Alyson Cifu is a Series 66-licensed financial advisor at Merrill with 18 years of industry experience. She has been with Merrill Lynch since 2007. 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.

Brian Boffa is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He previously worked at Royal Alliance Associates and PCI Staff Leasing. Outside of his advisory role, Boffa is CEO and president of Consolidated HR Services, an independent insurance agency. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing multiple custody options, proprietary and third-party model strategies, and both discretionary and non-discretionary investment approaches.

Dominic Meliado is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at J.P. Morgan Securities and Bank of America. Outside of financial services, he works as a personal trainer on weekends. 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, pension plans, corporations, and charitable organizations.

Danielle Guilderson is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliate since 2012. Outside of her advisory role, she teaches meditation classes as an adjunct professor at Westchester Community College, instructs yoga to veterans at a VA hospital, and owns a yoga and wellness center in Mohegan Lake, NY. Ameriprise offers retirement-income planning services designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations.

Matthew Putterman is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Equitable Advisors and was employed by New York City School Support Services from 2018 to 2022. Outside of his advisory role, he has been involved with NYCSSS in a non-investment labor capacity. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving individuals and institutions through a range of advisory programs. The firm provides tailored financial planning supported by structured discovery and planning tools, managing approximately $2.74 trillion in client assets.

John Vogelsang is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, following two years at Generation Investment Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, using structured processes and modeling tools to support client planning without providing individual security recommendations.

Tim Boyle is a financial advisor with Cetera, holding a Series 63 designation and having 11 years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2019 and previously worked at Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors and provides access to both affiliated and third-party investment strategies.

Jodi Lynn Weber is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Prior to joining UBS in 2021, she worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2015 to 2021, and at Merrill from 2002 to 2003. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 plans to clients’ goals and risk tolerances.

Autumn Weems is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at firms including JPMorgan Chase and Northwestern Mutual Wealth Management. Outside of her advisory role, she works as an independent contractor delivering food and groceries for DoorDash. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers.

Patrick Devaney is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Citigroup Global Markets, and Citicorp Investment Services. He is associated with The Devaney Group, Inc., a business entity unrelated to investment advisory services. 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 financial planning, wrap and model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, combining a broad advisory network with various non-advisory financial services.

Jeffrey Budd is a CFP® with 36 years of industry experience, currently serving as a financial advisor at LPL Financial. His prior roles include positions at Raymond James & Associates, Fidelity Personal and Workplace Advisors, Strategic Advisers Inc., Fidelity Investments, and Morgan Stanley Dw Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by advanced research and operational tools.

Brendan Keohane is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 32 years of industry experience. He previously worked at Metlife Securities Inc. for 25 years before joining Mass Mutual Life Insurance Company in 2016 and its subsidiary, Mass Mutual Investors Services, in 2017. Outside of his advisory role, he is involved in outside insurance sales, focusing on individual and group life, health, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management programs, and educational seminars using firm-approved analytical tools, structuring planning engagements as annual collaborative relationships with clients.

Sebastian Seebach is a financial advisor with Morgan Stanley in Purchase, NY, holding Series 63 and Series 66 designations and one year of industry experience. His background includes roles at Morgan Stanley, Northwestern Mutual, and Regeneron Pharmaceuticals, as well as experience in education at Montclair Kimberley Academy and Fordham University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to model outcomes and support client decision-making.

Muhammad Rashid Sheikh is a financial advisor at Morgan Stanley with a Series 66 designation and five years of industry experience. He worked at Citigroup for ten years before joining Morgan Stanley, where he has been since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs supported by advanced tools and methodologies, managing approximately $2.74 trillion in client assets.

Peter O'Connor is a Series 66-credentialed financial advisor with eight years of industry experience. He currently works at J.P. Morgan Securities and previously held positions at Morgan Stanley Purchase and Merrill Lynch. J.P. Morgan Securities 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 delivers its services on a non-discretionary basis through a select group of Wealth Advisors.

Michelle Hanna is a financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, she worked at Interactive Brokers and has held roles in academic support and retail. Hanna has credentials including Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a wide range of advisory and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a discovery-based process, offering diverse investment programs and financial strategies.

Frank Cangelosi Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 34 years of industry experience. His prior experience includes roles at Cetera, Insurance Foundation Group, and operating his own agency, Cangelosi Agency LLC. 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 other institutions. The firm offers a range of financial planning and investment management solutions including third-party asset management and institutional platforms.

Paul Santucci is a CFP®-credentialed financial advisor with 34 years of industry experience, currently with Ameriprise since 2020 following a 15-year tenure at Ameriprise Financial Services, Inc. He is based in Pound Ridge, NY. Outside of his advisory role, he is a co-owner of an LLC formed to manage shared office expenses with other advisors. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations and delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Cassandra Biehl is a financial advisor with Raymond James & Associates in Paramus, NJ, holding a Series 66 designation and seven years of industry experience. She previously worked at Morgan Stanley for six years before joining Raymond James, where she has been since 2022. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and nonprofit organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Christopher Olivier is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2012. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.