Marek Milik is a financial advisor with Mass Mutual Investors Services in Brooklyn, NY, holding the ChFC® designation and Series 63 license. He has 29 years of industry experience, including prior roles at Metlife Securities Inc. and Massmutual Life Insurance Co. He also works as an independent insurance agent selling life, accident, and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs.

Emily Stark is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Smith Barney LLC since 2020. Prior to that, she was employed at JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A., as well as having experience outside finance with Island House Restaurant and Marina and St. Mary's College of Maryland. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and modeling techniques for its financial planning services and manages approximately $2.74 trillion in client assets.

Thomas Boyd is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stifel for 11 years before joining Wells Fargo in 2018. Outside of his advisory role, he serves as a basketball referee in New Providence, NJ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jilian Rodriguez Montano is a Series 66 licensed financial advisor with 12 years of industry experience. She has been with Merrill since 2011. Merrill, in affiliation with Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving Bank of America fiduciary clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

M. A. Paterno Castello is a Senior Financial Advisor at Merrill Lynch Wealth Management. She brings extensive experience in wealth management strategies tailored to individuals, families, foundations, and charitable institutions. Drawing from her background on Wall Street and her work with institutional clients, she specializes in addressing the financial needs of entrepreneurs, senior corporate executives, and affluent women, particularly those involved in financial services sectors such as investment banking, private equity, and venture capital. Since beginning her financial services career in 1986, M. A. Paterno Castello has developed expertise in corporate finance, fixed income, liability management, and holistic wealth planning. She provides customized strategies including discretionary and non-discretionary investment management, retirement income services, risk management, legacy and philanthropic planning, as well as lending solutions through Bank of America. Her approach emphasizes understanding clients' life transitions and priorities to develop personalized financial strategies designed to help achieve long-term goals. M. A. Paterno Castello holds a Master of Business Administration in Finance from Columbia Business School and a Bachelor of Arts in Art History and Political Science, with distinction, from Stanford University. She is a CERTIFIED FINANCIAL PLANNER™ and a Personal Investment Advisor. Fluent in Italian and English, she also speaks conversational Spanish and French. Outside of her professional work, she is an active supporter of the arts in New York City and has served as Chair of the Board of Trustees of the New York Studio School. Her personal interests include dancing, drawing, painting, hiking, and tennis.

Damien Berube is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked at LPL Financial since 2025, following roles at FFP Wealth Management and Garden State Securities, Inc. Damien is based in Staten Island, NY. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Michael Vincent is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

David Fazendeiro is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked at IC Advisory Services Inc and The Investment Center Inc. Outside of his advisory role, he is involved in non-variable insurance sales and manages ClearFocus Holdings, LLC. 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 services, and utilizes both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Jonathan Barrett is a financial advisor with Equitable Advisors in Woodbridge, NJ, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, since 2008. Outside of his advisory role, Barrett serves on several nonprofit boards including Help The Children Hear and the Dominican Republic Relief Organization, and he is an adjunct professor at Seton Hall University. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and relies on LPL-sponsored programs and external managers to deliver advisory and brokerage solutions.

Robert Edelson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior firms include Bank of America and Merrill. Outside of advising, he operates a small online resale business on eBay. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services with multiple program structures, combining proprietary and third-party models to accommodate various client needs.

Matthew Trzaska is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Guitar Center and Whole Foods Market and studied at Drew University. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Richard Auteri II is a financial advisor with LPL Financial in Iselin, NJ, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at Cetera and Foresters Financial Services. He is involved in non-variable insurance activities as an agent through related business entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Daenna Tarullo is a financial advisor with UBS Financial Services, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she serves as a Notary Public in New Jersey. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Michail Angelis is a financial advisor at UBS Financial Services with Series 66 credentials. He has previous experience working at Alma Bank and Signature Bank, with a total of 10 years in the financial industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Nadiia Varhasova is a financial advisor with Merrill, holding a Series 66 designation and based in New York, NY. She has one year of industry experience and has previously worked at Bank of America, N.A. and the Royal Bank of Canada. 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 plans, corporations, and charitable organizations.

Kaitlin Lebow is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS since 2020, with prior roles at Von Berg Wealth Management Group and Bloomberg LP. UBS Financial Services Inc. serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Francis Ahmed is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously spent two years at The Boston Consulting Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers services through a select group of Wealth Advisors on a non-discretionary basis and incorporates an ESG eligibility framework in its investment recommendations.

Sarita Chandrabhan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has previously worked at Bank of America and holds experience in various roles outside of finance, including positions at Adamas Building Services and Victoria's Secret. 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 to individuals, high-net-worth clients, and institutions.

Margaret Kelleher is a financial advisor with Ameriprise who holds Series 63 and Series 65 designations and has 21 years of industry experience. She has been with Ameriprise since 2006, including her current role beginning in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients nearing or in retirement with written recommendation reports and annual retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ira Black is a financial advisor with UBS Financial Services in Weehawken, NJ, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He spent 34 years at TIAA-CREF before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and capital markets services.