Christopher Dipietro is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. 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 based on clients’ goals and risk tolerances.

Michael Garzone is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Steven Parente is a financial advisor with Merrill in Bridgewater, NJ, holding a Series 66 license and 18 years of industry experience. He has worked at Merrill since 2007 and has additionally been with Bank of America, N.A. since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Veneeta Singal is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has worked previously at PNC Bank from 2012 to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Christopher Tarashuk is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience at Northwestern Mutual. Outside of financial advising, he owns Aquatic Ascent, a business that raises and sells exotic fish. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a variety of asset-management programs. The firm’s approach involves client risk assessment and matching to advisory program models or discretionary managers, utilizing a mix of proprietary and third-party investment solutions.

Christopher Scalise is a Series 66-licensed financial advisor with one year of industry experience. He currently works at Fidelity and has prior experience with Prudential and Boulevard Five 72. Strategic Advisers LLC, the Fidelity Investments company where he works, provides investment management and advisory services to both retail and institutional clients. The firm employs a quantitative and algorithmic investment process and serves as an adviser to multiple registered investment companies and fund-of-funds.

Eric Lebedin 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, New York Life Insurance Company, and Cantor Fitzgerald. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting.

Tess Cusate is a financial advisor at UBS Financial Services with five years of industry experience. She holds the Series 66 designation and has worked at UBS since 2021. Prior to that, she was not employed in the financial sector and completed her education at Villanova University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering fee-based financial planning and portfolio management supported by proprietary research and capital market models. The firm integrates institutional trading capabilities with wealth management, providing a broad range of services including custody, underwriting, and capital markets solutions.

Betsy Mullan is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has been affiliated with MetLife Securities Inc. since 2007. MassMutual Investors Services, LLC operates as a subsidiary of MassMutual and provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative planning approach using firm-approved tools and offers a range of programs including investment management and educational seminars.

Dominic Pinto is a financial advisor at Charles Schwab with 11 years of industry experience and holds a Series 66 designation. He previously worked at Bank of America, N.A. and Merrill for 10 years before joining Charles Schwab in 2025. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of multi-asset model portfolios backed by due diligence from its Center for Financial Research.

Rafael Diaz is a Series 66-licensed financial advisor with Equitable Advisors in Woodbridge, NJ. He has 19 years of industry experience, including over 14 years at Axa Advisors, LLC. Diaz has been with Equitable Advisors since 2006. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a variety of advisory models through in-house programs and third-party asset managers, with a focus on matching clients to appropriate investment solutions based on risk tolerance and plan information.

Kenneth Reilly is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Craig Zaleck is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2021. His prior experience includes roles at First Allied Advisory Services, First Allied Securities, Hogan and Associates LLC, and World Investments LLC. Additionally, he is involved in tax preparation and accounting services through Hogan & Associates LLC. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Shubhro Bose is a Senior Vice President and International Wealth Advisor at Merrill Lynch Wealth Management, having joined the New York International office in 2003. He has over 25 years of experience in the financial services industry, focusing on family wealth management strategies, international wealth management, and managing new wealth. He provides personalized advice that considers every aspect of a client's life, drawing from his background of coming from a family of financial advisors. Shubhro graduated from the McDonough School of Business at Georgetown University in 1997 with a degree in Finance and International Business. He also completed the General Course Program at the London School of Economics and Political Science. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. Additionally, he holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Shubhro is involved with the Georgetown Alumni Admissions Program and his team supports local community organizations such as The Taub Institute for Research and the Women's Education Project. He and his wife Konika, a physician, live in Westfield, New Jersey, and have three children.

Keith Applegate is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Bank of America, Merrill, and Further Lane Asset Management. Keith is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

John Provinsal is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has four years of industry experience, having previously worked at Paradigm Wealth Advisory, PNC Bank, and Capital One Bank. He also operates Paradigm Wealth Advisory, an independent registered investment advisory firm. 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 wide network of advisors, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Jonathan Pueschel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at various JPMorgan affiliates since 2009. Outside of his advisory role, he is a partner in a family-owned real estate entity with limited personal involvement. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Diane Stuart is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 34 years of industry experience. She previously worked at Metlife Securities Inc. for 30 years before joining Mass Mutual in 2017. Outside of her advisory role, she serves as a guardian and co-guardian for a client and is a notary. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analysis tools and offers specialized planning services such as estate settlement and employer-sponsored programs.

Zachary Archambault is a financial advisor at Thrivent Investment Management with seven years of industry experience and holds a Series 66 designation. His work history includes roles at Thrivent Financial and International Planning Alliance, as well as experience outside financial services in the food industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through Financial Advisors. The firm offers goal-based financial planning covering a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Basile Nahas Jr. is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Institutional Shareholder Services, Galileo Financial Technologies, and Oppenheimerfunds. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.