Jason Andrews is a Series 66-licensed financial advisor with Wells Fargo Advisors, based in Old Greenwich, CT, and has 23 years of industry experience. He previously worked at Wells Fargo Clearing and UBS Financial Services. Andrews has ownership interests in several investment-related entities, including Cutler Andrews Capital Management, LLC, and JMJB Capital Partners. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients through a broad planning menu that includes retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products and referral channels to serve its clients.

Marite Ashley is a Financial Advisor Trainee at Merrill Lynch Wealth Management. In this role, she is engaged in developing expertise in financial advisory services under the guidance of experienced professionals. Marite has earned the Chartered Retirement Planning Counselor (CRPC) designation, reflecting her commitment to retirement planning specialization. Specific details regarding her prior experience, education, personal interests, or community involvement are not provided.

Louis Seekircher is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior experience includes roles at Ameriprise Financial and involvement with Northway Fellowship Inc. since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Solazzo is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and nine years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with Massachusetts Mutual Life Insurance Company and MSI Financial Services Inc. Outside of his advisory role, Solazzo is an independent insurance agent and coaches youth lacrosse. 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, delivering collaborative, goal-focused advice without discretionary investment management.

Philip Murphy is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 22 years of industry experience. He has been with Raymond James since 2015 and previously worked at Lasalle Street Business Solutions for seven years. Outside of his advisory work, he co-owns a shore house in New Jersey that he rents occasionally, managed by a real estate firm. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, pension plans, and nonprofits, offering financial planning and non-discretionary investment consulting supported by broad research and multiple portfolio management styles.

Dino Querze is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. He has worked with firms including Sagepoint Financial, Guardian Life, and MSI Financial Services, and has operated Querze Wealth Management since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by both proprietary research and third-party strategies.

Julian Rock is a financial advisor with Primerica Advisors in Whiteplains, NY, holding a Series 63 designation and 10 years of industry experience. His career includes roles at Charter Communication, PFS Investments Inc., Primerica Financial Services, and Cablevision. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management mainly through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Edwin Gonzalez is a financial advisor at Primerica Advisors with 30 years of industry experience. He holds a Series 63 designation and has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he is the owner of No Boss Unlimited, a separate business venture based in Plantation, Florida. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm relies on model-based investment strategies created by unaffiliated asset managers and supports its advisory services with custodial and trade execution partnerships.

Caryn Halbrecht is a Financial Advisor with Merrill Lynch Wealth Management. In her role, she focuses on connecting clients with tailored plans and processes that align with their unique goals. Caryn assists clients in pursuing personal objectives such as funding education, planning for retirement and healthcare expenses, and developing strategies designed to achieve long-term family goals. Her approach emphasizes incorporating clients’ personal perspectives and priorities to bring clarity to the complexities of investing. Caryn’s personal interests include baseball, basketball, camping, fishing, gardening, golfing, hunting, refereeing, traveling, and woodworking. She works within Merrill Lynch Wealth Management to support clients in navigating their financial journeys through customized advice and planning.

Russell Karpf is a financial advisor with Raymond James Financial, holding a Series 66 designation and 26 years of industry experience. His prior experience includes seven years at LPL Financial and ten years at Ameriprise Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, supporting clients through advisory programs and other providers.

Randall Watsek is a CFP® and CFA® with 15 years of industry experience, currently serving as a financial advisor at Raymond James & Associates. He previously worked at Dalton, Greiner, Hartman, Maher & Co., LLC for 13 years. Outside of his advisory role, he is an author and editor of poetry and literary books and acts as a trustee responsible for managing a family trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services supported by a wide range of portfolio management styles and affiliated research.

Gregory Sperrazza is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various JPMorgan entities since 2010, including MD Global Partners for a year. Outside of his advisory role, he serves as a General Partner at Fellspoint Holdings LLC, a family investment vehicle. 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 in its advisory process and offers a range of derivatives and commodities capabilities not common in similar programs.

Stephen Cooley is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, and various positions outside the financial industry such as Milton Point Provisions and Billy & Pete Group. 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 employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Chris Testani is a Series 66-registered financial advisor with Wells Fargo Clearing, based in Greenwich, CT. He has four years of industry experience and has been with Wells Fargo Clearing since 2021, alongside a long tenure at Wells Fargo Bank, NA dating back to 1985. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory approach 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 offerings.

Jeffrey Rogoff is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at AllianceBernstein and Beal 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and includes capabilities in derivatives and commodities.

Fiona Slater is a financial advisor at RBC Capital Markets with Series 65 and Series 63 licenses and seven years of industry experience. She has worked at RBC Capital Markets since 2018 and previously held a role at Merrill. Outside of her advisory work, she serves on the Glen Royal Condo Association board, overseeing financial management and community governance, and is an independent consultant for Mary Kay Inc. 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 with tailored investment strategies, integrating in-house and third-party managers, and features a capital-markets footprint with access to alternative investments and affiliated asset managers.

Keri Maccoll is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been employed with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2003. Outside of her advisory role, Keri is involved in several business ventures, including co-founding Knock Twice Holdings LLC, a beverage company, serving as a director and treasurer of Westhampton Country Club, and acting as an advisor to MilkMate, a company focused on workplace wellness for nursing mothers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, incorporating ESG frameworks, and includes broader derivatives and commodities capabilities.

Frank Petrocelli III is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with Metlife Securities Inc. He is also an independent insurance agent specializing in fixed annuities, life, accident, health, and Medicare-related products. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a variety of programs including wrap and money-manager options, along with educational seminars.

James O'Connor Jr. is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Chase Investment Services Corp. prior to his current role. 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. Their advisory approach combines quantitative and qualitative research with consideration of ESG factors and utilizes a range of affiliated implementation services.

Nick Kounios is a financial advisor with Osaic in Mount Kisco, NY, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Osaic since 2002. Outside of his advisory role, Kounios is involved in tax preparation and planning through Pinnacle Taxx Inc, where he is a partner and enrolled agent. He is also a board member of a nonprofit organization that provides continuing education to tax professionals. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with an investment process centered on model-based asset allocation and portfolio optimization, supporting various strategies and third-party partnerships.