James Steck is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Andre Lindsay is a financial advisor with Primerica Advisors, holding a Series 63 designation and possessing 11 years of industry experience. He has worked at PFS Investments, Inc. since 2014 and has concurrent roles at Con Edison and Primerica Financial Services dating back to the mid-2000s. In addition to his advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

Akira Kido is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. He serves as a board member for the Tokyo Christian University Foundation, Inc., a charitable organization supporting the university's mission. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and market modeling techniques as part of its advisory services.

Emmanuel Zisis is a financial advisor with Cetera, holding a Series 63 designation and 12 years of industry experience. He has worked at Cetera Financial Specialists LLC and Royal Alliance Associates, INC., and owns Clearscope Wealth, a financial services firm. He serves as vice president of The Peter Latos Prostate Cancer Foundation, which focuses on raising prostate cancer awareness. 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 consulting services, providing access to both affiliated and unaffiliated third-party managers across various program structures.

Kenny Batres is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and one year of industry experience. His prior roles include positions at Morgan Stanley, JPMorgan Chase, Uber, Home Depot, Stop & Shop, and Henry Norman Hotel. Fidelity's Strategic Advisers LLC, the firm with which he is affiliated, provides investment management and advisory services to a diverse client base comprising retail and institutional investors, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Christopher Loria is a financial advisor at RBC Capital Markets with 11 years of industry experience. He has worked at City National Bank and Ameriprise Financial Services, Inc. Prior to his current role, he held positions at both firms starting in 2015. Outside of his advisory work, he is a passive owner of two eCommerce businesses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, implementing strategies tailored to clients’ risk profiles through a mix of in-house and third-party managers.

Suzanna Charbonnier is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management and integrated services, utilizing both in-house and third-party investment managers.

Richard Meier II is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 19 years of industry experience. His career includes ten years at MetLife Securities Inc. before joining Mass Mutual Life Insurance Company and Mass Mutual Investors Services, where he has worked since 2016 and 2017, respectively. He serves as an ambassador for the GAMA Foundation and acts as an emissary for Finseca, an insurance industry research organization involved in fundraising, sponsorship, and recruiting. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a collaborative, annual planning process using firm-approved analytical tools, with a range of investment and planning services including specialized programs such as divorce planning and estate-settlement assistance.

Bryan Pendrick is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 63 designation and spent 15 years with Securities America Advisors and Securities America Inc. before joining OSAIC. Outside of his advisory work, Pendrick serves on the executive committees of the Long Island Golf Association and the Metropolitan Golf Association. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.

Augustine Abbatiello is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Cetera in Westbury, NY, where he has worked since 2019. His prior experience includes roles at Foresters Advisory Services LLC and Foresters Financial Services. Augustine is also involved with Long Island Financial Planning Group, a business associated with Cetera. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program structures and third-party managers.

Theodore Brakatselos is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at UBS Asset Management from 2002 to 2004. Outside of his advisory role, he serves as a church choir director during the academic year. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Matthew Russo is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 licenses with seven years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2018 to 2021. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Ladenheim is a financial advisor with Wells Fargo Clearing in Woodbury, NY, holding Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics guided by diversification principles and modern portfolio theory.

Cara Maloney is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and 32 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2018, following prior roles at Cetera Investment Services and Valley National Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management. The firm combines planning with managed-account programs under its WealthPlan option while maintaining separate services.

Tarun Hasija is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan entities since 2007, including roles at J.P. Morgan Securities and JP Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process features centralized due diligence, combining quantitative and qualitative research to build model asset allocations, with recommendations limited to eligible strategies and incorporating ESG criteria.

Terrence Fenton is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, PRUCO Securities, NYLIFE Securities, and New York Life Insurance Company. Outside of finance, he has experience in hospitality and tourism, having been involved with a restaurant and tour operations in Jamaica. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Maria Barilla is a financial advisor with Merrill in Garden City, NY. She holds a Series 63 designation and has 30 years of industry experience, including 15 years with Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anil Lamba is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 31 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has prior experience with MetLife Securities Inc. and Metropolitan Life Insurance Company dating back to 1993. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, health, and property and casualty insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and delivers written recommendations without investment discretion, with optional implementation through separate brokerage or insurance arrangements.

Randall Perkins is a financial advisor at Ameriprise with 38 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as CEO of J&R Operations, LLC, a business focused on managing office and operational expenses. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Heidi Beattie is a financial advisor with Wells Fargo Clearing and holds Series 63 and Series 66 licenses. She has 13 years of industry experience, with prior roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Frisch Financial Group, and Clear Point Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. 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.