Ronald Matonti is a Market Leader at Fidelity Investments, a position he has held since 2025. In this role, he leads a team of associates focused on helping clients achieve financial independence through comprehensive wealth planning. Mr. Matonti has extensive experience at Fidelity Investments, including serving as Vice President and Branch Office Manager from 2015 to 2025, Vice President and Regional Planning Consultant from 2013 to 2015, Vice President and Senior Account Executive from 2011 to 2013, and Account Executive from 2008 to 2011.

Kenzie Hechtel is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her background includes roles at Fidelity Investments, Sixty Vines, and Clemson University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Claude Devillers is a financial advisor with Mass Mutual Investors Services who holds the Series 66 designation and has 11 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2018, with prior experience at Bank of America and Merrill from 2015 to 2018. Outside of his advisory role, he is involved in individual and group life and health insurance sales. Mass Mutual 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 seminars, using firm-approved software and collaborative planning processes to develop goal-based recommendations.

Anthony Marks is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Ameriprise Financial Services LLC and Alliance Global Partners. Outside of finance, he performs administrative duties for his father's e-commerce company, The Dural Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets with over 14,000 advisors.

Jennifer Halper is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds a Series 63 designation and has previously worked at Morgan Stanley, OSAIC, and Stifel Financial. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing a tailored investment approach supported by both in-house and third-party managers.

Shariq Ali is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Bank of America. Outside of finance, he has partial ownership in a manufacturing business based in Kolkata, India. 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 utilizes research and analytics to support its investment strategies.

Russell Miller is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has previously worked with Allied Wealth Partners, Securian Financial Services, Inc, and Minnesota Life Insurance Company. Outside of advisory services, he maintains a role as an agent/broker in fixed insurance sales. Cetera Investment Advisers LLC operates as a large national network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated and unaffiliated third-party managers.

Christian Tateo is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Woodbury Financial Services, Mass Mutual Investors Services, METLIFE, Merrill, and Chase Investment Services Corp. Tateo also works as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Daniel Romeo is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked with J.P. Morgan entities since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he is an owner and partner of Untouchable Events, a full-service event company where he maintains photo booths. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

Bryant Betts is a financial advisor with J.P. Morgan Securities in Brooklyn, NY, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has over two decades of tenure with JPMorgan Chase Bank, N.A. Prior to that, he was with Chase Investment Services Corp. from 2003 to 2004. 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’s advisory process combines quantitative and qualitative research, employing a broad range of strategies including ESG considerations and derivatives capabilities.

John Fabris is a financial advisor with Wells Fargo Clearing in Garden City, NY, holding a Series 63 designation and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions across a broad client base.

John Tsigakos is a CFA® charterholder with 26 years of industry experience. He is currently with Cetera and Allied Wealth Partners and has previously worked at firms including Securian Financial Services, Minnesota Life Insurance Company, and Guardian Life Insurance. Outside of his advisory work, he serves as membership chair of a nonprofit organization, LETIP of Bayport. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program structures and custodial relationships.

Gaven Helring is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has previously worked at Merrill, Bank of America, and GSH Capital Holdings. Outside of his advisory role, he is a co-owner of HappyPlay Haven, a soft play rental company for young children. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on written asset allocation advice and customized performance reporting while clients retain final decision-making authority. The firm’s advisory process integrates quantitative and qualitative research and offers access to a broad range of strategies, including ESG frameworks and derivatives capabilities.

Lawrence Seiden is a ChFC® credentialed financial advisor with 36 years of industry experience. He is currently with LPL Financial and has previously worked at Invest Financial Corporation, Bethpage Financial Services, and Morgan Stanley DW Inc. He is also involved with Bethpage Federal Credit Union in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced research tools and a broad platform of non-advisory financial activities.

Yasin Halimi is a financial advisor at Wells Fargo Clearing with three years of industry experience. He previously worked at J.P. Morgan Securities LLC and has held positions at several other companies including Chanel and Coty. 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.

Zoran Vaz is a financial advisor with Wells Fargo Clearing in Melville, NY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 utilizes research and analytics to support portfolio diversification and investment selection.

Lynne Whalen Calabro is a Branch Leader at Fidelity Investments, where she leads a team of financial associates. In her role, she is responsible for hiring, managing, leading, and coaching associates to assist clients with their financial needs. She has been with Fidelity Investments since 2013, holding various positions including Planning Consultant, Financial Consultant, Senior Relationship Manager, and Financial Representative. Prior to joining Fidelity, she held senior roles such as Senior Vice President at Grace Financial Group and Axiom Global Trading, as well as Director and Supervisor of Agency Trading at Worldco, LLC.

Neil Lauro is a financial advisor with LPL Financial, holding a Series 63 designation and over 37 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Raymond James & Associates. He is based in Mineola, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of advisory strategies through a large network of investment adviser representatives.

Scott Koppelman is a Senior Financial Advisor with Merrill Lynch Wealth Management, affiliated with Bank of America. He brings a comprehensive approach to managing wealth that emphasizes understanding each client's individual needs and goals. Scott provides access to investment insights and banking services to address various aspects of clients' financial lives. Scott began his career on Wall Street in 1979, during a period of significant market challenges. Over the years, he has gained experience in diverse areas, including college education planning, family wealth management, retirement planning, portfolio management, legacy planning, and investment consulting for defined contribution plans. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his bachelor's degree from Hofstra University. Scott also participates in community volunteering as part of the Merrill tradition. His personal interests include baseball, boxing, music, and spending time with his family.

Sami Aslam is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to helping them achieve those objectives. Sami provides ongoing advice and adjusts investment plans as clients’ situations evolve. He holds the Personal Investment Advisor (PIA) designation and has completed an Associate's Degree at Nassau Community College. Sami is fluent in English and Urdu. His professional focus includes assisting clients with managing competing financial priorities such as buying a home, saving for college, caring for elderly parents, and preparing for healthcare needs. Sami emphasizes personalized, one-on-one collaboration to create strategies aligned with what matters most to each client and their family.