George Milani is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2004. He has a total of 30 years of experience in the financial services industry, including positions as First Vice President Financial Consultant at Smith Barney from 2000 to 2004 and Financial Consultant at Prudential Securities from 1995 to 2000. He partners with clients to develop comprehensive financial plans aimed at achieving their goals. His work focuses on aligning investment strategies with client needs such as wealth accumulation, preservation, and income. George collaborates with his Wealth Management Team to provide a consistent level of service to clients. Outside of his professional role, George enjoys activities including spending time at the beach, gardening, watching movies, listening to music, running, and traveling.

Sunhee Lee is a financial advisor with LPL Financial in Englewood, NJ, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. Prior to joining LPL Financial in 2017, Lee worked for Axa Advisors, LLC for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad network of over 22,800 investment adviser representatives.

Christopher Cameron is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and affiliated entities since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to offer customized asset allocation advice and investment manager searches, with clients retaining final decision-making authority.

Timothy Nervegna is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has been with Cetera since 2023 and also maintains advisory roles with Debany Financial Group, LLC and Cetera Wealth Services, LLC. Outside of his advisory work, he is an insurance agent licensed to sell life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers multiple investment management and financial planning services through a multi-manager platform with access to various model portfolios and third-party managers.

Cheickh Thiam is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked with Merrill since 2021 and has prior experience at Bank of America and in retail and education roles. 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.

Kenneth Ramirez is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he serves as Senior Vice President - Wealth Management and Portfolio Manager. He has been with Merrill Lynch since February 2011 and brings extensive experience from previous roles at UBS Financial Services, Paine Webber, and Kidder Peabody. His career in the financial services industry began in 1992. Ramirez specializes in wealth management solutions tailored for High Net Worth and Ultra High Net Worth clients. His expertise focuses on areas including college education planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. He approaches his work by implementing disciplined processes to help clients pursue their financial goals while adapting to changes in the market and client circumstances. Ken holds a Bachelor of Arts degree in Marketing and Finance from Boston College's Carroll School of Management. He is a member of the Municipal Bond Club of New York and holds the Personal Investment Advisor (PIA) designation. Outside of his professional pursuits, he enjoys basketball, biking, boating, and spending time with his family.

Peter Zagrobelny is a financial advisor with LPL Financial based in Airmont, NY, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Webster Bank, Sterling National Bank, CitiGroup Global Markets Inc., Merrill, Guardian Life, and Chase Investment Services Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio management programs, and supports advisors with research and operational tools.

Kenneth Patterson is a financial advisor with Primerica Advisors, holding a Series 63 registration and having 21 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since the early 2000s and has a long tenure with New York City Transit. Outside of his advisory role, he receives compensation for selling home-related products through affiliated companies, including loan products and home security services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through model-based investment strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from Pershing.

Robert Oneill is a financial advisor with Primerica Advisors in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with PFS Investments, Inc. since 2003 and with Primerica Financial Services since 2002. Outside of advisory services, he is involved in the sale of loan products through Primerica Mortgage, LLC and referrals for home security and automation products via Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating on a tiered wrap-fee basis rather than fixed fees.

Easton Brenner is a Financial Advisor at Merrill Lynch Wealth Management and a member of the Sullivan O'Neil Group. He joined the firm in 2025 following his graduation from Lafayette College. At Lafayette, Easton earned a bachelor's degree with a double major in Economics and Policy Studies while competing as a four-year starter on the baseball team. Easton's areas of expertise include college education planning, divorce transition planning, family wealth management strategies, services for defined benefit plans, liquidity management, personal retirement planning, philanthropic planning, small business strategies, sports and entertainment, and individual and corporate investment strategy. He holds the Personal Investment Advisor (PIA) designation and is actively involved in the Hudson Baseball Club. In addition to his professional work, Easton resides in Hoboken, New Jersey, where he dedicates time to coaching high school and collegiate athletes. His personal interests include adventure sports, baseball, boxing, camping, fishing, golfing, hiking, hunting, pickleball, and yoga.

Patrick Dolan is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license. He has 44 years of experience in the industry, having worked at MML Investors Services, Inc. since 1982 and with MassMutual Life Insurance Company since 1977. His work includes analyzing various insurance products to support client retirement planning needs. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning relationships and event-driven services such as divorce, estate settlement, and employer-sponsored planning.

Charles Taylor is a financial advisor at LPL Enterprise with nine years of industry experience. He has worked at Prudential Insurance Company of America, Pruco Securities, LLC, and David Lerner Associates, Inc. outside of his current role. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of affiliated non-securities products and services.

Ryan Mcginn is a CFP® with 12 years of industry experience who currently serves as a financial advisor at Cambridge Investment Research Advisors. His prior experience includes roles at Cohen & Steers Securities and Brinker Capital. He is also the owner of McGinn Financial Services and serves as Treasurer for the Main Line Central Virtual BNI Chapter. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and manages a multi-billion dollar asset base.

Omar Lascelles is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. Outside of finance, he operated Candles by Andreina, LLC for five years and has been affiliated with Baruch College since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their approach combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates broader derivatives and commodities capabilities.

Joseph Ausanio is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2004. He holds Series 63 and Series 65 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and incorporates an ESG eligibility framework within its investment recommendations.

Thomas Weber Jr. is a financial advisor at LPL Financial with 39 years of industry experience. He previously worked for Cadaret, Grant & Co., Inc. for 35 years before joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services including model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad array of non-advisory financial products.

Enrique Forero is a CFP®-designated financial advisor with J.P. Morgan Securities, bringing 25 years of industry experience. He has worked at J.P. Morgan since 2012, including roles at JPMorgan Chase Bank, N.A. and Chase Investment Services Corp., and previously spent six years with HSBC Securities (USA) Inc. Outside of his advisory work, he serves as a board member of a cooperative in the Bronx. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments. Their advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that integrates quantitative and qualitative research.

Christopher De Luca is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of solutions including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Valerie Sanchez is a financial advisor at Morgan Stanley with 27 years of industry experience. Her prior roles include positions at Divine Asset Management LLC, Essex Securities, Empire Asset Management Company, and Guardian Life Insurance Company. Outside of her advisory work, she owns a furniture painting and decor business and is a contractor at a hair and beauty salon. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides tailored financial planning and advisory programs to both individual and institutional clients, managing approximately $2.74 trillion in client assets.

Kevin Sincavage is a Series 66-licensed financial advisor with LPL Financial in Paramus, NJ, and has 12 years of industry experience. He previously worked at Private Portfolio Partners, LLC for 10 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform supported by proprietary research and technology tools.