Andrew Soliman is a financial advisor with LPL Financial and holds Series 63 and Series 66 designations. He has 20 years of industry experience, including prior roles at HSBC Bank USA, N.A., HSBC Securities (USA) Inc., Popular Investments, and Webster Bank. He also serves as a bank officer for HSBC Bank (USA) N.A., providing bank-related products and services alongside his advisory duties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing diverse portfolio management strategies and technology-driven research.

Michael Montaldo is a financial advisor with Charles Schwab in Mt Kisco, NY, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior experience includes roles at TD Ameritrade, Morgan Stanley, and E*TRADE Capital Management. Outside of his advisory work, he serves as a board member and minors division director for Sherman Park Little League. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Bryan Smith is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Bank of America, N.A. since 2017, with prior experience at Park Avenue Securities and Guardian Life Insurance. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment management is delivered through multiple program strategies and an extensive roster of manager-constructed strategies, supported by the oversight of its CIO and platform team.

Elizabeth Adams is a Series 66 licensed advisor at Merrill with 19 years at the firm and 13 years of industry experience. She is based in White Plains, NY. 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 offers model-based and discretionary investment strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Davis Craw is a financial advisor at Raymond James & Associates with five years of industry experience. He holds the Series 66 designation and previously worked at Advanced Structural Technologies, Mott MacDonald, and Black & Veatch. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing 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 solutions.

Andre Aflalo is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2021. His prior experience includes roles at Mass Mutual and Waddell & Reed, as well as involvement with the Connecticut Institute for Refugees and Immigrants and the 13 Elmood Rd. Special Taxing District. He also operates Andre Aflalo, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a broad range of financial planning and advisory programs, including model portfolios and retirement plan consulting, and provides both discretionary and non-discretionary management across its offerings.

Michael Liersch is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, JPMorgan Securities LLC, JPMorgan Chase Bank NA, and Merrill. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and serves a large client base through both advisor-led and online platforms.

Brett Kellam is a financial advisor with Raymond James & Associates in Greenwich, CT. He holds a Series 63 designation and has 42 years of industry experience. He has been with Raymond James & Associates since 2016. 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 individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and state and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Feighan is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, Feighan serves as an expert witness on financial planning in divorce cases and owns several business entities related to his practice. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Alexander Koushouris is a financial advisor with Raymond James & Associates in Greenwich, CT, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Arccos Golf LLC and Trovare Home, as well as positions within education and sports organizations. Raymond James & Associates 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 across individuals, institutions, and public entities, offering financial planning and consulting services through various specialized programs and affiliated research resources.

Jacob Ferraro is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has previously worked at Equity Services Inc and National Life Group and served at Virginia Military Institute. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a large network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Andrew Abbattista is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Fidelity Investments and Equitable Advisors. Outside of his advisory work, he has experience in the catering industry through his involvement with Powell Catering Services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Cyril Wyse is a CFP®-designated financial advisor with 36 years of industry experience, currently affiliated with LPL Financial since 2020. Prior to joining LPL, he spent 31 years with Ameriprise Financial Services, Inc. He is based in White Plains, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Summer Gigliotti is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 15 years of industry experience. She has worked within various Wells Fargo entities since 2014. Outside of her advisory role, she is involved in youth sports coaching, serving as head coach for multiple lacrosse associations in Connecticut. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, using proprietary research and planning tools to develop tailored recommendations.

Henry Boettger is a financial advisor with Cetera, holding a Series 63 designation and 17 years of industry experience. His previous roles include positions at Equity Services, Inc and National Life Group. He is also a partner at Hodgkins Boettger Agency LLC, where he is involved in insurance sales and management. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts through a network of more than 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform to provide customized investment solutions.

Christian Washington is a financial advisor with LPL Financial, holding a Series 63 designation and 18 years of industry experience. Prior to joining LPL Financial in 2024, he spent ten years with Cambridge Investment Research Advisors, Inc. In addition to his advisory role, Washington teaches at the City University of New York. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

James Tomoda is a Wealth Management Advisor at Merrill Lynch Wealth Management. He is part of a senior wealth advisory practice dedicated to serving senior executives, business owners, and wealthy families through detailed planning and investment oversight. James holds a Bachelor's Degree from Indiana University and an MBA from the University of North Carolina. He has earned professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), and Personal Investment Advisor (PIA). His team's approach focuses on understanding client values, needs, and goals to develop customized wealth plans. They emphasize ongoing engagement and proactive reviews of wealth strategies to adapt to clients' changing priorities. James and his team prioritize prompt service as they oversee wealth planning, investment management, and private banking to help clients achieve their financial objectives.

Vincent Fiorentino is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He previously worked at UBS Financial Services from 2009 to 2020. Outside of his advisory role, he serves as president of The Green Jacket Club, a business networking organization in Canton, Georgia. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Peter Steiwer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds a minority ownership stake in Vista Indoor Tennis Inc., an indoor tennis facility in Salem, NY. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

Diego Chalco is a Planning Consultant at Fidelity Investments, where he provides holistic planning and guidance to clients. He collaborates closely with clients and their families to develop financial plans tailored to their unique goals, needs, and visions. Diego has held various roles at Fidelity Investments since 2022, including Investment Consultant and Relationship Manager, and previously worked as an Investment Specialist at Vanguard Brokerage Services from 2020 to 2022. He holds a California Insurance License, supporting his capacity to serve clients comprehensively in financial planning. Outside of his professional work, Diego enjoys activities such as fitness, hiking, running, soccer, tennis, and exploring culinary interests.