Lisa Guerrera is a financial advisor at Ameriprise with 29 years of industry experience. She holds a Series 66 credential and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Sarah Duffy is a financial advisor at Merrill with 23 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jennifer Maher is a financial advisor with Wells Fargo Clearing in Greenwich, CT, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her prior roles include positions at Long Neck Services LLC, HighTower Advisors LLC, and J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Monica Mccartan is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2006. Outside of her advisory role, she is involved as an evening Pilates instructor at Hydrogen Fitness in Port Chester, New York. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation. The firm integrates institutional trading capabilities with wealth management services across a broad platform.

Matthew Gaglio is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 28 years of industry experience, including 27 years at Guardian Life. In addition to his advisory role, he maintains a side business selling life insurance and annuity products not offered through Guardian or its subsidiaries. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Peter Hryb is a financial advisor with Mass Mutual Investors Services in Stamford, CT, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual Investment Service, Infinity Energy, and multiple solar energy companies. He also works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance through Lenox Advisors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as collaborative relationships that use firm-approved tools to deliver written recommendations.

Stuart Wechsler is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at Merrill Lynch, Bank of America, First Republic, and JPMorgan Chase. He serves as a trustee for a client trust account and is a committee member on the endowment investment committee of Solomon Schechter. J.P. Morgan Securities 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Robert Mathias is a CFP® with 34 years of experience in financial advising. He has worked with Cetera and its affiliates since 2019 and held prior roles at Summit Financial Group Inc. from 2005 to 2021. Mathias is also an insurance agent with Concepts in Planning. He works with Cetera Investment Advisers LLC, an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform supporting various program structures and investment strategies.

Michael Maresca is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he joined in 2000. He leads the business development efforts of the Fox Group and assists with investment, relationship, and portfolio management. The Fox Group has been delivering wealth management advice and guidance from the Merrill Stamford office for more than 45 years. Michael has over 18 years of experience in wealth management and focuses on providing personalized, client-focused approaches tailored to individual personal and financial goals. His team serves a diverse client base including families, retirees, executives, young professionals, and business owners. The Fox Group leverages the global resources of Bank of America and Merrill Lynch Wealth Management to accommodate various financial needs. He holds a Bachelor's Degree in Finance from Iona College's Hagan School of Business and holds the Personal Investment Advisor (PIA) designation.

Thomas Urda is a financial advisor with Equitable Advisors in Stamford, CT, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors LLC, since 2008. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of advisory models, including third-party TAMPs and proprietary programs, and provides ERISA fiduciary services through credentialed advisors.

Jared Feinberg is a financial advisor at Osaic with 42 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at FSC Securities Corporation for 14 years. Feinberg is also the owner of Creative Pension Plans, Inc., where he works with small businesses on group benefit packages and advises seniors on Medicare Supplement and Medicare Advantage plans. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and advisory services supported by a broad range of investment options and utilizes asset-allocation tools and automated rebalancing to manage portfolios on both discretionary and non-discretionary bases.

Nicholas Carlisto is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Baishi Wang is a financial advisor at Edward Jones with 10 years of industry experience. Wang holds the CFP®, CFA®, and Series 66 designations. Prior to joining Edward Jones in 2019, Wang worked at Ladenburg Thalmann & Co., Inc. from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a broad network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated investment products.

Alexander Esposito is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, he spent time at Providence College and the University of Vermont, and also worked with the Youngstown Phantoms. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, utilizing both internal and third-party managers.

Matthew Jones is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brandon Marty is a CFA® charterholder with 13 years of industry experience. He currently works at UBS Financial Services, joining the firm in 2023 after nine years at City National Rochdale. He holds the Series 63 license and operates out of Stamford, CT. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering products such as futures commission merchant services, principal trading, and proprietary research.

Gary Zink is a CFP® professional with over 42 years of experience in the financial industry. He is affiliated with OSAIC and has worked at Royal Alliance Associates, Inc. since 2004 and American Pension Advisors Inc. since 1989, where he currently serves as president. Outside his advisory roles, he operates a sole proprietorship as an agent. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to various investment platforms and third-party managers.

Matthew Terry is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 2003 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Tianyan Goellner is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping professionals, executives, business owners, and globally minded families manage their financial decisions. With a focus on college education planning, executive compensation, family wealth management strategies, legacy planning, and personal retirement planning, Tianyan works with clients to develop personalized wealth management strategies tailored to their needs. Tianyan's background includes advanced education with two master's degrees, one from the Chinese Academy of Sciences and another from Fordham University. Before transitioning to financial advisory, Tianyan spent over a decade in institutional equity research covering large-cap technology companies. This experience is complemented by earlier work in enterprise technology sales and a master's degree in computer science focused on artificial intelligence. Tianyan holds professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Fluent in English and Chinese, Tianyan is a member of the CFA Institute and participates in community activities, including involvement with the Waveny LifeCare Network. Tianyan's approach emphasizes understanding clients' full financial picture to create strategies that reflect what matters most to them and their families.

Joseph Giudice is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Progyny and Equitable Advisors. Outside of his advisory role, he has been involved with companies such as Door Dash and has an educational background from the University of Rhode Island. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual financial planning engagements that use firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.