirement planning. Prior to his current roles, he worked in sports media sales and has experience in marketing and insurance business management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform with both affiliated and third-party investment options.

Mary Anskat is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Riversource Distributors Inc. for 14 years. Anskat is based in Hauppauge, NY. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.