Izabella Wszolek is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for 12 years before joining RBC in 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies using a combination of in-house and third-party managers, with additional services such as financial planning, custody, and brokerage.

Thomas Small is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2015, following a year at Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Savahn Steadman is currently a Planning Consultant at Fidelity Investments. In this role, Savahn focuses on helping clients build clear, actionable financial strategies aligned with their long-term goals. They specialize in guiding individuals through investment planning, retirement readiness, and wealth-building decisions. Savahn has professional experience spanning several roles at Fidelity Investments, including Relationship Manager from 2023 to 2026 and High Net Worth Associate from 2022 to 2023. Prior to that, Savahn worked as a Financial Advisor at Merrill Lynch from 2018 to 2022. Outside of work, Savahn's personal interests include bowling, football, golf, spending time with friends at social events, and caring for pets.

Natasha Madera is a Planning Consultant at Fidelity Investments, where she collaborates with clients and a dedicated team to perform comprehensive assessments of clients' financial situations. In her role, she focuses on developing tailored financial plans that address clients' specific goals and needs, emphasizing the importance of building enduring relationships based on trust and transparency. Prior to her current position, Natasha gained experience as a Relationship Manager at Fidelity Investments from 2023 to 2024. She also worked as a Financial Services Representative at Fortis Lux Financial from 2022 to 2023, a Relationship Banker at Wells Fargo Advisors from 2020 to 2023, and a Private Client Banker at JP Morgan Chase from 2018 to 2019. Outside of her professional career, Natasha has personal interests that include fitness, food, social events with friends, movies, museums, and outdoor adventures.

Nicholas Campagnone is an advisor at LPL Enterprise with Series 63 and 66 licenses and less than one year of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Brokerage Services LLC. He has also worked with Game Breaker Lacrosse Camps. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Tab Mak is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has previously worked at MSI Financial Services, New England Securities, and Equitable Advisors. Outside of his advisory role, he also works part-time as an insurance claims adjuster. 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 access to third-party asset managers, supported by extensive advisor resources and technology.

Christopher Mahoney is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2015. 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, institutional and pension plans, and charitable organizations, and offers a range of advisory and consulting services with a primarily non-discretionary approach.

Thomas Verdeschi is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes various roles unrelated to finance, including time spent in full-time education and positions at Glen Arbor Country Club and Katonah Memorial Park Pool Snack Bar. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management via multi-asset model portfolios and alternative investment options. The firm is notable for its scale, integrated structure, and combination of advisory and brokerage services.

Iracema Almeida is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds a Series 66 designation and has been with UBS since 2008. In addition to her advisory work, she provides educational services to individuals with special needs through a community habilitation role. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Nicholas Pecorella is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and two years of industry experience. His prior roles include four years at LPL Financial and recent experience at JPMorgan Chase Bank, N.A. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence combining quantitative and qualitative research and incorporates a broad range of investment strategies, including derivatives and commodities capabilities.

Christine Weber is a financial advisor with Primerica Advisors in Mahwah, NJ, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining Primerica in 2021, she worked at Santander Securities, LLC and Santander Bank. Outside of financial advising, she owns and manages retail and sales businesses, including Miscellany Overhaul, LLC, and THE GOAT'S HAUL, LLC. Primerica Advisors is a firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates a wrap-fee asset management program that uses model-delivery strategies and discretionary management, supported by custodial and execution services from BNY Mellon Advisors and Pershing.

Laura Pechfelder is a Series 66 licensed financial advisor with 21 years of industry experience. She is currently with UBS Financial Services and previously worked at Merrill and Preferred Pediatric Orthopedic Surgery. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Christian Sposta is a financial advisor with Primerica Advisors in Whiteplains, NY, holding Series 65 and Series 63 licenses with two years of industry experience. Prior to his current role, he has worked at Primerica Financial Services and has experience in non-financial sectors including entertainment at The Capitol Theatre and gaming. Outside of advisory work, he is engaged in part-time sales related to loan products and home security services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Michael Peist is a CFP® with 32 years of industry experience currently affiliated with Cetera. He has worked at Cetera since 2007 and holds a position as a risk management consultant at Apterra Infrastructure Capital, where he analyzes loans and loan portfolios to identify and mitigate risk. Peist also operates a tax preparation business during the tax season. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, encompassing both discretionary and non-discretionary strategies.

Melissa Naylor is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. She has 16 years of industry experience and has worked at firms including Morgan Stanley and First Allied Advisory Services. Outside of her advisory role, she is involved in paraplanning and insurance sales activities. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Michael O'hara is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Charles Schwab and has previously worked at Fidelity Investments, Bank of America, and Merrill. 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 models with access to affiliated discretionary separately managed accounts and offers centralized custody and order-routing services.

Vaughn Bowman is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. He previously worked at Merrill from 2015 to 2021 before joining Mass Mutual and its subsidiary in 2022. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing, collaborative financial planning engagements using firm-approved software and emphasizes investment strategies rather than specific product selections.

Michael Gogliormella is a financial advisor with J.P. Morgan Securities in White Plains, NY. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2020, he worked for 20 years at Axa Advisors and The Equitable Life Assurance Society of the United States. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and may incorporate ESG criteria in recommendations.

Binu Abraham is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at JPMorgan Chase Bank, N.A. Abraham is also involved in caregiver services through AIM Services, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The program is non-discretionary and supported by centralized due diligence using both quantitative and qualitative research methods.

Larry Jacobs is a CFP®-certified financial advisor with 33 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. In addition to his advisory work, he serves as Treasurer and Board Member for the Winding Ridge Homeowners Association in White Plains, NY. Stifel serves a diverse client base, including individuals, institutional investors, and nonprofit entities, offering brokerage and investment advisory services such as fee-based financial planning and third-party adviser recommendations. The firm’s investment approach uses proprietary forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.