Robert Marasa is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2025, following prior roles at The Prudential Insurance Co. of America and Wells Fargo. 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. The firm’s advisory process combines quantitative and qualitative due diligence to build model asset allocations, utilizing an ESG eligibility framework and broader derivatives and commodities capabilities.

Lori Rutkowski is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked for Lincoln Financial Advisors Corporation for 27 years before joining Osaic in 2025. Outside of advisory work, she provides notary services in Delaware. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization with various managed account options and third-party manager selections.

Leslie Streitfeld is a financial advisor with Equitable Advisors and holds a Series 66 designation. She has 34 years of industry experience, including prior roles at Axa Advisors, Guardian Life, and International Planning Alliance. Outside of her financial advisory work, she is a percussionist in the musical group All Winter Long, which performs classic rock and roll acoustically in the New Jersey and Pennsylvania areas. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party asset managers and proprietary tools to deliver tailored investment solutions.

Dustin Pfaff is a financial advisor with Merrill in Williamstown, NJ, holding a Series 66 designation and eight years of industry experience. He has been associated with Merrill and Bank of America since 2014. Outside of his advisory role, he is the owner of Guardian Angel Gutters LLC, a business specializing in home gutter cleaning and maintenance. 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 offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gennaro Vuono is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials. His prior positions include roles at Bestvest Investments Ltd, where he worked for 12 years, as well as experience at Oppenheimer and Ryan Beck & Co. Vuono also served as an independent insurance agent for 14 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Justyn Caccese is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His background includes roles at Bank of America and involvement with JetServices. Outside of finance, he has held positions in various sectors including education and food service. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joyce Gilfillan is a financial advisor with J.P. Morgan Securities in Philadelphia, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. She has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2011, with prior roles at Barclays Capital Inc. and Lehman Brothers Inc. As an employee of both JPMorgan Securities and JPMorgan Bank, she is able to offer certain bank products and services, including deposit and credit products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and uses both quantitative and qualitative research to support its recommendations.

Karlyn Small is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Goldman Sachs & Co. LLC and Microsoft. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence to build model asset allocations and incorporates an ESG eligibility framework.

Andrew Hunt is a financial advisor at Edward Jones with 39 years of industry experience. He has been with Edward Jones since 1999 and holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Benjamin Drechsler is a financial advisor at RBC Capital Markets with a Series 66 license. He has been in the industry since 2026 and has prior experience at Equitable Advisors, Capelli, IRC International Realty Corporation, and Tether. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment managers.

Samuel Paolino Jr. is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. He is an owner of Rafter, Lewis & Paolino Financial Advisors and serves as a financial professional at Rosenthal CPA Company. He has been affiliated with Cetera and its related entities since 2010. Cetera Investment Advisers LLC is a national SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services and access to third-party money managers.

Stephanie Kaupas is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with UBS in various roles since 2011. Outside of her advisory work, she has involvement with JL Hospitality, a privately held business. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a variety of portfolio management strategies.

Tyrone Hart Jr. is a financial advisor at Merrill Lynch Wealth Management, focusing on providing personalized investment strategies and comprehensive financial guidance. He collaborates with individuals, families, and business owners to develop tailored financial plans that incorporate investment management, risk mitigation, cash-flow strategies, and long-term wealth planning. Tyrone utilizes the extensive resources of Merrill Lynch and Bank of America to support his client-first philosophy, emphasizing clear communication and proactive advice. His areas of expertise include divorce transition planning, family wealth management strategies, international wealth management, legacy planning, personal retirement planning, portfolio management services, small business strategies, and sports & entertainment. He holds a Bachelor's degree from Temple University and an MBA from the University of Maryland. Tyrone is a Personal Investment Advisor (PIA) and an active member of Kappa Alpha Psi Fraternity, Incorporated.

Leanne Evans is a financial advisor at Raymond James & Associates with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James in various capacities since 2016. Outside of her advisory role, she serves as a Finance and Investment Committee member for the Girl Scouts of Eastern Pennsylvania. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and municipal advisory services.

Neal Rodin is a Series 66-credentialed financial advisor with three years of industry experience, currently affiliated with Fidelity in Philadelphia, PA. His background includes roles at Ameriprise and various political and nonprofit organizations, including campaign work and youth sports involvement. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI in research, and its role as a commodity pool operator and advisor to multiple registered investment companies.

Dominic Marsico Jr. is a financial advisor at Cetera with 49 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cetera in 2023, he worked at Securian Financial Services and managed the Wechsler/Marsico Agency for nearly three decades. He is also the president of Financial Education Seminars Inc., an expense management business he has led since 1995. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment platforms and third-party managers, with approximately $256 billion in assets under management.

Anthony Magnotta Jr. is a financial advisor with Cetera holding the ChFC® and Series 63 designations and has 35 years of industry experience. His career includes roles at First Allied Advisory Services and Mantua Investment & Insurance. He is a partner in Landolfi & Magnotta and involved in several insurance agencies. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing advisors access to various investment strategies and program structures.

Danielle Mazullo is a financial advisor at Morgan Stanley with three years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, UBS Financial Inc., and Union Home Mortgage. Outside of finance, she has been involved with Flyer Enterprises and the University of Dayton. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Jameel Addison is a financial advisor at Merrill with 10 years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at Northwestern Mutual and associated entities from 2015 to 2022. 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Michael Lamaina is a CFP® professional with 36 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2017, following prior roles at National Planning Corporation and Cornerstone Financial Advisors, where he spent 28 years. Outside of his advisory work, he owns Lamainiac Motorsports, a non-investment-related 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 a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and technology tools for portfolio support.