Dominic Pinto is a financial advisor at Charles Schwab with 11 years of industry experience and holds a Series 66 designation. He previously worked at Bank of America, N.A. and Merrill for 10 years before joining Charles Schwab in 2025. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of multi-asset model portfolios backed by due diligence from its Center for Financial Research.

Emmanuel Itembe is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining LPL Enterprise, he held positions at Equitable Advisors and Bankers Life and has also worked outside the financial industry at retailers including Lowe's and Macy's. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment implementation is typically model-driven, using portfolios developed by LPL’s Research Department or third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Rafael Diaz is a Series 66-licensed financial advisor with Equitable Advisors in Woodbridge, NJ. He has 19 years of industry experience, including over 14 years at Axa Advisors, LLC. Diaz has been with Equitable Advisors since 2006. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a variety of advisory models through in-house programs and third-party asset managers, with a focus on matching clients to appropriate investment solutions based on risk tolerance and plan information.

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 35 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and 65 licenses. Prior to joining Ameriprise, he worked at UBS Financial Services and Citigroup Global Markets. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Michael Locascio is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC, and he also owns a business that offers piano lessons and music performances for events. Additionally, he has been involved in real estate services as a broker assisting buyers and sellers. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm employs a model-driven investment approach using portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and participation in a wrap program.

Shubhro Bose is a Senior Vice President and International Wealth Advisor at Merrill Lynch Wealth Management, having joined the New York International office in 2003. He has over 25 years of experience in the financial services industry, focusing on family wealth management strategies, international wealth management, and managing new wealth. He provides personalized advice that considers every aspect of a client's life, drawing from his background of coming from a family of financial advisors. Shubhro graduated from the McDonough School of Business at Georgetown University in 1997 with a degree in Finance and International Business. He also completed the General Course Program at the London School of Economics and Political Science. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute. Additionally, he holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Shubhro is involved with the Georgetown Alumni Admissions Program and his team supports local community organizations such as The Taub Institute for Research and the Women's Education Project. He and his wife Konika, a physician, live in Westfield, New Jersey, and have three children.

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 22 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2006. Outside of her advisory role, she is involved in managing a home rental business in Atlanta, Georgia. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized operational and custody 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.

Keith Applegate is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Bank of America, Merrill, and Further Lane Asset Management. Keith is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

John Provinsal is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has four years of industry experience, having previously worked at Paradigm Wealth Advisory, PNC Bank, and Capital One Bank. He also operates Paradigm Wealth Advisory, an independent registered investment advisory firm. 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 financial planning and investment management services through a wide network of advisors, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Brian Lee is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Allied Wealth Partners. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment strategies primarily based on portfolios developed by LPL’s Research Department and third-party sponsors, and offers financial planning, third-party asset manager access, and insurance product sales through affiliated entities.

Melissa Bonilla is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 licenses. She has 18 years of industry experience, including prior roles at The Prudential Insurance Company of America and Pruco Securities LLC. Her outside business activities include involvement with Prudential-sponsored non-variable insurance products. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a primarily model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of non-securities products and services.

John Flynn is a financial advisor with LPL Enterprise who holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at PRUCO Securities, Value Line, AXA Advisors, J.P. Morgan Securities, and Chase Investment Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and corporate and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and a Model Wealth Portfolios wrap program.

Jonathan Pueschel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at various JPMorgan affiliates since 2009. Outside of his advisory role, he is a partner in a family-owned real estate entity with limited personal involvement. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Zachary Archambault is a financial advisor at Thrivent Investment Management with seven years of industry experience and holds a Series 66 designation. His work history includes roles at Thrivent Financial and International Planning Alliance, as well as experience outside financial services in the food industry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through Financial Advisors. The firm offers goal-based financial planning covering a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Basile Nahas Jr. is a financial advisor at Fidelity with 22 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Institutional Shareholder Services, Galileo Financial Technologies, and Oppenheimerfunds. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

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.