Jimmy Castrillon is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at Citigroup Global Markets, HSBC Bank USA, Chase Investment Services, and other financial firms. He is also involved with Bethpage Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides various investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Suzanne Raghoonanan is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2016 following seven years with Morgan Stanley and its related entities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Saviano is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has held positions at J.P. Morgan Securities since 2012 and JPMORGAN Chase Bank, N.A. since 2007. He holds the Series 63 and Series 66 designations. 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 searches, and customized performance reporting. The firm integrates quantitative and qualitative due diligence and incorporates ESG criteria within a broader range of derivative and commodities capabilities.

Luke Cortina is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 designation and four years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2022 and previously at Protiviti from 2019 to 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets.

Marijane Uehlinger is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2017. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer corporate agreements.

Peter Licari is a Series 66–registered financial advisor with J.P. Morgan Securities, based in North Massapequa, NY. He has two years of industry experience, including roles at Merrill/Bank of America and JPMorgan Chase Bank, N.A. Outside of finance, he has been involved with Bar Plancha, a restaurant, for three years. J.P. Morgan Securities offers institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research, with capabilities in derivatives and commodities that distinguish its offerings.

Christopher Corritore is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Vanderbilt Securities for 20 years and Royal Alliance for 3 years. Outside of advisory services, he is the owner of a tax preparation business and has roles in property management and real estate development. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan participants, charities, and corporations. The firm offers a variety of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Maylan Studart Anders is a Wealth Management Advisor at Merrill Lynch Wealth Management. Before joining Merrill Lynch, she worked as a financial journalist for outlets including Yahoo Finance, Modern Wall Street, and TheStreet. She combines her experience in reporting and company research with Merrill's wealth management platform to help clients understand and execute thoughtful financial strategies. With a nine-year career as a professional jockey, she brings focus, discipline, and determination to her financial planning and investment approach. Anders specializes in serving current and former professional athletes, high net-worth families and individuals, small businesses, and retirees seeking to maximize their finances. She guides clients through various life stages and transitions—including career changes, retirement, and market volatility—helping them adjust their portfolios to meet changing goals. She collaborates with clients' teams of attorneys, accountants, and other advisors to coordinate financial and legacy planning, and provides access to additional Bank of America services. She holds a Bachelor of Fine Arts in Global and Electronic Journalism from the New York Institute of Technology and a Master of Science in Finance from the University of Massachusetts. Anders holds professional designations including Accredited Estate Planner (AEP), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is involved with professional organizations such as the Jockey's Guild and the Society of Professional Journalists, and contributes to community organizations including Camp HorseAbility, Muscular Dystrophy Association, and Ronald McDonald House. Her personal interests include adventure sports, boating, golfing, horseback riding, reading, running, skiing, spending time with family, tennis, and traveling.

Edward Loturco is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Gunnallen Financial, and Equitable Advisors. He is also involved in tax preparation and accounting through LoTurco & Company, Inc. 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, third-party asset management, and institutional platforms, supported by proprietary research and advisor tools.

Kiel James is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 12 years of industry experience. He has worked at Primerica Advisors since 2014 and also has experience with Century 21 Milestone and JetBlue Airways. Outside of advisory work, he is involved in sales of loan products and home security referrals through Primerica-affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Robert Lobo is a financial advisor with Primerica Advisors in Richmond Hill, NY, holding a Series 63 license and 11 years of industry experience. He has been with Primerica Advisors since 2014 and has worked with Primerica Financial Services since 2012. Outside of advisory services, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based, tiered wrap fee structure.

Desi Gonzalez is currently serving as Vice President, Wealth Planner at Fidelity Investments, a role held since 2018. In this position, Desi partners with clients to develop and implement financial plans tailored to their individual and family needs, focusing on removing financial barriers to help clients work toward financial success. Desi brings over twenty years of experience in the financial industry, having supported a diverse client base including new investors, high net worth individuals, and senior business executives. Prior to joining Fidelity Investments, Desi held roles such as Senior Manager of Executive Services at E*TRADE Financial in 2018, Senior Branch Manager at Scottrade Inc. from 2002 to 2018, and Assistant Vice President at National Discount Brokers from 1998 to 2001. Desi holds a California Insurance License. Outside of work, Desi's personal interests include baseball, family activities, fitness, football, and traveling.

Jack Strulowitz is a financial advisor at LPL Financial with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Cetera and Bernath and Rosenberg, P.C. He is based in Cedarhurst, NY. 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 and brokerage services, including financial planning, model portfolios, and institutional platforms, utilizing both discretionary and non-discretionary investment approaches.

Hao Lam is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at Flagstar Bank, Citigroup Global Markets, Astoria Federal Savings, Guardian Life, and Equitable Advisors. He is involved with Flagstar Wealth Services, an investment-related business affiliated with LPL. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services through a large network of advisors, utilizing various portfolio strategies and technological tools to support their advisory platform.

David Selzer is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to his financial career, he spent several years as a professional MC, hosting high-end events such as weddings and mitzvahs through his business, Party Harty Entertainment. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured tools and investment modeling techniques.

Raymond George is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Kimberly Ruvolo is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 19 years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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 combines quantitative and qualitative research in its advisory process and incorporates an ESG eligibility framework in its recommendations.

Alcides Gonzalez Villatoro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank before joining Wells Fargo in 2018. Outside of his advisory role, he owns and operates a freight transportation business and serves as a census taker in his community. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines extensive research and analytics with a range of brokerage and advisory solutions, supporting a broad client base including pension and charitable organizations.

Maria Keeler is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process includes structured discovery conversations and firm-approved tools, with a broad range of retail and institutional investment services.

Thomas Mccormack is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. Merrill, along 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 both model-based and discretionary investment strategies managed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.