Francesco Musio Aguilar is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

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®-credentialed financial advisor with 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003, following a brief tenure at Merrill in 2002-2003. Outside of his advisory work, he has contributed as a contractor to The American List, a technology project aimed at helping consumers identify U.S.-manufactured products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative due diligence to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Jonathan Chubak is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked previously at CitiGroup Global Markets, Ameriprise, Merrill, and Morgan Stanley. Outside of his advisory role, he is involved with Broadway Advisors, a business entity related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options, including third-party asset management access and institutional platforms.

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 in Brooklyn, NY, holding Series 63 and Series 66 licenses with six years of industry experience. His prior roles include positions at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A., as well as experience outside finance in ventures such as Flatiron Transit LLC and Uber. 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 within a non-discretionary advisory framework.

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 has previously worked at Merrill for 21 years and Lincoln Financial Advisors for 2 years. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach features model-based asset allocation and portfolio optimization, with options for discretionary and advisor-managed strategies.

Charles Sams is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 licenses, and previously worked at J.P. Morgan Chase Bank, J.P. Morgan Securities, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Primerica. Sams serves as a board member for Led By Faith Inc., a nonprofit organization. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

James Veneziano is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He previously worked at Ameriprise Financial Services, Inc., Chase Investment Services Corp., and Merrill. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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 at UBS Financial Services in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, she worked at OTO Development and held roles at Washington and Lee University, including in the Math Department and Campus Recreation. She is involved with University Tees, assisting with apparel design and managing campus orders. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management 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 with 26 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012 and previously worked at Chase Investment Services Corp. from 2006 to 2012. Outside of his advisory role, he owns a residential property with an apartment rental. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG criteria.

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.

Mark Gutner is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. He has spent more than 20 years with Merrill, focusing on providing a comprehensive approach to wealth management for individuals and families. Mark holds the designation of Personal Investment Advisor (PIA) and is a qualified Senior Portfolio Manager. In this capacity, he manages personalized and defined investment strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Mark’s expertise encompasses wealth accumulation, preservation, and estate transfer, offering clients access to the investment insights of Merrill Lynch Wealth Management and the banking services of Bank of America. He emphasizes a collaborative approach that prioritizes understanding clients' life priorities to create personalized financial plans. Mark holds a Bachelor's degree and an MBA from Adelphi University. He resides in Rockville Centre, New York, with his wife, Allison, and has two children living in Manhattan.

Joseph Esposito is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 credential and has previously worked at Morgan Stanley Private Bank and Morgan Stanley. His background also includes roles at Greenwich Associates, Trinity Laser Inc., ReImagine Holdings Group, and Fairfield University. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment plans.

Joanne Lam is a financial advisor at Osaic with 19 years of industry experience. She holds a Series 66 designation and has previously worked at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. She serves as a board member on the Holmdel Board of Education. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm employs a model-based investment process with various portfolio management options and maintains a complex affiliate network that supports its large-scale, multi-advisor platform.

Gerardo Santangelo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and Bank of America prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screens and qualitative research to offer asset allocation advice, investment manager searches, and customized performance reporting.