Steven Schiebelhuth is a financial advisor with Raymond James Financial, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2012. He also serves as president of Paul Louis Financial Management Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes, and supports its services through advisory programs and institutional consulting across a large advisory network.

Joseph Marangiello is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018, with prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Celina Grant is a financial advisor at Primerica Advisors with 21 years of industry experience. She holds a Series 63 designation and has worked with PFS Investments Inc. and Primerica Financial Services for over two decades. Outside of her advisory role, she is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors manages 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 uses model-delivery strategies developed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

John Klimchak is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and totaling 36 years of industry experience. He has been with Cetera and affiliated entities since 2013 and also operates an insurance agency focused on non-variable products. Klimchak is involved with Sage Scholars, a program that promotes tuition rewards. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and retirement services. The firm supports a variety of program structures, including model portfolios, third-party managers, and bespoke strategies.

Charles Bilello is a financial advisor at Osaic Wealth, Inc. with 14 years of industry experience. He holds a Series 66 designation and has been with Royal Alliance since 2012. Outside of his advisory role, he is a partner in a law firm representing persons injured in various types of accidents. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services supported by proprietary asset-allocation tools and access to third-party managed account solutions.

Ryan Brown is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. Prior to joining Equitable Advisors, he worked at Monster Music, Amazon, and Guitar Center. He has also been a self-employed music instructor since 2018. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes various third-party advisory models and provides ERISA fiduciary services to qualified plans.

Sean Joseph is a financial advisor with Equitable Advisors and holds a Series 66 designation. He has one year of industry experience, including prior work at Compliancy Group LLC and involvement in entrepreneurial ventures such as Jeung Golf, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory models and third-party asset managers to tailor investment solutions without sponsoring its own wrap fee program.

Ronald Zucker is a Series 63-credentialed financial advisor at LPL Enterprise with 35 years of industry experience. He worked at Pruco Securities, LLC for 33 years before joining LPL Enterprise in 2024. Outside of his advisory role, he is involved with the Dick Furnari Insurance Agency, focusing on property and casualty insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is primarily model-driven, offering access to third-party asset managers and financial planning through a network of investment adviser representatives.

James Hughes is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Hughes holds Series 63 and Series 65 licenses and has ownership interests in several investment-related businesses based in Melville, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including business-owner transition, sports and entertainment, special-needs, and divorce planning, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Keith Caparelli is a CFP®-designated financial advisor with 15 years of industry experience, currently serving at J.P. Morgan Securities. His prior experience includes roles at Morgan Stanley and UBS Financial Services. He is also an owner partner of a passive triple net real estate investment. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework applied throughout its investment recommendations.

Kevin Ahlstrand is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Blue Ocean Wealth Solutions and Stony Brook University, as well as six years of service in the United States Navy. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and a wrap program, alongside affiliated insurance and trust services.

Manoj Paul is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Woodbury Financial Services and Equitable Advisors. Outside of his advisory work, he is involved with World Insurance Associates, LLC, focusing on non-variable insurance. 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 financial planning and portfolio management services, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Peter Rosenthal is a financial advisor with UBS Financial Services who holds a Series 63 designation and has 44 years of industry experience. He has been with UBS Financial Services since 2015. Rosenthal serves on the Board of Directors for the Gurwin Jewish Healthcare Foundation, where he is involved in reviewing operations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances.

James Rice is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including RMR Wealth Builders, Calton & Associates, NewBridge Securities, and AXA Advisors before joining J.P. Morgan in 2020. Outside of his advisory work, he is a co-founder of Blue Star Cigars.org, a charity that collects and ships donated cigars to deployed service members. 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 capabilities with brokerage, distribution, and investment management functions.

Amanda Barclay is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 1999 and serves multigenerational families and corporate executives. Her work includes guidance on specialized wealth advisory, executive compensation structuring, succession planning, trusts, foundations, insurance, and alternative investments. Amanda focuses on areas such as college education planning, corporate executive services, family wealth management strategies, legacy planning, managing new wealth, portfolio management, and services for endowments, foundations, and non-profits. She emphasizes building long-lasting relationships based on trust, integrity, and transparency, aiming to offer tailored financial solutions that reflect each client's unique goals and aspirations. She holds the Personal Investment Advisor (PIA) designation and completed a non-accredited certificate program from Valencia College. Outside of her professional role, Amanda enjoys boating, cooking, reading, running marathons, spending time with her family, and playing tennis.

Mitchell Merber is a ChFC® credentialed financial advisor with over 43 years of industry experience. He currently works at Cetera and has prior experience with Allied Wealth Partners, Securian Financial Services, and Minnesota Life Insurance Company. In addition to his advisory role, he owns Merber Planning Services, which focuses on health insurance and fixed annuity business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers.

Tommy Lam is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc., Sharebuilder 401 K, Capital One Sharebuilder, Inc., and Capital One Financial Advisors. He is also involved with GoldenCare Solution Services LLC, providing Medicare supplement plan selection to clients. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers brokerage and advisory services alongside financial planning and retirement consulting, utilizing various portfolio construction tools and third-party managers.

Gabriel Grossman is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the CFP® and Series 66 designations. His prior work includes roles at Bank of America and Merrill Lynch. Outside of his advisory role, he is connected to a retail and online store business operated by his spouse. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Robert Desanto is a financial advisor with OSAIC, holding a Series 63 designation and over 50 years of industry experience. He worked at Signator Investors, Inc. for 34 years before joining Royal Alliance Associates, Inc. in 2018. In addition to his advisory role, he operates a sole proprietorship as an insurance broker for fixed insurance products and serves as an Investment Advisor Representative with Lighthouse Financial Network, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by various asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes.

Teodor Tanjala is a financial advisor at OSAIC with 31 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial Services, Santander Securities, and Santander Bank. Outside of his work at OSAIC, he provides fixed life and fixed annuity products through his sole proprietorship, Prosperity / SBLI. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.