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 financial advisor at J.P. Morgan Securities with five years of industry experience. Patel holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., Bank of America, N.A., Merrill, and Sterling National Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations through a centralized due-diligence framework on a non-discretionary basis.

Jose Marmol is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He has held positions at J.P. Morgan Securities since 2016 and previously worked at American Capital Partners from 2008 to 2016. He holds the Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Michael Feder is a financial advisor at Stifel with 56 years of industry experience. He has held his current position at Stifel since 2007. Feder holds the Series 63 and Series 65 designations. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses intended to inform client decisions.

Michael Campo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Sophie Sheehan is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank NA and Gap Inc. prior to her current role. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Aram Dadourian is an Investment Consultant at Fidelity Investments. He assists clients with co-creating financial plans by leveraging the resources and capabilities of Fidelity. Prior to his current role, Aram worked as a Financial Representative at Fidelity Investments and as a Securities Operations Specialist at Prudential Financial. These positions have contributed to his experience in the financial services industry. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Franca Maciag is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2013 and previously operated a business called Gallery Of Gifts & Invites for 20 years. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and research.

Seth Karasin is a financial advisor at OSAIC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at BNY Mellon Securities Corporation, Infinex Investments, Popular Bank, and Prudential Insurance Company of America. Outside of his advisory role, he owns and operates a marine mechanic business, Big Sexy LLC. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with portfolios constructed using asset-allocation tools, risk-tolerance assessments, and automated rebalancing across various investment types.

John Burke is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC, Professional Risk Planners, and Robert C. Bill Associates. Since 2022, he has been with Ameriprise in East Meadow, NY. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm’s approach includes written Recommendation Reports, combining research, modeling, and tax-efficiency analysis, with a focus on assets held in Ameriprise Managed Accounts.

Jerry Pascucci is a financial advisor with UBS Financial Services, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2010. Pascucci serves on the board of the Institute for Portfolio Alternatives and acts as a board observer for iCapital Networks. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to provide a broad range of capital markets and advisory solutions.

Christopher Driscoll is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Fidelity Investments, NYLIFE Securities LLC, and New York Life Insurance Company. Morgan Stanley Wealth Management serves individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Esteban Santos is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2017, following a one-year tenure at CitiBank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through tailored asset-allocation advice, manager selection, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Neiaffa Jones Blue is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 19 years of industry experience. She has worked at various J.P. Morgan entities since 2007 and operated a business called Smell Sweets from 2016 to 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Pradeep Menon is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Amazon, CitiBank, and CVS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory programs, separately managed accounts, and affiliated investment products.

Debra Greene is a financial advisor with Primerica Advisors, holding a Series 63 designation and 13 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2013. Outside of her advisory role, she is the owner and CEO of Greene Group LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Matthew Holquist is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and three years of industry experience. Prior to joining J.P. Morgan, he worked at Morgan Stanley and held positions at JPMorgan Chase Bank, N.A. His background also includes roles at Baylor University and Dick's Sporting Goods, Inc. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Carmine Anzalone Jr. is a financial advisor at Cetera with over 56 years of industry experience. He holds a Series 63 designation and has worked at Cetera and its affiliates since 2010, as well as owning and presiding over CPA Investors Planning Group, Inc. since 1980. Outside of his advisory role, he is involved in selling life insurance and annuities. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across multiple program structures.

Thomas Ginnane is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Cetera, he held positions at Hofstra University, Publishers Clearing House, Hellman Electric LLC, the University of Delaware, and Chaminade High School. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving a wide range of clients, including individuals, retirement plans, corporations, charities, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary accounts with access to affiliated and third-party managers.

Sei Il Im is a financial advisor with Merrill in Garden City, NY, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at Bank of America, Morgan Stanley, E*TRADE Capital Management, and Scottrade. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.