Manvir Singh is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Ads Transport Inc, and the Massachusetts State 911 Department. 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. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Peter Spoto is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in West Harrison, NY. He has two years of industry experience, including prior roles at Fidelity Investments and Oppenheimer. 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 combination of advisory and brokerage capabilities.

William Baffuto is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. His prior roles include positions at UBS Financial Services Inc and various tenures within Equitable Advisors and affiliated entities. Outside of his financial career, he has worked at Greenburgh Recreational Day Camp. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers a range of financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, primarily working through LPL-sponsored programs and endorsed TAMPs.

James Mangam Jr. is a CFP® with over 52 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. Prior to joining LPL, he worked for more than four decades at Cadaret, Grant & Co., Inc. He also operates the Mangam Agency and has a side activity as an artist and musician. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by extensive research and technology.

Joseph Wiesenfeld is a financial advisor with UBS Financial Services, based in Airmont, NY, and holds 22 years of industry experience. He has been associated with UBS Securities LLC and UBS PaineWebber Services Inc. since 1986. Outside of his advisory role, he is a partner in TRI STATE PACKERS, LLC, a company involved in dry food packaging. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering proprietary research and model-based portfolio management.

Anthony Montagna II is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Raymond James in 2021. Montagna is also the owner of Montagna Wealth Management LLC, where he serves as branch manager and portfolio manager. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary advisory services supported by asset-allocation analysis and firm research, delivering tailored financial plans and investment recommendations.

Maydenise Santiago is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. Outside of her advisory role, she owns an e-commerce business focused on online retail sales and digital products. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Neal Deutsch is a CFP® with 41 years of experience in the financial industry. He is currently with Cetera and has been involved with various firms including First Allied Advisory Services and Chestnut Investment Group, which he owns. He also holds a fiduciary trustee position. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base with a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wanda Vasse Koerner is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Eric Dorfman is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He previously worked as an Investment Consultant at Fidelity from 2022 to 2023. His earlier experience includes serving as a Portfolio Manager focused on U.S. and Canadian equities at First New York Securities from 2014 to 2021, and as a U.S. Equity Trader at AMR Capital Trading between 2004 and 2013. Throughout his career, Eric has specialized in investment management and financial planning. He holds an Arkansas Insurance License. Outside of his professional work, Eric's personal interests include spending time at the beach, enjoying comedy, football, music, and engaging in parenthood.

Aileen Schruth is a CFP® and holds a Series 66 license with 20 years of industry experience. She has been with UBS Financial Services Inc. since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Ginger Montagna is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. She is also owner and independent contractor at Montagna Wealth Management LLC, where she manages staff and provides client-facing financial planning and practice management services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through risk profiling and supported by a broad affiliate network.

Nicole Lopez is a financial advisor at Fidelity with Series 66 credentials and has been in the industry since 2022. She previously worked at New York Life Insurance Company and has been involved with community organizations such as the Kips Bay Boys & Girls Club and Holy Spirit Roman Catholic Church. Fidelity's Strategic Advisers LLC, where she is based, provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its involvement in fund advisory, including multi-manager and fund-of-funds structures, and its use of systematic methodologies and AI in portfolio management.

Deirdre Joyce is a financial advisor at RBC Capital Markets with four years of industry experience. She previously worked for UBS Financial Services for six years. Outside of finance, she has been involved in the restaurant industry, working as a waitress at Rivermarket Bar and Kitchen since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Trishanya Diedrick Smith is a financial advisor with Primerica Advisors in White Plains, NY, holding a Series 63 designation and eight years of industry experience. She has worked at PFSI Investments Inc. since 2018 and Primerica Financial Services since 2016. Outside of advising, she is involved in sales of investment-related products and also receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by third parties and utilizes discretionary separately managed account options.

Meg Gadeleva is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. She has over two decades of experience in the financial industry, focusing on helping clients navigate financial planning and achieve their financial goals. Prior to her current role, she served as Relationship Manager at Fidelity Investments from 2017 to 2019. Her prior experience includes roles such as Regional Manager at Utre - 401k and Pension in Bulgaria from 2014 to 2016, Branch Manager at JP Morgan Chase from 2010 to 2014, Private Client Banker at JP Morgan Chase from 2006 to 2010, and Banker at Citizens Bank from 2004 to 2006. Meg holds a California Insurance License. Outside of her professional life, Meg's interests include art, family activities, hiking, outdoor adventures, reading, and volunteering.

Adam Sloane is a CFP® certificant and Series 66 license holder with three years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2025 and previously spent three years at Ameriprise. He is also the owner of Spirit Capital Management, Inc., a management consulting business currently being wound down. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm focuses on financial planning and non-discretionary investment consulting, emphasizing tailored investment recommendations and advisory support rather than delegated portfolio management.

Eric Vogler is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Metro Exhibits, Three County Volkswagen, Montclair State University, and the Nutley School System. Outside of advising, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-based strategies and selectively managed accounts under a wrap-fee structure. The firm focuses on curated third-party asset managers and employs an operational model that includes ongoing oversight and independent due diligence.

Eric Ramirez Lira is a financial advisor with LPL Enterprise, holding a Series 66 designation. He has been with LPL Enterprise since 2025 and previously worked with Matt Miller Events and the White Plains Public School System. He is also involved with Matt Miller Events as an outside employment activity. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, providing financial planning, advisory, and brokerage services through an integrated platform that combines adviser programs with the sale of other financial products.

Robert Cohen is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 21 years of industry experience. His career includes roles at MassMutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory role, he operates an independent insurance agency specializing in life insurance, fixed annuities, disability, long-term care, and health insurance. MassMutual 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, and educational programs, using firm-approved software to analyze client goals and provide written recommendations.