Deborah Goldberg is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. She holds Series 65 and Series 63 designations and has worked at Commerz Markets LLC for over three decades, followed by roles at Oppenheimer and JPMorgan Chase Bank, N.A. She joined J.P. Morgan Securities in 2023. 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. The program integrates quantitative and qualitative research with an ESG eligibility framework and offers expanded derivatives and commodities capabilities.

Mary O'Connor is a financial advisor at Merrill with 29 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dennis Kelleher is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Ameriprise Financial Services and Mutual of Omaha. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment program structures and third-party managers.

Dwayne Johnson Jr. is a financial advisor with LPL Enterprise holding a Series 63 designation and 15 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is currently based in Westbury, NY. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and various insurance and trust services.

Ryan Kates is a financial advisor with J.P. Morgan Securities in Long Beach, NY, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. He has been with J.P. Morgan Securities since 2015 and has also worked at JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative due diligence and may include ESG considerations, with implementation supported by affiliated investment management entities.

Leah Renga is a financial advisor at Merrill with a Series 66 credential and five years of industry experience. She has worked at Merrill since 2017 and has prior work experience at St. John's University and Farmingdale Physical Therapy East. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of client types including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lance Goulbourne is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2022. Prior to joining the firm, he was employed at BDA Sports International and Strathmore Vanderbilt Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved tools for modeling outcomes.

Robert Brunelli is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds several professional certifications including CERTIFIED FINANCIAL PLANNER® professional and Certified Plan Fiduciary Advisor® designee. Robert works closely with individuals and families to develop comprehensive wealth management strategies that encompass executive compensation, retirement planning, portfolio management, and tax minimization. He began his career advising institutional clients on financial audits at PwC in New York City and holds a CPA license in New York. Robert earned both his Bachelor of Science in Finance and Business Administration and his Master of Business Administration in Accounting from the John F. Welch College of Business at Sacred Heart University. He is a member of professional organizations such as the American Institute of Certified Public Accountants and the Beta Gamma Sigma International Business Honor Society. Outside of his professional work, Robert is involved in the Kiwanis Club of Garden City. He resides on Long Island with his wife and son and enjoys spending time with his family, golfing, traveling, and baseball.

Frank Frangella is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Simi Bridgelal is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2020, also working at JPMorgan Chase Bank since 2010. 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 approach combines quantitative and qualitative research with forward-looking capital market assumptions and includes ESG considerations in its recommendations.

Nelida Flynn is a financial advisor with Primerica Advisors, holding a Series 63 designation and 19 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2006. Outside of her advisory role, she owns Adilen Enterprises Inc., a legal entity formed for Primerica business purposes. 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 accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of investment models implemented through established custodians.

Charles Eschmann is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Zakia Benzoubeier is a financial advisor with Ameriprise, holding Series 65 and Series 66 credentials and 19 years of industry experience. Her prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and HSBC Securities (USA) Inc. She has been with Ameriprise since 2023. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice based on investment research, third-party data, and algorithmic tools, focusing on dependable income sources and tax-aware withdrawal strategies.

Jerry Legrand is a financial advisor with Merrill in Baldwin, NY, holding a Series 66 credential and 18 years of industry experience. He has been with Merrill since 2000. Outside of his advisory work, he freelances as a wedding and portrait photographer through his business, Jerry Legrand Photography. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Klebanoff is a CFP®-designated financial advisor with 39 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Western International Securities, Northeast Asset Management LLC, and Northeast Securities, LLC. Outside of his advisory work, he serves as Vice President of Klerer Financial Services, Inc., a third-party administrator, and is involved in other investment-related business 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 advisory and brokerage services, including financial planning and institutional platforms, supported by extensive technology and research resources.

Anthony Santiago is a Series 66-credentialed financial professional with one year of industry experience, currently with Cetera. His background includes roles at Maiorano & Associates Inc. and the New York City School Construction Authority. He is also active as an insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and advisory services through a large network of independent advisors. The firm utilizes a multi-manager platform with various program options and manages over $256 billion in assets.

Michael Casey is a Series 66-licensed advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he worked at Ameriprise for two years. Outside of his advisory role, he is involved with Destination: Great Neck, Ltd, a nonprofit organization that connects local business owners and professionals through events and networking. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a mix of quantitative and qualitative research.

Vasilios Ageletopoulos is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC for a combined 21 years. Outside of his advisory role, he is employed by MMM Consulting Group as a franchise advisor. 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 portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives using various strategic and tactical investment approaches.

Ashaben Patel is a Series 66-licensed financial advisor at J.P. Morgan Securities with five years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Patel worked at Bank of America, Merrill, and Sterling National Bank. 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 and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative screening, qualitative research, and forward-looking capital market assumptions to build model asset allocations.

Jose Marmol is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at J.P. Morgan Securities since 2016 and previously held roles at Partners Capital Services and Ladenburg Thalmann Asset Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, relying on centralized due diligence and a combination of quantitative and qualitative research.