Evan Wuhl is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at UBS Financial Services from 2008 to 2011. Outside of his advisory role, he serves as a trustee of his sister’s trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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 Series 66 and Series 63 licenses. Her prior experience includes roles at Citigroup Global Markets, Citi Private Advisory, Citizens Bank, and HSBC Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research supported by a manager solutions team and includes broader derivatives and commodities capabilities.

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 worked with LPL Financial since 2002 and has been involved with The Capital Preserve, Inc. since 2005. Freireich is also a retired attorney. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a variety of financial planning and asset management services, combining advisory platforms with non-advisory financial activities such as affiliated insurance and banking partnerships.

Leon Almeida is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation and Series 66 and Series 63 licenses. He has 17 years of industry experience, including prior roles at Metlife Securities Inc. and MassMutual Life Insurance Co. Outside of his advisory work, Almeida is involved in real estate investing and owns a marketing DBA LLC. 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 seminars, structuring planning engagements as ongoing, collaborative relationships that emphasize 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 at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2014, including Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and delivers model portfolios to intermediary platforms.

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 at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs & Co, Envestnet Asset Management, Inc., and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large 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.

Abe Bluestein is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been with MassMutual and its affiliates since 2026 and has prior experience with Atlas Copco and Jefferson County Public Schools. Outside of finance, he has worked at Camp Canadensis for several years. 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, wrap and money-manager programs, and educational seminars, with a focus on collaborative planning and goal analysis using firm-approved software.

Claire Diele is a financial advisor with Equitable Advisors in Peekskill, NY, holding Series 63 and Series 65 designations and 27 years of industry experience. She has worked with Equitable Advisors since 2001 and was previously with AXA Advisors, LLC during the same period. Additionally, she has been involved with American Dream Promotions Inc. for over four decades. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party partnerships. The firm’s approach includes assessing client risk tolerance and utilizing multiple investment vehicles, with a focus on both proprietary and third-party solutions.

Hui Chen is a financial advisor at LPL Enterprise with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment approaches and offers access to third-party asset managers, financial planning, and various non-securities services.

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.

Michael D'Angelis is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Legg Mason & Co LLC and Fisher Investments. He is also associated with D'Angelis Wealth Management, a business related to his advisory activities. 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, model portfolios, third-party asset management, and institutional platforms.

Cristina Curiale is a CFP® professional with 12 years of experience in financial services. She is currently with Raymond James & Associates and previously worked at UBS Financial Services. Outside of her advisory work, she is involved with the Summit Lacrosse Club. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Steven Martino is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with Cetera since 2008 and operates a CPA practice, Martino & Fisher, LLC, where he serves as managing partner providing accounting and tax services. Martino also owns a computer consulting business and acts as trustee for a family credit shelter trust. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management programs and access to third-party money managers, supporting both discretionary and non-discretionary account management.

Mauro Caringi is a financial advisor with MassMutual Investors Services based in Elmsford, NY. He holds the CFP® and ChFC® designations and has 32 years of industry experience. His career includes longstanding roles at Metropolitan Life Insurance Company and MetLife Securities Inc. He is also involved in an insurance brokerage focusing on individual and group life and health, as well as property and casualty insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning using advanced analytical tools and provides a range of programs including educational seminars and event-driven planning services.