John Surace is a financial advisor at Cetera with 26 years of industry experience and holds a Series 63 designation. He has worked with firms including Avantax and AXA Advisors and currently serves as President of S&P Associates of LI, Inc., where he manages client relationships and oversees investment performance. His background also includes fixed life insurance sales and financial advisory roles. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and unaffiliated investment managers across multiple program structures.

Corey Blumenthal is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2024 and previously spent seven years at Royal Alliance Associates. Outside of advisory work, he is involved with Alpine Capital Group NY Inc., operating a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from various sources.

Paul Feigenbaum is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 29 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company since 1995. In addition to his advisory role, he assists clients in determining optimal timing for collecting Social Security retirement benefits. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures annual, collaborative planning engagements using firm-approved analytical tools and offers specialized services such as divorce planning and employer-sponsored planning programs.

Barry Ringelheim is a financial advisor with UBS Financial Services in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been with UBS Financial Services since 2001. Outside of his advisory role, he is involved with the Lawrence Yacht and Country Club Men's Tennis Club and serves as its president, organizing tennis events and tournaments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Joseph Farese is a financial advisor with J.P. Morgan Securities in Garden City, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at JPMorgan Chase Bank NA, JPMorgan Securities LLC, and Santander Securities LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mohammad Ali is a financial advisor at Mass Mutual Investors Services with 30 years of experience in the industry. He holds a Series 63 designation and has worked with firms including MetLife Securities and Metropolitan Life Insurance Company. In addition to his advisory role, he is involved in outside insurance sales and service covering life, disability, property and casualty, long-term care, fixed annuities, health, and Medicare products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements using firm-approved analytical tools and provides event-driven planning programs such as divorce and estate settlement services.

Nagendra Singh is a CFP® with 20 years of experience in the financial services industry. He has worked at OSAIC since 2024 and previously spent 15 years with American Portfolios Financial Services. In addition to his advisory work, he is an adjunct professor at NYU teaching graduate students and is involved in tax preparation through his ownership and management of tax-related businesses. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with a range of managed account solutions and third-party money manager access.

Sanjay Harisingani is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Joshua Miller is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2009. Outside of his advisory role, he serves as a board member for North Shore PAL Roller Hockey. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Antonios Franks is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and totaling 33 years of industry experience. His career includes twenty years at MetLife Securities Inc. prior to joining Mass Mutual in 2016. In addition to his advisory role, he operates as an independent insurance agent specializing in dental and group disability income products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative financial planning engagements and a variety of investment programs tailored to client goals.

Tina Somma is a financial advisor at UBS Financial Services with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has been with UBS since 2012. Outside of her advisory role, she is involved as an independent distributor of essential oils and owns a business called Emerge Into Peace. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Gregory Doyle is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 65 and Series 63 designations and has worked within various Fidelity entities since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis, constructing model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Aragorn Batsford is a financial advisor with Raymond James Financial in Hauppauge, NY, holding a Series 66 credential and bringing 19 years of industry experience. He has worked with Raymond James Financial and affiliated firms since 2006 and also owns 2 B Planning Inc, a business involved in insurance advisory and consulting. Additionally, he serves as successor trustee for a family trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and it maintains unique municipal advisory capabilities and specialized employer advisory programs.

Michael Gershenson is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has worked with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and methodologies.

Ryan Blair is a financial advisor at Morgan Stanley in Garden City, NY, holding a Series 66 designation. He joined Morgan Stanley in 2026 after working in the technology sector at Box Inc. and Yext Inc. for several years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Gissette Cruz is a financial advisor at Stifel with 15 years of industry experience and holds a Series 66 designation. She previously worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Paul Wexler is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 1987 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the board of directors and investment committee for the Dysautonomia Foundation, a nonprofit focused on clinical research related to the disorder. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Michael Devine is a financial advisor at MassMutual Investors Services with three years of industry experience. He holds a Series 66 credential and has previous experience with Blue Ocean Wealth Solutions and Royal Alliance. Devine is based in East Hills, NY. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and delivers recommendations focused on investment categories and strategies.

Lauren Casagrande is a financial advisor with Osaic Wealth, Inc. based in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been affiliated with Gateway Group, LLC since 2005, serving as a financial advisor and office manager. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio construction across a variety of investment vehicles.

Michael Barbaro Barnett is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Elite Feats and engagement with St. John's University and Just In Time Racing. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm operates both as a broker-dealer and futures commission merchant, integrating institutional trading capabilities with wealth management services.