James Soldati is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and nine years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2017. Prior to that, he attended the Olin Business School and Washington University in St. Louis. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence with forward-looking capital market assumptions and incorporates ESG criteria where applicable.

Brett Fortune is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and bringing seven years of industry experience. He has been with MML Investors Services LLC since 2019 and MassMutual Life Insurance Company since 2018. Outside of his advisory role, he works as an independent insurance agent specializing in life, disability, long-term care, and health insurance products. 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 engagements as annual, collaborative relationships that use firm-approved tools to analyze goals and provide written recommendations.

Denis Murphy is a financial advisor at UBS Financial Services with 25 years of industry experience. He has held his current role since 2012 and previously worked at Morgan Stanley. He holds the Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Kevin Murphy is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Cetera Wealth Services and multiple business activities involving accounting, tax preparation, and insurance sales. He operates a CPA practice providing bookkeeping and tax consulting services for personal and small business clients. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party investment managers across diverse program structures.

Gerard Coraggio is a financial advisor at Cetera with 49 years of industry experience. He holds a Series 63 designation and has previously worked at American Portfolios Financial Services, Inc. from 2009 to 2024. Outside of advisory work, he is licensed to sell fixed insurance products, including life and annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and consulting services, including access to third-party money managers and model portfolios, managing more than $256 billion in assets.

Dennis Dobrosky is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Dennis earned a Bachelor's Degree from the College of the Holy Cross.

Michael Ducore is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, and is involved as a life settlement broker through The Ashar Group. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models, including those sponsored by LPL and other program managers, and offers a range of investment solutions covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Dennis Quinn is a financial advisor with Mass Mutual Investors Services in Warren, NJ, holding a Series 63 designation and 24 years of industry experience. He has worked at MassMutual Life Insurance Company since 2016 and previously at Metlife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is the owner of Creative Risk Management LLC and operates as an independent insurance agent specializing in disability, fixed annuities, and life, accident, and health insurance. Mass Mutual Investors Services 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, focusing on collaborative, annual planning relationships that use firm-approved tools to analyze client goals and provide written recommendations.

Colin Sullivan is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch since 2013, including tenure at Bank of America, N.A. since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party teams, with various features including strategic asset allocation and tax-aware options.

Vincent Melillo is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 65 designation and has previously worked at Abruzzo Accounting LLC, Fort Group Inc, and SOS Security LLC. 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 portfolio programs, and institutional platforms, supported by a network of over 22,800 investment adviser representatives.

Keith Macey is a Series 66 licensed financial advisor with 10 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2024, following prior roles at City National Bank and Citigroup. 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 screening and qualitative research, with an emphasis on a broad range of eligible strategies and integrated ESG considerations.

Braken Fiore is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and 19 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, Fiore serves as president of Fiore Strategic Wealth Inc. and acts as a pension consultant for the International Brotherhood of Electrical Workers, assisting with NYCERS pension options. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, annual planning engagements with firm-approved analytical tools and offers various educational seminars and specialized planning programs.

Larsen Flinn is a financial advisor with LPL Financial based in Holmdel, NJ. He holds Series 63 and Series 65 licenses and has 29 years of industry experience, including prior roles at Bank of America, Merrill, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisory representatives with research and operational tools across a wide array of investment strategies.

James Leuenberger is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Prudential Insurance Company of America since 2012 and with Pruco Securities, LLC from 2012 to 2024. In addition to his advisory role, he is involved in the sale and servicing of Prudential-sponsored property and casualty insurance. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm primarily employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Joseph Armstrong is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His prior roles include positions at JPMorgan Chase Bank and JPMorgan Securities, as well as experience in the pharmaceutical and food service industries. Equitable Advisors serves a diverse client base including individual investors, 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 both proprietary and third-party investment solutions.

Jonathan Beaubien is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. His prior roles include positions at MML Investors Services LLC, Mass Mutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, Beaubien coaches baseball and serves on the board of a youth and community development organization. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved software and various event-driven planning programs.

Colin Ribis is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and two years of industry experience. His work history includes roles at Bank of America, JPMorgan Chase Bank, and J.P. Morgan Securities, as well as ongoing service in the United States Army Reserves. He is also involved with Pinnacle Commerce LLC. 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, pensions, corporations, and charitable organizations.

Mark Lewis is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2010, with prior experience at Barclays Capital and Lehman Brothers. He serves on the boards of the Metropolitan YMCA of the Oranges and the Jewish Community Foundation of Greater Metrowest NJ. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a team of wealth advisors, focusing on non-discretionary, written asset allocation advice, investment manager search, and customized performance reporting. Their advisory process includes centralized due diligence combining quantitative and qualitative research, and incorporates ESG eligibility in recommendations.

Michael Saladino is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses. He has recently started his career in the financial services industry. Outside of advising, he has experience working in retail and education environments. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management services. The firm utilizes a variety of advisory models and third-party program sponsors to deliver solutions tailored to client needs.

Dan Csuma is a financial advisor with J.P. Morgan Securities in Summit, NJ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Merrill and MSI Financial Services prior to joining J.P. Morgan Securities in 2014. 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 within a non-discretionary program. The firm incorporates centralized due diligence and quantitative and qualitative research in its advisory process and supports implementation through affiliated investment-management entities.