Michael Colasurdo is a financial advisor with Morgan Stanley in New York, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2018, he worked for Mulberry Street Italian Food Center for eight years. Outside of his advisory role, he is a partner in a property management business. Morgan Stanley Wealth Management serves 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 processes supported by proprietary tools and analyses.

Natalia Styburski is a Financial Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2019, having served in various capacities including Planning Consultant, Relationship Manager, and Financial Representative. As a CERTIFIED FINANCIAL PLANNER™, Natalia supports clients and their families by understanding their financial needs and aspirations to create sound financial plans and build relationships based on trust. Her professional focus is on comprehensive financial planning and client relationship management. Outside of her professional responsibilities, Natalia enjoys spending time at the beach, attending social events with friends, exploring culinary experiences, listening to music, caring for pets, and reading.

Francesco Musio Aguilar is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 66 and Series 63 licenses and has five years of industry experience. His work history includes multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank since 2018, as well as experience at Guttman Community College. 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. The firm offers these services on a non-discretionary basis through a select group of advisors.

Shaun Roberts is a CFP® professional with 20 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Avantax Insurance Agency, Ambit Energy, and ownership of SRA Wealth Advisors, LLC. He serves as treasurer for Blue Knights International Law Enforcement Motor, managing financial records and dues collection. Cetera Investment Advisers LLC is an SEC-registered adviser offering services to individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm provides a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Nicholas Mavro is a CFP® professional with 25 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also been associated with JPMorgan Chase Bank, N.A. since 2003. Outside of his advisory role, he contributes as a contractor to The American List, a website aimed at helping consumers identify products manufactured in the USA. 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 applying an ESG eligibility framework in its recommendations.

Thomas Quinson is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior roles include various short-term positions in education and small businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jonathan Chubak is a financial advisor with LPL Financial and holds a Series 66 designation. He has 21 years of industry experience, including ten years at Citigroup Global Markets prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Robert Wilson is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and one year of industry experience. His prior firms include LPL Enterprise LLC, Northwestern Mutual, and Equitable Advisors. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Nazmul Alam is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked within various roles at JPMorgan entities and other firms. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through a combination of advisory and brokerage capabilities.

Lolita Ramiah is a financial advisor at Merrill with 19 years at the firm and 13 years of industry experience. She holds a Series 66 designation. 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 strategies managed by internal teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Arron Reid is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Merrill for 21 years and Lincoln Financial Advisors for two years before joining OSAIC in 2025. OSAIC serves retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services through affiliated advisers and multiple platforms, utilizing asset-allocation tools, risk-tolerance assessments, and third-party managed account solutions.

Charles Sams is a financial advisor at Morgan Stanley in New York, NY, with 10 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at JP Morgan Chase Bank, JP Morgan Securities, Mass Mutual, and Primerica. Sams serves as a board member for Living Faith Ministries, a nonprofit organization. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that incorporates firm-approved tools and research models.

James Veneziano is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining LPL Financial in 2019, he worked at Ameriprise Financial Services, Inc. from 2011 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Nicholas Psathas is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and two years of industry experience. His career includes roles at Raymond James Financial Services and Money at Work LLC. Outside of advising, he has ownership responsibilities in rental real estate. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Brandt Sullivan is a financial advisor at Merrill with a Series 66 designation and two years of experience at the firm. He previously worked at Bank of America, N.A. for one year. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Elizabeth Marshall is a financial advisor with UBS Financial Services in New York, NY, holding a Series 66 designation. She joined UBS in 2025 and has a background that includes roles in academia and youth education, including positions at Washington and Lee University and RJ Reynolds High School. Outside of her advisory work, she is involved with University Tees, assisting with apparel design and managing campus-related orders. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor strategies. The firm combines institutional trading capabilities with wealth management services, providing a broad range of investment products and capital markets services.

Jeffrey Doty is a financial advisor at RBC Capital Markets in New York, NY, with 31 years of industry experience. He holds a Series 63 designation and has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves as a condo board member representing unit owners. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs providing portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers tailored to client risk profiles.

Years Davis is a financial advisor with J.P. Morgan Securities in Brooklyn, NY, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he is an owner of a residential property with an apartment rental. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework and offers services on a non-discretionary basis through a select group of Wealth Advisors.

Marlon Lynshue is a financial advisor with Primerica Advisors, holding a Series 63 designation and 15 years of industry experience. He has been with Primerica Advisors since 2008 and has worked with Primerica Financial Services since 2006. Outside of advisory services, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Lauren Feder is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked at UBS since 2019. Prior to her current role, she was involved with In The Know Experiences and Northwell Health and has academic experience at Boston University. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.