Sameer Srivastava is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, with prior experience at firms including Mass Mutual Investors Services and Prudential Insurance Company of America. Outside of his advisory role, he is involved with Alpha Corporations, LLC. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm employs a centralized consulting team to provide non-discretionary, algorithm-supported recommendations that incorporate tax-smart withdrawal strategies and asset management within Ameriprise accounts.

Rocco Donofrio is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at Morgan Stanley for 12 years. Outside of finance, he is a partner in Donofrio Handyman Services LLC, a construction and engineering business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and an ESG eligibility framework in its recommendations.

Maria Katsougrakis is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC since 2015. Outside of her advisory role, she is a partial owner of Epiros LLC, a family-owned commercial real estate entity. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Lisa Sherman is a CFP® professional with 41 years of industry experience, currently affiliated with LPL Financial since 2021. Her prior roles include positions at Ameriprise Financial Services, National Asset Management, National Securities Corporation, and Gilman Ciocia, Inc. Sherman also operates Riolo Financial Group, an investment-related business associated with her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Charles Gonzalez is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 37 years of industry experience, including long tenure at Guardian Life Insurance Company and related entities from 1997 to 2026, followed by roles at Park Avenue Securities and Guardian Life before joining Mass Mutual in 2026. Outside of his advisory role, he serves as a board member for Children's Bible Fellowship, facilitating connections for Bronx-based Hispanic-serving churches. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm focuses on collaborative, annual financial planning engagements that use firm-approved software and tools to analyze client goals, providing recommendations mainly at the strategy level.

John Schumacher is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm offers advisory services alongside brokerage, distribution, and investment management capabilities.

Matthew Clemente is a financial advisor at Morgan Stanley with 17 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2013 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets using structured discovery conversations and firm-approved planning tools.

Paul Olivo is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at UBS Financial Services Inc for 13 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2023. Outside of his advisory role, Olivo serves as a board member of the Fordham Prep Top Corner Club, a sports organization in Bronx, New York. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include but do not rely on individual security recommendations as part of standalone planning.

Angelo De Leon is a Planning Consultant at Fidelity, where he collaborates with clients to utilize Fidelity's resources for retirement, income, and wealth planning. He focuses on creating and implementing customized financial plans designed to help clients achieve their goals. Prior to his current role, Angelo held positions including Senior Vice President and Client Service Associate at JPMorgan Chase Private Bank, Vice President and Business Development Manager at Experiture, Wealth Relationship Manager at Citibank, and Private Client Banker at JPMorgan Chase. His professional experience spans various aspects of financial services and client relationship management. Outside of his professional work, Angelo has interests in biking, family activities, fitness, tennis, traveling, and volunteering.

Carole Epstein is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured, tools-based planning process without offering individual security recommendations as part of standalone plans.

Samantha Lobasso is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked in roles outside finance, including at Kao Thai and College Nannies Tutors and Sitters. Morgan Stanley Wealth Management serves individuals and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and offers a broad range of investment and advisory services.

Arthur Hardy is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has been with Cetera and Cetera Wealth Services since 2013. Outside of his advisory role, Hardy owns Hardy Financial Strategies, focusing on fixed insurance and annuities, and serves as owner and president of Arthur Hardy Inc, a holding company used for accounting and tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving 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 access to various investment strategies and program structures.

Eric Leimgruber is a CFP®-designated financial advisor with 30 years of industry experience, currently with Ameriprise in Valhalla, NY. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored written recommendations and ongoing advice focused on income reliability and tax-efficient withdrawal strategies.

Anthony Bartolini is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 36 years of industry experience. He has worked with MetLife Securities Inc. and Metropolitan Life Insurance Company for over three decades before joining Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he is involved in life and group insurance sales. Mass Mutual Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, focusing on collaborative, annual financial planning engagements.

Diane Eitel is a financial advisor with Primerica Advisors in Elmsford, NY, holding a Series 63 designation and 23 years of industry experience. She has been associated with PFS Investments Inc. since 1996 and served in the Queens Board of Elections since 2014. In addition to her advisory role, she engages in sales of loan products and home-related services for affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Raymond Beninato is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cadaret, Grant & Co., Inc. for 14 years. In addition to his advisory role, he is involved with Raben Capital Growth Corp and holds interests in real estate through Prospect Street LLC and Milbank Ave LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Joseph Priore is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and previously worked at firms including Northwestern Mutual Investment Services LLC, Guardian Life Insurance, Park Avenue Securities, and Ameriprise Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Their financial planning process employs structured discovery and firm-approved tools to model outcomes, with clients responsible for implementing and updating their plans.

Adam King is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Campgaw Mountain Ski Area as a ski instructor. Adam also has a background that includes positions at JPMorgan Chase Bank and Equitable Financial Life Insurance. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Vincent Lipson is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 14 years of industry experience. His work history includes roles at PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Outside of advisory work, he is involved in sales of investment-related products and receives non-investment compensation related to mortgage loan products and home security referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management, using model-driven investment strategies supported by third-party asset managers and custodial services.

David Imrith is a financial advisor with Merrill in Montvale, NJ, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at Bank of America and Merrill since 2019 and was previously with Fidelity Investments from 2016 to 2019. Outside of his advisory role, he works part-time as an Uber driver. 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, and institutional accounts, incorporating both internal and third-party portfolio management.