Pantaleo Uva is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC from 1981 to 2024 before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

David Borer is a financial advisor at Merrill with seven years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Equitable Advisors. Prior to entering the financial sector, he spent several years with language centers including Further Language Center and Franklin Language Center. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, and other institutional clients.

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 with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. since 2010 and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

James Doctor is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Phone.com and Bank of America, N.A. He is based in Saddle River, NJ. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, 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 and LEXCO Wealth Management, Inc., holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked at LEXCO Wealth Management since 2011 and at LPL Financial since 2017. He also provides financial planning and consulting services through LEXCO Wealth Management, an independent registered investment advisor firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

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 who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He previously worked at Pruco Securities, LLC for 31 years before joining LPL Enterprise. Agnew is also involved in a prudential-sponsored non-variable insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolios, and access to third-party asset management, combining advisory programs with insurance products via an affiliated agency.

Maie Ibrahim is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments for seven years before joining LPL in 2018. Ibrahim also serves as a fiduciary for an irrevocable trust and is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutional clients. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

Sameer Srivastava is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, with prior experience at firms including Mass Mutual Investors Services and Prudential Insurance Company of America. Outside of his advisory role, he is involved with Alpha Corporations, LLC. Ameriprise is a large institutional firm offering retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm employs a centralized consulting team to provide non-discretionary, algorithm-supported recommendations that incorporate tax-smart withdrawal strategies and asset management within Ameriprise accounts.

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® professional 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. Sherman also operates Riolo Financial Group, an investment-related business associated with her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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 with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He worked at Royal Alliance Associates, Inc. for 17 years before joining LPL Financial in 2019. In addition to his advisory role, he is involved in tax preparation and accounting services through AMF Advisors Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Angelo De Leon is a Planning Consultant at Fidelity, where he collaborates with clients to utilize Fidelity's resources for retirement, income, and wealth planning. He focuses on creating and implementing customized financial plans designed to help clients achieve their goals. Prior to his current role, Angelo held positions including Senior Vice President and Client Service Associate at JPMorgan Chase Private Bank, Vice President and Business Development Manager at Experiture, Wealth Relationship Manager at Citibank, and Private Client Banker at JPMorgan Chase. His professional experience spans various aspects of financial services and client relationship management. Outside of his professional work, Angelo has interests in biking, family activities, fitness, tennis, traveling, and volunteering.

Arthur Hardy is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has been with Cetera and Cetera Wealth Services since 2013. Outside of his advisory role, Hardy owns Hardy Financial Strategies, focusing on fixed insurance and annuities, and serves as owner and president of Arthur Hardy Inc, a holding company used for accounting and tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to various investment strategies and program structures.