Robert Belvedere is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 39 years of industry experience, including 35 years at MML Investors Services, Inc. He serves as a board member and cook for Ladles of Hope, a nonprofit organization focused on community service. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides structured, collaborative financial planning engagements using firm-approved tools and offers additional event-driven planning services such as divorce planning and estate settlement.

Diana Krawiec is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. Outside of her advisory work, she manages a revenue-generating social media account for her dog. 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, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and incorporates ESG considerations where applicable.

Mahmoud Abdelrahman is a CFP® and Series 66 licensed financial advisor with three years of industry experience. He is currently with Fidelity Investments and previously worked at Prudential Financial. Outside of his advisory role, he is involved with a non-variable insurance agency. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs.

Shayna Savetsky is a financial advisor at LPL Financial with the Series 66 designation and less than one year of industry experience. Her prior work includes roles at Bernath and Rosenberg and CSD Financial. 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 portfolios, third-party asset management, and institutional platforms.

Kevin Sheehy is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including RBC Capital Markets, MUFG Securities Americas, and SMBC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with an ESG eligibility framework and broader derivatives and commodities capabilities.

Samuel Goldberg is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at several firms, including Voyager Digital Holdings, Inc. and Straight Line Source, Inc. Outside of his advisory work, he has experience spanning entrepreneurial and corporate roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence, combining quantitative and qualitative research to build model asset allocations.

Stuart Goldberg is a financial advisor with Cetera, holding a Series 63 designation and over 34 years of industry experience. He has worked with Cetera and its affiliates since 2023 and has prior experience with Allied Wealth Partners, Minnesota Life Insurance Company, and Securian Financial Services. Outside of advising, he is also involved in fixed insurance sales as an agent and broker. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform, providing access to affiliated and third-party managers with various program structures.

Jason Darlington is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at UBS Financial Services from 2009 to 2015. 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 both brokerage and advisory solutions.

Theresa Damico is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Her career includes roles at INVEST Financial Corp, Bethpage Financial Services, Edward Jones, and CUNA Brokerage Services. 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 a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Devon Schultz is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 designation and three years of industry experience. Prior to Morgan Stanley, his background includes roles at Lucky 13 Oysters LLC and Vivint, among other positions. He is also involved with the Developmental Disabilities Institute in Smithtown, New York, serving as an employee in a healthcare-related capacity outside of business hours. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone planning.

Eric Arkin is a financial advisor with OSAIC in Melville, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He worked at Signator Investors, Inc. for 26 years before joining OSAIC in 2018. In addition to his advisory role, he operates a sole proprietorship as an insurance broker specializing in life, annuities, property and casualty, health, long-term care, and disability income insurance. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform. The firm employs a model-based investment approach with portfolio optimization and offers both brokerage and advisory services across various programs.

Matthew Sandler is a CFP® professional with 23 years of industry experience, currently serving at J.P. Morgan Securities since 2015. His prior experience includes roles at TIAA-CREF and Morgan Stanley. 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, incorporates forward-looking capital market assumptions, and includes broader derivatives and commodities capabilities.

Eric Rosener is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2009. 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 process combines quantitative and qualitative research, utilizes forward-looking capital market assumptions, and may incorporate ESG criteria.

Misael Mendoza is a financial advisor at Merrill with a Series 66 designation and 19 years of industry experience. He has worked at Merrill since 2007 and is also associated with Bank of America, N.A. since 2026. 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 managed by internal teams and third-party managers for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Caitlin Kauke is a Series 66-licensed financial advisor with Morgan Stanley in Garden City, NY, bringing 17 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and modeling tools to support client financial goals.

Steven Shorr is a financial advisor with Ameriprise, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Ameriprise since 2018, Jubran, Shorr & Company since 2008, and H.D. Vest Investment Services from 2006 to 2018. He also owns a tax preparation business and is involved with The NFT Gaming Company Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides specialized, tax-aware retirement planning through a centralized team collaborating with advisors.

Lawrence Lorusso is a financial advisor at OSAIC with 57 years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, Inc. since 2018, following a 41-year tenure at Signator Investors, Inc. In addition to his advisory roles, he operates a sole proprietorship preparing income taxes during tax season. OSAIC Wealth serves a diverse clientele including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and offers a wide range of investment programs including Unified Managed Accounts and third-party money manager solutions.

Kit Ling Chow is a financial advisor with Mass Mutual Investors Services holding the ChFC® designation and Series 63 license, with 24 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, Chow worked at METLIFE Securities Inc. for 15 years. Outside of advisory roles, Chow is an independent insurance agent selling life, accident, health, and travel 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 provides ongoing financial planning using firm-approved tools and offers asset management, wrap and money-manager programs, and educational seminars.

James Dolan is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 licenses and bringing 29 years of industry experience. His prior firms include Agilant Solutions, Aegis Capital Corp, and Richard James & Associates. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Jashanpreet Singh is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan Securities, Singh held roles at JPMorgan Chase Bank, Eastern Advisory Group, and Equitable Financial Life Insurance. 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 combines quantitative and qualitative research to develop model asset allocations and includes ESG considerations.