Eden Guzman is a financial advisor at Fidelity with seven years of industry experience. Prior to joining Fidelity in 2023, Eden worked at Charles Schwab and Co., Inc. and TdAmeritrade. He holds Series 63 and Series 66 licenses. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that integrate mutual funds, ETFs, and ETPs using systematic methodologies.

Claudine Isaac is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Goldman Sachs and JPMorgan Chase Bank. 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 through a selective group of Wealth Advisors.

John Walker is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, NA, Oppenheimer & Co., and MetLife Investment Management. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships using firm-approved analytical tools and offers specialized services such as divorce planning and employer-sponsored planning programs.

Patrick Pilla is a financial advisor with Mass Mutual Investors Services in Tarrytown, NY, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously with Metlife Securities from 2014 to 2017. Outside of his advisory role, he serves as a trustee on the Eastchester Public Library board. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative annual financial planning engagements, utilizing firm-approved software tools, and offers specialized services including estate settlement and employer-sponsored planning programs.

Toni Rottingen is a financial advisor at Fidelity with 20 years of industry experience. She previously worked at TIAA-CREF and Tiaa from 2010 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a mix of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers services such as discretionary and non-discretionary advisory work and model portfolio delivery.

Pierre Johnson is a financial advisor at Edward Jones with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1997. He serves as an advisory board member for the University of Texas Neighborhood Longhorns. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,000 advisors and 15,000 branch offices.

Lisa Elkins is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has worked with Bank of America and Merrill throughout her career. Outside of her advisory role, she is involved part-time in a modeling business called The Model Shop and owns a limited liability company that manages rental properties. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Vaughn Childre is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. He has worked at Edward Jones since 2018 and previously spent six years at Advanced Disposal Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Mahoney is a financial advisor with Raymond James & Associates holding a Series 66 designation and four years of industry experience. His prior work includes positions at Flight Centre Travel Group and periods as a full-time student. 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, offering financial planning and non-discretionary investment consulting through multiple advisory programs, and provides municipal advisory services along with an extensive network of affiliated financial entities.

Steven Guarascio is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Cetera since 2013 and also operates Guarascio Consultants, LLC, a registered investment advisory firm. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with both affiliated and unaffiliated investment options.

Matthew Killip is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015, with prior roles at Morgan Stanley and Wells Fargo Clearing. 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 within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

George Brakatselos is a Series 66-licensed financial advisor with 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm offers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Tortora is a financial advisor with Merrill in Paramus, NJ, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with Merrill since 2009 and has a longstanding association with Bank of America dating back to 2004. Outside of his advisory role, he is involved as an owner and overseer of BFC Realty LLC, which focuses on buying and selling real estate. 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 individuals, high-net-worth clients, and institutional investors.

Lawrence Rosen is a financial advisor with Ameriprise, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He has been with Ameriprise and its affiliate since 2010. Outside of his advisory role, he owns a consulting business, LJR Consulting. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and tools to deliver tailored recommendations.

Peter Manke is a Series 66-licensed financial advisor with 16 years of industry experience. He has been with Thrivent Investment Management since 2009 and Thrivent Financial for Lutherans since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning on a one-time or ongoing basis, separate from its managed-account programs, and does not provide portfolio management for institutional clients.

Kevin Bishop is a financial advisor with Wells Fargo Clearing in Paramus, NJ, holding a Series 66 credential and four years of industry experience. He previously worked at UBS Financial and spent time in academic roles at the University of Dayton and Seton Hall Prep. Outside of his advisory work, Bishop coaches youth hockey with the Jersey Colts Ice Hockey Club. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from its investment institute and third-party sources to offer diversified portfolio solutions and operates at a large scale with over 14,000 advisors and $671 billion in assets under management.

Vincent Rago is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and other institutional clients through a non-discretionary program focused on written asset allocation advice, manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates ESG criteria and derivatives capabilities.

Jeffrey Astor is a financial advisor at Edward Jones with over 16 years of industry experience. He holds a Series 66 designation and has previously worked at Broad Financial and as president of Y Astor & Associates, where he is also a writer. He has been with Edward Jones since 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branches.

Anthony Estrada is a CFP® professional with 10 years of industry experience. He has been with Edelman Financial Engines since 2025 and previously worked at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified model portfolios and long-term strategies.

Eamonn Gaffney is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation for seven years and AXA Advisors, LLC for two years. Gaffney is also active as an insurance agent offering fixed and indexed annuities, long-term care insurance, and traditional life insurance under his own business. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm provides brokerage and advisory services with an investment approach focused on model-based asset allocation and portfolio optimization using various client-driven tools and third-party managers.