Carlton Johnson is a financial advisor with LPL Financial, holding a Series 63 designation and over 30 years of industry experience. He has been with LPL Financial since 2004. In addition to his advisory work, he is a notary and holds a non-variable insurance license. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Daniel Hamm is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at firms including JPMorgan Chase Bank, Strata Capital, Eagle Strategies, and New York Life Insurance. Outside of finance, Hamm has experience as a background actor. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework and provides recommendations on a non-discretionary basis.

Jeremy Leon is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 and Series 63 licenses and previously worked at Fidelity Investments, J.P. Morgan Chase, and several luxury retail companies including Lacoste, Louis Vuitton, and Burberry. UBS Financial Services serves individual, corporate, and institutional clients with a diverse range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Phillip Thompson is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research to tailor strategies to clients’ goals and risk tolerances.

Erik Yates is a financial advisor with RBC Capital Markets in New York, NY, holding a Series 66 credential and 3 years of industry experience. He has been with RBC Capital Markets LLC since 2006. Outside of his advisory role, he is a freelance musician. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charities. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Joe Mangino is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Supriya Dave is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2012. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Walsh is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the CFP® designation as well as Series 65 and Series 66 licenses. Prior to joining J.P. Morgan in 2023, he worked eight years at Goldman Sachs & Co. He serves on the Congregational Financial Advisory Committee for the Sisters of Charity-Halifax, a nonprofit organization, where he assists with manager performance review and strategic planning. 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.

David Perrone is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 19 years of industry experience. Perrone is also the owner of support companies and operates in the non-variable insurance space, providing clients with term, whole life, and long-term care insurance quotes. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm employs tailored, non-discretionary planning and risk profiling tools and supports a large advisor network with specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Joseph Chiurazzi is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2013. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Scott Drayer is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advising, he is the director of Chicken Fat Enterprises Inc., an author of a children’s fitness book. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, providing collaborative, goal-oriented advice without discretionary investment authority.

Asgher Ali is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Citibank. 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.

Peter Bruno is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as president of a homeowners association and acts as trustee and power of attorney for family trusts and related entities. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services supported by proprietary research and tools, allowing clients to implement recommendations through various brokerage or advisory options.

Philip Talamo is a financial advisor at UBS Financial Services in Weehawken, NJ, holding a Series 66 designation with three years of industry experience. He has been with UBS since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a range of capital markets solutions.

Ricardo Dacosta is a financial advisor with LPL Financial in Iselin, NJ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Cetera and Foresters Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Rodney Jackson is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Nexa Mortgage, Nationwide Mortgage Bankers, and American Financial Network. He is based in Cranford, NJ. Primerica Advisors sponsors and 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 nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven recommendations.

Charbel Ojeil is a financial advisor with Cetera who holds the Series 63 designation and has 28 years of industry experience. His prior roles include positions at Voya Financial Advisors, New England Securities, and Liberty Tax Service. Outside of his advisory work, Ojeil is a council member and volunteer at St. Shorbel Church and owns a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Christina Woo is a financial advisor with Morgan Stanley in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, having begun her career at Citigroup Global Markets in 2000. Outside of her financial advisory role, she is involved with Woo Enterprise LLC, a private real estate company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools without providing individual security recommendations as part of its standalone financial planning service.

Osip Makagon is a financial advisor with Mass Mutual Investors Services in Brooklyn, NY, holding the ChFC® designation and Series 63 license. He has 30 years of industry experience, including prior roles at Metlife Securities, Inc. and Massmutual Life Insurance Co. Additionally, he works as an independent insurance agent specializing in dental, group disability income, life, accident, health, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning relationships using firm-approved software to analyze client goals, with implementation services available through separate brokerage or insurance arrangements.

Anderson Boursiquot is a financial advisor at UBS Financial Services with three years of industry experience. He previously worked at Morgan Stanley and held a position at Lockheed Martin - Sikorsky Aircraft. He holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management and offers a broad range of financial products and capital markets services.