Daniel Szatkowski is a financial advisor with Primerica Advisors, holding a Series 63 designation and 17 years of industry experience. He has been with Primerica Advisors since 2009 and also operates EHR Financial Group. His other business activities include sales of investment-related and home service products through affiliated companies and ownership of Szatkowski Associates Corp., which supports his Primerica business. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program utilizing model-based strategies delivered by unaffiliated asset managers and supported by established custodians and overlay managers.

Keith Banks is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MetLife Securities, and Citigroup Global Markets. Outside of his advisory work, he is involved with Charter Oak Financial, a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.

David Sommo is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill for eight years. Sommo is based in Garden City, NY. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and utilizes firm-approved tools such as Monte Carlo simulations.

Andrew Sheerin is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and has previously worked at B & S Enterprises and Henry Schein. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Gina Andersen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 17 years of industry experience. She previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley. Outside of her advisory role, she is involved as an owner and partner in an investment property unrelated to her work at J.P. Morgan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

James Scalia is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. In addition to his advisory role, Scalia is a CPA and president of James Scalia CPA PC, a New York-registered professional corporation, and he is also an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Jay Grossman is a financial advisor at Morgan Stanley with 47 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, and previously held positions at Bank of America and Merrill. He holds the Series 63 designation. Morgan Stanley Wealth Management provides a broad range of advisory programs for individual and institutional clients, including financial planning and estate strategies. The firm manages extensive client assets and employs structured planning tools and firm-approved methodologies in its services.

Justin Skidmore is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at American College, Cetera Advisor Networks, RNR Securities, and Hofstra University. He also maintains an affiliation with Summit Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm utilizes various investment approaches, including model portfolios and third-party management, and offers unique operational tools and non-advisory financial services alongside its advisory platform.

Racquel English is a financial advisor with Primerica Advisors in Uniondale, NY, holding a Series 63 designation and 13 years of industry experience. She has worked at PFS Investment Inc. since 2012 and Primerica Financial Services since 2011. Outside of her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Christian Pinglo is a financial advisor at J.P. Morgan Securities with a Series 66 license and four years of industry experience. His prior work includes roles at Morgan Stanley and various positions outside finance, such as photography and tutoring. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework to guide its recommendations, which are typically offered on a non-discretionary basis.

Justin Kramp is a Series 66–licensed financial advisor with J.P. Morgan Securities, where he has worked since 2026. He has two years of industry experience, including prior roles at Equitable. 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 operates within the broader J.P. Morgan organization and offers a range of investment products through its Institutional Consulting Services program.

Claire Meehan is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that incorporates firm-approved tools and market-based modeling techniques.

Michael Mc Carty is a financial advisor with Ameriprise in Wantagh, NY. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Ameriprise in 2022, he worked at BoostEd Finance from 2019 to 2022. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Defelice is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Securities and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Karen Major is a Financial Advisor with Merrill Lynch Wealth Management. She brings over a decade of experience helping individuals and families make thoughtful decisions about their wealth. Karen builds her practice around the mission of helping clients use their financial resources to live fully today while creating a lasting impact for future generations. She works closely with clients to define their goals and develop portfolio strategies tailored to their needs, providing ongoing advice as their situations evolve. Born and raised in the Caribbean, Karen's approach to wealth management is informed by her early life experiences emphasizing hard work, sacrifice, education, and generosity. She is particularly focused on multigenerational planning, facilitating Family Summits to engage parents, children, and grandchildren in discussions about family values, financial education, philanthropy, and legacy. Karen holds a Bachelor's Degree from Hofstra University and carries the Personal Investment Advisor (PIA) designation. Outside of her professional work, Karen enjoys activities such as biking, cooking, gardening, reading, traveling, and yoga. She is actively involved in community organizations including Girls On The Run (GOTR) and Rotary, supporting initiatives in education, healthcare, and opportunities for underserved communities.

Joseph Mocniak Jr. is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He was previously with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory work, he is president of Joseph A Mocniak Jr. Ltd., a business management firm. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, written recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Jayr Riascos is a financial advisor at Merrill with 9 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities and JP Morgan Chase Bank. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Yajaira Vargas is a Branch Leader at Fidelity Investments, where she leads a team of financial associates. She is responsible for hiring, training, and coaching her team to support clients in making significant financial decisions. She has been with Fidelity Investments since 2021, previously serving as a Financial Consultant before assuming her current leadership role in 2023. Prior to joining Fidelity, Vargas worked as a Financial Advisor at JP Morgan from 2019 to 2021 and as a Branch Manager at Chase Bank from 2010 to 2017. Outside of her professional work, Vargas enjoys a variety of personal interests including beach activities, cooking and baking, family activities, hiking, outdoor adventures, and traveling.

Jeanine Sclafani is a financial advisor with UBS Financial Services, holding a Series 66 designation and 12 years of industry experience. She has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and fiduciary solutions.

Max Lewin is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including City National Bank, RBC Capital Markets, Wells Fargo Clearing, and UBS. Outside of his advisory role, he is actively involved in property management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and fiduciary solutions.