Marlene Smikle is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she owns a self-care products business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Siobhan Cummings is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2015. 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 developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Lodato is a financial advisor at Charles Schwab with one year of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Wells Fargo Bank and Uber. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining a multi-asset allocation approach with centralized operational support.

Pawel Langiewicz is a financial advisor at Charles Schwab with 14 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab and its affiliates since 2013, including Charles Schwab Bank SSB since 2024 and Charles Schwab and Co., Inc. since 2022. Charles Schwab & Co., Inc. serves a large client base consisting mainly of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers primarily non-discretionary investment guidance with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from its Center for Financial Research.

Evan Wuhl is a financial advisor at Wells Fargo Clearing with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee of his sister’s trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Thomas Knoesel is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at Primerica Advisors since 2020. Prior to his advisory role, Knoesel held positions at Revlon Inc. and Sundial Brands LLC. Outside of advising, he owns SanTom Consolidated Companies, a financial consulting business, and works as a part-time driver for Uber. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Alec Francis is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Representative at the same firm from 2024 to 2025. Alec began his financial planning career at Barnum Financial Group, where he was a Financial Planner from 2022 to 2024. Alec emphasizes building long-term relationships with clients and helping them reach goals that matter most to them. He combines strategy, education, and trust to make a meaningful impact in his clients' financial lives. Outside of his professional work, Alec enjoys fishing, fitness, hiking, outdoor adventures, spending time with pets, and traveling.

Inna Price is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds the Series 66 and Series 63 designations and has previously worked at Citigroup Global Markets, Citibank, Citizens Bank, and HSBC. 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 guide its recommendations.

Robert Freireich is a financial advisor with LPL Financial in Tarrytown, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with LPL Financial since 2002 and has operated The Capital Preserve, Inc., a registered investment advisor, since 2005. Freireich is also a retired attorney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, supported by research and model portfolios.

Leon Almeida is a financial advisor with Mass Mutual Investors Services who holds the ChFC®, Series 66, and Series 63 designations and has 17 years of industry experience. He previously worked at Metlife Securities Inc before joining MassMutual Life Insurance Co and Mass Mutual Investors Services. Outside of his advisory role, he is involved in real estate investment and owns an LLC used for marketing purposes. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Barry Sarin is a financial advisor at Raymond James & Associates with 43 years of industry experience. He holds Series 63 and Series 66 designations and has been with Raymond James since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Vanessa La Via is a financial advisor at Merrill with Series 63 and Series 66 licenses. She has been in the industry since 2026 and has held roles at Merrill, Bank of America, and Northwestern Mutual. Vanessa completed her studies at the University of South Carolina and has professional experience across financial services and other sectors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Elizabeta Crevar is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 10 years of industry experience. She has worked with various Fidelity entities since 2014, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, oversight of multiple advisory roles, and incorporation of AI and long-term asset allocation strategies.

Dale Perez is a financial advisor at Merrill with Series 63 and Series 65 credentials and one year of industry experience. Before joining Merrill and Bank of America in 2025, he worked at TD Bank and has held roles in several other industries, including home services and brewing. He co-owns an inactive LLC that was established for a planned online coffee business. 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 strategies designed by internal and third-party teams for individuals, high-net-worth clients, pension plans, and charitable organizations.

Franklin Coronado is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2020. He has over twenty years of experience in the financial services industry, having held various roles including Private Client Advisor at JPMorgan Chase from 2019 to 2020, Branch Manager at TDAmeritrade from 2017 to 2019, and Branch Manager and Stockbroker positions at Scottrade between 2005 and 2017. Earlier in his career, he worked as a Stockbroker at TDWaterhouse from 1999 to 2005. Throughout his career, Franklin has focused on understanding his clients' financial needs and collaborating with them to develop plans aimed at addressing their concerns. His goal is to provide clients with peace of mind and confidence that they are progressing toward their financial objectives. Outside of his professional work, Franklin enjoys activities such as baseball, spending time at the beach, family activities, social events with friends, hiking, and traveling.

Kevin Hong is a financial advisor with LPL Financial holding a Series 66 designation and 19 years of industry experience. He previously worked at Goldman Sachs & Co, Envestnet Asset Management, Inc., and UBS Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a national network of investment adviser representatives.

Tom Rachelski is a Financial Consultant currently with Fidelity Investments, a role he has held since 2023. He has 18 years of professional experience in financial services, demonstrating a commitment to holistic financial planning tailored to meet the unique needs of families. Throughout his career, Tom has held various positions, including Regional Vice President at JD Mellberg from 2022 to 2023, Client Advisor and Vice President at PNC Investments between 2017 and 2020, and previously Financial Consultant at Fidelity Investments from 2013 to 2017. His experience also includes leadership as a Team Leader at UBS from 2008 to 2012 and work as a Stock Broker at E1 Asset Management from 2006 to 2008. Outside of his professional work, Tom has interests in camping, gardening, military service, outdoor adventures, skiing, and softball.

Claire Diele is a financial advisor at Equitable Advisors with 26 years of industry experience. She has held the Series 63 and Series 65 designations and has been with Equitable Advisors since 2001, having also worked at AXA Advisors, LLC during that time. Outside of her advisory role, she was involved with American Dream Promotions Inc. for over four decades. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers, using a hybrid referral and implementation model.

Hui Chen is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. She has worked at Prudential Insurance Company of America since 2005 and at Pruco Securities, LLC. from 2005 to 2024 before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

Anna Day is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. She holds a Series 66 designation and has worked at MassMutual Life Insurance Company since 2018. In addition to her advisory role, she is a member of SKG Tax LLC, where she oversees operations, and a partner at Taxter Marketing, LLC, consulting on marketing and lead generation for advisors. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing, collaborative financial planning engagements and educational seminars, with a range of investment and planning services tailored to clients’ diverse needs.