Donna Dougan is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A., TD Private Client Wealth LLC, TD Bank, N.A., and Chase Investment Services Corp. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Joseph Iucci is a financial advisor with Primerica Advisors, holding a Series 63 designation and 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Christopher Passarelli is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Bank of America, Merrill, National Securities Corp, and Broadridge Financial. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Qadir is a financial advisor with J.P. Morgan Securities in Brooklyn, NY, holding Series 63 and Series 66 licenses and possessing 14 years of industry experience. He has been with J.P. Morgan Securities since 2012. Additionally, he serves as an adjunct professor at The American College of Financial Services, teaching an investment class. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Adam Fields is a financial advisor with J.P. Morgan Securities in Kew Gardens, NY, holding Series 63, 65, and 66 licenses and having 18 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and was previously with Bradford Smith from 2012 to 2017. 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. The firm delivers its advisory services through Wealth Advisors while maintaining client decision-making authority and utilizes a centralized due-diligence framework including ESG eligibility processes.

Rippert Roberts III is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Equitable Advisors, LLC and the US Army Corps of Engineers. He is also co-owner of The QAE Group, a business affiliated with Cetera. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services, utilizing both affiliated and third-party managers across multiple program structures.

Daniel Thalblum is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a limited partner investor in commercial real estate. 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. As part of J.P. Morgan, the firm integrates advisory services with affiliated brokerage, distribution, and investment management capabilities.

Samuel Moss is a financial advisor at Cetera with 45 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at North Ridge Securities Corp. and 4M Capital Services, LLC, where he serves as owner and president. Outside of advisory roles, he is involved in fixed insurance sales, including life, health, disability, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement various portfolio management strategies with discretionary and non-discretionary options, supporting more than 10,000 advisors and overseeing over $256 billion in assets.

Antonio Dallaris is currently serving as Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2010. In this capacity, he assists clients and their families with financial planning and strategy development aligned with their goals and aspirations. He emphasizes building lasting relationships and providing personalized guidance, supported by Fidelity's trusted legacy since 1946. Antonio brings over 34 years of experience in the financial services industry. His previous roles include Financial Services Representative at Metlife (2008-2010), Vice President and Floor Trader at JP Morgan on the New York Stock Exchange (1999-2008), and Assistant Floor Trader at the New York Stock Exchange for both the Bank of New York and Richard A. Rosenblatt Company, Inc. He also held positions as Institutional Sales Assistant at Morgan Stanley and Thomas James Associates, and Financial Consultant at Shearson Lehman Brothers. Outside of his professional life, Antonio enjoys cooking and baking, family activities, fitness, music, skiing, and traveling.

Vanessa Spoto is a financial advisor with UBS Financial Services, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Morgan Stanley and J.P. Morgan Chase Bank. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor plans to clients’ goals and risk tolerances.

Jessica Storer is a financial advisor with Equitable Advisors, holding a Series 66 designation and nine years of industry experience. She has been with Equitable Advisors since 2016 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she spent time working at Hagedorn Little Village School. Equitable Advisors serves individual, pension, corporate, charitable, and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match them with program models or discretionary managers, utilizing both proprietary and third-party solutions.

Mohit Pahilajani is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2019. Prior to this, he has worked at JPMorgan Chase Bank, N.A. since 2018 and has experience in other roles including at Denny's children's wear and Partners In Care. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework when recommending strategies.

John Cullinan is a financial advisor with LPL Financial in Melville, NY, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at American Portfolios Financial Services, TD Bank and its wealth management division, and Merrill. He is also involved with Cullinan and Travaglianti Planning Incorporated, a non-variable insurance business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by research and operational tools.

Andrew Rose is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and Keller Williams Realty. Before entering the financial sector, he spent ten years with the New York City Department of Education. 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.

Oliver Kim is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 32 years of industry experience. He has been affiliated with Shelter Rock Financial Group since 2013, where he serves as a partner. His other business activities include acting as a statutory agent for life insurance-related services. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios, offering both discretionary and non-discretionary account management.

Jeremy Fraser is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Advisory Services and Foresters Financial. Fraser serves as a trustee of the Fraser Family Trust. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors who serve individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, providing access to multiple managerial platforms and program structures.

Andrew Murphy is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In his role, he focuses on providing clients with a comfortable and trustworthy environment centered around their financial goals and objectives. Andrew has over 20 years of experience in wealth planning, partnering with high net worth families to build and execute financial plans tailored to their needs. Prior to joining Fidelity, he worked as a Financial Consultant at RBC Wealth Management from 2010 to 2012 and as a Financial Advisor at UBS Financial Services Inc from 2006 to 2010. Outside of his professional career, Andrew engages in family activities, enjoys food, golf, parenthood, reading, and traveling.

Vincenzo Cesare is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked at Equitable Advisors since 2003, including its predecessor AXA Advisors. Outside of his advisory role, he serves as Master of the Garibaldi Masonic Lodge in New York City and is a board member of Societa Concordia Partanna, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party program sponsors to deliver customized advisory solutions tailored to client risk tolerance and objectives.

Steven Scher is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1999 and joined Merrill Lynch in 2012 from Morgan Stanley. Steven specializes in providing customized wealth management plans tailored to clients' individual financial needs, objectives, and risk tolerance. His approach encompasses investment and risk management strategies, retirement income planning, trust and estate services, as well as charitable and legacy planning. He leverages the resources of Merrill Lynch and Bank of America to support his clients' financial goals. Steven is a graduate of Baruch College with a Bachelor of Business Administration degree in Marketing. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His group focuses on delivering tailored, goals-based advice and guidance that go beyond investing to address clients' specific needs. Steven lives in Merrick, New York with his wife and three children. He values family time and dedicates time to volunteering with community organizations. His personal philosophy emphasizes developing personalized financial strategies that consider risk tolerance, time horizon, and liquidity requirements.

Michael Bernabeo is a financial advisor at LPL Financial with 28 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes extensive tenure at Park Avenue Securities and Guardian Life Insurance. He also serves as an executor and healthcare agent for a family estate. 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 financial planning and investment management services delivered through a broad network of advisors utilizing diverse strategies and technology tools.