David Brady is a financial advisor at Equitable Advisors with 30 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Aegis Capital Corp. for 11 years. Outside of his advisory role, he coaches youth basketball as a consultant for Nassau Pride Hoops. Equitable Advisors serves individual clients across various wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm uses a combination of proprietary and third-party advisory models to deliver tailored investment solutions.

Paul De Santis is a Series 66 credentialed financial advisor with 22 years of industry experience. He is currently with J.P. Morgan Securities and J.P. Morgan Chase Bank, a role he has held since 2019. His prior experience includes positions at Bank of America, Merrill, and UBS Financial Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach integrates quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Heather Steiniger is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank NA since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations and incorporates an ESG eligibility framework.

Michael Pezza is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at JPMorgan Private Bank, JPMorgan Securities, and Charles Schwab. Fidelity’s 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Joseph Schwan is a financial advisor at Cetera with 23 years of industry experience. He holds a Series 63 designation and has worked at firms including LPL Financial and Avantax Advisory Services. Outside of his advisory role, he is a silent partner in a payroll processing company and operates a tax and financial services practice under Joseph M. Schwan CPA, P.C. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services utilizing both affiliated and third-party managers across multiple program structures.

Ryan Danley is a Series 66-credentialed financial advisor with three years of industry experience, currently working at J.P. Morgan Securities. His prior experience includes roles at Bank of America, Equitable Advisors, and JPMorgan Chase Bank. Before entering financial services, he worked at DoorDash and in the food industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines centralized due diligence and both quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Kyle O'Keefe is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and previously spent two years with Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, operates with more than 14,000 advisors, and offers both brokerage and advisory solutions.

Janet Keefe is a financial advisor at Morgan Stanley with 41 years of industry experience. She has held positions at Merrill from 1979 to 2016 before joining Morgan Stanley in 2016. She holds a Series 63 designation. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Amy Gaborcik is a financial advisor at Merrill with four years of industry experience. She holds a Series 66 designation and has been associated with Bank of America and Merrill since 2013. Merrill, alongside 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, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Madden II is a financial advisor at Edward Jones with 23 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Merrill Lynch/Bank of America and Hartford Life Distributors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Ryan Kessler is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition planning and sports & entertainment planning, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Vania Markarian is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for 29 years. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop recommendations delivered through meetings and written summaries.

Niall Patterson is a Financial Consultant with Fidelity Investments, where he partners with clients and their families to understand their financial needs and the impact of their decisions on their lives. His focus is on helping clients build a financial plan that provides confidence and peace of mind. He has over a decade of experience in the financial services industry, having held several roles at Fidelity Investments since 2015, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Brokerage Account Manager at American Capital LLC from 2013 to 2015.

Ronald Valinotti Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. He has worked at Wells Fargo Clearing since 2026 and previously spent over a decade with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. His career also includes a brief period at Merrill. 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 the Wells Fargo Investment Institute.

Giulia Foderaro is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Park Avenue Securities LLC, and Guardian Life Insurance Company of America. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and analytics to evaluate investment options.

Emily Parker is a financial advisor with Merrill, holding Series 63 and Series 66 designations and 16 years of industry experience. She has worked at Bank of America and Merrill for the past nine years. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.

James De Gaetano is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 36 years of industry experience. His career includes nearly three decades at Metlife Securities Inc. and over ten years with MassMutual Life Insurance Company. He is also an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. Mass Mutual Investors Services, LLC is a subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software to analyze client goals and deliver written recommendations.

William Rugen is a financial advisor with Cetera, holding a Series 63 designation and bringing 39 years of industry experience. His career includes roles at Lincoln Financial Advisors, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. Outside of advisory work, he is involved in tax preparation and insurance sales, including life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to a variety of portfolio management options and third-party money managers, supporting both discretionary and non-discretionary account management.

Nelida Flynn is a financial advisor with Primerica Advisors, holding a Series 63 designation and 19 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2006. Outside of her advisory role, she owns Adilen Enterprises Inc., a legal entity formed for Primerica business purposes. 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 accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of investment models implemented through established custodians.

Michael Di Filippo is an advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Freedom Boat Club and Northwestern Mutual Investment Management. Outside of advising, he operates an insurance brokerage focused on life, disability, long-term care, fixed annuities, and health products. 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 offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning engagements.