Catherine Andrade is a financial advisor with Merrill in White Plains, NY, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Merrill since 2002. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Esther Rodriguez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Marie Errico is a financial advisor with UBS Financial Services in Ridgewood, NJ, holding a Series 63 designation and bringing 41 years of industry experience. She has been with UBS Financial Services since 2007. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Darrel Upson is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory work, Upson is involved in business consulting through Endurance Operations Management LLC and Puente Sur Sports Management LLC, and serves on the board of Lutheran Social Services of New York. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients with significant investable assets and integrates advisory, brokerage, and insurance solutions through its affiliated companies.

Benjamin Sokol is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He is a CERTIFIED FINANCIAL PLANNER® professional with over 20 years of experience in financial markets. Benjamin focuses on empowering clients to make informed financial decisions by uncovering their needs and goals, then implementing customized plans. Prior to joining Fidelity, Benjamin worked at JP Morgan from 2012 to 2019 in various positions including Private Client Advisor - Vice President and Investor Associate. He also held roles as Senior Associate in Advisory Services at Thomson Reuters in 2012 and as Senior Proprietary Equity Trader at AMR Capital Trading from 2002 to 2011. Benjamin holds a California Insurance License.

John Ford is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at firms including Charles Schwab, TD Ameritrade, and Fidelity Investments. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary wealth advisory services supported by a centralized due-diligence framework.

Paul Koerner III is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2015 and previously worked at JPMorgan Chase Bank. 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 applying an ESG eligibility framework in its recommendations.

Taylor Mosera is a financial advisor at Wells Fargo Advisors with a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Wells Fargo Clearing, Bain & Company, Ernst & Young (EY-Parthenon), Goldman Sachs, and served in the United States Army. He is also a 50% owner of Hillcrest Capital Advisors, Inc., an investment-related business based in Wyckoff, NJ. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations, with clients having flexibility in implementation through brokerage or advisory programs.

Edwin Molina Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at LPL Financial since 2017, with additional experience at Bank of America and Visions Federal Credit Union. Molina is also involved with Visions Analysis LLC. 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 financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and technology tools to support client account management.

Andy Suh is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. He has prior work history with firms including PFS Investments Inc. and Primerica Financial Services. Outside of his advisory role, Suh is involved in educational services through roles at Ivy Test Prep and previously at Huntington Learning Center. Primerica Advisors sponsors and manages a wrap-fee asset management program that primarily serves individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, using primarily model-delivery strategies overseen by unaffiliated asset managers.

Thomas Mullooly is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. His prior work includes roles at Edward Jones and Credit Suisse Securities (USA) LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Robert Campolongo is a Certified Financial Planner® with 29 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Heather Haera is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. She holds a Series 63 designation and has worked within the Wells Fargo organization since 2009 in various capacities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, offering a broad range of planning services including retirement, education, risk management, and niche areas such as business-owner transition and special-needs planning.

Wen Shao is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in direct sales of nutritional and cosmetic products through a multi-level marketing business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm’s investment implementation is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with discretionary authority granted in certain programs.

Anthony Lo Casto is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., and various sports-related enterprises such as Westchester Giants and Justintime Baseball. 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 an ESG eligibility framework to guide its recommendations.

Joshua Gilenson is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Morgan Stanley for six years and Citigroup Global Markets for two years. Outside of his advisory role, he holds a real estate license and is involved in mortgage and real estate services through J Realty Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, wrap and model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

David Prockter is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on connecting clients to tailored financial plans and processes aligned with their individual goals. His approach emphasizes simplicity and transparency in managing wealth and investment decisions. David holds a Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from the State University of New York at Plattsburgh and a Master's Degree from Pace University. His work involves helping clients address various financial objectives, including education funding, retirement planning, and long-term family goals.

Wesley Goldberg is a financial advisor with Ameriprise in Chester, NJ, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet certain asset thresholds, delivering written Recommendation Reports that incorporate income, Social Security, and tax-smart withdrawal strategies. The firm utilizes a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools, to generate tailored recommendations.

Christopher Quigley is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. In this role, he focuses on assisting clients in achieving their financial goals through comprehensive planning and personalized guidance. Christopher applies his expertise in retirement planning, investment strategies, wealth planning, and financial education to establish trusted client relationships. Before his current role, Christopher held several positions at Fidelity Investments, including Relationship Manager from 2024 to 2026, Transition Services Specialist from 2023 to 2024, and Workplace Planning Consultant from 2022 to 2023. This progression reflects his growing experience within the financial services industry.

Nicholas Thompson is a financial advisor with Cetera, holding a Series 66 designation and currently in his first year of industry experience. His prior roles include consulting at Thompson & Thompson Consulting Inc. and involvement with educational institutions such as Fairleigh Dickinson University and Cedar Stars Academy. He also served with the Morris County Youth Soccer Association for six years. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party model portfolios.