Sudip Mukherjee is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017, following a 14-year tenure at MBIA Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor investment plans. The firm offers a broad range of services including portfolio management, financial planning, and capital markets activities.

Francis Brogan is a financial advisor with Cetera based in Parsippany, NJ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with firms including Allied Wealth Partners and Securian Financial Services. Outside of advisory activities, he is also involved in fixed insurance sales through Allied Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services delivered through a large nationwide network of independent advisors.

Jean Jimenez is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds a Series 66 designation and has worked at several firms including Prudential Insurance Company of America, Pruco Securities, Barclays, NYLIFE Securities, New York Life Insurance, Morgan Stanley, HSBC Securities, J.P. Morgan Securities, and Chase Investment Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach utilizing portfolios developed by internal research and third-party strategists, and also offers financial planning, access to third-party managers, and affiliated insurance and trust services.

John Downes is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at Fidelity Investments since 2022, as well as prior positions in various fields including higher education and business. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs, while also providing oversight and consulting services.

Joseph Plourde is a financial advisor with Equitable Advisors, holding a Series 66 designation and 26 years of industry experience. He has been with Equitable Advisors since 2000, including its prior affiliation as Axa Advisors LLC. Outside of his advisory role, he engages in an insurance brokerage business on a limited basis. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of third-party asset management programs and provides ERISA fiduciary services, focusing on matching clients to appropriate investment models without sponsoring its own wrap fee program.

Ruhi Unwalla is a Series 66-licensed advisor at J.P. Morgan Securities with six years of industry experience. Prior to joining J.P. Morgan in 2020, Ruhi held roles at ASK Wealth Advisors and in debt and treasury advisory at Redbridge. Outside of finance, Ruhi has experience working in fitness-related businesses, including Lucille Roberts and Kika Stretch Studio. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop asset allocation models and offers broader derivatives and commodities capabilities than many institutional advisory programs.

Richard Galgano is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior work includes 14 years with Securities America Advisors and Securities America, Inc. Galgano is involved with Prestige Wealth Group LLC and G2 Financial LLC outside of his advisory role. 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, model portfolio programs, third-party asset management, and institutional platforms.

Kaitlyn Cigolini is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, UBS Financial Services, Wells Fargo Clearing, Sittig Cortese LLC, and Tiffany & Co. Her current role at Merrill began in 2022. 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.

Kenneth Traficante is a CFP® professional with 34 years of industry experience, currently serving at Equitable Advisors since 1999. Prior to this, he was affiliated with Axa Advisors, LLC for 21 years. Outside of advisory work, he is involved in business networking through BNI and holds power of attorney for his parents as well as serving as executor of his mother’s estate. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individual and institutional clients. The firm utilizes a range of advisory programs and third-party managers to deliver customized investment solutions without sponsoring its own wrap fee program.

Daniel Vidovich is a financial advisor with Ameriprise in Fairfield, NJ, holding Series 63 and Series 65 licenses and offering 36 years of industry experience. His prior work includes positions at RBC Capital Markets LLC and City National Bank. Outside of advisory services, he is involved in seasonal rental property management through MarkD LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning using a combination of investment research, third-party data, and algorithmic tools.

Azam Chaudry is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Merrill and Bank of America, N.A. from 2016 to 2019, as well as at Sunbird Software Inc from 2019 to 2021. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios and discretionary management while maintaining oversight of sub-advisers and addressing conflicts of interest.

Sharif Marzouk is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He has worked at Equitable Advisors since 2002, including its prior iteration as Axa Advisors. Outside of his advisory role, he owns and operates a property and casualty insurance agency and is involved in buying and selling cars as a hobby through a family-owned business. Equitable Advisors serves a diverse client base that includes individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party managers, focusing on tailored investment solutions without sponsoring its own wrap fee program.

Jacqueline Geary is a financial advisor with MassMutual Investors Services, holding CFP® and Series 63 designations and bringing 30 years of industry experience. She has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1997. Geary is also a member of Ravo Financial Strategies LLC, where she is involved in selling insurance and investment services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Brad Katz is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Cetera and its affiliates since 2007 and is the owner of Lifelong Investments LLC. Katz also serves as an instructor and is the secretary of a nonprofit booster club, where he manages financial records. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Patricia Ela is a financial advisor at Cetera with 36 years of industry experience. She holds a Series 65 designation and has been with Cetera Wealth Services, LLC since 2013, continuing with Cetera since 2023. She is the owner of Ela Financial Group, Inc., a financial planning practice, and serves as board president of a local homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, operating as a multi-manager platform with discretionary and non-discretionary options.

Daniel Rushefsky is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and over 20 years of industry experience. He has worked at MassMutual Life Insurance Company since 2016 and at MetLife Securities Inc. from 2007 to 2017. Outside of his advisory role, he provides companion care for seniors and disabled individuals. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships using firm-approved analytical tools and offers a range of programs including estate settlement and employer-sponsored planning.

Shanti Normil is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been with Primerica Advisors since 2013 and has additional experience with Primerica Financial Services beginning in 2012. Outside of advisory work, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers a wrap-fee asset management program that serves individual, corporate, and charitable clients, managing approximately $15.5 billion in assets. The firm uses model-driven investment strategies managed by unaffiliated asset managers and provides trade execution and custody support through well-known third-party providers.

Austin Hynes is a financial advisor with Edward Jones, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Todd Schroeder is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. His background includes roles at Columbia Bank, Allied Wealth Partners, Minnesota Life Insurance Company, and Securian Financial Services. Outside of his advisory work, he also coaches wrestling approximately five hours per week. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform supporting both discretionary and non-discretionary strategies.

Paul Devera is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. He has been with Cetera since 2006 and also operates Devera And Co., which he founded in 1994. In addition to his advisory work, he owns and operates a CPA business focused on tax preparation, planning, and consulting. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad clientele including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.