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.

Giancarlo Colasuonno is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Bank of America N.A. and GWN Securities, Inc. Outside of his advisory work, he is involved with Party Couture LLC DBA Michelle's Catering as a general caterer and server. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies for a range of investors including individuals, high-net-worth clients, and institutional accounts.

Kathleen Toolen is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and 37 years of industry experience. She has worked at Raymond James since 2022, following prior roles at Merrill and UBS Financial Services. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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 seven years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Merrill and Bank of America in 2025, he worked at Equitable Advisors from 2023 to 2025 and has experience in language education roles from 2013 to 2022. 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 serves individual, high-net-worth, and institutional clients, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Martin Mellman is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Osaic Wealth since 2023 and previously at Pleasant Valley Advisory and Royal Alliance Associates. Outside of advisory roles, he owns a CPA firm providing sales and administrative services. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm's investment approach uses model-based asset allocation, portfolio optimization, and a range of managed account strategies supported by risk tolerance and rebalancing tools.

Pauline Honecker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has prior experience with JPMorgan Chase Bank, N.A. from 2010 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their approach emphasizes non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

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.

James Murphy is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2017, following prior roles at Morgan Stanley Private Bank and Morgan Stanley. 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. The firm’s advisory process combines quantitative screening and qualitative research with a forward-looking approach to capital market assumptions.

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.

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.

Michael Norris is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

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.

Benjamin Krculic is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their financial priorities and develop tailored strategies to pursue their short- to long-term goals. His role involves providing guidance on various financial matters including investing, retirement planning, and saving for unexpected events. Additionally, he facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. Benjamin's expertise lies in helping clients manage multiple financial priorities, such as purchasing a home, saving for college, caring for elderly parents, and preparing for healthcare needs. He emphasizes one-on-one collaboration to define goals and select portfolio strategies designed to meet those objectives. He provides ongoing advice and adjusts strategies as clients' situations evolve. He holds a Bachelor's Degree and a Master of Business Administration (MBA) from Seton Hall University. Benjamin also holds the Personal Investment Advisor (PIA) designation.

Sameer Srivastava is a Series 66-credentialed financial advisor with over 22 years of industry experience. He is currently with Ameriprise Financial Services, where he has worked since 2020, and has held various roles at related firms since 2002. Srivastava is also involved with Alpha Corporations, LLC. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Soudeh Pazouki is a Financial Advisor with Merrill Lynch Wealth Management. In this role, she provides financial planning and wealth management services to clients. Specific areas of expertise or years of experience are not provided. Education background and additional credentials are not available. No information on personal interests or community involvement has been given.

Kathleen Miller is a financial advisor with Merrill in Wayne, NJ, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. Her prior roles include positions at PNC Wealth Management, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. She has been with Merrill since 2012. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Maria Katsougrakis is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 15 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC since 2015. Maria is also a partial owner of Epiros LLC, a family-owned commercial real estate business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model allocations and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Adam Blackwood is a financial advisor with Wells Fargo Advisors in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes positions at Morgan Stanley & Co. LLC, Wachovia Bank, N.A., and Wells Fargo Clearing before joining Wells Fargo Advisors in 2026. He is also the owner of a separate business, 39HLEF, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, serving clients who meet a net-worth threshold.