Tak Jue is a financial advisor with Cetera, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2000 and also owns and operates Accounting Network Tax Service, Inc., providing accounting and tax filing services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering diverse portfolio management and financial planning options through a large network of independent advisors.

David Israel is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. His prior experience includes over 30 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market outlook models.

Wenyu Zhang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining J.P. Morgan in 2018, Zhang worked at TD Bank and MassMutual Financial Group. He is based in Fresh Meadows, NY. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Johnson Uwamanzu Nna is a financial advisor with LPL Financial in Oceanside, NY, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His background includes roles at Edward Jones, Merrill, Bank of America, and Webster Bank. Outside of finance, his work history features involvement in varied sectors including staffing, food delivery services, and university budget planning. 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 incorporating financial planning, model portfolios, third-party asset management, and institutional platforms.

Peter Schimmel is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Lawrence, NY. He has three years of industry experience, including prior roles at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of finance, he worked at New York Barbell and the Bethpage Water District. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative analysis.

Michael Mcdonagh is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Advisors Financial Network LLC since 2011. He is also the sole owner of Michael Mcdonagh Lighthouse Advisors Inc. and serves as a trustee for a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with clients able to choose how to implement recommendations through brokerage or advisory programs.

Kristen Griffin is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Douglas Marshall is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. His outside activities include serving as a trustee and co-trustee for a trust in Boynton Beach, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market data to support its financial planning process.

Robert Diaz is a CFP® professional with 31 years of industry experience. He has been with Edward Jones since 2000, totaling 26 years at the firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a nationwide network of over 23,700 financial advisors.

Carsen Sanchez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Bank of America N.A./Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process uses centralized due diligence with both quantitative and qualitative research to support model asset allocations.

Christian Lapeter is a financial advisor at Osaic with four years of industry experience. He holds a Series 66 designation and previously worked at Equity Services, Inc., National Life, and New York Life. Lapeter also operates as an independent insurance agent representing various carriers. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, providing comprehensive financial planning and access to various managed account strategies.

Michael Greene is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Morgan Stanley and its Private Bank divisions since 2016. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

James Barlow is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, he maintains an inactive real estate broker license. 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 focused on dependable income sources and tax-aware withdrawal strategies.

Ramesh Ramdatt is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His background includes roles at JPMorgan Chase Bank and Liberty NY Management. Outside of advising, he manages a two-family real estate investment property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting for clients with minimum portfolio sizes. Their advisory process combines quantitative and qualitative research, and incorporates an ESG eligibility framework, supported by affiliates offering implementation and portfolio services.

Kevin Alexander is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked extensively within J.P. Morgan and Fidelity organizations since 2013. 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 with a centralized due diligence process.

Elizabeth Smith is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2010. Outside of her advisory work, she is involved as a horseback riding instructor at DDR Farm in Melville, New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by a structured discovery process and advanced planning tools.

David Kamlet is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. He previously worked at Cantella & Company, Inc. for 23 years and has operated D. Kamlet & Company, Inc. since 1992. In addition to his advisory work, he is a licensed notary and engages in tax preparation and accounting services. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Cheickh Thiam is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked with Merrill since 2021 and has prior experience at Bank of America and in retail and education roles. 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.

John Braggs is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Bank of America and Merrill. 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 customized financial planning supported by a structured planning process and various analytical tools.

David Jacobs is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, Inc. Since 2012, he has also been involved in selling and servicing individual and group life and health insurance products through Jacobs Financial Services Inc. Additionally, he serves as trustee of an irrevocable trust for his father. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management. The firm is notable for its scale, extensive affiliate network, and a range of investment programs that cater to individual investors, retirement plans, charities, and corporate clients.