Eric Katten is a financial advisor at Stifel with 22 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2014. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

John Cahill Jr. is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. His prior experience includes roles at American Portfolios Financial Services and Questar Capital Corporation. Cahill also maintains a non-variable insurance business related to his investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of investment solutions, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Joshua Diamond is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and 24 years of industry experience. His prior firms include Morgan Stanley, Merrill, LPL Financial, and Gladstone Wealth Partners. Outside of advisory work, he is an independent agent involved in fixed insurance sales. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm employs a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs, offering a range of investment solutions without sponsoring its own wrap fee program.

Nondita Hazari is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. 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’s advisory process combines quantitative screens and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework and supported by affiliates providing implementation and portfolio services.

Paul Moran is a financial advisor with LPL Financial in Medford, NY, holding a Series 63 designation and 17 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. from 2016 to 2022. Moran is also a licensed agent for non-variable insurance products and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a variety of investment strategies, including model portfolios and third-party asset management, and provides non-advisory financial services alongside its advisory platform.

Christopher Hibbard is a financial advisor at LPL Financial with 31 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. His prior roles include positions at Cuna Mutual Group and CUNA Brokerage Services, where he worked from 1997 until joining LPL Financial in 2022. 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, with advice delivered through a large network of investment adviser representatives.

Diane Boyajian is a financial advisor with Osaic Wealth, holding a Series 63 designation and possessing 40 years of industry experience. Her previous roles include sixteen years at American Portfolios and ongoing positions at GC Capital Corp, Bisys Insurance, and Guardian Life Insurance Company. In addition to her advisory work, she has been a tax preparer since 1984. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various investment strategies and third-party manager 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.

Jason Notter is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research with a focus on eligible strategies and incorporates specialized regulatory registrations reflecting broader derivatives and commodities capabilities.

Daniel Silfer is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 credential and has held various roles in real estate sales, marketing, and commerce, including ownership positions in several businesses unrelated to his advisory role. Silfer’s background includes work with JPMorgan Chase Bank and prior experience in real estate and industrial equipment sales. 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 is non-discretionary, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Robert Worlow is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with J.P. Morgan in various capacities since 2014, including his current role since 2018. Prior to J.P. Morgan, he worked at Wells Fargo Clearing from 2012 to 2014. 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 approach combines quantitative and qualitative manager due diligence with customized asset allocation advice, emphasizing client decision-making and incorporating ESG considerations.

Tara Casey is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at UBS Financial Services for eight years before joining Merrill in 2020. Merrill, along 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.

Mitch Klenofsky is a financial advisor at Raymond James Financial with 41 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Ameriprise Financial Services, Wells Fargo Clearing, Merrill, Banc of America Investment Services, and UBS Financial Services. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical and risk-profiling tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Joseph Bonura is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at LPL Financial since 2018 and previously at Invest Financial Corp. and Bethpage Federal Credit Union. Outside of his advisory work, Bonura operates a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by both proprietary research and third-party asset managers.

Sean Turner is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and one year of industry experience. Prior to joining LPL, he served in the United States Air Force for six years and has held various roles in fitness and hospitality sectors. Sean also operated his own corporation, Sean Turner Integrated Corp., from 2022 to 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary research and third-party subadvisors.

Peggy Mahoney is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has more than 25 years of experience advising small business owners, nonprofit institutions, and high net worth individuals. Prior to joining Merrill in July 2021, she worked at JPMorgan, where she developed her practice and built a loyal clientele through a disciplined high-touch approach. With a Bachelor's Degree in Accounting from Queens College, Peggy focuses on building deep connections with her clients and acting as the center of their household's financial decision-making team. Her approach to wealth management begins with understanding her clients' families, financial situations, and priorities, allowing her to create customized and flexible strategies. She offers services that include college education planning, family wealth management, legacy planning, LGBT wealth planning, retirement planning, and socially responsible investing. Peggy is committed to delivering excellent service and pursuing her clients' goals while adhering to high ethical standards. In addition to her professional work, she participates in community volunteering. Outside of work, she enjoys spending time with her family and friends, traveling, and supporting the New York Mets.

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.

John Lucadamo is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 13 years with Invest Financial Corporation. 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 advisory and brokerage services, including financial planning, managed portfolio programs, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

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.

Steven Dichter is a financial advisor at Wells Fargo Advisors with 45 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he is involved in several investment-related business activities, including ownership interests and co-trustee responsibilities in private investment entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services that include specialized planning for business-owner transitions, special needs, and other niche areas.