Matthew Goddu is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior roles include positions at Commonwealth Financial Network and involvement with nonprofit and business ventures such as the Planned Lifetime Assistance Network of MA and RI and Urban Axes Boston. He serves on the Board of Directors for the Anthony Ciccone Memorial Scholarship Fund, a nonprofit organization. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jason Notter is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2017. Prior to that, he was not employed in the financial industry from 2015 to 2017. J.P. Morgan Securities 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 delivers these services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Daniel Silfer is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Forest Hills Financial Group and The Lenard Team. Outside of his advisory role, he is involved in multiple business ventures, including ownership interests in companies engaged in real estate and industrial equipment sales. J.P. Morgan Securities 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 delivers advisory services alongside brokerage and investment management capabilities through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Tara Casey is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at UBS Financial Services for eight years before joining Merrill in 2020. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mitch Klenofsky is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise for 11 years before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools to model potential investment outcomes, supporting client implementation through its advisory programs and partnerships.

Sean Turner is a financial advisor at LPL Financial with Series 65 and Series 66 licenses. He began his advisory career in 2025 after prior experience in various roles including military service in the United States Air Force and work in fitness and hospitality sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Peggy Mahoney is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has more than 25 years of experience advising small business owners, nonprofit institutions, and high net worth individuals. Prior to joining Merrill in July 2021, she worked at JPMorgan, where she developed her practice and built a loyal clientele through a disciplined high-touch approach. With a Bachelor's Degree in Accounting from Queens College, Peggy focuses on building deep connections with her clients and acting as the center of their household's financial decision-making team. Her approach to wealth management begins with understanding her clients' families, financial situations, and priorities, allowing her to create customized and flexible strategies. She offers services that include college education planning, family wealth management, legacy planning, LGBT wealth planning, retirement planning, and socially responsible investing. Peggy is committed to delivering excellent service and pursuing her clients' goals while adhering to high ethical standards. In addition to her professional work, she participates in community volunteering. Outside of work, she enjoys spending time with her family and friends, traveling, and supporting the New York Mets.

Jay Hochfelsen is a ChFC®-designated financial advisor with 49 years of industry experience, currently affiliated with Cetera since 2023. He has held multiple roles concurrently, including principal at Compass Benefit Planning LLC and general legal counsel at Skye Legacy Planning LLC. Hochfelsen is also a practicing attorney with a private law practice specializing in estate planning, trusts, corporate law, personal injury, and real estate. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

John Lucadamo is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 designation and has worked at LPL Financial since 2018, following 13 years at Invest Financial Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Ramananda Rau is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2018, he worked for Signator Investors, Inc. for 12 years. Outside of his advisory role, he is an insurance agent specializing in fixed life, long-term care, disability insurance, and fixed annuities. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with financial planning and managed account solutions. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes.

Steven Dichter is a financial advisor at Wells Fargo Advisors with 45 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he is involved in several investment-related business activities, including ownership interests and co-trustee responsibilities in private investment entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services that include specialized planning for business-owner transitions, special needs, and other niche areas.

James Guardiola is a financial advisor with Mass Mutual Investors Services and holds the Series 63 designation. He has 27 years of industry experience, having worked at MetLife Securities for 17 years before joining Mass Mutual Life Insurance Company in 2016 and Mass Mutual Investors Services in 2017. Outside of his advisory role, Guardiola serves as a trustee and is an insurance agent offering individual and group insurance products. Mass Mutual Investors Services 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 collaborative, goal-based financial planning using firm-approved analytical tools and features specialized programs such as divorce planning and estate-settlement services.

Nicholas Quinn is a financial advisor with Equitable Advisors who holds a Series 66 designation and has three years of industry experience. His work history includes roles at Seven Valleys Health Coalition and Pita Station, as well as positions in education at the State University of New York at Cortland and Manhasset Secondary School. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively through program sponsors and endorsed third-party managers to provide advisory and brokerage solutions.

Daniel Finnegan is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He worked at American Portfolios Financial Services, Inc. for 22 years before joining OSAIC in 2024. Outside of his advisory role, Finnegan serves as Sargent-at-Arms for the Northport Rotary, a nonprofit organization. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisors and comprehensive advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio management tools that include automated rebalancing and access to third-party money managers.

Karen Weiss is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Merrill since 2009. Weiss has also been associated with Bank of America N.A. since 2008. 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, and various institutional entities.

Marc Perna is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Merrill since 2002, also working at Bank of America since 2014. Outside of his advisory role, he is an independent contractor for Uber Technologies, participates as an adult soccer clinic coach at Huntington UFSD, and owns a small business selling sports trading cards. 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 plans, corporations, and charitable organizations.

Giuseppe Gigliotti is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Ameriprise Financial Services and Capital One Financial Advisors. Outside of his advisory role, he is involved in FLAG Consulting Group LLC, a business focusing on expense management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages substantial assets and employs a research-driven approach to portfolio diversification and manager evaluation while offering a broad range of financial products through affiliated entities.

Jonathan Bonnet is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2014 and Bank of America since 2015. Outside of his advisory role, he is a member of two LLCs focused on real estate investment in New York and Tennessee. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Matthew Barbis is a financial advisor with OSAIC, holding a Series 63 credential and bringing 31 years of industry experience. His prior work includes tenures at LPL Financial, Select Benefits Inc., and Creative Wealth Management. He serves as a trustee for St. Joseph's College and holds leadership roles with nonprofit organizations including the Sachem Education Foundation and the Rose Brucia Educational Foundation. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services employing asset-allocation tools and multiple third-party platforms to manage portfolios across various investment types.

Caitlin Murray is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James and Wells Fargo Clearing in various advisory roles. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through advisory programs or other providers.