Anthony Mendoza is a financial advisor at Charles Schwab with a Series 66 credential and less than one year of industry experience. His prior roles include positions at Flagstar Bank, Big Think Capital, Purshe Kaplan Sterling Investments, and Northwestern Mutual. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering bundled advisory, brokerage, custody, and cash-sweep services. The firm combines non-discretionary advisory guidance with access to affiliated discretionary managed accounts and uses multi-asset model portfolios with strategic allocation and alternative investment options.

Christine Wong is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked at Equitable Advisors since 1999 and previously with Axa Advisors, LLC through 2020. Outside of her advisory role, she has owned and managed a rental apartment since 2006. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes third-party asset managers and various advisory models to tailor investment solutions for its clients.

Oscar Escobar is a financial advisor with Merrill who holds a Series 66 designation and has three years of industry experience. He has been with Merrill since 2016. Merrill, along 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicolo Platas is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 36 years of industry experience. He previously worked at Metlife Securities Inc. for 29 years before joining Mass Mutual in 2016. In addition to his advisory role, he is also licensed as an insurance broker, selling life and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Kyle Robbins is a Financial Consultant at Fidelity Investments, where he works with individuals and families to develop personalized financial plans tailored to their unique goals. He provides strategies focused on retirement planning, income management, asset organization, and investments. Kyle joined Fidelity Investments in 2022 and has held several roles within the firm, progressing from Financial Representative to Investment Consultant before his current position as Financial Consultant. His experience is centered on delivering holistic financial planning and fostering client trust and clarity regarding their financial futures.

Tymmetha Danny is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, Danny held roles at Bank of America, Santander Bank, Citizens Bank, and several other organizations. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Lorenz is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 66 designations and 26 years of industry experience. His prior roles include positions at Ameriprise and Merrill. He is also involved in life and disability insurance sales through several related business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Paul Barbarino is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sari Warsaw is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She previously worked at UBS Financial Services Inc. for 10 years before joining Morgan Stanley and its Private Bank division in 2019. 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 provides financial planning services that utilize firm-approved tools and modeling techniques.

Li May Bystricky is a financial advisor at Merrill with a Series 66 designation and over 25 years of industry experience, including a long tenure at Bank of America. She joined Merrill in 2025. 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, and institutional accounts.

Lili Monassebian is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for American Portfolios Financial Services, Inc. for 15 years before joining OSAIC in 2024. OSAIC serves a diverse range of clients, including retail and institutional investors, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolio construction supported by asset-allocation tools, risk-tolerance assessments, and access to third-party money managers.

Michael Greene is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Craig Silverman is a financial advisor with Equitable Advisors in Plainview, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Equitable Advisors since 2005 and previously at AXA Advisors, LLC. Outside of financial advisory, he consults on residential property tax grievances. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

George Frenzel III is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 19 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Francie Brown is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 29 years of industry experience. Prior to joining Wells Fargo Advisors Financial Network in 2026, she worked at Raymond James Financial Services Advisors and Wells Fargo Clearing. Outside of her advisory role, she serves as an operations manager for multiple wealth management support companies in Garden City, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory recommendations with other financial products and referral channels.

Raquel Pazmino Coff is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 designation and has worked at JP Morgan Chase Bank, Morgan Stanley, and their affiliated entities prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary services as well as model portfolios built from mutual funds, ETFs, and ETPs.

John Mayo is a financial advisor with LPL Financial who holds a Series 63 designation and has 29 years of industry experience. He previously worked at Signator Investors, Inc. for 21 years and OSAIC for 7 years. In addition to his advisory role, he is involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services supported by a large network of advisers and technology tools.

Jacqueline Motta is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Michael Browne III is a financial advisor with Morgan Stanley, holding a Series 66 designation. He has been in the industry since 2023, with prior experience at Northwestern Mutual and Ci Siamo, as well as involvement in hospitality at Uncle Jack's Steakhouse. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, managing approximately $2.74 trillion in assets and offering tailored financial planning supported by firm-approved tools and processes.

Gary Carruthers is a financial advisor with Wells Fargo Clearing in Woodbury, NY, holding a Series 66 designation and 18 years of industry experience. He previously worked at J.P. Morgan Securities for 12 years before joining Wells Fargo in 2024. Outside of advising, he is a co-owner of Two Havens Brewing Company LLC, a business that sells beer and merchandise. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.