William George Jr. 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 Ameriprise Advisor Services, Inc. and Choreo, LLC. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Oconnell is a financial advisor with LPL Financial in Paramus, NJ, holding a Series 63 designation and 29 years of industry experience. His career includes previous roles at Cetera, Allied Wealth Partners, and Securian Financial Services. Oconnell is also involved as an independent agent in non-variable insurance and financial advisory activities through Life Policy Pros, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, including access to third-party asset managers and institutional platforms, supported by research and advisor tools.

Joseph Wiesenfeld is a financial advisor with UBS Financial Services, based in Airmont, NY, and holds 22 years of industry experience. He has been associated with UBS Securities LLC and UBS PaineWebber Services Inc. since 1986. Outside of his advisory role, he is a partner in TRI STATE PACKERS, LLC, a company involved in dry food packaging. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management and offering proprietary research and model-based portfolio management.

Astha Agrawal is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has worked since 2016. She holds the designation of Senior Portfolio Advisor and is a Chartered Financial Analyst (CFA) as well as a Personal Investment Advisor (PIA). Astha collaborates with clients to develop personalized financial strategies, utilizing Merrill Lynch’s investment insights alongside Bank of America’s banking and lending solutions to address a wide range of wealth management needs. Astha’s expertise spans education planning, liquidity management, portfolio management services, socially responsible and ESG investing, special needs planning strategies, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income planning. She and her team, The Barnao Group, assist small businesses and individuals with investments, wealth planning, banking, lending, and estate planning by leveraging the comprehensive resources of Merrill Lynch and Bank of America. Originally from Jaipur, India, Astha earned both her bachelor's degree in accounting and her master's degree in economics from Rajasthan University. She earned her CFA Charter in 2007. Fluent in Hindi and English, she resides in Sunnyvale, California. Astha is involved in community activities including volunteering with Stocklmeir School in the Cupertino Unified School District. In her personal time, she enjoys biking, gardening, spending time with her family, and traveling.

Thiago Nunes Antonio is a financial advisor with Merrill, holding a Series 66 designation and approximately one year of industry experience. Prior to joining Merrill in 2022, he worked at Kearny Bank and spent several years involved in academic and other roles. 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 institutions.

Anthony Montagna II is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 credentials and has 21 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for a combined 10 years. Montagna also operates Montagna Wealth Management LLC, where he serves as branch manager and portfolio manager. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations, utilizing risk profiling and analytical tools to tailor its non-discretionary investment consulting.

Kenneth Menezes is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He collaborates closely with clients to develop personalized wealth strategies that align with their financial priorities and family dynamics. His services encompass areas such as corporate and employee benefits planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Kenneth works alongside other professionals, including estate planning attorneys and tax experts, to coordinate comprehensive estate and legacy plans. He holds a Bachelor's Degree from St. Xaviers College and has earned professional designations including the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Kenneth's approach centers on understanding what matters most to clients and creating strategies to help them pursue their financial goals. Kenneth has been married since 2000 and resides in Dumont, New Jersey. He enjoys playing chess, golfing, cooking, and table tennis in his personal time.

Maydenise Santiago is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with J.P. Morgan Securities since 2012. Outside of her advisory role, she is involved in an e-commerce business focused on online retail sales and digital products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Neal Deutsch is a CFP® with 41 years of experience in the financial industry. He is currently with Cetera and has been involved with various firms including First Allied Advisory Services and Chestnut Investment Group, which he owns. He also holds a fiduciary trustee position. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base with a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wanda Vasse Koerner is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank since 2006 and BNY Investment Center Inc. from 2005 to 2006. 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 searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Elizabeth Cueto is a financial advisor with Wells Fargo Advisors in Paramus, NJ, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, Cueto serves as a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions, offering a broad range of financial planning services that include retirement, education, risk, and wealth-transfer planning. The firm provides tailored recommendations using proprietary research and planning tools, with flexible implementation options through its brokerage or advisory programs.

John Stewart is a financial advisor with Merrill in Paramus, NJ, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with Merrill since 2009 and has worked with Bank of America, N.A. since 2006. Merrill, alongside 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 plans, corporations, and charitable organizations.

Ginger Montagna is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, N.A. Montagna also owns Montagna Wealth Management LLC, where she serves as an independent contractor managing branch operations and client financial planning. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advisory services and supports institutional consulting and portfolio management through a large advisor network.

Christian Mc Call is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop retirement strategies tailored to their goals, helping them achieve financial confidence and peace of mind throughout their retirement journey. He serves as a resource for clients on a range of financial matters including investing, retirement planning, and saving for unexpected events. Christian also provides access to Bank of America specialists for banking, credit, home financing, and small business solutions. Christian's areas of expertise include college education planning, managing new wealth, personal retirement planning, and retirement income. He holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Villanova University. Born and raised in Wayne, New Jersey, he aligns his approach with Merrill's goal to help clients make confident decisions throughout every stage of life. Outside of his professional responsibilities, Christian enjoys golfing, running, and skiing.

Meg Gadeleva is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2019. She has over two decades of experience in the financial industry, focusing on helping clients navigate financial planning and achieve their financial goals. Prior to her current role, she served as Relationship Manager at Fidelity Investments from 2017 to 2019. Her prior experience includes roles such as Regional Manager at Utre - 401k and Pension in Bulgaria from 2014 to 2016, Branch Manager at JP Morgan Chase from 2010 to 2014, Private Client Banker at JP Morgan Chase from 2006 to 2010, and Banker at Citizens Bank from 2004 to 2006. Meg holds a California Insurance License. Outside of her professional life, Meg's interests include art, family activities, hiking, outdoor adventures, reading, and volunteering.

Michael Lopez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America N.A. and Buyrite of Fairview. 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 plans, corporations, and charitable organizations.

Lawrence Weiss is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience in providing financial advice and wealth management services to affluent individuals, families, businesses, endowments, and foundations. In his current role, he employs a client-centric planning approach, focusing on improving the quality of his clients' lives through tailored financial strategies that address wealth accumulation, preservation, and transfer. Larry holds a Bachelor's degree from Michigan State University and attended the MBA – Finance program at Monmouth University. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His professional approach emphasizes ongoing and honest communication, and he often collaborates with clients' other advisors, such as attorneys and accountants, to coordinate wealth and estate management strategies when requested. In addition to his professional work, Larry is active in philanthropic and civic organizations. He is the founder and co-chair of Katrina Klean Up Krewe, a volunteer group assisting in the rebuilding of New Orleans and the Gulf Coast. His personal interests include golfing, music, traveling, and yoga.

Eric Vogler is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, and Metro Exhibits. In addition to advising, he receives compensation for referrals related to home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

Eric Ramirez Lira is a financial advisor with Ameriprise, holding a Series 66 designation and beginning his financial industry career in 2025. Prior to joining Ameriprise, he was associated with LPL Enterprise LLC and has experience working at CUNY Baruch College and the State University of New York at Brockport. He is also involved with Matt Miller Events, an outside employment activity since 2021. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Robert Cohen is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 21 years of industry experience. His career includes roles at MassMutual Life Insurance Company, Park Avenue Securities, and Guardian Life Insurance. In addition to his advisory role, he operates an independent insurance agency specializing in life insurance, fixed annuities, disability, long-term care, and health insurance. 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 offers financial planning, asset management, and educational programs, using firm-approved software to analyze client goals and provide written recommendations.