Connor Conforto is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and five years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2021 and previously was associated with Notch 8 and Nomads. Outside of his advisory role, he is also licensed as an insurance broker, focusing on life insurance and fixed annuities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning relationships and offering specialized event-driven services such as divorce and estate planning.

Aaron Saperstein is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2014. Outside of his advisory role, he serves as treasurer for the Earl Monroe New Renaissance Basketball Academy Charter School in the Bronx. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

Devon Anderson is a financial advisor with Primerica Advisors, holding a Series 63 designation and 12 years of industry experience. He has worked with PFS Investments Inc. since 2012 and with Primerica Financial Services since 2006. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm employs a third-party due-diligence consultant for manager evaluation and delegates trading to BNY Mellon Advisors, operating with a tiered wrap-fee structure and curated third-party asset managers.

Dianne Corsbie is a CFP® with 32 years of experience in the financial services industry. She is currently with Cetera and has held prior roles at Broncor Financial Group and Avantax Advisory Services. In addition to her advisory work, she is involved in tax preparation and accounting services through Boncor Tax & Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

David Kaplan is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018 and previously held roles at Bank of America and Merrill from 2010 to 2018. Kaplan holds a Series 63 designation. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Terrance Stevens is a financial consultant currently working at Fidelity Investments since 2023. He has built a career in the financial services industry with over 12 years of experience. Throughout his career, Terrance has held various roles, including Senior Premier Banker, Premier Banker, and Relationship Banker at Wells Fargo from 2015 to 2023, as well as Financial Service Representative at Hudson Valley Credit Union from 2013 to 2015. His professional expertise focuses on assisting clients in achieving their financial goals through a client-centered approach. Terrance is committed to providing service that aligns with clients' unique needs, offering guidance and resources to help them manage their financial journeys effectively. Outside of his professional pursuits, Terrance enjoys fitness and traveling.

John Natoli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at Wells Fargo Advisors and HSBC Securities. 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.

Augustine Donofrio is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and has worked at several firms, including MassMutual Life Insurance Co. and Taxter Advisory. In addition to his advisory role, he is also licensed as an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services 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, using firm-approved tools to deliver written recommendations tailored to clients' goals.

Derek Bailey is a financial advisor with LPL Financial in Monroe, NY, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with LPL Financial and Sterling National Bank since 2017 and previously worked at Key Investment Services LLC from 2013 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Pauline Honecker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. since 2010 and has been with J.P. Morgan Securities since 2012. 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

James Doctor is a financial advisor at Merrill in Saddle River, NJ, holding a Series 66 designation with one year of industry experience. He previously worked at Phone.com for eight years before joining Merrill and Bank of America in 2026. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Isaiah Diaz is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Valic Financial Advisors and Agia. Outside of his advisory role, Diaz is active as a basketball referee with IAABO Board 52. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad array of advisory programs supported by structured discovery processes and advanced modeling tools.

Sheldon Cazoe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Primerica Advisors since 1993 and has over three decades of experience with Primerica Financial Services. In addition to advisory services, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and provides advisory services through a broad network of advisors across numerous offices.

Glenn Bianco is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes 11 years at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors strategies based on each client’s Advisory Risk Profile, utilizing a mix of in-house and third-party managers.

Mark Casa is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, AXA Advisors, and RoundTable Financial Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, supporting both retail and institutional investors.

Robert Roland is a financial advisor with LPL Financial and LEXCO Wealth Management, Inc., holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked at LEXCO Wealth Management since 2011 and at LPL Financial since 2017. He also provides financial planning and consulting services through LEXCO Wealth Management, an independent registered investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

Anthony Siciliano is a financial advisor with Primerica Advisors in Mahwah, NJ, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes roles at Primerica Financial Services and PFS Investments Inc. He is involved in other business activities related to investment products and mortgage loan sales, and manages two legal entities formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies supported by third-party asset managers and custodians.

Thomas Agnew is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He previously worked at Pruco Securities, LLC for 31 years before joining LPL Enterprise. Agnew is also involved in a prudential-sponsored non-variable insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolios, and access to third-party asset management, combining advisory programs with insurance products via an affiliated agency.

Maie Ibrahim is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments for seven years before joining LPL in 2018. Ibrahim also serves as a fiduciary for an irrevocable trust and is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutional clients. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

Niles Munsch is a financial advisor at Morgan Stanley with five years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley in 2020, he worked at Fordham University, Ct Sportsplex, Kohls, and the Harvey Cavalier camp. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.