Rocco Mercatante is a financial advisor with Merrill in Red Bank, NJ, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2012. 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 strategies for a range of individual and institutional investors.

Michael Kelly is a financial advisor at Equitable Advisors with 41 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of his advisory role, he is involved in a life settlements brokerage business through The Ashar Group. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory programs.

Thomas Zupancic is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Marsh and McLennan Companies Inc. and managing a window cleaning business. The business is now dormant and in the process of dissolution. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, relying on both proprietary and third-party investment models delivered through its network of Investment Adviser Representatives.

Corey Seckular is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Edward Jones, he worked at Solve Fixed Income and Broadridge Financial Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Evan Brown is a financial advisor with Equitable Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Absolute Fire Protection, Firestone Complete Autocare, and Universal Technical Institute. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Binni Shah is a financial advisor at Merrill with two years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Bank of America, NYLIFE Securities LLC, and Motilal Oswal Financial Service Limited. 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.

Parker Hoch is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Lincoln Financial Advisors and Lincoln Financial Distributors. In addition to his advisory role, Hoch offers accident and health insurance, disability insurance, fixed annuities, fixed indexed annuities, and traditional life insurance. OSAIC is a large wealth management firm serving retail and institutional clients through a multi-advisor platform that provides brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm uses a model-based investment approach with asset allocation and portfolio optimization tools and supports discretionary and advisor-managed strategies.

Logan Youngblood is a financial advisor with Edward Jones in Brooklyn, NY, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked at Raven Nest Golf Course and taught at Sam Houston State University and Livingston High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Qiadong Zhao is a financial advisor with Cetera, holding CFP® and ChFC® designations, and has 16 years of industry experience. He has been with Cetera and its affiliated entities since 2013, with prior experience at LPL Financial and Cathay Bank. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing a multi-manager platform with access to various investment strategies and program structures.

Andrew Shakespeare is a financial advisor with LPL Enterprise in Brooklyn, NY, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at JP Morgan Securities, Equitable Advisors, and MassMutual Life Insurance Company, among others. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach, offers access to third-party asset managers, and operates an affiliated insurance agency alongside trust and lending services.

Laura Ray is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 23 years of industry experience. She previously worked at RBC Capital Markets for 10 years before joining Wells Fargo Clearing in 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 supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

David Goldstein is a CFP®-certified financial advisor with 32 years of industry experience. He is currently with Cetera, where he has been since 2023. His prior experience includes roles at American Portfolios Financial Services, Inc., National Planning Corp, and Sanders Smith Miller Jordan. Goldstein is also the owner of David Goldstein Associates, a securities and insurance business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base 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 both affiliated and third-party managers.

Candice Epp is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Bank of America, Merrill, and Wells Fargo Clearing. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Pamela Pirone Benson is a financial advisor at Fidelity with 12 years of industry experience. She holds a Series 66 designation and has been with Fidelity since 2013, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Emily Fissel is a financial advisor with LPL Enterprise holding the CFP® and ChFC® designations and has 12 years of industry experience. She has been associated with New Providence Financial, LLC since 2010 and worked at Pruco Securities, LLC from 2010 to 2024. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in wrap programs, while also providing insurance and trustee services through affiliated entities.

Carla Oliveira is a financial advisor at Cetera with 14 years of industry experience. She holds the Series 66 and Series 63 licenses and previously worked at Foresters Financial Services from 2015 to 2019. Outside of her advisory role, she is a 100% owner of a rental property. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, featuring a multi-manager platform with access to affiliated and third-party managers, supporting various investment strategies and account structures.

Michael Greenberg is a financial advisor with J.P. Morgan Securities in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Justin Martys is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Fernando Rivera is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and NWSe Deutsche Bank Wealth Management. Beyond his advisory role, he has worked part-time as a warehouse machine operator at an Amazon fulfillment center. 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.

Christian Foli is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and possessing 27 years of industry experience. His career includes roles at TDAmeritrade Inc., Charles Schwab, and PNC Wealth Management. 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 and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program.