Jami Kelly is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. She has been with J.P. Morgan Securities since 2019 and concurrently with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a focused advisory program that delivers written asset allocation advice, investment manager searches, and customized performance reporting. The program is supported by centralized due diligence and combines quantitative and qualitative research to build model asset allocations.

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 with LPL Financial and holds the Series 66 designation. He has nine years of industry experience, including prior roles at Bank of America and Merrill Lynch. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Mitchell Kahn is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at First Allied Advisory Services, Hunter Financial Advisors, and LPL Financial. In addition to his advisory work, he is involved with Hunter Financial Advisors, Inc. and operates Mountain View Financial, Inc. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with both affiliated and third-party investment options.

Yulia Mc Veigh is a Series 66 licensed financial advisor at Merrill with 14 years of industry experience. She has been with Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2012. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

John Sung is a Financial Advisor at Merrill Lynch Wealth Management. He works with C-suite and entertainment executives, physicians, engineers, and entrepreneurs to develop strategies that pursue their short-, mid-, and long-term financial goals. John provides guidance in areas such as general investing, retirement planning, saving for unexpected events, college education planning, corporate executive services, executive compensation, family wealth management strategies, services for defined benefit plans, legacy planning, managing new wealth, sports and entertainment, and tax minimization. He also connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. John has over two decades of experience helping professionals, families, and business owners navigate their financial futures. He combines technology with human connection to deliver tailored strategies and build lasting relationships. He is a graduate of Rutgers University with a degree in Finance and completed a Bootcamp Certificate in FinTech from Columbia University. John holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional work, John is celebrating 20 years of marriage and is a father to his son and pet dog. He is active in his community, coaches youth sports, and supports his son's athletic pursuits. John is a fan of the Yankees, Knicks, and Giants and enjoys baseball, basketball, music, photography, pickleball, traveling, and woodworking in his spare time.

William Altneu is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 36 years of industry experience. Prior to joining LPL Financial in 2025, he spent 21 years at Cadaret Grant. He is also involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a broad array of investment strategies and financial products, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Kyle Dalrymple is a Financial Consultant currently working at Fidelity Investments since 2023. He has experience in financial analysis, investment strategy, risk management, and financial planning, focusing on creating customized plans tailored to each client's unique needs and goals. His professional background includes roles as an Investment Consultant at Fidelity Investments from 2021 to 2023, Private Client Banker at JPMorgan Chase Bank, N.A. from 2020 to 2021, Banker at JPMorgan Chase Bank, N.A. from 2019 to 2020, and Financial Advisor at Prudential Advisors from 2017 to 2019. Kyle holds a California Insurance License.

Matthew Conway is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds the CFA® designation and Series 66 license. His prior roles include positions at Oppenheimer & Co. Inc., Ultimus Fund Distributors, LLC, Lyrical Partners, LP, and New York Life-affiliated firms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

Eugene Mosca is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and its related entities since 1998. Outside of his advisory role, Mosca is involved with Nick's Auto Service in property management and volunteers as a mentor for college students at Fordham University, his alma mater. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of advisors. The firm’s non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by quantitative and qualitative due diligence.

Derek Rodriguez is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and five years of industry experience. He has worked with PFS Investments Inc. since 2024 and has experience in the hospitality sector, including roles at Captain Lawrence Brewery and Game Day Sports Bar. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of financial advisors. The firm employs model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners.

Bob Grenier is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 2007. He is a CERTIFIED FINANCIAL PLANNER® professional, focusing on portfolio reviews, investment analysis, portfolio construction, asset allocation, and risk management. Bob works with clients in areas including Corporate Executive Services, Divorce Transition Planning, Employee Benefits Planning, Executive Compensation, Equity Compensation Services, and Tax Minimization. Bob holds a Master's Degree in Business Administration with a concentration in Accounting and a Bachelor's Degree in Finance, both from Sacred Heart University, where he graduated Summa Cum Laude. He is a member of Beta Gamma Sigma and holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). Outside of his professional work, Bob is involved in community activities such as Senior Law Day. His personal interests include music, reading, and skiing.

Michael Blevis is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and previously worked at Lazard Asset Management and Goldman Sachs, among other firms. He is also a financial advisor at Ela Financial Group, Inc. outside of his role at Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and nonprofit entities, and institutional accounts. The firm offers multiple portfolio management options, financial planning, and access to third-party money managers, operating through a large network of independent advisors.

Marcelo Sepulveda is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 66 and Series 63 designations. His career has been primarily with J.P. Morgan entities, including JPMorgan Chase Bank and J.P. Morgan Securities, spanning over a decade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Christopher Foster is currently serving as Vice President and Wealth Planner at Fidelity Investments. He holds the designation of CERTIFIED FINANCIAL PLANNER™ and has been with Fidelity since 2017, advancing from Financial Consultant to his current role in 2022. With over two decades of experience in financial services, Christopher has held positions including Premier Relationship Advisor at HSBC Securities, Wealth Manager at USAA Wealth Management, Private Banker at Wells Fargo Advisors LLC, and Financial Advisor at Chase Investment Services. His career reflects a broad range of expertise in wealth management and financial planning. Christopher emphasizes working closely with clients to understand their priorities and motivations, aiming to co-create customized financial plans that support clients and their families in pursuing financial fulfillment.

Frank Ward Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Equitable Advisors since 2017 and previously held roles at AXA Advisors, Transamerica Financial Advisors, and World Financial Group. In addition to his advisory work, he is also an insurance agent representing multiple carriers. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives.

Robert Sundermann Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked for Cadaret, Grant & Co., Inc. for 25 years and spent 37 years at IBM Corporation. Sundermann also operates Sundermann Financial Services, where he acts in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment options through its network of representatives, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools.