Leah Hughes is a Series 66-licensed financial advisor with UBS Financial Services, where she has worked since 2023. She has three years of industry experience and a varied background that includes roles in mortgage lending and the music industry. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Joseph Lovecchio is a Financial Consultant at Fidelity Investments, where he focuses on assisting clients with saving for and transitioning into retirement. He collaborates with clients to build financial plans that provide a clear and actionable roadmap tailored to their individual needs. Joseph has held several roles at Fidelity Investments since 2021, including Planning Consultant, Relationship Manager, and High Net Worth Service Associate. Prior to joining Fidelity, he worked as a Relationship Banker at JP Morgan Chase and as a Financial Planner at Barnum Financial Group. Outside of his professional work, Joseph enjoys baseball, beach activities, family time, fitness, and golf.

Richard Mulligan is a financial advisor with Cetera, holding a Series 63 designation and 22 years of industry experience. His work history includes multiple roles within the Cetera family of firms since 2019 and prior experience at Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform that supports model portfolios, third-party managers, and customized strategies.

Avi Levine is a financial advisor at LPL Enterprise with ten years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for ten years. Levine also provides group benefits quoting services through an independent arrangement with Glenn Levine Insurance and Financial Services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset managers. The firm combines adviser programs with brokerage and insurance products, supported by an integrated platform and a range of investment and lending services.

Crista Tucker is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo and First Republic Investment Management. Tucker is based in Katonah, NY. J.P. Morgan Securities 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Benjamin Harrison is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. Based in Chappaqua, NY, he owns and operates an online Etsy store, Bible Vision Prints, which sells digital prints related to Bible visualization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Charles Branch is the Resident Director at Merrill Lynch Wealth Management and co-founder and senior partner of Branch-Zorda Wealth Management. He joined Merrill in 2006, dedicating his career to building clear financial roadmaps that help define and prioritize the life and financial goals of his clients. Charles aims to both advise and educate clients on their financial lives, serving as a trusted resource to help navigate the complexities of investment decisions. Charles holds a Bachelor's Degree from the Virginia Military Institute, where he was a four-time conference champion, All-American athlete, and a first ballot Hall-of-Famer. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Within Merrill Lynch Wealth Management, he serves on the board of the firm's Black/African American Leadership Council and has been a featured speaker at various firm events. Beyond Merrill, Charles contributes to his community through board membership at the Virginia Military Institute. His client focus areas include executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, defined benefit plans, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, tax minimization, and retirement income. Charles resides in Greenwich, CT with his wife and two children.

Michelle Taveras is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015. Outside of her advisory role, she manages a privately owned residential property as a personal investment. 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 while clients retain final decision-making authority.

Michael Farrell is a financial advisor at Mass Mutual Investors Services with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities, Inc. for 36 years. He is also an independent insurance agent selling life, annuities, disability income, and related 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 offers comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved tools and structured planning processes.

Anthony Riina is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined 14 years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Manvir Singh is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Ads Transport Inc, and the Massachusetts State 911 Department. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Peter Spoto is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Fidelity Investments and Oppenheimer. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework.

William Baffuto is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. His prior roles include positions at UBS Financial Services Inc and various tenures within Equitable Advisors and affiliated entities. Outside of his financial career, he has worked at Greenburgh Recreational Day Camp. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers a range of financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, primarily working through LPL-sponsored programs and endorsed TAMPs.

Joseph Wiesenfeld is a financial advisor with UBS Financial Services, based in Airmont, NY, and holds 22 years of industry experience. He has been associated with UBS Securities LLC and UBS PaineWebber Services Inc. since 1986. Outside of his advisory role, he is a partner in TRI STATE PACKERS, LLC, a company involved in dry food packaging. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering proprietary research and model-based portfolio management.

Maydenise Santiago is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. Outside of her advisory role, she owns an e-commerce business focused on online retail sales and digital products. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Neal Deutsch is a CFP® with 41 years of experience in the financial industry. He is currently with Cetera and has been involved with various firms including First Allied Advisory Services and Chestnut Investment Group, which he owns. He also holds a fiduciary trustee position. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base with a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wanda Vasse Koerner is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank since 2006. 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 team of Wealth Advisors. The firm integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Neil Klein is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 19 years. Outside of his advisory role, he is a partner in Holding On Productions LLC, a company involved in art and culture activities. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and analytical tools, serving clients with strategies that include estate planning and broad investment options.

Eric Dorfman is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He previously worked as an Investment Consultant at Fidelity from 2022 to 2023. His earlier experience includes serving as a Portfolio Manager focused on U.S. and Canadian equities at First New York Securities from 2014 to 2021, and as a U.S. Equity Trader at AMR Capital Trading between 2004 and 2013. Throughout his career, Eric has specialized in investment management and financial planning. He holds an Arkansas Insurance License. Outside of his professional work, Eric's personal interests include spending time at the beach, enjoying comedy, football, music, and engaging in parenthood.

Nicole Lopez is a financial advisor at Fidelity with Series 66 credentials and has been in the industry since 2022. She previously worked at New York Life Insurance Company and has been involved with community organizations such as the Kips Bay Boys & Girls Club and Holy Spirit Roman Catholic Church. Fidelity's Strategic Advisers LLC, where she is based, provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its involvement in fund advisory, including multi-manager and fund-of-funds structures, and its use of systematic methodologies and AI in portfolio management.