Jason Notter is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2017 and JPMorgan Chase Bank, N.A. since 2018. 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 an ESG eligibility framework in its recommended strategies.

Daniel Silfer is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Forest Hills Financial Group and The Lenard Team. Outside of his advisory role, he is involved in multiple business ventures, including ownership interests in companies engaged in real estate and industrial equipment sales. 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. The firm delivers advisory services alongside brokerage and investment management capabilities through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Robert Worlow is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 17 years of industry experience. His career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Wells Fargo Clearing. 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 an ESG eligibility framework to deliver customized investment solutions.

Tara Casey is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at UBS Financial Services for eight years before joining Merrill in 2020. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mitch Klenofsky is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise for 11 years before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools to model potential investment outcomes, supporting client implementation through its advisory programs and partnerships.

Joseph Bonura is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at LPL Financial since 2018 and previously at Invest Financial Corp. and Bethpage Federal Credit Union. Outside of his advisory work, Bonura operates a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by both proprietary research and third-party asset managers.

Sean Turner is an advisor at LPL Financial with Series 65 and Series 66 credentials and less than one year of industry experience. Prior to joining LPL Financial in 2025, he held various roles including in fitness training and the military, serving six years in the United States Air Force. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, retirement advice, and institutional platforms, utilizing a broad network of investment adviser representatives.

Peggy Mahoney is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has more than 25 years of experience advising small business owners, nonprofit institutions, and high net worth individuals. Prior to joining Merrill in July 2021, she worked at JPMorgan, where she developed her practice and built a loyal clientele through a disciplined high-touch approach. With a Bachelor's Degree in Accounting from Queens College, Peggy focuses on building deep connections with her clients and acting as the center of their household's financial decision-making team. Her approach to wealth management begins with understanding her clients' families, financial situations, and priorities, allowing her to create customized and flexible strategies. She offers services that include college education planning, family wealth management, legacy planning, LGBT wealth planning, retirement planning, and socially responsible investing. Peggy is committed to delivering excellent service and pursuing her clients' goals while adhering to high ethical standards. In addition to her professional work, she participates in community volunteering. Outside of work, she enjoys spending time with her family and friends, traveling, and supporting the New York Mets.

Jay Hochfelsen is a financial advisor with Cetera, holding the ChFC® and Series 63 credentials and bringing 50 years of industry experience. He has been associated with Cetera and its related entities since 2013 and is also involved in several insurance and legal businesses, including serving as an attorney specializing in estate planning and corporate law. Hochfelsen is principal of Compass Benefit Planning LLC and CEO of Custom Brokerage Solutions LLC, both of which focus on insurance brokerage and related activities. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of over 10,000 independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options, including model-based, third-party, and customized strategies.

John Lucadamo is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 28 years of industry experience. He previously worked at Invest Financial Corporation for 13 years before joining LPL Financial in 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational and research tools used by its network of over 22,800 advisors.

Gifford Lee is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Securities LLC and Capital One Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s investment approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its offerings.

Ramananda Rau is a financial advisor at OSAIC with 34 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2018, he worked for Signator Investors, Inc. for 12 years. Outside of his advisory role, he is an insurance agent specializing in fixed life, long-term care, disability insurance, and fixed annuities. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services along with financial planning and managed account solutions. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across various asset classes.

Steven Dichter is a financial advisor at Wells Fargo Advisors with 45 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he is involved in several investment-related business activities, including ownership interests and co-trustee responsibilities in private investment entities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services that include specialized planning for business-owner transitions, special needs, and other niche areas.

James Guardiola is a financial advisor with Mass Mutual Investors Services and holds the Series 63 designation. He has 27 years of industry experience, having worked at MetLife Securities for 17 years before joining Mass Mutual Life Insurance Company in 2016 and Mass Mutual Investors Services in 2017. Outside of his advisory role, Guardiola serves as a trustee and is an insurance agent offering individual and group insurance products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based financial planning using firm-approved analytical tools and features specialized programs such as divorce planning and estate-settlement services.

Lizbeth Lindley is a financial advisor at Edward Jones with 27 years of industry experience. She holds the CFP® designation and Series 63 license and has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nicholas Quinn is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. His previous roles include work with the Seven Valleys Health Coalition and operating a business called Pita Station. He also has experience in education and youth organizations, having worked at the State University of New York at Cortland, Manhasset Secondary School, and the Catholic Youth Organization. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset management programs. The firm delivers advisory services through a network of representatives and integrates third-party asset managers and LPL-sponsored programs in its investment approach.

Daniel Finnegan is a financial advisor with OSAIC, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He worked at American Portfolios Financial Services, Inc. for 22 years before joining OSAIC in 2024. Outside of his advisory role, Finnegan serves as Sargent-at-Arms for the Northport Rotary, a nonprofit organization. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisors and comprehensive advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio management tools that include automated rebalancing and access to third-party money managers.

Karen Weiss is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Merrill since 2009. Weiss has also been associated with Bank of America N.A. since 2008. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional entities.

Marc Perna is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Merrill since 2002, also working at Bank of America since 2014. Outside of his advisory role, he is an independent contractor for Uber Technologies, participates as an adult soccer clinic coach at Huntington UFSD, and owns a small business selling sports trading cards. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kelly Klotsche is a financial advisor at Morgan Stanley with a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley and its Private Bank since 2017 and also worked at Molloy College from 2014 to 2019. Outside of her advisory role, Klotsche is a coach and trainer at CrossFit Strong Island in Merrick, New York. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in assets. The firm’s planning process uses structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.