Samuel Connelly is a financial advisor at LPL Enterprise with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Prudential Insurance Company of America, Pruco Securities LLC, New York Life Insurance Company, NYLIFE Securities LLC, and Guardian Insurance Company. Outside of finance, he was involved with Dimidium Media for six years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, and access to a range of brokerage and insurance products through its integrated advisory and brokerage platform.

Victoria Villodas is a Series 66-registered advisor with J.P. Morgan Securities, based in West Harrison, NY, with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMORGAN Chase Bank, N.A., she held positions at SHL US LLC, Acs, and Gartner Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Thomas Nervegna is a financial advisor at Cetera with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Cetera and Cetera Wealth Services since 2013. Outside of his advisory work, he is actively involved in Masonic organizations, serving as secretary and past master in multiple lodges. Cetera Investment Advisers LLC is an SEC-registered firm offering services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kimberly Ferry is a CFP® and holds a Series 66 license with 22 years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously worked at First Republic Investment Management, Bank of America, and Merrill. Kimberly also serves as a trustee for her mother’s irrevocable trust. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael Meyers is a financial advisor with Stifel in White Plains, NY, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Stifel Nicolaus since 2013. Stifel serves a diverse client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

James Cirocco is a financial advisor with LPL Financial in Elmsford, NY, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior work includes roles at Lincoln Investment and Legend Advisory Corporation. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

James Craco Jr. is a financial advisor with LPL Enterprise LLC, holding Series 66, Series 63, and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Sentinel Asset Management, Colonial Life, Oppenheimer, Credit Agricole Securities, and TD Securities. He is also involved in a non-variable insurance business related to his advisory work. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering services through advisory and brokerage channels. The firm combines financial planning, model portfolio management, third-party asset management, and insurance product sales within an integrated platform.

Daniel Saalman is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he holds board positions with the MET CLUB FOUNDATION, Hospitality Financial & Technology Professionals, and serves as Treasurer for the Food and Beverage Association of America. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

James Farrell is a financial advisor with Ameriprise based in Ringwood, NJ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior experience includes roles at Edward Jones and Axa Advisors LLC before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, delivering annual, non-discretionary written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement planning, with an emphasis on assets held in Ameriprise-managed accounts.

Leah Hughes is a Series 66-licensed financial advisor with UBS Financial Services, where she has worked since 2023. She has three years of industry experience and a varied background that includes roles in mortgage lending and the music industry. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Joseph Lovecchio is a Financial Consultant at Fidelity Investments, where he focuses on assisting clients with saving for and transitioning into retirement. He collaborates with clients to build financial plans that provide a clear and actionable roadmap tailored to their individual needs. Joseph has held several roles at Fidelity Investments since 2021, including Planning Consultant, Relationship Manager, and High Net Worth Service Associate. Prior to joining Fidelity, he worked as a Relationship Banker at JP Morgan Chase and as a Financial Planner at Barnum Financial Group. Outside of his professional work, Joseph enjoys baseball, beach activities, family time, fitness, and golf.

Richard Mulligan is a financial advisor with Cetera, holding a Series 63 designation and 22 years of industry experience. His work history includes multiple roles within the Cetera family of firms since 2019 and prior experience at Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform that supports model portfolios, third-party managers, and customized strategies.

Avi Levine is a financial advisor at LPL Enterprise with ten years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining LPL Enterprise in 2024, he worked at Prudential Insurance Company of America and Pruco Securities, LLC for ten years. Levine also provides group benefits quoting services through an independent arrangement with Glenn Levine Insurance and Financial Services. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset managers. The firm combines adviser programs with brokerage and insurance products, supported by an integrated platform and a range of investment and lending services.

Crista Tucker is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo and First Republic Investment Management. Tucker is based in Katonah, NY. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Benjamin Harrison is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. Based in Chappaqua, NY, he owns and operates an online Etsy store, Bible Vision Prints, which sells digital prints related to Bible visualization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Charles Branch is the Resident Director at Merrill Lynch Wealth Management and co-founder and senior partner of Branch-Zorda Wealth Management. He joined Merrill in 2006, dedicating his career to building clear financial roadmaps that help define and prioritize the life and financial goals of his clients. Charles aims to both advise and educate clients on their financial lives, serving as a trusted resource to help navigate the complexities of investment decisions. Charles holds a Bachelor's Degree from the Virginia Military Institute, where he was a four-time conference champion, All-American athlete, and a first ballot Hall-of-Famer. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Within Merrill Lynch Wealth Management, he serves on the board of the firm's Black/African American Leadership Council and has been a featured speaker at various firm events. Beyond Merrill, Charles contributes to his community through board membership at the Virginia Military Institute. His client focus areas include executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, defined benefit plans, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, tax minimization, and retirement income. Charles resides in Greenwich, CT with his wife and two children.

Michelle Taveras is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015. Outside of her advisory role, she manages a privately owned residential property as a personal investment. 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 operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Michael Farrell is a financial advisor at Mass Mutual Investors Services with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities, Inc. for 36 years. He is also an independent insurance agent selling life, annuities, disability income, and related products. 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 comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved tools and structured planning processes.

Anthony Riina is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined 14 years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

D'carla De Oliveira Antunes is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her career includes prior roles at Morgan Stanley and Deutsche Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and proprietary research to tailor financial plans. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, providing a broad range of capital markets services alongside wealth management.