Gary Hewitt is a financial advisor with Primerica Advisors in South Ozone Park, NY, holding a Series 63 designation and 15 years of industry experience. He has been with Primerica Advisors since 2010 and also operates Maverick Caterers. Hewitt receives non-investment related compensation for referrals of home security, automation, and other home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating model implementation to BNY Mellon Advisors.

Matthew Biblo is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 2015. He blends the investment expertise of Merrill Lynch with the banking capabilities of Bank of America to assist clients in pursuing their wealth management goals. Matthew works collaboratively with clients and, with permission, coordinates with their attorneys, accountants, and other advisors to provide financial guidance tailored to their unique situations and objectives. Before joining Merrill Lynch, Matthew was a Certified Public Accountant at an accounting firm on Long Island. He earned a Bachelor’s degree in Accounting from the Robert H. Smith School of Business at the University of Maryland and a Master’s degree with distinction in Finance, specializing in Investments, from the Frank G. Zarb School of Business at Hofstra University. Matthew holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as a Personal Investment Advisor designation. As a qualified Portfolio Manager, he offers traditional financial advice and manages personalized investment strategies incorporating various assets and model portfolios. Outside of his professional role, Matthew enjoys basketball, cooking, golfing, ice hockey, pickleball, skiing, table tennis, traveling, volleyball, and spending time with his family. He focuses on serving clients through a thoughtful and purposeful approach to wealth, particularly assisting those experiencing significant life transitions or requiring comprehensive financial guidance.

Greg Barishman is a financial advisor with Cetera, holding a Series 63 designation and 43 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and was previously with Dynasty Advisors LLC for 19 years. Outside of his advisory role, he is also employed at G.B. Andrews, LLC, a logistics business where he monitors truck drivers. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options through a nationwide network of advisors, utilizing both affiliated and third-party managers across various program structures.

Jovan Rashford is a financial advisor at Edelman Financial Engines with nine years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has previously worked at LPL Financial LLC and Allstate Insurance Company. His current role has been with Financial Engines Advisors L.L.C., now part of Edelman Financial Engines, since 2019. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, providing both discretionary and non-discretionary investment options and managing a diverse range of asset classes with a long-term orientation.

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.

Joseph Parente is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2022. Prior to that, he held positions at JPMorgan Chase Bank, Aflac, Westbury Manor, and Kohl’s. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Edward Gallie is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Raymond James in 2025, Gallie worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years. He is also the owner and CEO of Gallie Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm combines analytical tools and tailored planning to support client goals and offers distinctive services such as municipal advisory work and SIMPLE IRA Employer Advisory & Consulting Services.

Pamela Praetorius is a Series 66-credentialed financial advisor with over 12 years of industry experience, currently with Morgan Stanley in Garden City, NY. She has been affiliated with Morgan Stanley Private Bank, National Association since 2015 and has worked with Morgan Stanley since 2013. Outside of her advisory role, she serves as chairwoman of the Good Neighbor Fund of St. Paraskevi, a charity supporting individuals and families facing financial difficulties due to illness or injury, and owns a business designing hair accessories. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a wide array of advisory programs and financial planning services that incorporate firm-approved tools and investment committee guidance.

Thomas Asprinio is a financial advisor at UBS Financial Services with 10 years of industry experience. He previously worked at Morgan Stanley for seven years and Merrill for four years. Outside of finance, he was involved with the Rhode Island Football Organization Association for nine years. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management to deliver tailored financial plans.

Juanita Dudhnath is a financial advisor with Cetera, holding a Series 63 designation and 16 years of industry experience. She has worked at Cetera since 2019 and previously spent a decade with Foresters Financial Services. Outside of finance, she is a freelance writer and editor focusing on culture, travel, beauty, and notable icons, and owns a makeup and hair business called Glamorous by Juanita. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing multiple program structures and third-party managers, with over $256 billion in assets under management.

Peter Ferrante is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2018. Prior to joining Merrill, he held positions at Adelphi University, The UPS Store, and CUNY Baruch College. 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sean Turner is a financial advisor at LPL Financial with Series 65 and Series 66 registrations and one year of industry experience. Prior to joining LPL Financial, he held various roles including work in fitness training and the U.S. Air Force. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and oversight of more than $819 billion in discretionary assets.

Jay Hochfelsen is a financial advisor with Cetera, holding the ChFC® and Series 63 credentials and bringing 50 years of industry experience. He has been associated with Cetera and its related entities since 2013 and is also involved in several insurance and legal businesses, including serving as an attorney specializing in estate planning and corporate law. Hochfelsen is principal of Compass Benefit Planning LLC and CEO of Custom Brokerage Solutions LLC, both of which focus on insurance brokerage and related activities. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of over 10,000 independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, including model-based, third-party, and customized strategies.

Jason Nunnally is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2008. 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 on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Philip Andriola is a financial advisor with Ameriprise in Garden City, NY, holding a Series 66 credential and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Andriola serves on the board of a condominium association, participating in meetings and voting on operational matters. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

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.

Lisa Mccadden is a financial advisor at Morgan Stanley with 34 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at UBS Financial Services from 2006 to 2020. In addition to her advisory role, she manages KKMA LLC, a consulting business based in Garden City, New York. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Paul Sadej Jr. is a financial advisor with Cetera, holding a Series 63 designation and bringing 28 years of industry experience. He has worked at Avantax Investment Services, Inc. for 27 years and has operated his own CPA practice since 1991. Outside of advising, he serves as president or partner in several business ventures, including tax preparation and management advisory firms. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with discretionary and non-discretionary options.

Colette Fradella is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and having six years of industry experience. She has been with Morgan Stanley since 2019 and previously attended Fairfield University from 2015 to 2019. 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. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools and research.

Norma Williams is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at major firms including JP Morgan Chase, Merrill, Bank of America, and Allstate. Williams has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversee fund advisory roles.