Eileen Mclaughlin is a Series 66-licensed financial advisor with 19 years of industry experience. She has been with Merrill since 2016. 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, and institutional investors. The firm is integrated with Bank of America’s broader platform, providing access to various financial products and services.

Dina Delre is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities Inc. since 2005. In addition to her advisory role, she operates as an independent insurance agent specializing in dental and group disability income, disability, property and casualty, fixed annuities, life, accident, health, and long-term care insurance. 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 provides financial planning, asset management, and educational seminars, with planning engagements structured as annual collaborative relationships using firm-approved software to analyze client goals.

Francis Gakpo is a financial advisor with Charles Schwab holding Series 65 and Series 66 credentials and nine years of industry experience. He previously worked at Merrill from 2016 to 2024 and has been involved with the American Red Cross since 2014. Gakpo is currently based in Princeton, NJ, and has been with Charles Schwab since 2025. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and an integrated operational structure.

Brian Teixeira is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2013. Outside of his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

David Giegerich Jr. is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant from 2023 to 2025 and as a Financial Representative from 2021 to 2023, all within Fidelity Investments. Before joining Fidelity, he worked as a Branch Ambassador at Capital One from 2018 to 2021. David's approach to financial consulting emphasizes building relationships based on trust and confidence through holistic financial planning. He focuses on understanding clients both personally and financially to develop tailored financial plans aimed at helping clients pursue their goals. He holds a California Insurance License. Outside of his professional work, David enjoys family activities, fitness, exploring food, hiking, visiting museums, and skiing.

Gregory Colonna is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently an advisor at Edelman Financial Engines, having worked within the Financial Engines Advisors L.L.C. entities since 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice across a broad range of investment products.

Kathleen Joyal is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 65 designations and has worked with Merrill since 1983 and Bank of America since 2009. Outside of her advisory role, she serves as an executor for a family estate. 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 plans, charitable organizations, and corporate fiduciaries.

James Capuano Jr. is a financial advisor at LPL Enterprise with 44 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LPL Enterprise in 2024, he spent over three decades at The Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in soliciting and selling property and casualty insurance, as well as servicing Medicare Supplement insurance products. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutions, providing financial planning, advisory, and brokerage services. The firm offers access to model portfolios, third-party asset management, and a range of insurance products through an integrated platform that combines advisory programs with active product sales.

William Sullivan is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at UBS Financial Services Inc for 14 years before joining Raymond James in 2022. Outside of his advisory role, he is involved in local government through a political office in Essex Fells, NJ. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and municipal clients. The firm offers tailored financial plans and asset-allocation analyses, supporting both non-discretionary and discretionary advisory relationships, and has notable capabilities in public finance and municipal services.

Dora Maltez is a financial advisor with LPL Enterprise, holding a Series 66 designation and 25 years of industry experience. She has worked with Prudential Insurance Company of America since 2014 and was previously with Pruco Securities, LLC. LPL Enterprise serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services, utilizing a platform that combines model portfolios, third-party asset management, and access to insurance products.

Michelle Janus is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. Prior to joining Mass Mutual in 2023, she worked in education and retail, including positions at Washington Township and Midland Park School Districts, Ulta, and Joe Trivia. She also operates an outside insurance business specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational seminars, utilizing collaborative, software-supported approaches to develop written recommendations tailored to client goals.

Thomas Gleason is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds Series 63 and Series 66 credentials and has prior experience at Equitable Advisors. Outside of his advisory role, Gleason is a member of the Pennsylvania National Guard. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management solutions and platform arrangements tailored to client objectives.

David Briegs serves as a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been providing guidance since 1989. He is part of The Kugel Briegs Group, which offers client-focused wealth management services that combine personalized attention with the resources of a large financial institution. His approach to wealth management centers on understanding clients' goals and developing long-term, planning-based strategies tailored to each individual's needs. David's areas of expertise include education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He holds multiple industry designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor of Science degree in Business Economics from Rutgers University and completed the CFP® Professional Education Program at the College for Financial Planning as well as the Certified Investment Management Analyst® Program at the University of Pennsylvania Wharton School of Business. Outside of his professional career, David is a retired three-time U.S. National Champion in Skysurfing with over 2,500 jumps, has competed in three ESPN X-Games, and was a member of the U.S. Team in the World Championships in 1999. He holds a 4th degree black belt in Combat Hapkido.

Jeffrey Durr is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 35 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Co. since 1998. Outside of his advisory role, he coaches young insurance agents on building their practices. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using collaborative and technology-driven approaches.

Ryan Mickendrow is a financial advisor at Equitable Advisors with 21 years of industry experience. He has held roles at Equitable Advisors since 2005 and previously worked at AxA Advisors from 2005 to 2020. Outside of his advisory work, he volunteers as a youth football coach for Pop Warner. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to deliver tailored client solutions.

Dennis Beaumont is a CFP® with 29 years of experience in the financial services industry. He is currently with LPL Enterprise and previously worked at firms including The Prudential Insurance Co. of America, Pruco Securities, Brokers International Financial Services, Beautiful Mountain Group, and Allstate Insurance. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charities, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of investment and insurance products through an integrated platform.

Noel Irwin is a financial advisor at Merrill with 16 years of industry experience and holds a Series 66 designation. He has worked at Merrill since 2001 and with Bank of America, N.A. since 2011. 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 plans, and other fiduciaries.

Goutam Ghosh is a financial advisor at Morgan Stanley with 23 years of industry experience and holds a Series 66 designation. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Rong Diao is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and Raymond James & Associates. 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.

Pratibha Sharma is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at Ameriprise, PNC Bank, and various insurance agencies. Before entering the financial industry, she spent several years in homemaking. 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 tailored to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad array of financial products and services beyond typical investment offerings.