Augustine Donofrio is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and has worked at several firms, including MassMutual Life Insurance Co. and Taxter Advisory. In addition to his advisory role, he is also licensed as an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services 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 tools to deliver written recommendations tailored to clients' goals.

Derek Bailey is a financial advisor with LPL Financial based in Monroe, NY, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His career includes roles at Sterling National Bank since 2017 and Key Investment Services LLC from 2013 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolios, utilizing both proprietary research and third-party subadvisors.

Pantaleo Uva is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has previously worked at Prudential Insurance Company of America since 1981 and at Pruco Securities, LLC. during the same period. LPL Enterprise, LLC 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 using portfolios developed internally and by third-party strategists, and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

David Borer is a financial advisor at Merrill with Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked at Equitable Advisors for two years and has a background in language education with roles at Further Language Center, Much English, and Franklin Language Center. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Martin Mellman is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has been associated with Pleasant Valley Advisory since 2001 and Royal Alliance Associates, Inc. from 2000 to 2023. Mellman is also a CPA and owns a sales and administrative services business in Moorestown, NJ. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing a range of asset allocation tools and third-party platforms to offer customized investment solutions across various asset classes.

Pauline Honecker is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2010. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services through a select group of Wealth Advisors on a non-discretionary basis.

James Doctor is a financial advisor at Merrill in Saddle River, NJ, holding a Series 66 designation with one year of industry experience. He previously worked at Phone.com for eight years before joining Merrill and Bank of America in 2026. 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 and profit-sharing plans, corporations, and charitable organizations.

Sheldon Cazoe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Primerica Advisors since 1993 and has over three decades of experience with Primerica Financial Services. In addition to advisory services, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and provides advisory services through a broad network of advisors across numerous offices.

Glenn Bianco is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes 11 years at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and tailors strategies based on each client’s Advisory Risk Profile, utilizing a mix of in-house and third-party managers.

Mark Casa is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, AXA Advisors, and RoundTable Financial Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, supporting both retail and institutional investors.

Robert Roland is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has previously worked at Investors Capital Corp. and National Planning Corporation, and since 2017 he has also operated LEXCO Wealth Management, Inc., an independent registered investment advisory firm through which he provides financial planning and consulting services. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of advisers and extensive technology tools.

Anthony Siciliano is a financial advisor with Primerica Advisors in Mahwah, NJ, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes roles at Primerica Financial Services and PFS Investments Inc. He is involved in other business activities related to investment products and mortgage loan sales, and manages two legal entities formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies supported by third-party asset managers and custodians.

Thomas Agnew is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 33 years of industry experience. He worked at Pruco Securities, LLC for 31 years before joining LPL Enterprise in 2024. Agnew is also involved in non-variable insurance activities through a Prudential-sponsored agency. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach, offers financial planning and consulting, and facilitates access to third-party asset managers and insurance products through affiliated entities.

Maie Ibrahim is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has worked at LPL Financial since 2018 and prior to that spent seven years at Fidelity Investments. Outside of her advisory role, she serves in a fiduciary capacity for a trust and is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools.

Sameer Srivastava is a financial advisor at Ameriprise Financial Services with 22 years of industry experience. He holds a Series 66 designation and has worked at various firms including Prudential Insurance Company and Mass Mutual Investors Services. Outside of his advisory role, he is involved in real estate ownership. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Rocco Donofrio is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at Morgan Stanley for 12 years. Outside of finance, he is a partner in Donofrio Handyman Services LLC, a construction and engineering business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and an ESG eligibility framework in its recommendations.

Maria Katsougrakis is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC since 2015. Outside of her advisory role, she is a partial owner of Epiros LLC, a family-owned commercial real estate entity. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Lisa Sherman is a CFP® with 41 years of industry experience, currently affiliated with LPL Financial since 2021. Her prior roles include positions at Ameriprise Financial Services, National Asset Management, National Securities Corporation, and Gilman Ciocia, Inc. She is also involved with Riolo Financial Group, a business related to her LPL affiliation. 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, third-party asset management, and institutional platforms, supported by advisor-facing technology and a broad spectrum of financial products.

John Schumacher is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm offers advisory services alongside brokerage, distribution, and investment management capabilities.

Rocco Addona is a financial advisor at LPL Financial with 33 years of industry experience. He previously worked for Royal Alliance Associates, Inc. for 17 years before joining LPL Financial in 2019. Addona holds Series 63 and Series 65 licenses and is involved in tax preparation and accounting as part of his professional activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.