Urszula Wierzgala is a Series 66 licensed financial advisor with J.P. Morgan Securities, bringing 22 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, NA since 2017. Outside of her advisory role, she is a co-owner of a rental property. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Joseph Cohen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 29 years of industry experience. He previously worked at National Planning Corporation and Wells Fargo Clearing before joining LPL Financial in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by advisor-facing tools.

Brian Rudin is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He has held positions at J.P. Morgan Securities LLC since 2016 and previously worked at HSBC Bank USA N.A. in 2016. He holds Series 63 and Series 65 credentials. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jeffrey Jacobs is a financial advisor at LPL Enterprise with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. In addition to his advisory role, he is involved with Plymouth Rock in property and casualty insurance. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s approach includes model-driven investment implementation and access to third-party asset managers, alongside offering non-securities products such as affiliated insurance and trust services.

Richard Hennessy Jr. is a financial advisor with Mass Mutual Investors Services who holds 38 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. for 30 years. He also maintains a role with MassMutual Life Insurance Co. Mass Mutual Investors Services, LLC 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, with planning engagements focused on collaborative annual relationships and the use of firm-approved analytical tools.

Evan Dankner is a CFP® with 21 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. Dankner owns and manages Lexty Holdings LLC, an advisory business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeffrey Alecci is a financial advisor with UBS Financial Services in Paramus, NJ, holding a Series 63 designation and 38 years of industry experience. He has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven investment strategies tailored to clients’ goals and risk tolerances.

Ryan Hodgins is a financial advisor with Equitable Advisors holding a Series 66 designation and four years of industry experience. His prior roles include positions at Celebrate the Children and the University of New Haven. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutional clients, and charitable organizations. The firm emphasizes matching clients to program models or discretionary managers, utilizing a range of investment products and offering ERISA fiduciary services through its network of Investment Adviser Representatives.

Michael Gorman is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management. He has been an advisor with Merrill since 1991 and holds a Bachelor's degree in Finance from Iona College. With over 30 years of investment management experience, Michael specializes in addressing clients' financial, retirement, and estate planning needs through customized financial strategies and investment planning. His expertise includes retirement income advice, investment asset allocation strategies, liability management, cash management, and working capital needs of corporations and small businesses. Michael serves a diverse client base that includes high net-worth individuals, families, senior-level executives, business owners, corporations, non-profit institutions, endowments, and estates. He is recognized for his commitment to understanding his clients' individual circumstances and objectives. Michael holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been named to the Forbes "Best-in-State Wealth Advisors" list from 2017 to 2024. His personal interests include golfing, reading, and skiing.

Carlton Abrams is a financial advisor with Primerica Advisors in New York, NY. He holds a Series 63 designation and has 17 years of industry experience. His work history includes roles at Primerica Advisors and Primerica Financial Services since 2004, as well as recent employment with New York City Transit. He is involved in sales of investment-related products and receives compensation for referrals of home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates a large network of advisors and primarily uses model-delivery strategies managed by unaffiliated asset managers, offering a range of strategic and tactical investment models.

Dominick Merlucci is a financial advisor at Fidelity with 19 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Merlucci has been with Fidelity Investments since 2011. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on systematic methodologies and long-term asset allocation.

Lourdes Siverio is a financial advisor at Edward Jones in Hackensack, NJ, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked at Dellridge Health & Rehabilitation Center and Alaris Health LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies with over $1 trillion in assets under management and a large nationwide network of advisors and branch offices.

Luis Jimenez is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019 and previously held positions at HSBC Bank USA and HSBC Securities from 2015 to 2019. He holds Series 63 and Series 65 designations. 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, distribution, and investment management capabilities.

Joseph Obrien is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding a Series 63 designation and 43 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has previous experience at Massachusetts Mutual Life Insurance Company and MSI Financial Services. In addition to his advisory role, Obrien operates as an independent insurance agent specializing in dental and group disability income, fixed annuities, life/accident/health, long-term care, Medicare-related products, and property and casualty insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software tools and offering programs such as money-manager options and educational seminars.

Joseph Gammarati is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Morgan Stanley since 2009 and has worked in the Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques.

Linda Schnell is a financial advisor at Morgan Stanley with 31 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, following eight years with Citigroup Global Markets. Schnell holds Series 63 and Series 66 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate strategies, utilizing structured discovery processes and advanced modeling tools.

Courtenay Hathcock is a CFP® with 21 years of experience in the financial industry, currently serving as an advisor at Morgan Stanley. Her career includes tenure at Wells Fargo Clearing and Wells Fargo Advisors before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.

Christopher Feliz is a financial advisor with Edward Jones in Irvington, NY, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at Commonfund Securities Inc and Barclays Services Corporation. He has been with Edward Jones since 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Noah Robinson is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has one year of industry experience, including prior roles at Edward Jones and HV Hammers. Outside of finance, he is involved in youth soccer coaching through Coerver New York LLC and HV Hammers. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michael McGee is a financial advisor at Thrivent Investment Management with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002, totaling 24 years at both firms. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and investment management separate.