Dominick Merlucci is a financial advisor at Fidelity with 19 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Merlucci has been with Fidelity Investments since 2011. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation.

Lourdes Siverio is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, she worked for Dellridge Health & Rehabilitation Center and Alaris Health LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Joseph Obrien is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding a Series 63 designation and 43 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has previous experience at Massachusetts Mutual Life Insurance Company and MSI Financial Services. In addition to his advisory role, Obrien operates as an independent insurance agent specializing in dental and group disability income, fixed annuities, life/accident/health, long-term care, Medicare-related products, and property and casualty insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software tools and offering programs such as money-manager options and educational seminars.

Joseph Gammarati is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including a role with Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analyses.

Linda Schnell is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Courtenay Hathcock is a CFP® with 21 years of experience in the financial industry, currently serving as an advisor at Morgan Stanley. Her career includes tenure at Wells Fargo Clearing and Wells Fargo Advisors before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.

John Mackenzie Jr. is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2017, he worked at KeyBank and Key Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, combining discretionary and non-discretionary management with research and model portfolios.

Christopher Feliz is a financial advisor with Edward Jones in Irvington, NY, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at Commonfund Securities Inc and Barclays Services Corporation. He has been with Edward Jones since 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Noah Robinson is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and HV Hammers. Outside of his advisory role, Robinson is involved in youth soccer coaching through Coerver New York LLC and HV Hammers. J.P. Morgan Securities LLC 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 in its investment process.

Michael McGee is a financial advisor at Thrivent Investment Management with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002, totaling 24 years at both firms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and investment management separate.

Nicholas Luisi is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since beginning his financial services career in 2004, he has focused on advising business owners and entrepreneurial families on pre- and post-liquidity planning, helping them prepare for major financial events. Nicholas partners with M&A attorneys, investment bankers, CPAs, and tax advisors to develop integrated strategies addressing tax, estate, investment, and risk management considerations. Nicholas specializes in simplifying complexity and mitigating risk for clients typically 2–3 years before a potential sale or liquidity event, working to optimize personal financial outcomes. His areas of focus include pre-sale wealth and liquidity planning, concentration risk management, tax-aware structuring strategies, planning for partial liquidity or recapitalizations, and post-transaction investment strategy. He serves founders and owners of businesses with $3 million to over $50 million in EBITDA, as well as entrepreneurs navigating various equity events. He holds a Bachelor's Degree from The College of New Jersey and has earned professional designations including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Retirement Benefits Consultant (RBC), and Personal Investment Advisor (PIA). Outside of his professional work, Nicholas enjoys cooking, hiking, spending time with his family, and watching movies. He resides in Allendale, New Jersey, with his wife and three children.

Jeffrey Gaier is a CFP® professional with 38 years of experience currently affiliated with MassMutual Investors Services. His prior work includes six years at Greenberg & Rapp Financial Group, Inc. and M Holdings Securities, Inc. He is also active as an independent insurance broker and owns a consulting business, in addition to serving on the board of a nonprofit focused on public education and awareness in child health research. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Ronald Pompei Jr. is a CFP®-credentialed advisor at LPL Financial with 40 years of industry experience. He previously spent 22 years at Crown Capital Securities before joining LPL Financial in 2024. Outside of his advisory role, he works as a tax preparer and is also active as a musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and access to model portfolios and third-party research.

Michael Luftman is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Mass Mutual Investors Services in 2017, he worked at Metlife Securities Inc. for 16 years. Outside of his advisory role, he owns a small business entity registered as Luftco, Inc. and works as an insurance broker specializing in individual life, health, disability, long-term care, and fixed annuities. Mass Mutual Investors Services, LLC 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 seminars, using firm-approved tools to develop written recommendations tailored to client goals.

John Guarnieri is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he provides financial advisory services to clients, leveraging his expertise to assist with investment strategies and wealth management. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his commitment to personalized investment guidance. Mr. Guarnieri earned a Bachelor's Degree from Iona College.

Scott Bancroft is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial since 2013. 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, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios and research.

Leonard Sander is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He previously worked at National Planning Corporation for 19 years before joining LPL Financial in 2017. Outside of his advisor role, he is involved with The Creative Planners Group, LTD, which provides tax and accounting services as well as fixed insurance sales. 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, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Cesarina Burgos is a financial advisor with J.P. Morgan Securities in Scarsdale, NY, holding Series 63 and Series 66 designations and seven years of industry experience. Her career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as Wells Fargo Bank and Wells Fargo Clearing. 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 brokerage, distribution, and investment management capabilities.

David Balkcom is a CFA® charterholder with three years of industry experience. He is currently with Mass Mutual Investors Services and has prior experience at Equity Services, Inc., National Life Group, and New York Life Insurance Co. Outside of finance, he has worked with dental practices earlier in his career. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-focused planning utilizing firm-approved software and offers event-driven services such as estate settlement and divorce planning.

Sheila Littleton is a financial advisor with Cetera, holding a Series 63 designation and 22 years of industry experience. She has been affiliated with Cetera and its related entities since 2005 and has owned Littleton Financial since 2019. In addition to investment advisory, she sells health and fixed insurance products through various carriers. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers.