Diane Nigro is a financial advisor at Edward Jones with 26 years of industry experience. She has held the Series 63 designation and has been with Edward Jones since 2013. Outside of her advisory role, she has received income from a separate business activity with Goldman Sachs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jesse Newman is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at Equitable Advisors, LLC, InvestorFlow, Intralinks, and ATSG. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Joshua Underwood is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 66 designation and has worked previously at J.P. Morgan Securities, JPMorgan Chase Bank, Deutsche Bank Securities Inc., and Citigroup Global Markets. Merrill, along 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.

Gary Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 42 years of industry experience. Prior to joining LPL Financial in 2018, he worked at National Planning Corporation and First Allied Advisory Services, among other firms. In addition to his advisory role, Miller provides tax preparation services as a Certified Public Accountant. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by over 22,800 advisors and a broad suite of operational tools.

Edna Haughney is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her prior experience includes roles at Morgan Stanley and Merrill. She serves on the board of directors for the Mahwah Regional Chamber of Commerce as a member at large. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that provides ongoing, customized advice focused on dependable income and tax-aware withdrawal strategies.

Manoda Chauhan is a financial advisor at Ameriprise with 27 years of industry experience. She holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Chauhan serves on the Board of Directors for Willowcreek Home Owners and is Vice President and a Board Member of 7 Cross Meadows in Fair Lawn, NJ. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies, combining research, modeling, and tax-efficiency analysis in its retirement planning approach.

Vito Uva is a financial advisor at LPL Enterprise with Series 63 and Series 65 licenses and 41 years of industry experience. He has worked at Prudential Insurance Company of America since 1984 and transitioned to LPL Enterprise in 2024. 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 utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Nicolaos Kavallieratos is a financial advisor with Mass Mutual Investors Services and holds the ChFC® and Series 66 designations. He has 24 years of industry experience, including roles at Metlife Securities and Equitable Advisors. He is also a shareholder and COO of Brix Family Office, Inc., a business involved in promoting insurance and variable products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a structured, collaborative approach to client engagement.

Suzette Rivera is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 29 years of industry experience. She has worked with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of her advisory role, she is an educational consultant specializing in classroom management and a self-employed music teacher. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Mark Milano is a financial advisor at Cetera with 11 years of industry experience. He holds the Series 66 designation and has prior experience running Milano Financial Services, where he provides accounting, tax preparation, consulting, and research services. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through a large network of independent advisors and utilizes multiple program structures and third-party managers.

Thomas Dooney is a Series 66-registered financial advisor with LPL Enterprise, based in White Plains, NY, and has 10 years of industry experience. His prior roles include positions at Oppenheimer, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, Equitable Advisors, Axa Advisors, and Morgan Stanley. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach using portfolios developed by its research team and third-party strategists, and it offers additional services such as financial planning, access to asset managers, and participation in wrap programs.

Laura O'Brien is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Raymond James since 2015 and previously operated LAP Creations, LLC for five years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services with a range of portfolio management styles and affiliated research.

Gary Mohamed is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2014. Mohamed serves on a board committee at Rhode Island College, where he evaluates third-party managers of the college endowment. UBS Financial Services serves individual, corporate, and institutional clients with a 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 investment strategies to client goals and risk tolerances.

Lydia Kotevski is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch since 1999, focusing on a client-centered approach that combines personalized financial guidance with the investment resources and banking convenience of Bank of America. Lydia and her team apply their extensive experience to managing client portfolios, aiming to meet long-term financial goals while minimizing risk and preserving capital through market fluctuations. Lydia holds the Personal Investment Advisor (PIA) designation. She earned her high school diploma from Garfield High School. Beyond her professional work, Lydia is involved with the National Down Syndrome Society and works closely with families of children with disabilities. She is also active in the theatre and fashion communities. Lydia is a mother of three children and grandmother to three grandchildren.

Mark Newman is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is a partner in JP Newms Capital, LP, an investment and finance-related business. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both retail and institutional investment services.

Robert Hermansen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory work, he serves in municipal government roles in Emerson and Wanaque, New Jersey. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various investment programs and uses a range of portfolio strategies supported by research and technology.

Catherine Clarke is a financial advisor with Mass Mutual Investors Services in Elmsford, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior work includes 12 years at M & T Securities and three years with MVP Event Staffing. MML Investors Services, LLC 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 emphasizes collaborative, annual financial planning engagements that use firm-approved software tools and offers specialized programs such as divorce planning and estate settlement services.

Lawrence Brown is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He previously worked at American Portfolios Financial Services, Inc., Park Avenue Securities, and The Guardian Life Insurance Company of America. Outside of his advisory role, he is the owner and president of an accounting and tax preparation firm serving individuals and small businesses, and he serves as trustee for several family trusts. OSAIC serves a broad mix of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization using risk-tolerance assessments and efficient frontier analysis.

Christopher Reasor is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and Bank of America since 2006. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Naseema Sharif is a financial advisor with J.P. Morgan Securities in Yonkers, NY, holding Series 63 and Series 65 designations and eight years of industry experience. Her prior roles include positions at Merrill, Citizens Securities, Inc., Wells Fargo Bank, and NYLIFE Securities LLC. 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. Their advisory process combines quantitative screens with qualitative research, emphasizing model asset allocations and ESG eligibility, while clients retain final decision-making authority.