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 Series 66, Series 63, and Series 65 designations. His prior experience includes roles at LPL Financial LLC and Allstate Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven modeling process with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary investment options.

Matthew Goddu is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked with Commonwealth Financial Network and the Planned Lifetime Assistance Network of MA and RI. He is a board member of the Anthony Ciccone Memorial Scholarship Fund, a nonprofit organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by centralized due diligence and may incorporate an ESG eligibility framework.

Joseph Parente is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at J.P. Morgan Securities since 2022 and JPMorgan Chase Bank, N.A. since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Edward Gallie is a financial advisor with Raymond James Financial in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has held positions at Wells Fargo Clearing and Morgan Stanley before joining Raymond James in 2025. Gallie 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 offers tailored, non-discretionary planning using analytical tools and supports client implementation through various advisory programs.

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 at Cetera with 17 years of industry experience. She holds a Series 63 designation and has worked at Cetera since 2019. Outside of her advisory role, she is a freelance writer and editor focusing on culture, travel, beauty, and notable icons, and she owns a makeup and hair business called Glamorous by Juanita. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a multi-manager platform with a variety of program options and manages over $256 billion in assets.

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.

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.

Sacha Serog is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Sacha provides financial advisory services to clients, assisting with the management and growth of their financial portfolios. Further details about Sacha's experience, areas of expertise, education, credentials, personal interests, or community involvement are not provided.

Jason Nunnally is a financial advisor at J.P. Morgan Securities with 29 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. He holds Series 63 and Series 65 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process includes non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG considerations.

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 ChFC® credentialed financial advisor with 34 years of industry experience, currently serving at OSAIC since 2018. Prior to joining OSAIC, he spent 12 years at Signator Investors, Inc. Outside of his advisory role, Rau acts as a Director of Compliance for Lighthouse Financial Network, LLC, and operates a sole proprietorship as an insurance agent focusing on fixed life, long-term care, disability insurance, and fixed annuities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services with a model-based investment approach emphasizing asset allocation and portfolio optimization.

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.

Emiliano Padilla is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Karl Jean Baptiste is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. for multiple periods totaling over 20 years. His background also includes roles at New York Life Insurance Company and various other firms. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a manager solutions team, emphasizing model asset allocations and a range of eligible strategies.