Wanda Vasse Koerner is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank since 2006 and BNY Investment Center Inc. from 2005 to 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

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.

Ginger Montagna is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, N.A. Montagna also owns Montagna Wealth Management LLC, where she serves as an independent contractor managing branch operations and client financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services and supports institutional consulting and portfolio management through a large advisor network.

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.

Deirdre Joyce is a financial advisor at RBC Capital Markets with five years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services for six years. Outside of finance, she has been involved with Rivermarket Bar and Kitchen as a waitress for over ten years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Trishanya Diedrick Smith is a financial advisor with Primerica Advisors in White Plains, NY, holding a Series 63 designation and eight years of industry experience. She has worked at PFSI Investments Inc. since 2018 and Primerica Financial Services since 2016. Outside of advising, she is involved in sales of investment-related products and also receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by third parties and utilizes discretionary separately managed account options.

Meg Gadeleva is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. She has over two decades of experience in the financial industry, focusing on helping clients navigate financial planning and achieve their financial goals. Prior to her current role, she served as Relationship Manager at Fidelity Investments from 2017 to 2019. Her prior experience includes roles such as Regional Manager at Utre - 401k and Pension in Bulgaria from 2014 to 2016, Branch Manager at JP Morgan Chase from 2010 to 2014, Private Client Banker at JP Morgan Chase from 2006 to 2010, and Banker at Citizens Bank from 2004 to 2006. Meg holds a California Insurance License. Outside of her professional life, Meg's interests include art, family activities, hiking, outdoor adventures, reading, and volunteering.

Sharon Brand is a financial advisor at Merrill with 40 years of industry experience. She has been with Merrill since 2007 and previously worked at Legg Mason Wood Walker, Incorporated from 2000 to 2004. She holds the Series 63, Series 65, and Series 66 designations. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Vogler is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, and Metro Exhibits. In addition to advising, he receives compensation for referrals related to home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

Eric Ramirez Lira is a financial advisor with Ameriprise, holding a Series 66 designation and beginning his financial industry career in 2025. Prior to joining Ameriprise, he was associated with LPL Enterprise LLC and has experience working at CUNY Baruch College and the State University of New York at Brockport. He is also involved with Matt Miller Events, an outside employment activity since 2021. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Robert Cohen is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 21 years of industry experience. His career includes roles at MassMutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory role, he operates an independent insurance agency specializing in life insurance, fixed annuities, disability, long-term care, and health insurance. MassMutual 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 programs, using firm-approved software to analyze client goals and provide written recommendations.

Andreas Pietschnig is a financial advisor at Edward Jones with seven years of industry experience. He has previously worked at Merrill, JP Morgan Chase Bank, NA, and TD Bank. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branches.

Frederick Faustini is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His work history includes roles in diverse fields such as education, retail, and healthcare prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, fund advisory, and model portfolio delivery, with notable use of systematic methodologies and advanced technology in its investment process.

Samantha Kay is a financial advisor at Raymond James & Associates with three years of industry experience. She holds a Series 66 designation and has worked at Raymond James since 2021. Prior to her financial services career, she held positions at New City Kosher Deli, Orange County Choppers, and RevFlo Inc. Outside of her advisory role, she serves as the head cheerleading coach at Albertus Magnus High School. 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 including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Douglas James is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2015. He is the owner and president of DMJ Planning LLC, a support company, and Group Benefit Consultants LLC, which provides non-variable insurance products. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm provides tailored non-discretionary planning and uses analytical tools to support client goals, while also maintaining specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Michael Mital is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cetera. He has been involved with Cetera Investment Advisors LLC since 2014 and operates Mital Financial Services as a DBA for financial advisory work. In addition to his advisory role, he prepares and files federal and state tax returns. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

Noah Marshall is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Chestnut Ridge, NY. He has been with Thrivent Financial since 2026 and has prior experience at Ameriprise and New York Life Insurance Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based analyses and written recommendations on various planning topics without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Joshua Felice is a financial advisor with Mass Mutual Investors Services in Elmsford, NY. He holds the CFP® designation and the Series 66 license, with four years of industry experience. Prior to joining Mass Mutual, he worked at Pitney Bowes and has held various roles in different industries. He is also active as an independent insurance agent, selling and servicing life insurance, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as ongoing, collaborative relationships and offers a variety of investment programs and educational seminars.

Kimberly Rodgers is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has 27 years of industry experience, focusing on helping clients identify and pursue their personal financial goals through a comprehensive approach to wealth management. Kim works closely with clients at every step of the discovery and implementation process, combining technical and fundamental research to create individual goal-based portfolios. Kim began her career as a sales assistant at Morgan Stanley Smith Barney before joining UBS/PaineWebber in 1998. She joined Merrill Lynch Wealth Management in 2002, where she has served as an Investment Associate, lead Client Service Associate, and Financial Advisor. Kim holds the CERTIFIED FINANCIAL PLANNER® certification, the Certified Investment Management Analyst® designation, the Chartered Retirement Planning Counselor™ designation, and the Sports & Entertainment Accredited Wealth Management Advisor™ designation. A native of New Hampshire, Kim graduated from St. Joseph's College in Maine with a Bachelor's degree in English and Journalism. She resides in White Plains, New York, and her personal interests include baseball, cooking, golfing, hiking, ice hockey, music, reading, spending time with family, traveling, and watching movies.

Richard Crews is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 41 years of industry experience. Prior to joining Charles Schwab in 2019, he worked at UBS Financial Services Inc. and Biltmore International Corporation. He serves as a director for the Yale Football Association, a nonprofit focused on fundraising for Yale football. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, offering a combination of non-discretionary and discretionary investment options supported by centralized custody and research resources.