Damian Reilly is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Provident Bank, Investors Bank, INVEST Financial Corporation, and Capital One Investing, LLC. He is based in Clark, NJ. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, operating a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Zack Tracy is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, Merrill Lynch, and Neuberger Berman. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and may incorporate ESG criteria, with implementation support from affiliated investment-management entities.

Brian Mac Arthur is a CFP® and CFA® credentialed financial advisor with 25 years of industry experience. He is currently with UBS Financial Services and has previously worked at JPMorgan Chase and CIBC Private Wealth Advisors. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

Christine Walsh is a financial advisor at Morgan Stanley in New York, NY, with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its affiliated entities since 2019. Outside of her advisory role, she is involved as an employee with Bar Method NoHo, a fitness class operation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques to support its advisory services.

Kenneth Bryant is a financial advisor with Primerica Advisors in Union, NJ, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has worked at PFS Investments Inc. since 2002 and has been affiliated with Primerica Financial Services since 1998. Bryant also engages in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and utilizes BNY Mellon Advisors and Pershing for trade execution and custody.

Christopher Russo is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Royal Alliance and UBS Financial Services. Outside of advising, he is involved with Coda Logistics and Distribution, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Harry Ayala is a financial advisor with Mass Mutual Investors Services in Brooklyn, NY. He holds a Series 63 designation and has 21 years of industry experience, including prior roles at Metropolitan Life Insurance Co. and Metlife Securities, Inc. In addition to his advisory work, he is an independent insurance agent specializing in long-term care. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools.

Erika Esquivias is a financial advisor at Morgan Stanley in New York, NY, holding a Series 63 credential with 12 years of industry experience. She has worked at Morgan Stanley since 2018 and previously spent five years at Axa Advisors, LLC. Outside of her advisory role, she owns and operates a cleaning company. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies that incorporate market simulations and long-term return estimates.

Tamara Alter is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo, Bank of America, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm supports its advisory process with centralized due diligence and integrates derivatives and commodities capabilities.

Marcus Maldonado is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, as well as at JPMorgan Chase Bank, NA since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Dimitri Zogos is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 17 years of industry experience, including roles at J.P. Morgan Securities since 2012 and J.P. Morgan Chase Bank since 2009. In 2017, he briefly managed an unnamed sports bar. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a range of derivatives and commodities capabilities.

Benjamin Cohn is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. Prior to joining Cetera, he worked in various roles including positions with the Philadelphia 76ers, L.P., and Arconic. In addition to his advisory role, he is involved as an insurance agent focused on fixed insurance products and serves as a financial advisor with Allied Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers.

Joao Rocha is a financial advisor with LPL Financial in Union, NJ, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. His career includes roles at Merrill from 2014 to 2016 and Flagstar Bank N.A. since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, and institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

Colin Ross is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held roles at several companies including Party Perfect Rentals LLC and Event Staffing Solutions LLC. 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 individual and institutional clients.

Richard Chan is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Allstate Financial Services, AXA Advisors, and State Farm. He is also involved in general agency activities for Medicare and property & casualty business through RCK Holdings LLC. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management. The firm employs various advisory models, often implemented via third-party sponsors, and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Steven Nemeth Jr. is a financial advisor at Equitable Advisors with a Series 66 credential and two years of industry experience. Prior to joining Equitable Advisors, he worked for over two decades at SHI International Corp. Equitable Advisors serves individual and institutional clients including pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

James Ulrich is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with business owners and clients who have concentrated stock positions to develop strategies that align with their broader financial goals. James focuses on education planning, family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. He holds a bachelor's degree in Finance and Information Technology Management with a concentration in Data Analytics from Seton Hall University. James has earned professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional career, James enjoys playing hockey, hiking, and exploring national parks.

Renato Obando is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Merrill, and JPMorgan Chase. His career includes multiple tenures with JPMorgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Mark Coller is a financial advisor with LPL Financial in Staten Island, NY, holding the PFS™ designation along with Series 63 and 66 licenses. He has 29 years of industry experience, including previous roles at National Planning Corporation and operating his own CPA practice since 1986. His CPA work includes tax preparation and accounting services. 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 portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Carbone is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 63 designation and has worked at Cetera and its affiliated entities since 2013. Carbone is also a partner at Integrated Financial Services and serves as an investment advisor representative at Guided Professional Solutions LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to use affiliated and third-party model portfolios or create customized strategies.