Benito Moneta is a Series 66 licensed advisor with J.P. Morgan Securities in West Harrison, NY. He has one year of industry experience, including roles at JPMorgan Chase Bank, N.A. and Citigroup/Citibank. His prior work also includes positions at LTF Club Management Co LLC and the American Skating Center LLC. 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. The firm’s advisory process combines quantitative screens and qualitative research, incorporating ESG considerations and leveraging broader derivatives and commodities capabilities.

Jacob Heitzner is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and previously worked at Crestron Electronics and attended the University of Delaware. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yulli Camargo is a financial advisor at Primerica Advisors with a Series 66 designation and experience beginning in 2024. Prior to joining Primerica Advisors, Yulli has held roles at Hinshaw & Culbertson LLP, LPL Enterprise LLC, Pruco Securities LLC, and Clark Law Firm, PC. Outside of advisory work, Yulli is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily 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 uses a tiered wrap-fee structure for its services.

Yocari Lara is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 13 years of industry experience. Prior to joining LPL Financial in 2025, she worked at Western International Securities, Inc. for seven years and SW Financial for one year. She is also engaged in independent contracting and personal services outside of her investment advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, with advice and account management delivered primarily by investment adviser representatives using both custom and third-party strategies.

Michael Grofsick is a financial advisor with LPL Financial in Mahwah, NJ, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Agia and Valic Financial Advisors. Outside of finance, he is the author of a published children’s ebook and also sells baseball cards through an online auction platform. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. It offers a range of financial planning and investment management services through a large network of advisors and utilizes various advisory platforms and technology tools.

Francis Obrien is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at AIG Capital Services, Inc. and Hightower Securities, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Allen Grommet is a CFP® professional with 30 years of industry experience. He is currently with OSAIC and has previously worked at American Portfolios Financial Services, CL Wealth Management, and Workman Securities Corporation, among others. Grommet also owns and operates Caring Financial Services and Caring Wealth Management, providing financial and insurance services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and access to multiple custodial and third-party platforms.

Michael Cocco is a Series 66-licensed financial advisor at Equitable Advisors with 21 years of industry experience. He has been with Equitable Advisors since 2005, including its predecessor Axa Advisors. He serves as a board member of the Penn State Alumni Association and the Montclair Public Library Foundation, contributing to charitable and community programming efforts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a variety of advisory models, including third-party asset managers and proprietary programs, to tailor investment solutions for a wide range of client needs.

Jeffrey Mandell is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2009. He also has a concurrent affiliation with Bank of America, N.A. since 2006. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lucy Chen is a financial advisor at Morgan Stanley in Purchase, NY, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior work includes positions at Nomura and Morgan Stanley, as well as time spent at Cornell University. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and methodologies, with approximately $2.74 trillion in client assets under management.

Laura Ciminera is a financial advisor at Morgan Stanley with 36 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliated service group since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Sherry Swenson is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds a Series 66 designation and has been with UBS since 1987. Outside of her advisory work, she is involved with the Indian Hills High School Boys Soccer Boosters Association as a fundraiser and alumni member. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Mauro Puello is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has been in the industry since 2025 and previously worked at Total Deployment Solutions, The Wright Star, FX Trading Academy, and Cardinal Bridge LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and municipal entities, and offers a range of financial planning, investment consulting, and municipal advisory services.

Steven Lobasso is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked within various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he is involved in managing an estate-related business in Amawalk, New York. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm employs structured planning tools and supports a broad range of investment and trading activities through its parent company.

Thomas Divito Jr. is a financial advisor with Merrill in Paramus, NJ, holding a Series 66 designation and bringing 10 years of industry experience. He has been associated with Merrill since 2007 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm integrates strategic asset allocation and tax-aware strategies, supported by Bank of America’s trading and custody infrastructure.

Matthew Brogan is a financial advisor with Merrill in Paramus, NJ, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Merrill and its parent Bank of America since 2013. Outside of his advisory role, he holds a power of attorney position for an entity named F A B based in Beach Haven, New Jersey. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Michael Szalkiewicz is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for seven years before joining Ameriprise in 2023. Szalkiewicz serves on the Board of Directors for the Rutherford Futbol Club. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Aidan Tessler is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he held roles at Family Management Corporation and Fitzsimmons Abrams LLP, and he has academic experience from the University of Florida. Outside of his advisory work, he was involved with Camp Chen-A-Wanda. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery processes and proprietary planning tools.

Glenn Cohen is a financial advisor with LPL Financial in Paramus, NJ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Edward Jones and Wells Fargo Clearing. Outside of his advisory duties, he is involved with Lifepolicy Pros, focusing on non-variable insurance sales. 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 portfolio programs, and institutional platforms, supported by technology tools for research and operations.

Christopher Busch is a financial advisor at Morgan Stanley with 19 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market scenario modeling.