Joseph Napoleone is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014 and was previously with HSBC Securities (USA) Inc. from 2012 to 2014. 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 and fund searches, and customized performance reporting within a non-discretionary advisory program.

Matthew Rozzi is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and 16 years of industry experience. He has worked at MassMutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, following eight years at Metlife Securities Inc. He is also co-owner of Wealth Protection Strategies LLC, an entity established to serve as a beneficiary for life insurance designations to protect families. 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 provides ongoing financial planning, asset management, and educational seminars, using detailed client analysis and firm-approved software to deliver written recommendations.

Sapan Shah is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has worked at JPMorgan Securities LLC since 2009 and at JPMorgan Chase Bank NA since 2016. 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 and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with quantitative and qualitative research, supporting a non-discretionary program where clients retain final decision-making authority.

Jermain Hall is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors. In addition to his advisory role, he is also an insurance agent with United Healthcare. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a range of third-party advisory models and proprietary solutions.

John Wesley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and four years of industry experience. He has previously worked in engineering and construction firms including PAK International Engineering and Construction and Para Engineers. In addition to his advisory role, he is involved in sales of investment-related products and refers home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering model-based investment strategies supported by third-party asset managers and custodial services.

Angelo Gallo is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Santander Securities, Santander Bank, and Standard Financing. Prior to his advisory career, he spent eight years at the College of Staten Island. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including serving as an advisor to registered investment companies and offering model portfolios through Fidelity Institutional Wealth Adviser.

Kevin Mack is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. 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, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Ariel Peralta is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at J.P. Morgan Securities since 2026, following prior roles at BlackRock and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a specialized group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer non-discretionary, written asset allocation advice and customized reporting.

Laura Garofalo is a Financial Advisor with Merrill Lynch Wealth Management based in Staten Island, NY. She is a member of The Acquazzino Group, where she collaborates with Senior Financial Consultant Joseph Acquazzino to design financial plans tailored to her clients' needs. Laura joined Merrill Lynch in November 2009 after earning her Bachelor's Degree from Wagner College. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Her areas of expertise include college education planning, legacy planning, personal retirement planning, and advising women on wealth management. Committed to understanding her clients' values and goals, Laura employs a disciplined process that starts with one-on-one conversations to grasp clients' financial situations and priorities. She creates detailed cash flow summaries to help visualize retirement lifestyles and other objectives. Outside of her professional work, Laura enjoys boxing, cooking, gardening, golfing, reading, skiing, soccer, table tennis, and spending time with her family.

Allison Miller is a financial advisor at J.P. Morgan Securities with a Series 66 credential and approximately one year of industry experience. Her prior experience includes roles at Summit Financial, Maia Digital, and OZE Capital, as well as attendance at Indiana University Bloomington. 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 and fund searches, and customized performance reporting through a non-discretionary advisory program.

Jennifer Conway is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing eight years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and has prior experience at the Indiana University Kelley School of Business and JP Morgan Private Bank. 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 and fund searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and research.

Madison Grady is a Series 66 licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities, Madison worked at PNC Private Bank Asset Management and Equitable Advisors. 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’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

David Rehrer is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 1983. He is also a part-time referral associate with Weichert Referral Associates. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient strategies and is closely integrated with Bank of America’s broader banking and capital-markets platform.

Daniel Forman is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has held positions at Goldman, Sachs & Co. for 10 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021. He holds Series 63 and Series 65 licenses. 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’s advisory process combines quantitative screens and qualitative research and incorporates ESG considerations in its investment recommendations.

Goran Bojovski is a Wealth Management Advisor with Merrill Lynch Wealth Management and a senior member of Gsell/Bojovski and Associates. He joined Merrill Lynch in 2002 and focuses on servicing high-net-worth clients and corporate relationships by providing a comprehensive range of wealth management services, including financial planning, investment analysis, and retirement planning. Goran delivers customized, planning-based strategies integrating concentrated stock management, estate planning, and investment management. He holds multiple professional designations, including the CERTIFIED FINANCIAL PLANNER® certificant, Certified Investment Management Analyst®, Certified Plan Fiduciary Advisor®, and Certified 401(k) Professional. Goran graduated from Rutgers University with a bachelor's degree in economics, concentrating in finance, and also minored in computer science. He is recognized as one of a select group of Merrill Institutional Consultants qualified to provide in-depth knowledge and customized service for institutional investors. Outside of his professional work, Goran lives in Mountain Lakes, New Jersey, with his wife and two sons. His personal interests include basketball, billiards, boating, bowling, camping, chess, football, music, reading, and spending time with his family.

Richard Caruso is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Metlife Securities Inc for seven years before joining Mass Mutual in 2017. Outside of his advisory role, he is involved in construction and painting work and serves as an insurance broker focusing on life and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements supported by firm-approved software and educational seminars.

Jay Gelbein is a CFP® with 27 years of industry experience, currently serving with Cetera. He has a background that includes more than two decades at Avantax Advisory Services and ownership of an accounting and tax preparation firm, Jay Gelbein and Company CPAs LLP. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and services delivered through a large nationwide network of independent advisors.

Brian Russell is a Series 66 credentialed advisor with 21 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2018. His prior experience includes roles at Bank of America, Merrill, and Equitable Advisors. 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’s advisory process incorporates quantitative and qualitative research with a forward-looking capital market approach and includes capabilities in derivatives and commodities.

Angelo Puma is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2018 and previously spent five years at Cetera Advisors LLC and 31 years at Network Agency. Outside of his advisory role, he owns and operates tax service and accounting businesses. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi‑billion dollar asset base through thousands of Financial Professionals and provides various platform options, including proprietary model strategies under Founders Gate Capital.

Luke Damboise is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, his work experience includes roles in education, hospitality, and retail. Equitable Advisors serves individuals ranging from non‑high-net-worth to high-net-worth clients, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.