Aleksandar Matovski is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services, Bank of America, Merrill, and Morgan Stanley. Outside of his advisory role, he is involved in several real estate investment ventures and serves as a commercial loan originator and referral partner for human capital management services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Michael Reynolds is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wachovia Bank, N.A. Outside of his advisor duties, he serves as the executor for an estate. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Tom Burns is a Financial Consultant at Fidelity Investments, a role he has held since 2022. In this position, he partners with clients to develop tailored financial plans aimed at meeting their individual needs. He focuses on educating clients about their financial situations and assisting them through a process that leverages strategies and Fidelity's expertise to build, protect, or distribute wealth.

E Regnier is a financial advisor with Primerica Advisors in Elmsford, NY, holding a Series 63 designation and 28 years of industry experience. He has been with Primerica Advisors since 1994 and previously worked at the US Census Bureau in 2020. Outside of advisory work, Regnier is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on personalized investment solutions rather than institutional pension or profit-sharing plan management.

Shane Oconnor is a CFP® professional with 13 years of industry experience. He has worked at OSAIC since 2025 and spent 10 years at Lincoln Financial Advisors prior to that. Oconnor also holds an insurance agent role, offering fixed and indexed annuities and traditional life insurance. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on diversified, portfolio-driven investment strategies and access to third-party money managers and managed-account solutions.

Ethan Bordman is a Team Financial Advisor with The Covitz McCauley Group at Merrill Lynch Wealth Management. He works with high-net-worth individuals, families, and professionals in the entertainment and sports industries, providing financial and retirement planning services tailored to each client's unique ambitions and goals. Before joining Merrill Lynch, Ethan spent 16 years as a media, sports, and entertainment attorney, including roles in private practice and as an Assistant Executive Director of SAG/AFTRA. His legal background informs his approach to financial advising, allowing him to connect clients with personalized strategies for wealth management, legacy planning, and personal retirement planning. Ethan holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Juris Doctor from the University of Detroit School of Law and a Master of Business Administration from Wayne State University. Furthering his education abroad, he obtained a Masters of Laws in Entertainment Law from the University of Westminster in London and a Masters of Laws in International Sports Law from Anglia Ruskin University in Cambridge, England. Ethan is active in professional organizations, having served as Chairperson of the New York State Bar Association's Entertainment, Arts & Sports Law Section from 2022 to 2024, among other roles. Outside of his professional work, he enjoys spending time with his family, swimming, playing tennis, and watching movies.

Mohit Kumar is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, Kumar is involved in managing multiple residential rental real estate properties. 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 team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain decision-making authority.

Lauren Nassau is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. She has been with LPL Financial since 2009. Nassau also engages in non-variable insurance brokerage through Ash Brokerage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement consulting, supported by research and diversified investment strategies.

Matthew Jack is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Morgan Stanley. His prior experience includes a decade at UBS Financial Services before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management offers a comprehensive range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct client services and Corporate Financial Planning agreements.

Brian Boffa is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He previously worked at Royal Alliance Associates and PCI Staff Leasing. Outside of his advisory role, Boffa is CEO and president of Consolidated HR Services, an independent insurance agency. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody options, proprietary and third-party model strategies, and both discretionary and non-discretionary investment approaches.

Dominic Meliado is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at J.P. Morgan Securities and Bank of America, N.A. Outside of finance, he works as a personal trainer on Sundays. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad range of clients including individuals, high-net-worth clients, and institutions.

Danielle Guilderson is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliate since 2012. Outside of her advisory role, she teaches meditation classes as an adjunct professor at Westchester Community College, instructs yoga to veterans at a VA hospital, and owns a yoga and wellness center in Mohegan Lake, NY. Ameriprise offers retirement-income planning services designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations.

Tim Boyle is a financial advisor with Cetera, holding a Series 63 designation and having 11 years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2019 and previously worked at Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and provides access to both affiliated and third-party investment strategies.

Autumn Weems is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including JPMorgan Chase and Northwestern Mutual Wealth Management. Outside of her advisory role, she works as a delivery consultant for DoorDash. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Nicholas Poulis is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley and its related entities since 2007. Outside of his advisory role, he serves as Chief Financial Officer on the Finance Committee of the Chian Federation, a Greek cultural and charitable organization. Morgan Stanley Wealth Management is an SEC-registered advisor 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 structured planning tools supported by its Global Investment Committee.

Jasmeet Kaur is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2016 and 2017, respectively. Outside of her advisory role, she is involved with Literacy Volunteers of America and New Community Corp. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm sponsors a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Jeffrey Budd is a CFP® with 36 years of industry experience, currently advising at Raymond James & Associates since 2019. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Investments, with a total of over two decades at Fidelity. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, providing wealth advisory planning, non-discretionary investment consulting, and specialized municipal and public finance services.

Brendan Keohane is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 32 years of industry experience. He previously worked at Metlife Securities Inc. for 25 years before joining Mass Mutual Life Insurance Company in 2016 and its subsidiary, Mass Mutual Investors Services, in 2017. Outside of his advisory role, he is involved in outside insurance sales, focusing on individual and group life, health, disability, long-term care, and fixed annuities. 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 ongoing financial planning, asset management programs, and educational seminars using firm-approved analytical tools, structuring planning engagements as annual collaborative relationships with clients.

John Proxenos is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Raymond James Financial since 2004 and is also a 50% owner and president of Axia Financial Advisors, a support company for the branch. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities, offering tailored, non-discretionary advice and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Thomas Carl is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its related entities since 2009. Carl is based in Paramus, NJ. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm’s approach incorporates structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.