Craig Gleason is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with Merrill since 2009 and is also associated with Bank of America N.A. since 2008. 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 investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Joseph Catanzarite is a financial advisor with Primerica Advisors, holding a Series 63 designation and eight years of industry experience. His prior work includes roles at Family Residences and Essential Enterprises and Sherwin Williams. He also engages in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process alongside BNY Mellon Advisors for model implementation.

Elizabeth Jogani is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has worked at Merrill since 2020 and previously held roles at Bank of America and the University of Delaware. 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 for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Fliegelman is a financial advisor at OSAIC with 40 years of industry experience. He holds the ChFC® designation and securities licenses including Series 63 and Series 65. Prior to joining OSAIC in 2024, he worked at G&G Planning Concepts, Inc. for 11 years and American Portfolios Advisors, Inc. for 13 years. He is involved in coaching and training insurance agents on insurance and estate planning through his roles with Strategic Wealth Advisors Network LLC and Mass Mutual Brokerage. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing, offering portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Andrew Goetz is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to develop personalized investment strategies tailored to their individual goals and priorities. He also provides access to Bank of America’s banking and lending services to complement his financial advisory offerings. Andrew holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned both his bachelor's and master's degrees from Hofstra University. Additionally, he is an Eagle Scout with the Boys Scouts of America.

Louis Aquina is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 52 years of industry experience. He worked at Pruco Securities, LLC for 43 years before joining LPL Enterprise in 2024. Outside of advisory services, he is involved in non-variable insurance activities related to Paul Revere Life Insurance, Provident Life & Accident Insurance, and Unum Life Insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Sajjad Ahmed is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 15 years of industry experience. Prior to joining Wells Fargo in 2025, he worked at JPMorgan Chase Bank, N.A. for nine years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Stephen Mosca is a CFP® with 36 years of experience in the financial industry. He has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group.

Katherine Degeorge is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds the Series 63 designation and has worked at Wells Fargo Clearing since 2016, including seven years at Wells Fargo Advisors LLC prior to that. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stephen Sullivan is a financial advisor with OSAIC in Melville, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 13 years with John Hancock/Signator Investors, Inc. Outside of his advisor role, Sullivan operates a sole proprietorship providing sales and service of group benefits. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Neil Solina is a financial advisor at Cetera with 20 years of industry experience. He holds a Series 63 designation and has been with Cetera and its related entities since 2013. Outside of advising, Solina manages a home audio sales business and works as a truck driver for FedEx. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Frank Pecorella is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at LPL Financial since 2022 and maintains concurrent roles at Cuna Brokerage Services and Cuna Mutual Group since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and research from various sources.

Michael Rooney is a financial advisor with Morgan Stanley, holding a Series 63 credential and bringing 36 years of industry experience. He has worked at Merrill from 1989 to 2016 and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services directly to individuals as well as through corporate financial planning agreements.

Karen Molina is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2007. Outside of her advisory role, she works as a sales consultant for Oliveda, a for-profit company based in Santa Monica, California. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelly Powers is a financial advisor at Cetera with 32 years of industry experience. He holds the ChFC® designation along with Series 63, 65, and 66 licenses. His prior roles include positions at Avantax Advisory Services and Equitable Advisors. Powers is also a vice president at S & P Associates of LI, Inc., where he manages investment portfolios and client relationships. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment strategies.

Stephen Levine is a financial advisor at Cetera with 62 years of industry experience. He holds the ChFC® and Series 63 designations. His professional background includes long-term roles at Cetera Wealth Services, LLC and his own firm, Stephen Levine & Associates Ltd. He also works as an independent insurance agent in life, accident, and health insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and retirement services through a large nationwide network of advisors and operates a multi-manager platform with access to both affiliated and third-party investment managers.

Lawrence Sienkiewicz is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Ameriprise in 2021, he worked at HSBC Bank USA and HSBC Securities (USA) Inc. from 2016 to 2021. He is also president of Lawrence E Sienkiewicz INC, a consulting business, and is involved with certainty of uncertainty, LLC, an advisor-owned entity that manages his practice. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Robert Murphy is a financial advisor with Equitable Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 46 years of industry experience. He has been with Equitable Advisors since 1999, having also worked with Axa Advisors, LLC for over two decades. Outside of his advisory role, he is involved in health insurance, including term and universal life insurance products with VOYA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a client intake process to tailor services, offering written financial plans and advisory programs in a hybrid referral and implementation model that includes both discretionary and non-discretionary asset management.

Jason Kimlick is a Financial Advisor with Merrill Lynch Wealth Management based in Melville, NY. He works closely with individuals and families to connect all aspects of their financial lives, helping them prioritize and pursue the goals that matter most. With a focus on personalized wealth management strategies, Jason provides clients access to the investment insights of Merrill and the banking and lending solutions of Bank of America. With 15 years of experience in the financial services industry, Jason joined Merrill Lynch Wealth Management in 2017. He specializes in serving high-net worth individuals, pre-retirees and retirees, clergy, young professionals, and LGBT families. His expertise includes college education planning, family wealth management strategies, retirement income, and socially responsible investing, among other areas. Jason holds the Personal Investment Advisor (PIA) designation. Jason earned a Bachelor's Degree in Aviation and Business Administration from Averett College and a Master's Degree in Divinity from the Baptist Theological Seminary at Richmond. He is involved with various community organizations, including the Alzheimer's Association Long Island Chapter, American Red Cross of Long Island New York, Habitat for Humanity International Inc., and Ronald McDonald House Charities New York Metro Inc. In his personal time, he enjoys antiquing, cooking, and traveling.

Kevin Roth is a financial advisor at Merrill with 39 years of industry experience. He holds the Series 63 and Series 65 credentials. Prior to joining Merrill in 2024, he worked at UBS Financial Services for five years and spent a combined 19 years at HSBC Bank USA and HSBC Securities (USA) Inc. Merrill, along 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 using model-based and discretionary investment strategies developed by internal and third-party managers.