Jonathan Barrett is a Series 66-licensed financial advisor with 18 years of industry experience, currently affiliated with Equitable Advisors in Woodbridge, NJ. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2008. Barrett serves on multiple nonprofit boards, including Help The Children Hear and the Dominican Republic Relief Organization, and is an adjunct professor at Seton Hall University, where he lectures to juniors and seniors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a combination of proprietary programs and third-party asset managers to deliver personalized advisory solutions across a broad range of investment products.

Robert Edelson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior firms include Bank of America and Merrill. Outside of advising, he operates a small online resale business on eBay. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services with multiple program structures, combining proprietary and third-party models to accommodate various client needs.

Matthew Trzaska is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. Prior to his career in finance, he held various roles including positions at Guitar Center and Whole Foods Market. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI-driven methodologies and formal advisory roles to multiple registered investment companies.

Richard Auteri II is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has previously worked at Cetera and Foresters Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services including financial planning and third-party asset management. The firm supports investment advisers with model portfolios, tactical strategies, and various operational tools, while maintaining significant scale and diverse financial activities beyond advisory services.

Mark Kranz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been affiliated with Primerica Financial Services and Primerica Advisors since 1990 and 1991, respectively, and also spent 30 years with Jbp Enterprises Inc. His activities include part-time sales of home security and automation product referrals through Primerica Client Services, Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-driven investment strategies and discretionary separately managed accounts supported by third-party managers and custodians.

Sarita Chandrabhan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Bank of America and has a varied background including roles at Adamas Building Services and Victoria's Secret. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Margaret Kelleher is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 21 years of industry experience. She has been with Ameriprise since 2006, including her current role beginning in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients nearing or in retirement with written recommendation reports and annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Stephen Bouffard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He has been with Wells Fargo Clearing since 2020 and has worked at Wells Fargo Bank, N.A. since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

John Corea Jr. is a Series 66-licensed financial advisor with Merrill in New York, NY, having six years of industry experience. His prior experience includes roles at Bank of America, Fidelity Investments, and Morgan Stanley. Outside of his advisory work, he is involved in managing a short-term rental property with family through an Airbnb business. Merrill, together 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.

Alan Morales Toledano is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at Amazon.com Services LLC and Rutgers, State University of NJ. 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. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation supported by affiliated investment-management entities.

Kimberly O'Connor is a financial advisor at Merrill with 27 years of industry experience. She has been with Merrill since 2009 and holds Series 63 and Series 65 licenses. 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.

Michael Hrehowsik is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 credential and has been associated with Merrill and Bank of America, N.A. since 2010. Outside of his advisory role, he serves as a power of attorney in a fiduciary capacity. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Maurice Simpkins is a financial advisor at Charles Schwab with eight years of industry experience and holds a Series 66 designation. He has been with Charles Schwab and its affiliated entities since 2021, with prior experience at Wells Fargo Clearing Services and Edward Jones. Charles Schwab & Co., Inc. serves 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by Schwab Center for Financial Research and an alternative investments program.

James Lapiedra is a CFP® with 17 years of industry experience, currently advising at Cetera since 2020. His prior work includes roles at First Allied Advisory Services and Potter, LaMarca & Company, LLP. He serves as a board member of a police organization providing peer assistance and is involved in several consulting and business ventures, including leadership positions at ID 360 LLC and Piedra Rives Corp. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party investment options.

Griffin Foley is a financial advisor with RBC Capital Markets in New York, NY, holding a Series 66 designation and 16 years of industry experience. He has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile using a combination of in-house and third-party investment resources.

Jason Salgado is a Senior Financial Advisor and a founding partner of the Waldele Group within Merrill Lynch Wealth Management's Global Wealth and Investment Management Group based in New York City. He joined Merrill Lynch in 1997 after working as a management consultant. With more than two decades of direct experience, Jason advises senior executives of Fortune 500 companies, business owners, entrepreneurs, and ultra-high-net-worth families. He focuses on creating customized wealth strategies that address personal, professional, and philanthropic goals, and is skilled in areas including asset allocation, portfolio management selection, wealth transfer strategies, and trust and estate planning services. Jason holds a bachelor's degree from Lafayette College and an M.B.A. from Lehigh University. He also carries the Personal Investment Advisor (PIA) designation. He lives in Manhattan with his wife and daughter.

Alexandra Aramburu is a financial advisor with RBC Capital Markets in New York, NY, holding a Series 66 credential and seven years of industry experience. She has worked at RBC Capital Markets since 2019 and previously held positions at Evolve Promotions and Axa Advisors. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management, financial planning, and brokerage services, implementing strategies through a combination of in-house and third-party managers.

Michael Curley is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, J.P. Morgan Securities, and the NY Center for Interpersonal Development. Curley is also an independent insurance agent for various companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies with a broad selection of investment options.

Andrzej Dudus is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 28 years of industry experience, including 20 years at Metlife Securities Inc. and has been with Mass Mutual Investors Services since 2017. He also engages in renewal and service fee work related to legacy life insurance business from Metlife and Brighthouse Insurance companies. 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 structures financial planning as ongoing, collaborative engagements using firm-approved tools and offers specialty services including estate settlement and employer-sponsored planning.

Ralph Rosenbaum is a financial advisor with Cetera, holding the PFS™ credential and Series 63 and Series 65 licenses, and has 28 years of industry experience. He has worked primarily with Avantax entities since 1997 and operates his own CPA practice specializing in tax preparation and accounting. Outside of advisory work, he is involved in a food truck business as an investor. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management options, model portfolios, third-party manager selections, and various program structures across multiple custodians.