Sandra Bright is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds a Series 66 designation and has been with UBS since 1999. Outside of her advisory role, she has been involved with Woodway Country Club since 1990. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client strategies.

Anthony Annunziata is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 25 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities, Inc. from 2015 to 2017. Outside of his advisory role, he is a member and owner of Nunzi Kim LLC, managing administrative support and associate expenses. 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 ongoing financial planning, asset management, and educational seminars, structuring financial planning engagements as annual, collaborative relationships that focus on goal analysis and written recommendations.

Mo Fahimi is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Fahimi previously managed a rental property in the United Kingdom before relocating to the United States. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Joseph Miller III is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, and has roles outside of advisory work including serving as a trustee and power of attorney for a trust, acting as a general agent for Transamerica, and holding shareholder and LLC memberships related to insurance and leasing businesses. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of investment adviser representatives and offers a range of advisory models primarily through third-party sponsors, with a focus on matching clients to investment programs based on risk tolerance and personal information.

Eric Hudson is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 licenses and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2022 and was previously with Key Investment Services LLC from 2017 to 2022. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Nicolette Thibault is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to that, she held roles at Dutchess Community College, Trustco Bank, the State University of New York, and Dick's Sporting Goods. 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. The firm delivers these services through a combination of advisory, brokerage, and investment management capabilities.

Millie France is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 15 years of industry experience and previously worked at Cetera Investment Services and Foresters Financial Services. Outside of her advisory role, she is also an insurance agent with Vanbridge Insurance Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Joseph Marino Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His prior work includes over a decade at Cantella & Co., Inc. He is also the founder of Ninham Capital Corp. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals utilizing various portfolio management and model-based strategies.

John Desalva is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has held leadership roles at Georgetown Financial Group, Inc., where he is president and majority owner, as well as vice president and partial owner of Planned Benefits, Inc. Outside of traditional advisory work, he is involved in multiple insurance-related businesses, including life settlements and fixed insurance product education. Cetera is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options, financial planning, and retirement services, supporting both discretionary and non-discretionary investment strategies.

Marc Goulah is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2011, with a brief tenure at BofA Securities in 2019. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sandra Gonzalez is a financial advisor with Primerica Advisors, holding a Series 63 designation and 24 years of industry experience. She has worked at Primerica Advisors since 2017 and previously spent 16 years with Pfs Investments Inc. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated 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, emphasizing oversight and independent due diligence in its investment approach.

Kenneth Southworth is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Kenneth earned a Bachelor's Degree from Lake Forest College and completed his high school education at The Kent School.

Amy Gillis is a financial advisor with UBS Financial Services in Westport, CT, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. She has been with UBS and its predecessor firms since 1979. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm leverages proprietary capital market assumptions and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Peter Davey is a financial advisor with Fidelity, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Lawrence Baker is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo and its affiliated entities since 2009. Outside of his advisory role, he owns and operates 5 Bakes LLC, doing business as Merritt Point Wealth Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Brian Vieselmeyer is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at firms including Mass Mutual, National Life Group, and currently serves as a partner at Corporate Plans Retirement Strategies LLC. In addition to his advisory roles, he is an insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various account structures and investment strategies.

Todd Parker is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding a Series 66 designation and 13 years of industry experience. He has been with Mass Mutual Investors Services since 2013 and has a 22-year tenure with Mass Mutual Life Insurance Company. Outside of his advisory role, he owns Lenox Advisors, where he provides individual and group life, group health, disability, and long-term care insurance. 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, utilizing firm-approved software for goal analysis and delivering written recommendations without investment discretion.

Jeffrey Klotz is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 licenses and bringing 44 years of industry experience. He has been with UBS since 2008. Outside of his advisory work, he serves on the special events committee for the Bethel Woods Center for the Arts and is a member of the board of directors for Photofind, a photography gallery. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans to client goals. The firm also operates with a range of institutional trading capabilities alongside wealth management services.

Joseph Mc Nally is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Davenport & Company, Amopi LLC, Nasdaq Dorsey Wright, and Verger Capital Management. Outside of finance, he has been involved with Mad Belly Ventures LLC, an entrepreneurial endeavor. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Donald Vujnovich is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and Morgan Stanley Private Bank. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, risk, and wealth-transfer planning, as well as specialized areas such as business-owner transition and special-needs analysis. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with clients deciding how to implement them.