Daniel Solazzo is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and nine years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with Massachusetts Mutual Life Insurance Company and MSI Financial Services Inc. Outside of his advisory role, Solazzo is an independent insurance agent and coaches youth lacrosse. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering collaborative, goal-focused advice without discretionary investment management.

Jill Cooper is a CFP® professional at OSAIC with 32 years of industry experience. She has worked with Sagepoint Financial, Inc. and Risk Wealth Retirement Advisors before joining OSAIC. Outside of her advisory role, she is a member of JBC Consulting LLC, which provides group and individual insurance sales, and serves as an administrator for MD Partners Inc., assisting with office administration and insurance questions. OSAIC serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services along with access to third-party money managers and diversified investment options.

Philip Murphy is a financial advisor with Raymond James & Associates in West Nyack, NY, holding a Series 66 designation and 22 years of industry experience. He has worked at Raymond James since 2015 and previously at Lasalle Street Business Solutions. Outside of his advisory role, he co-owns a shore house in Lavallette, New Jersey, which he rents out seasonally. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporations, charities, and government entities. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and serves institutional clients with fiduciary consulting and public finance capabilities.

Moshe Cysner is a CFP® with 42 years of industry experience, currently serving at OSAIC since 2024. His prior experience includes nearly two decades at American Portfolios Financial Services and over 40 years with Guardian Life. In addition to his advisory role, he is involved in selling fixed life insurance, health insurance, annuities, disability, and long-term care insurance through his own brokerage activities. OSAIC serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Julian Rock is a financial advisor with Primerica Advisors in Whiteplains, NY, holding a Series 63 designation and 10 years of industry experience. His career includes roles at Charter Communication, PFS Investments Inc., Primerica Financial Services, and Cablevision. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management mainly through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Malcolm Lett is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with PFS Investments Inc. and Primerica Financial Services since 2008. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Edwin Gonzalez is a financial advisor at Primerica Advisors with 30 years of industry experience. He holds a Series 63 designation and has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he is the owner of No Boss Unlimited, a business based in Plantation, Florida. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Felipe Stanev is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, T3 Trading Group, LLC, New Asset, and Protrader Brazil. He also engages in sales of loan products and home security referrals through affiliates of PFS Investments Inc. and Primerica. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions through advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and a variety of brokerage and insurance products via an integrated platform combining adviser programs with active product sales.

Frank Petrocelli III is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds the Series 66 designation and has worked previously at Metlife Securities Inc. Since 2012, he has also operated as an independent insurance agent selling fixed annuities, life, accident, health, and Medicare-related products. 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 emphasizes collaborative, annual financial planning engagements using advanced analytical tools, with optional implementation through separate brokerage or insurance arrangements.

Thomas Kelly is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His diverse background includes roles at Louis Vuitton Malletier and several other organizations prior to joining Merrill and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

James O'Connor Jr. is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities, operating under a non-discretionary model where clients retain final decision-making authority.

Nick Kounios is a financial advisor with OSAIC in Mount Kisco, NY, holding Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with OSAIC since 2002. Outside of his advisory role, he is involved in tax preparation and planning through Pinnacle Taxx Inc and serves on the board of a nonprofit organization providing education to tax professionals. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with access to multiple investment platforms. The firm employs asset-allocation tools and third-party solutions to manage portfolios that include a wide range of investment products.

Shannon Woolery is a financial advisor with Primerica Advisors in Bellmore, NY, holding a Series 63 designation and 11 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014 and worked at The Wellness Network from 2015 to 2016. Outside of advisory work, she is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and emphasizes a percentage-based wrap fee structure.

Scott Menta is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 36 years of industry experience. He has worked with MassMutual and its affiliates since 2017 and spent 30 years at Metlife Securities Inc. In addition to his advisory role, he is involved in individual and group insurance sales outside of MassMutual. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and programs including asset allocation, estate settlement, and event-driven planning such as divorce and employer-sponsored programs.

Maria Castellon is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following three years at Wells Fargo Advisors. 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 applying an ESG eligibility framework in its recommendations.

Adam Schur is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Greenwich, CT. He advises high-net-worth individuals and families, focusing on preserving wealth while positioning clients for long-term growth and financial security. Adam has over 30 years of experience, having begun his career in 1994 at UBS on the municipal bond desk, where he gained a strong foundation in fixed income markets and portfolio strategy. Throughout his career, Adam has concentrated on each client's unique goals, including multigenerational wealth planning, estate strategies, investment management, and liquidity events. He is committed to delivering thoughtful guidance, responsiveness, and maintaining trusted long-term relationships. Adam values clear communication, sound judgment, and being accessible and proactive in managing his clients' financial journeys. Adam holds a Bachelor's Degree from Franklin & Marshall College and the Personal Investment Advisor (PIA) designation. He is bilingual in Spanish and English. Outside of work, he lives with his wife and two children and often enjoys playing golf.

Erik Vietz is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

John Houlihan is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds a Series 63 designation and has been with UBS since 2015. Outside of his advisory role, he serves as a board member of the Buckhead Club, a business and social club based in Atlanta. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

Nancy Amalfitano is a financial advisor with LPL Financial in Mahwah, NJ, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has worked with Linsco/Private Ledger Corp. since 2007. Outside of advising, she volunteers as co-chair of the Saddle River Valley branch of Valley Hospital. 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 representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Javier Bustamante is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Morris Tech Partners and AT&T. Outside of advisory work, he is involved in managing Captain Gambit Studios, LLC and has worked as a Lyft driver since 2017. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, emphasizing a range of strategic and tax-aware investment models.