Ryan Donohue is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at various J.P. Morgan entities since 2013, including J.P. Morgan Securities and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with model asset allocations and incorporates ESG considerations in its recommendations.

John Hartman Jr. is a financial advisor at RBC Capital Markets with 9 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2020. Prior to this, he was with Cascade Management, Inc. and Eight-Three Investments, LLC. Outside of advisory work, he serves as Vice President of Quality Paint Products, Inc., a manufacturer of dissipating dyes for high-performance coatings, and coaches youth hockey. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs with a variety of portfolio management and financial planning services, leveraging both in-house and third-party investment managers.

Kevin Coutinho is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and PricewaterhouseCoopers. Outside of advisory roles, he is also employed as a personal banker at Provident Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with various program options and custodial relationships.

Christiana Ofori is a financial advisor with RBC Capital Markets based in New York, NY. She holds a Series 66 designation and has 15 years of industry experience. Her career includes two tenures at RBC Capital Markets Corporation totaling 12 years, as well as four years at Ameriprise Financial Services, Inc. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile and investment goals.

Carmine De San is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Equitable Advisors since 2015 and previously at Axa Advisors for five years. Outside of his advisory role, he serves as a Rangemaster for Cub Scouts BB Guns and Archery with the Boy Scouts of America Patriots Path Council, volunteering approximately three hours per month. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver a variety of advisory programs for a broad client base.

Daniel Galluzzo is a financial advisor with LPL Financial in Brooklyn, NY, holding the Series 63 and Series 66 designations and offering 17 years of industry experience. His prior roles include positions at Morgan Stanley DW Inc. and Chase Investment Services Corp. He is also involved with LCJ Associates Inc., operating outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisors, employing both proprietary and third-party models alongside various operational support tools.

Eric Mercado is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and Northwell Health Labs. Before entering finance, he spent over a decade operating Zadies Bake Shop. 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.

Peter Carollo Jr. is a CFP® professional with 40 years of industry experience, currently serving at OSAIC since 2025. He previously worked at Lincoln Financial Securities Corporation for 17 years and Managed Assets Group for 23 years. In addition to his advisory role, he acts as an insurance agent offering accident, health, disability, life insurance, and fixed/equity index annuities. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services through a multi-advisor platform that emphasizes model-based asset allocation, portfolio optimization, and a range of managed account solutions.

Jonathan Nash is a financial advisor with RBC Capital Markets in New York, NY, holding a Series 66 designation and 18 years of industry experience. He has been with RBC Capital Markets, LLC. since 2007. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs and customizes investment strategies based on each client’s Advisory Risk Profile, utilizing a combination of in-house and third-party managers.

Garrie Lewis is the Resident Director at Merrill, specializing in providing financial guidance tailored to high-achieving women navigating career and financial transitions. With expertise in liquidity management, personal retirement planning, socially responsible and values-based investing, tax minimization, and retirement income, Garrie supports clients in creating clear and personalized strategies to meet their evolving goals. Garrie holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations, and earned a Bachelor's Degree from Johnson & Wales University. Through a Career Transition Strategy, Garrie works with clients to map out their next chapters with clarity and purpose, focusing on unlocking liquidity, navigating 1031 exchanges, consolidating accounts, and aligning wealth with long-term objectives. In his role, Garrie aims to bring simplicity and transparency to the complexities of investing, emphasizing personalized planning that takes into account each client's unique perspectives and priorities.

Michael Gould is a financial advisor with Ameriprise in Edison, NJ, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

James Depiero is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch Wealth Management since 1992 and brings over 35 years of experience in the financial industry. Before joining Merrill Lynch, he worked in the Salomon Brothers High Net Worth Private Investment Unit and completed the firm's Sales and Trading training program in 1986. James focuses on asset management, estate planning, municipal bond selection, equity selection, and options strategies. He is a qualified Portfolio Manager in the Merrill Lynch Wealth Management Investment Advisory program and provides clients with personalized investment strategies that may include individual stocks and bonds, model portfolios, and third-party investment approaches. His client focus areas include college education planning, family wealth management, services for endowments and non-profits, defined benefit plans, legacy planning, retirement planning, and portfolio management services. He holds a Bachelor's degree from The University of Vermont and has earned the Personal Investment Advisor (PIA) professional designation. Outside of his professional work, James enjoys fishing, golfing, ice hockey, skiing, and spending time with his family.

Roger Syracuse is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2016. Outside of his advisory role, he plays drums periodically on weekends with several bands. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, and municipal entities through a range of financial planning and consulting services.

Nikhil Perkari is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 license with seven years of industry experience. He has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning services through its Financial Advisors and Estate Planning Strategies Group.

Jacquelyn Martinez is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on assisting successful individuals, families, business owners, athletes, entertainers, and executives with personalized wealth planning, disciplined investment management, and strategies aimed at preserving, growing, and transferring wealth across generations. Martinez holds the Personal Investment Advisor (PIA) designation and the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation. She earned a Bachelor's Degree from the University of Phoenix and obtained the SE-AWMA Professional Designation from the College for Financial Planning.

Nina Zelaya is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various Wells Fargo entities since 2016. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm combines advisory services with other financial products and referral channels to provide tailored recommendations supported by Wells Fargo research and planning tools.

Michael Fischer is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 25 years of industry experience. He has worked at LPL Financial since 2017 and previously spent five years with National Planning Corporation. In addition to his advisory roles, Fischer has served as a firefighter with the New York City Fire Department since 2003 and operates a sole proprietorship managing ATM machines. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Jake Mcmanus is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has seven years of industry experience, including prior roles at LPL Financial, PGIM Investments, Prudential Investment Management Services, Merrill, and New York Life. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Anthony Bazzini is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade from 2010 to 2022 before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers investment guidance using multi-asset model portfolios and due diligence on alternative investments.

Brandon Heroux is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their advisory program offers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.