Gregory Caragine is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 19 years of industry experience. His career includes roles at PIMCO Investments LLC and Merrill prior to his current position at J.P. Morgan Chase Bank since 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of advisors. Their approach combines quantitative and qualitative manager due diligence to offer non-discretionary, customized asset allocation advice and performance reporting.

Christopher Jordan is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. His prior experience includes 20 years at Lexco Wealth Management, Inc. and 17 years at National Planning Corporation. Jordan also works as a non-variable insurance agent and is involved with insurance agencies apart from his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies.

Victoria De Paolo is a financial advisor at Charles Schwab with 41 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2012. Outside of her advisory role, she serves as president of the board for a small co-op owned by her family in Pelham, NY. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through a combination of advisory, brokerage, custody, and financial planning services. The firm utilizes a mix of non-discretionary and discretionary investment models, supported by integrated operational and research resources.

David Jackman is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Thrivent since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and written recommendations on a broad range of planning topics, allowing clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

Anil Tatta is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley for 13 years and CitiGroup Global Markets Inc for 2 years prior to joining LPL Enterprise. 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, with discretionary authority granted to portfolio managers, and it offers access to third-party asset managers and various financial planning services.

Shereene Aitcheson is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes roles at JPMorgan Chase Bank, N.A., Allison Pitter & Co, Cover Gear Ltd, and Remax Elite Jamaica. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates an ESG eligibility framework.

George Fosdick is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Ramsey, NJ. His prior roles include positions at UBS Financial Services, Wells Fargo Clearing, and Chase Investment Services Corp. He also serves on the advisory board of a wholesale distribution business in New Jersey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning and utilizing firm‑approved tools and models as part of its comprehensive wealth management services.

Eden Guzman is a financial advisor at Fidelity with seven years of industry experience. Prior to joining Fidelity in 2023, Eden worked at Charles Schwab and Co., Inc. and TdAmeritrade. He holds Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that integrate mutual funds, ETFs, and ETPs using systematic methodologies.

John Walker is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, NA, Oppenheimer & Co., and MetLife Investment Management. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships using firm-approved analytical tools and offers specialized services such as divorce planning and employer-sponsored planning programs.

Patrick Pilla is a financial advisor with Mass Mutual Investors Services in Tarrytown, NY, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously with Metlife Securities from 2014 to 2017. Outside of his advisory role, he serves as a trustee on the Eastchester Public Library board. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative annual financial planning engagements, utilizing firm-approved software tools, and offers specialized services including estate settlement and employer-sponsored planning programs.

Toni Rottingen is a financial advisor at Fidelity with 20 years of industry experience. She previously worked at TIAA-CREF and Tiaa from 2010 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a mix of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary and non-discretionary advisory work and model portfolio delivery.

Pierre Johnson is a financial advisor at Edward Jones with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1997. He serves as an advisory board member for the University of Texas Neighborhood Longhorns. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

Vaughn Childre is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. He has worked at Edward Jones since 2018 and previously spent six years at Advanced Disposal Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Mahoney is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. His prior work includes positions at Flight Centre Travel Group and periods as a full-time student. 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, offering financial planning and non-discretionary investment consulting through multiple advisory programs, and provides municipal advisory services along with an extensive network of affiliated financial entities.

Anthony Viviano is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 credentials and 28 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015, and previously worked at TD Ameritrade Inc. from 2023 to 2024. 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and order-routing services.

Steven Guarascio is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Cetera since 2013 and also operates Guarascio Consultants, LLC, a registered investment advisory firm. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with both affiliated and unaffiliated investment options.

George Brakatselos is a Series 66-licensed financial advisor with 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm offers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Lawrence Rosen is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he owns a consulting business, LJR Consulting. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and tools to deliver tailored recommendations.

Maura Sayers is a Financial Consultant at Fidelity Investments, a role she has held since 2025. In this capacity, she partners with clients to develop personalized financial roadmaps that align with their individual goals, values, and visions for the future. Her approach involves designing strategies aimed at supporting clients' long-term financial success and providing clarity and confidence in financial decision-making. Prior to her current position, Maura served as a Planning Consultant at Fidelity Investments from 2020 to 2025 and as a Senior Relationship Manager at the same firm from 2015 to 2020. Her financial services career began as a Financial Advisor at Morgan Stanley from 2013 to 2015, following an extensive tenure as Assistant Vice President at Guardian Investment Services, LLC, from 1994 to 2012. Outside of her professional responsibilities, Maura has personal interests that include socializing with friends, reading, and traveling.

Stacie Spedding is a financial advisor at J.P. Morgan Securities with credentials including Series 63 and Series 66 licenses and three years of industry experience. Her work history includes positions at J.P. Morgan Securities since 2022 and JPMorgan Chase Bank, N.A. dating back to 2011. 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’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates derivatives and commodities capabilities not commonly found in similar programs.