Amy O'Brien is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has previously worked at Chase Bank, Citibank, and Bank of America. 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.

Eric Goldsmith is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 21 years of industry experience, including roles at Metlife Securities and Mass Mutual Life Insurance Company. Outside of his advisory work, he owns and manages Goldy Lux 8 LLC, which provides group and individual insurance products, and he also offers financial planning services related to life settlements. 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 provides financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved analytical tools and offering a range of investment and planning services.

Daniel Tang is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. He holds Series 63 and Series 66 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with an ESG eligibility framework and utilizes a range of affiliated investment-management resources.

Ryan Humbert is a financial advisor at Equitable Advisors with five years of industry experience. His prior roles include positions at Citigroup and Ameriprise Financial Services, LLC. He holds Series 63 and Series 66 licenses. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a mix of firm-offered and third-party advisory solutions.

Brett Goldstein is a financial advisor with LPL Financial, holding a Series 63 designation and 33 years of industry experience. His career includes roles at Cadaret, Grant & Co., Inc., American Investment Planners, and The Pension Department, which he owns. In addition to his advisory work, Goldstein is a forensic document examiner with Handwriting Expert New York, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Saji Thomas is a financial advisor with Primerica Advisors in New Hyde Park, NY, holding a Series 63 credential and 17 years of industry experience. His career includes roles at Akbar Travels India Ltd, PFS Investments Inc, Primerica Financial Services, and the United Nations. He is involved in the sale of investment-related and home service products through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services mainly through model-based strategies supported by third-party asset managers.

Marc Wong is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2015. Outside of his advisory work, Wong serves on the board of the Long Island Community Foundation and is an officer of Project Music Heals Us, a nonprofit organization that presents classical music performances to diverse audiences for education and healing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of advisory and capital markets solutions.

Tonia Dillon is a financial advisor at UBS Financial Services with 40 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Morgan Stanley. Outside of her advisory work, she manages rental operations for a condominium she owns in Naples, Florida, for part of the year. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and research-driven portfolio solutions.

Karen Friedman is a CFP® professional with 40 years of industry experience. She has worked at LPL Financial since 2024, and previously held roles at Oppenheimer and Fahnestock & Co. Inc. Friedman also operates Tower 68 Financial Advisors, LLC, an entity associated with her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Andrea Fox is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 66 and Series 63 designations and has held roles at Morgan Stanley Wealth Management since 2015, including a one-year period at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Sheila Soufian is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 credential and 20 years of industry experience. She has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she is affiliated with CREW New York, a commercial real estate organization. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charities, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers. The firm emphasizes client-specific risk assessment and uses a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Stephen Plackis is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior work history includes roles at Strategies For Wealth and First Command Advisory Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a strong emphasis on technology and operational support.

Chris Livingston is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Santander Securities, LLC and Santander Bank, NA. Livingston is also associated with Oakfield Wealth Management. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through a multi-advisor platform with an investment process that emphasizes model-based asset allocation, portfolio optimization, and a range of managed account programs.

Nelson Villa is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and four years of industry experience. He has been with J.P. Morgan Securities since 2019 and has worked at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Tyler Sloves is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Prudential Insurance Company of America since 2000, including a 24-year tenure at Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and other financial services through a broad network of investment adviser representatives.

Ronald Matonti is a Market Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads a team of associates focused on helping clients achieve financial independence through comprehensive wealth planning. Mr. Matonti has extensive experience at Fidelity Investments, including serving as Vice President and Branch Office Manager from 2015 to 2025, Vice President and Regional Planning Consultant from 2013 to 2015, Vice President and Senior Account Executive from 2011 to 2013, and Account Executive from 2008 to 2011.

Anthony Marks is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work includes roles at Alliance Global Partners, Ameriprise Financial Services LLC, and Crestwood Technology Group. Outside of advising, he performs administrative duties for his father's e-commerce company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jennifer Halper is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds a Series 63 designation and has previously worked at Morgan Stanley, OSAIC, and Stifel Financial. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a tailored investment approach supported by both in-house and third-party managers.

Shariq Ali is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Bank of America. Outside of finance, he has partial ownership in a manufacturing business based in Kolkata, India. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and utilizes research and analytics to support its investment strategies.

Russell Miller is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has previously worked with Allied Wealth Partners, Securian Financial Services, Inc, and Minnesota Life Insurance Company. Outside of advisory services, he maintains a role as an agent/broker in fixed insurance sales. Cetera Investment Advisers LLC operates as a large national network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated and unaffiliated third-party managers.