Natasha Madera is a Planning Consultant at Fidelity Investments, where she collaborates with clients and a dedicated team to perform comprehensive assessments of clients' financial situations. In her role, she focuses on developing tailored financial plans that address clients' specific goals and needs, emphasizing the importance of building enduring relationships based on trust and transparency. Prior to her current position, Natasha gained experience as a Relationship Manager at Fidelity Investments from 2023 to 2024. She also worked as a Financial Services Representative at Fortis Lux Financial from 2022 to 2023, a Relationship Banker at Wells Fargo Advisors from 2020 to 2023, and a Private Client Banker at JP Morgan Chase from 2018 to 2019. Outside of her professional career, Natasha has personal interests that include fitness, food, social events with friends, movies, museums, and outdoor adventures.

Nicholas Campagnone is an advisor at LPL Enterprise with Series 63 and 66 licenses and less than one year of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Brokerage Services LLC. He has also worked with Game Breaker Lacrosse Camps. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Tab Mak is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has previously worked at MSI Financial Services, New England Securities, and Equitable Advisors. Outside of his advisory role, he also works part-time as an insurance claims adjuster. 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, including financial planning, model portfolio programs, and access to third-party asset managers, supported by extensive advisor resources and technology.

Christopher Mahoney is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2015. 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 diverse client base, including individuals, institutional and pension plans, and charitable organizations, and offers a range of advisory and consulting services with a primarily non-discretionary approach.

Thomas Verdeschi is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes various roles unrelated to finance, including time spent in full-time education and positions at Glen Arbor Country Club and Katonah Memorial Park Pool Snack Bar. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management via multi-asset model portfolios and alternative investment options. The firm is notable for its scale, integrated structure, and combination of advisory and brokerage services.

Iracema Almeida is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds a Series 66 designation and has been with UBS since 2008. In addition to her advisory work, she provides educational services to individuals with special needs through a community habilitation role. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

Nicholas Pecorella is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 credential and previously worked at LPL Financial for four years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using quantitative asset-allocation modeling and a centralized due diligence process that includes an ESG eligibility framework.

Christine Weber is a financial advisor with Primerica Advisors in Mahwah, NJ, holding Series 63 and Series 65 licenses and having nine years of industry experience. Prior to joining Primerica in 2021, she worked at Santander Securities, LLC and Santander Bank. Outside of financial advising, she owns and manages retail and sales businesses, including Miscellany Overhaul, LLC, and THE GOAT'S HAUL, LLC. Primerica Advisors is a firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates a wrap-fee asset management program that uses model-delivery strategies and discretionary management, supported by custodial and execution services from BNY Mellon Advisors and Pershing.

Laura Pechfelder is a Series 66 licensed financial advisor with 21 years of industry experience. She is currently with UBS Financial Services and previously worked at Merrill and Preferred Pediatric Orthopedic Surgery. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Christian Sposta is a financial advisor at Primerica Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Primerica since 2023. Outside of finance, he has experience in entertainment and technology sectors, including roles at The Capitol Theatre and Activision Blizzard Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages a range of model-based investment strategies and supports trade execution and custody through third-party providers.

Edward Noonan is a financial advisor at LPL Enterprise with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked extensively with Prudential Insurance Company of America and Pruco Securities, LLC throughout his career. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, offering access to third-party asset managers, financial planning, and participation in wrap programs.

Michael Peist is a CFP® with 32 years of industry experience currently affiliated with Cetera. He has worked at Cetera since 2007 and holds a position as a risk management consultant at Apterra Infrastructure Capital, where he analyzes loans and loan portfolios to identify and mitigate risk. Peist also operates a tax preparation business during the tax season. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, encompassing both discretionary and non-discretionary strategies.

Melissa Naylor is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, bringing 16 years of industry experience. Her prior work includes roles at Morgan Stanley and First Allied Advisory Services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management approaches and platform options tailored to client objectives.

Michael O'hara is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Charles Schwab and has previously worked at Fidelity Investments, Bank of America, and Merrill. 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 models with access to affiliated discretionary separately managed accounts and offers centralized custody and order-routing services.

Vaughn Bowman is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. He previously worked at Merrill from 2015 to 2021 before joining Mass Mutual and its subsidiary in 2022. MML Investors Services, LLC operates as 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 ongoing, collaborative financial planning engagements using firm-approved software and emphasizes investment strategies rather than specific product selections.

Michael Gogliormella is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He worked at Axa Advisors and The Equitable Life Assurance Society for 20 years before joining J.P. Morgan in 2020. He is employed by both J.P. Morgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services. 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 incorporating an ESG eligibility framework in its investment recommendations.

Binu Abraham is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. Outside of his advisory role, he provides respite care through AIM Services, Inc. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework to its recommendations.

Larry Jacobs is a CFP® with 33 years of experience in the financial industry. He has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as Treasurer and a Board Member for the Winding Ridge Homeowners Association in White Plains, NY. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning.

Sandra Spencer Florczyk is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds the Series 66 designation and has worked at firms including M&T Securities, LPL Financial, and Haylor, Freyer & Coon before joining J.P. Morgan in 2023. 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. The firm combines large institutional advisory operations with additional brokerage, distribution, and investment management capabilities.

Anatoliy Keslin is a financial advisor with LPL Enterprise, holding a Series 66 designation and with 22 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in managing rental property businesses. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists.