Karen Friedman is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. She previously worked at Oppenheimer for five years and spent 16 years with Fahnestock & Co. Inc. Outside of her advisory role, she is involved with Tower 68 Financial Advisors, LLC. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across a broad client base.

Andrea Fox is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2015, including a prior tenure at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Sheila Soufian is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 credential and 20 years of industry experience. She has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she is affiliated with CREW New York, a commercial real estate organization. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charities, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers. The firm emphasizes client-specific risk assessment and uses a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Stephen Plackis is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Strategies For Wealth, First Command Financial Planning, and Northwestern Mutual entities. 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 a range of advisory and brokerage services, including financial planning and access to third‑party asset management, supported by a large network of investment adviser representatives.

Chris Livingston is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Santander Securities, LLC and Santander Bank, NA. He is also an associate at Oakfield Wealth Management. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment platforms.

Nelson Villa is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. He has worked at J.P. Morgan Securities since 2021 and has been with JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Tyler Sloves is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Prudential Insurance Company of America since 2000, including a 24-year tenure at Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and other financial services through a broad network of investment adviser representatives.

Ronald Matonti is a Market Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads a team of associates focused on helping clients achieve financial independence through comprehensive wealth planning. Mr. Matonti has extensive experience at Fidelity Investments, including serving as Vice President and Branch Office Manager from 2015 to 2025, Vice President and Regional Planning Consultant from 2013 to 2015, Vice President and Senior Account Executive from 2011 to 2013, and Account Executive from 2008 to 2011.

Kenzie Hechtel is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her background includes roles at Fidelity Investments, Sixty Vines, and Clemson University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Claude Devillers is a financial advisor with Mass Mutual Investors Services in Brooklyn, NY, holding a Series 66 designation and 10 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2018 and previously at Bank of America and Merrill from 2015 to 2018. In addition to his advisory role, Devillers is involved in individual and group life/health insurance sales. Mass Mutual 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 financial planning, asset management, wrap programs, and educational seminars through structured, collaborative client relationships.

Anthony Marks is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Ameriprise Financial Services LLC and Alliance Global Partners. Outside of finance, he performs administrative duties for his father's e-commerce company, The Dural Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets with over 14,000 advisors.

Jennifer Halper is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds a Series 63 designation and has previously worked at Morgan Stanley, OSAIC, and Stifel Financial. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a tailored investment approach supported by both in-house and third-party managers.

Shariq Ali is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He previously worked at Morgan Stanley Private Bank and Bank of America, with a career beginning at Merrill. Outside of finance, he holds a minority ownership stake in a manufacturing business based in Kolkata, India. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, providing services such as investment policy statement preparation, performance reporting, and participant education. The firm employs an IPS-driven process grounded in modern portfolio theory and offers a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Russell Miller is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has previously worked with Allied Wealth Partners, Securian Financial Services, Inc, and Minnesota Life Insurance Company. Outside of advisory services, he maintains a role as an agent/broker in fixed insurance sales. Cetera Investment Advisers LLC operates as a large national network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated and unaffiliated third-party managers.

Christian Tateo is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Woodbury Financial Services, Mass Mutual Investors Services, METLIFE, Merrill, and Chase Investment Services Corp. Tateo also works as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Fabris is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 39 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 advisors.

John Tsigakos is a CFA® charterholder with 26 years of industry experience. He is currently with Cetera and Allied Wealth Partners and has previously worked at firms including Securian Financial Services, Minnesota Life Insurance Company, and Guardian Life Insurance. Outside of his advisory work, he serves as membership chair of a nonprofit organization, LETIP of Bayport. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program structures and custodial relationships.

Gaven Helring is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. He has worked at firms including Merrill and Bank of America, and is a co-owner of a soft play rental company serving children aged 0-5. 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.

Lawrence Seiden is a ChFC® credentialed financial advisor with 36 years of industry experience. He is currently with LPL Financial and has previously worked at Invest Financial Corporation, Bethpage Financial Services, and Morgan Stanley DW Inc. He is also involved with Bethpage Federal Credit Union in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced research tools and a broad platform of non-advisory financial activities.

Yasin Halimi is a financial advisor at Wells Fargo Clearing with three years of industry experience. He previously worked at J.P. Morgan Securities LLC and has held positions at several other companies including Chanel and Coty. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.