Louis Ferriello is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he is an owner and manufacturing consultant at Slider Sports Seats, Inc., a consulting business focused on product vision. 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 through a large team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver non-discretionary wealth management and related services.

Corey Albright is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held positions in various industries including automotive and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manage funds.

Nicholas Fiore is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and the Series 66 license. He has three years of industry experience, with prior roles at GAMCO Investors and a background that includes teaching positions at Sacred Heart University and Somers High School. Outside of his advisory work, he is involved in life settlement assistance and outside insurance sales focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved software and collaborative, annual planning engagements.

Larry Deutsch is a financial advisor with Edward Jones, holding CFP® and Series 66 designations and bringing six years of industry experience. Before joining Edward Jones in 2019, he worked at Milgo Bufkin and spent over three decades at Linear Lighting. Outside of his advisory role, he is a partial owner of several businesses, including a sales agency and two real estate holding companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across the wealth spectrum, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Vincent Cento is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he was involved with Sim Coe Beer Bar and Obercreek Brewing Company from 2022 to 2024 and worked at Mercedes-Benz of White Plains from 2014 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios. The firm is noted for its advisory role to multiple registered investment companies, use of systematic methodologies, and formal governance procedures.

Matthew Sullivan is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding Series 63 and Series 65 credentials and possessing 19 years of industry experience. His career includes roles at MassMutual Life Insurance Company since 2016 and METLIFE Securities Inc from 2006 to 2017. He is also engaged in an outside insurance business involving life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring planning engagements as annual collaborations that provide detailed analyses and written recommendations without discretionary authority.

Mark Marotta is a financial advisor at Raymond James & Associates with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2015. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and nonprofit organizations, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management styles and affiliated research.

Lilibeth Miranda is a financial advisor with Raymond James Financial and holds a Series 63 designation. She has seven years of industry experience, including eight years at Ameriprise Financial Services, LLC, and a prior 20-year tenure at Cuny Hunter College. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Matthew Portnoy is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing, Deutsche Bank Securities, and UBS Financial Services. He has been with Stifel since 2016. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Steven Samori is a financial advisor with LPL Financial, holding the Series 63 and Series 66 credentials and six years of industry experience. Prior to joining LPL Financial in 2025, he worked for David Lerner Associates for five years. His background also includes roles at Tesla and various other companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Pascale Hainline is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and First Republic Investment Management. Outside of her advisory role, Hainline serves as Chair of the Governance Committee at New York Edge, an organization providing educational after-school programs for low-income neighborhoods, and is an advisory board member for the Sports and Arts in Schools Foundation. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Hiral Shah is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. Shah has held roles at JPMorgan Chase Bank, N.A. since 2012 and has been with J.P. Morgan Securities since 2009. Outside of advisory work, Shah is the owner of a technology company, Swanston Labs, LLC, and serves as a board member for the Boys & Girls Club of Northern Westchester. 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 fund and strategy recommendations.

Michael Di Giaimo is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including NYLIFE Securities LLC, Eagle Strategies LLC, and Mass Mutual Life Insurance Company. 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. The firm focuses on non-discretionary services delivered by a select group of Wealth Advisors.

Brian Kopilak is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Outside of advisory work, he is involved in affiliated business activities including sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure.

Deborah Pace is a financial advisor at Merrill with 41 years of industry experience. She held prior roles at Morgan Stanley Smith Barney before joining Merrill in 2017. She is a Series 63 and Series 65 license holder. Outside of her advisory work, Deborah is a limited partner in Woodpecker Media, a for-profit LLC focused on children’s book projects. 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, and institutions, utilizing internal and third-party management teams.

Deborah Ayling is a financial advisor at Fidelity with 12 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley from 2014 to 2022 before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies, use of systematic methodologies, and integration of AI in its investment process.

Michael Chandiramani is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Pascal Murphy is a financial advisor at Ameriprise with 21 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2004. Murphy serves on the board of Bear Brook Village in Wood Ridge, NJ, in addition to managing his own financial advisory practice through GREP Holdings LLC. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering tailored written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services and provides a broad range of investment, brokerage, and insurance solutions.

Elia Durso is a CFP® professional with 41 years of industry experience, currently affiliated with Osaic Wealth, Inc. since 2023. Previously, Durso worked at FSC Securities Corporation for 14 years. In addition to advisory work, Durso operates a seasonal personal income tax preparation business serving approximately 140 clients. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, institutional clients, and charitable organizations. The firm employs a variety of advisory platforms and asset-allocation tools, offering integrated brokerage and investment advisory services with access to third-party money managers and wrap programs.

Ryan Brennan is a Financial Consultant currently working at Fidelity Investments since 2025. Prior to this role, he served as an Investment Consultant and Planning Consultant at Fidelity Investments from 2023 to 2025. Before joining Fidelity, Ryan worked as a Financial Advisor and Financial Analyst at UNFCU Advisors from 2019 to 2022. In his professional practice, Ryan collaborates with clients to develop customized financial plans aimed at meeting their unique needs and obligations. He emphasizes building strong relationships through trust, understanding, and transparency, offering education and guidance to help clients navigate their financial journeys. Outside of his professional role, Ryan enjoys engaging in activities such as baseball, golf, snowboarding, softball, traveling, and participating in social events with friends.