Jordan Foster is a financial advisor with Fidelity Investments, holding a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Bethpage Federal Credit Union, LPL Financial, and the City of New York. Outside of finance, he is involved in a small business selling and delivering cake items for catering. Strategic Advisers LLC, a Fidelity company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Marina Matthews is a financial advisor with UBS Financial Services, holding a Series 66 designation and 18 years of industry experience. She was previously with Morgan Stanley Smith Barney for 17 years before joining UBS in 2026. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory services. The firm employs proprietary research and model-based asset allocations to tailor investment plans and combines institutional trading capabilities with wealth management offerings.

Jesse Yoskowitz is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at AXA Advisors, Henry Schein, and Limitless Group. Outside of his advisory work, he is involved in health insurance sales through TMRW Benefits and BenAdvance. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management via LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Andrew Morse is a financial advisor at J.P. Morgan Securities LLC with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan in various capacities since 2012, including roles at JPMorgan Chase Bank, NA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Nicholas Vafeas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Gregory Giantsos is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and two years of industry experience. He previously worked at Bank of America, NA for 12 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Vivian Spyropoulos is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She has been with JPMorgan Chase Bank, NA and J.P. Morgan Securities since 2012. Spyropoulos holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations through a select group of Wealth Advisors on a non-discretionary basis.

Pat Mallozzi is a financial advisor with Cetera Wealth Services, LLC, holding a Series 63 designation and possessing 27 years of industry experience. He has a long career including roles at Avantax and Shelterpoint Life Insurance Company, and he is also president of Mallozzi & Dwyer CPAs P.C., an accounting firm established in 1984. Outside of advising, he serves as a trustee for family trusts and is involved in real estate ventures and tax preparation. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individual, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services, with access to both affiliated and third-party managers and various program structures.

Douglas Abbate is a financial advisor with Cetera who holds a Series 63 designation and has 22 years of industry experience. He previously worked for Cambridge Investment Research, Inc. for 10 years before joining Cetera in 2025. Abbate is also the owner of Investwithdoug.com, a marketing website. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party money managers across various program structures.

John Briganti is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and operates his own CPA firm, John K Briganti CPA PC, providing tax preparation and accounting services since 1985. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides both proprietary and third-party investment strategies across multiple platform arrangements, with a range of discretionary and non-discretionary implementation options.

Gurpreet Kaur Singh is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 32 years of industry experience. She has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Outside of her advisory role, she is president of Singh & Associates Inc., an investment-related entity affiliated with Primerica. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party managers and custodial services.

Chukwuemeka Orakwue is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working with individuals and families to bring structure and purpose to their wealth. He focuses on organizing various elements of clients' financial lives and developing personalized strategies tailored to their retirement planning, investment management, liquidity needs, risk considerations, and evolving life goals. Chukwuemeka's client approach centers on understanding the client's family, career, assets, financial obligations, and future aspirations through attentive listening. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, liquidity management, and tax minimization. He also holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He holds a Bachelor's Degree from the University of Minnesota System. Outside of his professional work, Chukwuemeka enjoys fishing, traveling, and watching movies.

Katharine Tomasino is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has previously worked at Advisors Commercial Real Estate and Coldwell Banker Commercial Advisors. She is the owner of Rogers Partners LTD, a private limited company based in Brooklyn, New York. 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.

Fei Ye is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various divisions of JPMorgan since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Roderick Jones is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 1999, he has focused on developing financial strategies tailored to individuals, their families, and their businesses by understanding their short- and long-term objectives. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and retirement income. Rod holds a bachelor's degree from the State University of New York system, specifically SUNY Old Westbury, where he studied English. He holds the professional designation of Personal Investment Advisor (PIA). Outside of his professional work, Rod and his wife Christina reside in North Babylon with their two children and support the Big Brothers Big Sisters of Long Island. His personal interests include basketball, running marathons, and yoga.

Aaron Donato is a Wealth Management Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. Since beginning his career in investment and financial services in 2016, he has worked with families and their children to provide advice, guidance, and structure for financial decision-making. Aaron manages discretionary custom investment strategies and selects from Merrill Lynch model portfolios and third-party investment strategies to help clients pursue their objectives. Aaron's experience extends to education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He focuses on building lasting relationships with clients, including executives, business owners, and professionals in sports and entertainment, with an emphasis on long-term collaborations and customized guidance. He is also a Registered Player Financial Advisor with the National Football League Players Association (NFLPA). Aaron holds a Bachelor's degree in Business Management from The Pennsylvania State University. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In his personal time, he enjoys basketball, reading, running, skiing, spending time with his family, and watching movies. He is involved in community activities such as Habitat for Humanity, Island Harvest, Keep Islip Clean, Inc, Long Island Cares, Inc, and Toys For Tots.

Robert Cappello Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 63 designation and bringing 30 years of industry experience. He previously spent 10 years at Janney Montgomery Scott before joining Raymond James in 2019. Outside of his advisory role, Cappello serves as a board member on the Cherry Valley Club, advising on long-range planning and club projects. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports various advisory programs, with a notable affiliation for municipal and public finance work.

Stephen Hildebrandt is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 license and five years of industry experience. His prior work includes roles at AIG and GM Advisory Group. He also holds an outside health insurance appointment with United Healthcare Oxford. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer and collaborates extensively with program sponsors and endorsed third-party managers.

Sanjiv Jaswal is a financial advisor at LPL Enterprise with 30 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves as a board member of the Estate Planning Council of Westchester County and is the Director of Membership for the Larchmont Chamber of Commerce. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to various investment programs and products through an integrated platform combining advisory and brokerage services.

Maria Luisa Serravillo Graci is a financial advisor at Morgan Stanley with 43 years of industry experience. Her career includes long tenures at Merrill and Bank of America before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. She holds the Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including financial planning supported by firm-approved tools and investment modeling techniques, managing approximately $2.74 trillion in client assets.