Daniel Levitt is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Foresters Financial and Guarantee Life Trust. He has been with Cetera since 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management options including model portfolios, third-party managers, and bespoke strategies.

Crista Mckenna is a financial advisor at LPL Financial with 16 years of industry experience and holds the Series 66 designation. She has been with LPL Financial since 2018 and previously worked at SII Investments from 2016 to 2018. 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 wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Harrison Perkins is a financial advisor at Morgan Stanley based in Purchase, NY, holding a Series 66 designation with five years of industry experience. His career includes roles at Morgan Stanley Private Bank, Marsh & McLennan Companies, and Bridgewater Associates. Morgan Stanley Wealth Management offers a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

John Mc Namara is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2009. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, delivers 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.

Jared Feinberg is a financial advisor at Osaic with 42 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at FSC Securities Corporation for 14 years. Feinberg is also the owner of Creative Pension Plans, Inc., where he works with small businesses on group benefit packages and advises seniors on Medicare Supplement and Medicare Advantage plans. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and advisory services supported by a broad range of investment options and utilizes asset-allocation tools and automated rebalancing to manage portfolios on both discretionary and non-discretionary bases.

Jesemia Lawrence is a Series 66 registered financial advisor with Morgan Stanley, where he has worked since 2019 and has 16 years of industry experience. Prior to joining Morgan Stanley, he was with Oppenheimer for 12 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its advisory process.

Nicholas Carlisto is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Baishi Wang is a financial advisor at Edward Jones with 10 years of industry experience. Wang holds the CFP®, CFA®, and Series 66 designations. Prior to joining Edward Jones in 2019, Wang worked at Ladenburg Thalmann & Co., Inc. from 2015 to 2019. 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 and operates a broad network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated investment products.

Gary Zink is a CFP® professional with over 42 years of experience in the financial industry. He is affiliated with OSAIC and has worked at Royal Alliance Associates, Inc. since 2004 and American Pension Advisors Inc. since 1989, where he currently serves as president. Outside his advisory roles, he operates a sole proprietorship as an agent. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to various investment platforms and third-party managers.

Steven Summa is a CFP® professional with 28 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2013. He is also an independent insurance agent and owns Delorme and Summa Financial in Montvale, NJ. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, trusts, and estates. The firm offers a range of services from financial planning to investment management through a network of independent financial professionals and provides multiple investment platforms and model strategies tailored to client objectives.

Joseph Giudice is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Progyny and Equitable Advisors. Outside of his advisory role, he has been involved with companies such as Door Dash and has an educational background from the University of Rhode Island. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual financial planning engagements that use firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Luisa Paltin Zhingri is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2017, having previously worked at JPMorgan Chase Bank, N.A. Since 2026, she has been an owner and partner of Vibra Centro de Aprendizaje SPA, an online psychology business based in Chile that provides individualized therapy and seminars worldwide. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Jami Kelly is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 registrations and four years of industry experience. She has been with J.P. Morgan Securities since 2021 and has worked at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework in its recommendations.

Ryan Wright is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding CFP®, Series 63, and Series 65 designations and has 10 years of industry experience. He has worked with MassMutual and its subsidiaries since 2017 and spent a year at The Vanguard Group prior to that. In addition to his advisory role, Wright is involved in insurance sales, including individual and group life, health, accident, dental, disability, long-term care, and fixed annuities. 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 offers ongoing financial planning, asset management, and educational seminars using collaborative, software-supported approaches without investment discretion as part of planning engagements.

Tiffany Freckleton is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America, TD Bank, and Chase Bank. 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 institutional investors.

Paul Goodfellow is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Joseph Grant is a Senior Financial Advisor associated with Merrill Lynch Wealth Management, based in northern New Jersey. He specializes in assisting families and small businesses in achieving their financial objectives by developing personalized wealth management strategies tailored to their needs. With over twenty years of corporate experience primarily in New York City and New Jersey, Joseph focuses his practice on areas including personal retirement planning, individual and corporate investment strategy, retirement income planning, college education planning, portfolio management services, small business strategies, and services for endowments, foundations, and non-profits. He holds the Personal Investment Advisor (PIA) designation. Joseph earned a bachelor's degree in Economics from Hampden-Sydney College and an MBA from The College of William and Mary. Outside of his professional commitments, he is involved in community activities such as Habitat for Humanity and the Presbytery of the Palisades Committee on Ministry. He also participates in groups including Somerville Hawes Dad's Night and West Side Presbyterian Church. His personal interests include cooking, golfing, music, running, soccer, and spending time with his family.

Felix Sanchez is a financial advisor with Primerica Advisors, holding a Series 63 designation and with 16 years of industry experience. He has been associated with PFS Investments Inc. since 2013 and with Primerica Financial Services since 1997. Outside of his advisory role, he works as an Uber driver. Primerica Advisors offers 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 employs a tiered wrap-fee structure, focusing on a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Daniel Kasman is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edelman Financial Engines, Kasman worked at Empower Financial Services, inc and has held positions outside the financial industry, including roles at Caremount Medical and CVS. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

William Bagnato is a financial advisor with Morgan Stanley in Purchase, NY, holding a Series 66 designation and seven years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Outside of finance, he was briefly involved with Beresford Landscape Design Inc. in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.