Christopher Kinnevy is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2020. Prior to this, he served as Assistant Branch Manager at Fidelity Investments from 2018 to 2020. His career in financial services includes positions as a Sales Manager at UBS Financial Services Inc. from 2015 to 2018, a Financial Advisor at UBS from 2014 to 2015, and a Financial Advisor at Merrill Lynch from 2010 to 2014. In his current position, Christopher leads a team of financial professionals focused on understanding clients' goals, dreams, and aspirations. He emphasizes educating clients by simplifying complex financial topics, aiming to build strong relationships based on confidence and trust. This approach is designed to help clients achieve peace of mind and fulfillment through comprehensive financial planning.

Bharat Gurnani is a financial advisor at Ameriprise with 34 years of industry experience. He holds the CFP® and ChFC® designations along with Series 63 and Series 65 licenses. Gurnani has been with Ameriprise since 2013, including its affiliated entities. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, asset bucketing, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations primarily for clients with Ameriprise-managed accounts.

Michael Locascio is a financial advisor at LPL Enterprise with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Prudential Insurance Company of America. Outside of his advisory role, he owns Keys to Success, LLC, where he teaches piano and performs at weddings and special events. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through an integrated advisory and brokerage platform.

Jayme Lee Kyritz is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley and affiliated firms since 2011. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides its services both directly and through corporate financial planning agreements.

Renna Swayne is a financial advisor with Charles Schwab in Millburn, NJ, holding a Series 66 designation and 21 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank, SSB since 2006. Outside of her advisory role, she manages a home rental business in Atlanta, Georgia. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios alongside centralized custody and operational arrangements.

Jennifer Hopkins is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. She has worked at Wells Fargo Clearing Services, LLC since 2021 and previously spent 12 years at Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Abadiotakis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association, from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Keith Applegate is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior experience includes roles at Bank of America, N.A. and Merrill from 2014 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

John Provinsal is a financial advisor with LPL Financial based in Bridgewater, NJ, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Paradigm Wealth Advisory, PNC Bank, Capital One Bank, and Western Pest Services. He also provides investment advisory services through Paradigm Wealth Advisory, LLC, an independent registered investment advisor. 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 advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting services, employing both discretionary and non-discretionary management with access to model portfolios and research.

Brian Lee is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 licenses. He has 16 years of industry experience, including previous roles at Prudential Insurance Company of America, Pruco Securities, LLC, Allied Wealth Partners, Minnesota Life Insurance Co, and Securian Financial Services. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, providing financial planning, advisory services, and access to various investment and insurance products. The firm combines advisory programs with brokerage offerings and utilizes model portfolios, third-party portfolio managers, and integrated lending solutions.

Melissa Bonilla is a financial advisor with LPL Enterprise holding Series 63 and Series 66 licenses and 18 years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America and Pruco Securities LLC. She is also involved in non-variable insurance activities through Prudential’s affiliated agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, brokerage, and insurance products. The firm’s platform integrates adviser programs with active sales of financial products and leverages third-party asset managers and model portfolios.

John Flynn is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 registrations and has 19 years of industry experience. His prior roles include positions at PRUCO Securities, Value Line, AXA Advisors, and NYLIFE Securities. He has also spent time as a caretaker in recent years. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management programs, and brokerage and insurance products.

Jonathan Pueschel is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with J.P. Morgan entities since 2009. Outside of his advisory role, he is co-owner of a private real estate entity with his wife, who manages its operations. J.P. Morgan Securities 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 framework.

Zachary Archambault is a financial advisor with Thrivent Investment Management holding a Series 66 designation and six years of industry experience. He has been with Thrivent and its affiliates since 2019. Previously, he worked in the food service industry, including roles at Mozzarella Pizza & Pasta and La Vera Pizza. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and combines planning with managed-account programs while keeping these services distinct.

Basile Nahas Jr. is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Institutional Shareholder Services, Galileo Financial Technologies, and Oppenheimerfunds. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight and advisory roles across multiple registered investment products.

Matthew Mulcahy is a financial advisor with Raymond James Financial in Basking Ridge, NJ, holding Series 65 and Series 66 licenses and having 11 years of industry experience. He previously worked at Schroder Fund Advisors LLC for six years and Neuberger Berman LLC for five years before joining Raymond James Financial in 2026. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and offers specialized services including municipal and public finance advisory as well as SIMPLE IRA Employer Advisory & Consulting Services.

Roy Chereath is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Advisory Services and other financial and tax-related firms. In addition to advisory work, he is involved in tax preparation, accounting, insurance sales, and owns several businesses including a tax and payroll IT consulting firm and an online gift sales venture. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning solutions with access to third-party managers and manages over $256 billion in assets.

Kishor Kumar is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process relies on structured discovery and firm-approved tools, serving clients primarily in an advisory capacity.

Jenna Caraccio is a financial advisor with Equitable Advisors, holding a Series 66 credential and five years of industry experience. Her prior roles include positions at Centenary University, The College of New Jersey, and several regional school districts. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer model.

Joshua Dempsey is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. Prior to his current roles, he worked at Goldman Sachs & Co and attended Georgetown University. Outside of finance, he was involved with CrossFit Silver Spring for over a decade. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. Their advisory process incorporates an ESG eligibility framework and primarily offers non-discretionary services through a select group of Wealth Advisors.