Korsa Nzidee is a financial advisor with LPL Financial in Brooklyn, NY, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. Prior to joining LPL Financial and Webster Bank in 2025, Nzidee worked at Allstate Financial Advisors and Cetera ADVISORS LLC. He is also the owner of Nubari Corp, a non-investment business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research and includes solutions such as overlay portfolio management and direct indexing.

Joel Fisch is a financial advisor at Cetera with Series 63 and 66 credentials and no prior industry experience before joining Cetera in 2024. He serves as president of Talmud Tora Breslev, a fiduciary board role based in Brooklyn. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program structures, managing over $256 billion in assets.

Daniel Epstein is a ChFC®-designated financial advisor with seven years of industry experience. He is currently with Mass Mutual Investors Services and has prior experience at NYLife Securities and Harvard Business Analytics. Epstein also works as an insurance broker, focusing on life, fixed annuities, disability, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm offers financial planning, asset management, and educational programs using model-driven analyses and structured, collaborative client engagements.

Travis Cimino is a financial advisor at Merrill with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Compass Private Wealth Group LLC, Santander Securities LLC, and PNC Bank. Outside of his advisory role, he is a range safety officer at RTSP LLC, a gun range in New Jersey. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Zakkour Chivi is a financial advisor at Ameriprise with 36 years of industry experience. He holds the Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he serves as a Board of Elders member for the Virgin Mary Assyrian Orthodox Church in Paramus, NJ. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations through a centralized consulting team.

David Biebelberg is a financial advisor with Osaic, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Osaic since 2010. Outside of his advisory role, he is a partner at Elite Wealth Group and is involved in the sale of fixed insurance products through his limited roles in Freedom Capital Management and a sole proprietorship. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, institutional clients, and charitable organizations. The firm offers integrated financial services through multiple advisory platforms, using asset-allocation tools and third-party managers to build diversified portfolios that include a range of investment products.

Jean Philistin is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2012. Outside of his advisory role, he serves as a board member and head of the Economic Development Committee for Life of Hope, a nonprofit organization assisting immigrants and low-income individuals in Brooklyn. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Robert Imparato Jr. is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2000. Prior to that, he was affiliated with AXA Advisors, LLC for 20 years. Outside of his advisory role, he is president of Clutch Hitting of Staten Island, Inc., a position he has held since 2016. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Robert Gildea II is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2011. Merrill, together 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 with model-based and discretionary investment strategies.

Olivia Grabowski is a financial advisor with LPL Financial who holds a Series 66 designation and has seven years of industry experience. Her previous roles include positions at Cetera, Foresters Advisory Services, and Rutgers University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kevin Greene is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and offering 39 years of industry experience. He has been with Primerica Advisors since 1987 and has additional experience with Primerica Financial Services dating back to 1986. Greene operates a separate legal entity supporting Primerica business purposes and also receives compensation related to loan product sales and referrals for home security and automation services. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third parties and provides advisory services through a large network of advisors across numerous offices.

Wendy Nava is a financial advisor at Morgan Stanley in New York, NY, holding a Series 66 designation and with eight years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Rockefeller University and Fordham University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its financial planning process.

Anthony Pugliese is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Westfield, New Jersey. He has been in the financial services industry since 1988 and joined Merrill in 2012. Drawing on over 25 years of diverse capital markets experience, Anthony provides advice and guidance to individuals, families, and small business owners to help them reach their personal and financial goals. Anthony holds a bachelor's degree in Communications from Lynchburg College, earned in 1988, and maintains the Personal Investment Advisor (PIA) designation. His client services focus includes college education planning, family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. Raised in Westfield, where he currently resides with his wife and three children, Anthony is involved in community activities such as coaching youth sports.

Diane Di Braccio is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and eight years of industry experience. She has previously worked at Cetera Investment Services and Foresters Financial Services, and spent four years at Rutgers University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning services, and brokerage options, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

Clara Wu is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at New York Life Insurance Company and Tapfin/EY. Fidelity’s Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage various investment funds.

Nadia Egas is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she worked as a Planning Consultant at Fidelity Investments from 2021 to 2025. Nadia also has experience as a Private Client Banker at JP Morgan Chase, where she worked from 2016 to 2021. In her professional practice, Nadia partners with clients to understand their short- and long-term financial goals and develops customized financial plans to meet their individual needs. She emphasizes forming strong relationships with clients and their families, prioritizing trust, reliability, and competency. Outside of her professional work, Nadia enjoys gardening, horseback riding, movies, photography, soccer, and swimming.

Joseph Napoleone is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Matthew Rozzi is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and 16 years of industry experience. He has worked at MassMutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, following eight years at Metlife Securities Inc. He is also co-owner of Wealth Protection Strategies LLC, an entity established to serve as a beneficiary for life insurance designations to protect families. 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 provides ongoing financial planning, asset management, and educational seminars, using detailed client analysis and firm-approved software to deliver written recommendations.

Jermain Hall is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Equitable Advisors since 2011 and previously worked at Axa Advisors during the same period. In addition to his advisory role, he is also an insurance agent with United Healthcare. Equitable Advisors serves a broad range of clients including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

John Wesley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having three years of industry experience. He has worked at several engineering firms alongside his financial advisory roles. He also engages in part-time sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, and operates with a model-driven investment approach supported by third-party asset managers.