Thomas Agoglia is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Black River Wealth Management Ltd. and Wave Resort, as well as various non-financial roles such as at Redwoods Grill & Bar and Morris Sussex Sports. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and firm-approved tools but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Theodore Thiro is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and has 42 years of industry experience. He has worked at LPL Financial and Flagstar Bank N.A. since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Michael Dietrich is a financial advisor at UBS Financial Services with 28 years of industry experience. He has been with UBS since 2007 and previously worked at A. G. Edwards & Sons, Inc. from 2005 to 2007. He holds Series 63 and Series 66 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm blends institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

James Schofer is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at several firms, including J.P. Morgan Securities and Chase Investment Services, prior to his tenure at Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary and non-discretionary portfolio management, fund advisory, and utilizes systematic methodologies and long-term asset allocation benchmarks in its investment process.

Anthony Dimaio is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been affiliated with Merrill since 2013. Prior to and during his time at Merrill, he has worked at Bank of America, N.A. since 2015. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Adam Kamm is a financial advisor at LPL Financial with 28 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining LPL Financial in 2025, he worked for Painewebber Incorporated and UBS Financial Services Inc. from 1998 to 2025. 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 various investment and advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Bleke is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 credential and 22 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 2004. Outside of his advisory role, he is the owner of MB Luxury Auto Group and serves as a successor trustee for a family living trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a variety of investment programs, including proprietary and third-party models, and offers ERISA fiduciary services through credentialed Investment Adviser Representatives.

Nicholas Parchinski is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His work history includes roles at National Asset Management, Inc., National Securities Corporation, and Bespoke Wealth Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, use of algorithmic methods and AI in research, and development of model portfolios for Fidelity Institutional Wealth Adviser.

Anthony Grassi Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Cetera and its affiliated entities since 2008, as well as Ameriprise in 2004. Outside of advising, he is involved as an owner of a holding company and participates in entrepreneurial ventures related to advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary strategies across multiple custodial relationships.

Arthur Dolega is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at LPL Financial since 2025. Prior to joining LPL, he worked for Next Financial Group Inc for 21 years. Outside of his advisory role, he volunteers with the Polish & Slavic Federal Credit Union, a nonprofit organization based in Brooklyn, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and employs various portfolio strategies supported by advanced operational tools.

Thomas Flood is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, following two years at Chase Investment Services Corp. 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 and fund searches, and customized performance reporting. Their advisory process utilizes centralized due diligence combining quantitative and qualitative analysis, with an emphasis on Eligible Strategies and an ESG eligibility framework.

Sophia Gallant is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, Millennium Management, and Seventy2 Capital. Outside of finance, she has experience in the restaurant and brewery industry. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and other institutional clients. Their advisory process combines quantitative and qualitative research supported by a manager solutions team and incorporates a range of investment strategies with an ESG eligibility framework.

Matthew Vamvakis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2009. Outside of his advisory role, he serves as a board member and Vice President of Finance for Congregation Ohr Shalom-Summit Jewish Community Center and is a director on the New Jersey Boys State Foundation, which supports youth civic leadership. 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. The firm’s advisory program integrates systematic quantitative screening and qualitative research to build model asset allocations, with a non-discretionary approach where clients retain final decision-making authority.

Minjie Jiang is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In this role, Minjie works closely with clients to understand their priorities and develop personalized investment strategies aimed at pursuing their financial goals. Minjie provides guidance on a range of financial matters, including general investing, retirement planning, and saving for unforeseen events, and facilitates access to banking and lending services through Bank of America. Minjie holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Minjie earned a Bachelor's Degree from the University at Buffalo. Fluent in English, Mandarin, and Chinese, Minjie emphasizes building strong client relationships through attentive listening and ongoing advice as clients’ needs evolve.

Rachel Roberts is a Private Wealth Advisor on the Private Executive Services (PES) Team at Merrill Private Wealth Management. She has been with Merrill and the PES Team since 2009, providing wealth management services to ultra-high net worth individuals and families, including C-suite and senior executives of public and private companies. Rachel offers customized investment advice by developing tailored asset allocation and implementation strategies to meet clients’ goals, risk tolerance, and preferences. As a member of the PES team, she conducts due diligence on asset managers, monitors portfolios, and implements tactical and strategic changes. She also collaborates with colleagues to produce research presentations for both team meetings and clients. Her areas of expertise include corporate executive services, equity compensation, liquidity management, tax minimization, socially responsible investing, and retirement planning. She holds the Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA) designations. Rachel graduated Phi Beta Kappa from Bucknell University in 2009 with a BA in Economics and Spanish with Honors. She is involved in mentoring through the Women’s Exchange at Merrill and volunteers with Invest in Girls, an organization focused on enhancing financial literacy for high school-aged girls. Rachel lives in New York City and enjoys hiking, reading, running, soccer, tennis, traveling, and spending time with her family.

Sara Smedley is a CFP® and ChFC® with 12 years of industry experience. She is currently affiliated with LPL Enterprise and has previously worked at Prudential Insurance Company of America and New Providence Financial, LLC. LPL Enterprise serves 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, third-party asset management access, and insurance product facilitation through affiliated entities.

Adam Nunez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He previously worked at the New York Tribeca Group and has experience outside finance at organizations including Middlesex County Board of Social Services and various retail and service companies. 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, and institutional investors.

Robert Romano is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. for nine years. Outside of his advisory role, he is the sole owner of a rental property business. Merrill, along 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 a range of individual and institutional clients.

Beth Meszaros is a financial advisor at Cetera with 17 years of industry experience. She holds a Series 66 designation and has worked with Cetera since 2009. Outside of her advisory role, she owns and creates handmade knits and gifts sold on Etsy and is involved in managing a needlepoint supplies business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Erin Kearney is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Before joining Fidelity, Kearney held positions in education and other organizations, including The University of Rhode Island and The Rapid Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages multi-manager fund structures and employs systematic methodologies in portfolio management.