Parikshit Patel is a financial advisor at Edward Jones with 11 years of industry experience and holds a Series 66 designation. He has been with Edward Jones for 10 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

John Chirichella is a financial advisor with Cetera who holds a Series 63 designation and has 33 years of industry experience. He previously worked at LPL Financial and Invest Financial Corporation. In addition to his advisory work, he owns Polaris Planning Group, Inc., a financial services firm that also prepares individual and business income tax returns. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing both affiliated and third-party managers across various program structures.

Alyssa Fiscella is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2023. Outside of her advisory role, she is a Kid's Academy Instructor at Life Time Inc., where she plans and teaches activities for children aged 3 to 11. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations, supported by a centralized consulting team.

Daniel Salsberg II is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has worked with JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Chase Investment Services Corp. since 2005. 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 and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process integrates quantitative and qualitative research with a broad set of asset management capabilities, including derivatives and commodities.

Robert Steck is a CFP® with 43 years of industry experience. He is currently with Morgan Stanley in Garden City, NY, having previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including financial planning that employs firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through corporate financial planning agreements.

Regina Rule is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2018 and previously served in the Manhasset Union Free School District for 12 years. Outside of her advisory role, Regina is the owner of Reggae and Co, a jewelry-making business. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide array of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

Billy Faggiano is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 license and bringing 19 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides a broad range of investment and planning services.

Orest Baransky is a CFP® professional with 29 years of industry experience, currently affiliated with OSAIC. He has worked at Royal Alliance since 2015 and previously at Nathan & Lewis Securities, Inc. from 2001 to 2003. Outside of his advisory role, he is president of an accounting and tax firm and serves as a board member for several homeowners associations. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting discretionary management and third-party strategies across a complex affiliate network.

Kevin White is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior roles include positions at Fidelity Brokerage Services, J.P. Morgan Securities, Merrill, and Morgan Stanley. He is also the owner of KEJK LLC, a non-investment-related business known as StarShine. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Edward Helm is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at TFS Securities Inc and Abington Holding LLC. Outside of his advisory role, Helm owns a bookkeeping and tax services business in Massapequa, NY. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Rebecca Chang is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2018. 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. The firm’s advisory process combines quantitative screening with qualitative research and incorporates ESG criteria in its recommendations.

Christopher Leddy is a financial advisor at Raymond James & Associates with eight years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Raymond James in 2024, he worked at Citigroup from 2017 to 2023. Raymond James & Associates, Inc. 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 municipal entities, offering financial planning, consulting, and investment services with a range of portfolio management styles and affiliated research support.

Rebecca Horowitz is a Planning Consultant at Fidelity Investments, where she has been serving clients since 2020. She works closely with clients to design and implement personalized financial strategies tailored to their unique situations and goals. Prior to her current role, she gained experience as a Relationship Manager and Financial Representative at Fidelity Investments from 2018 to 2020. Rebecca's approach centers on creating a trustworthy environment by prioritizing her clients' interests and maintaining high standards of integrity. She emphasizes listening and learning about each client's individual circumstances to collaboratively develop financial plans that address both short- and long-term objectives. Outside of her professional responsibilities, Rebecca enjoys golf and tennis and is involved in volunteering activities.

Carla Romero Smith is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. Her career includes roles at Avantax and Chase Investment Services Corp., spanning over two decades. She also serves as a trustee for supplemental needs trusts and operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing more than $256 billion in assets.

David Schwab is a financial advisor with Merrill and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Morgan Stanley, J.P. Morgan Securities, and Bank of America. Additionally, he serves as a trustee for family trusts. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Giacinto is a financial advisor with UBS Financial Services in Garden City, NY, holding a Series 66 license and bringing 13 years of industry experience. Prior to joining UBS in 2022, he worked at Morgan Stanley from 2013 to 2022 across various roles including the Morgan Stanley Private Bank. Outside of his advisory work, he is involved in private investment through Jaunty Otter Holdings, LLC and engages in research and development, patent holding, and engineering design via ForeLife Designs LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Christopher Affenita is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Banc of America Investment Services, Inc. and Quick & Reilly, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets with over 14,000 financial advisors.

Henry Robert Gleckler IV is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at J.P. Morgan Securities and J.P. Morgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and committee-driven investment estimates.

Dylan Goldstein is a financial advisor at Morgan Stanley with two years of industry experience. He previously worked at The Baker Group LP and has held roles at 1800Flowers.com, Riptides, and United Parcel Services. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and offers a broad range of investment programs.

Anthony Mandia is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 63 designation and has previously worked with NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has experience in media and venture capital through roles at TOP 100 Magazine and New Age Venture Capital. 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, supported by research from Wells Fargo Investment Institute and a broad range of financial products through affiliated entities.