Carlton Abrams is a financial advisor with Primerica Advisors in New York, NY. He holds a Series 63 designation and has 17 years of industry experience. His work history includes roles at Primerica Advisors and Primerica Financial Services since 2004, as well as recent employment with New York City Transit. He is involved in sales of investment-related products and receives compensation for referrals of home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates a large network of advisors and primarily uses model-delivery strategies managed by unaffiliated asset managers, offering a range of strategic and tactical investment models.

Dominick Merlucci is a financial advisor at Fidelity with 19 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Merlucci has been with Fidelity Investments since 2011. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation.

Lourdes Siverio is a financial advisor at Edward Jones in Hackensack, NJ, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked at Dellridge Health & Rehabilitation Center and Alaris Health LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with over $1 trillion in assets under management and a large nationwide network of advisors and branch offices.

Luis Jimenez is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019 and previously at HSBC Bank USA and HSBC Securities from 2015 to 2019. 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. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, with recommendations limited to eligible strategies and sometimes incorporating ESG criteria.

Joseph Obrien is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding a Series 63 designation and 43 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has previous experience at Massachusetts Mutual Life Insurance Company and MSI Financial Services. In addition to his advisory role, Obrien operates as an independent insurance agent specializing in dental and group disability income, fixed annuities, life/accident/health, long-term care, Medicare-related products, and property and casualty insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software tools and offering programs such as money-manager options and educational seminars.

Joseph Gammarati is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Morgan Stanley since 2009 and has worked in the Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.

Linda Schnell is a financial advisor at Morgan Stanley with 31 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, following eight years with Citigroup Global Markets. Schnell holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate strategies, utilizing structured discovery processes and advanced modeling tools.

Courtenay Hathcock is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Paramus, NJ. His prior experience includes roles at Wells Fargo Clearing and UBS Financial Services. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, leveraging a structured planning process and various analytical tools to support client goals.

Christopher Feliz is a financial advisor with Edward Jones in Irvington, NY, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at Commonfund Securities Inc and Barclays Services Corporation. He has been with Edward Jones since 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Noah Robinson is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Edward Jones and has experience in youth soccer coaching through his involvement with Coerver New York LLC and HV Hammers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on 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.

Michael McGee is a financial advisor at Thrivent Investment Management with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002, totaling 24 years at both firms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and investment management separate.

Nicholas Luisi is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2004. He manages the financial affairs of a select group of families, many of whom have multigenerational wealth, as well as entrepreneurs including self-employed small business owners, equity partners, and corporate leaders. Nicholas specializes in pre- and post-liquidity planning, developing integrated strategies that address tax, estate, investment, and risk management considerations, often coordinating with attorneys, CPAs, and investment bankers to ensure a comprehensive approach. Nicholas holds a Bachelor's Degree from The College of New Jersey, graduating cum laude, and is a CERTIFIED FINANCIAL PLANNER® (CFP) as well as a Certified Plan Fiduciary Advisor (CPFA). He has been recognized by Forbes as one of America's Top Next-Generation Wealth Advisors and holds several professional designations including Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). He resides in Allendale, New Jersey with his wife and children, and his personal interests include cooking, hiking, spending time with family, and watching movies.

Jeffrey Gaier is a CFP® professional with 38 years of experience currently affiliated with MassMutual Investors Services. His prior work includes six years at Greenberg & Rapp Financial Group, Inc. and M Holdings Securities, Inc. He is also active as an independent insurance broker and owns a consulting business, in addition to serving on the board of a nonprofit focused on public education and awareness in child health research. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Ronald Pompei Jr. is a CFP® with 40 years of industry experience, currently affiliated with LPL Financial since 2024. He previously worked at Crown Capital Securities for 22 years. Outside of his advisory work, he is involved in tax preparation and pursues interests as a musician. 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.

Michael Luftman is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 29 years of industry experience. His prior experience includes 16 years at Metlife Securities Inc. and over a decade with MassMutual Life Insurance. He also owns an S-Corp for tax purposes and works as an insurance broker specializing in individual life, health, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides annual collaborative planning relationships using firm-approved software and delivers written recommendations without investment discretion.

Reginald Blake is a financial advisor with J.P. Morgan Securities in New York, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and has been with JPMorgan Chase Bank, NA since 2008. 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 and fund searches, and customized performance reporting within a non-discretionary framework. Their advisory process combines quantitative and qualitative research supported by a manager solutions team and may incorporate ESG considerations.

Scott Bancroft is a financial advisor with LPL Financial in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2013 and previously spent seven years with Wells Fargo Clearing. 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 access to a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with tools such as machine-learning for operational and research purposes.

Dean Colvin is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2019. He has been with Fidelity since 2015, progressing through roles including Investment Consultant and Financial Consultant. Prior to joining Fidelity, Dean worked as a Financial Advisor at UBS Financial Services and Morgan Stanley Wealth Management. As a Certified Financial Planner, Dean supports clients across a broad range of planning topics, focusing on creating comprehensive financial plans and ongoing communication strategies tailored to individual preferences. He holds a California Insurance License. Outside of his professional work, Dean's personal interests include baseball, boating, cooking and baking, fitness, golf, and volunteering.

Leonard Sander is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 40 years of industry experience. He previously worked at National Planning Corporation for 19 years before joining LPL Financial in 2017. He is also involved in tax preparation and accounting services through The Creative Planners Group, Ltd. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cesarina Burgos is a financial advisor with J.P. Morgan Securities in Scarsdale, NY, holding Series 63 and Series 66 licenses and eight years of industry experience. Her career includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as positions at Wells Fargo Bank and Wells Fargo Clearing. 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’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a model-driven approach.