David Pillori is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2012. He partners with individuals and families to educate them on investment opportunities and develop comprehensive financial plans aimed at helping clients pursue their financial goals. He utilizes the resources of Fidelity Investments to support his advisory work. With 39 years of industry experience, David has held leadership roles at several financial institutions, including Vice President positions at Merrill Lynch, Pershing, LLC, and ABN AMRO Inc. He also served as Associate Managing Director at Lebenthal & Co., LLC, and Assistant Vice President roles at Bankers Trust Co. and Societe Generale. His personal interests include family activities, golf, and softball.

Samantha Kucevic is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has previously worked at Balance Face and Body and Fairleigh Dickinson University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved planning tools to support client decision-making.

Kevin Cernuto is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, with prior experience at METLIFE Securities. Outside of his advisory role, he is also an insurance agent specializing in life, disability, long-term care, fixed annuities, and health products. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational services with an emphasis on collaborative, annual planning engagements.

Alyssa Capone is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2021. Prior to her current role, she has held positions in diverse fields including healthcare and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Anthony Porchetta is a financial advisor at Mass Mutual Investors Services with Series 66 registration and experience beginning in 2024. Prior to joining the firm, he worked in the automotive industry and held a role at the University of Scranton. He is also engaged in insurance brokerage, focusing on individual life insurance and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing software tools to deliver written recommendations tailored to client goals.

Grinald Abazi is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, he collaborates with clients individually to define their financial goals and develop portfolio strategies aimed at achieving those objectives. He provides ongoing advice, adapting clients’ portfolios as their circumstances evolve. Grinald holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. He earned a bachelor's degree from Baruch College.

Ryan Donohue is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has worked within various J.P. Morgan entities since 2013, including JPMorgan Chase Bank, N.A. and J.P. Morgan Investment Management Inc. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Kevin Coutinho is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and PricewaterhouseCoopers. Outside of advisory roles, he is also employed as a personal banker at Provident Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with various program options and custodial relationships.

Carmine De San is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Equitable Advisors since 2015 and previously at Axa Advisors for five years. Outside of his advisory role, he serves as a Rangemaster for Cub Scouts BB Guns and Archery with the Boy Scouts of America Patriots Path Council, volunteering approximately three hours per month. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a variety of advisory programs for a broad client base.

Peter Carollo Jr. is a CFP® professional with 40 years of industry experience. He currently works at OSAIC and formerly spent 17 years at Lincoln Financial Securities Corporation and 23 years at Managed Assets Group. He is also licensed as an insurance agent offering various health and life insurance products as well as annuities. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and manages portfolios across multiple investment types, supporting discretionary and non-discretionary accounts through a broad network of affiliated advisers.

Gary Wayne is a CFP® professional with 30 years of experience in the financial industry. He has been with Wells Fargo Advisors since 2022 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside his advisory role, he is involved with several private investment entities and holds ownership interests in multiple investment-related ventures. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs planning, utilizing Wells Fargo’s research and tools to develop tailored recommendations for its clients.

Michael Gould is a financial advisor with Ameriprise in Edison, NJ, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. 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 recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Harpartap Boyal is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to help them achieve these objectives. He provides ongoing advice and adjusts portfolios as clients' situations evolve. Harpartap holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Rutgers. His approach focuses on managing the complexities involved in financial planning, including aspects such as retirement, college funding, eldercare, and healthcare needs.

Kevin Shea is a CFP® and CFA® with 12 years of experience in the financial services industry. He is currently an advisor at Edelman Financial Engines, where he has worked since 2026, following prior roles at Financial Engines Advisors L.L.C. and other firms. Outside of his advisory work, Shea is involved in managing investment real estate as an owner and landlord. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary management and non-discretionary advice, with a focus on diversified portfolios and long-term investment strategies.

Nina Zelaya is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various capacities within Wells Fargo since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by offering a broad range of investment and financial planning services, including cash-flow, retirement, education, and specialized planning such as business-owner transition and special-needs analysis. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, with clients choosing how to implement them through the firm’s brokerage or advisory programs.

Michael Fischer is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 25 years of industry experience. He has worked at LPL Financial since 2017 and previously spent five years with National Planning Corporation. In addition to his advisory roles, Fischer has served as a firefighter with the New York City Fire Department since 2003 and operates a sole proprietorship managing ATM machines. 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 a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Kaden Pickering is a financial advisor at Mass Mutual Investors Services with two years of industry experience and holds a Series 66 designation. He has been with Mass Mutual Investors Services since 2024 and also serves as a volunteer assistant hockey coach for Millburn High School. Additionally, he is involved with Hockey Players in Business, a networking group focused on raising money for charity. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative, annual financial planning engagements using firm-approved software to analyze client goals.

Russell Robinson is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for 15 years. 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 manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Brandon Heroux is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis.

Kannan Jayaram is a financial advisor at Equitable Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he works as a ski and snowboard instructor at Vail Ski and Snowboard School in Colorado. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individual, institutional, and nonprofit clients. The firm offers a variety of advisory programs and works with third-party asset managers to deliver customized investment solutions.