Kwayne Estrim is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley, Equitable Advisors, Northwestern Mutual, and Primerica. He has also been involved with educational institutions including Queens College and Queensborough Community College. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Brandon Marohn is a financial advisor at UBS Financial Services with a Series 66 license and one year of industry experience. Prior to joining UBS, he worked at Round Rock Honda, Publimax Printing, Bloomberg LP, and Robert Half. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and securities-backed lending programs.

Joseph Duffy is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2014. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment services with the broader Bank of America platform, providing access to a wide range of products and services.

Joel Bodner is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following seven years at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and firm-approved planning tools to develop financial plans, which clients are responsible for implementing and updating.

Jake Cabble is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in wealth management, retirement planning, investment management, and financial planning for individuals, families, and business owners. Jake works closely with clients to simplify their financial lives by creating personalized strategies focused on growing, protecting, and transferring wealth. His areas of focus include retirement planning and income strategies, investment and portfolio management, IRA and 401(k) rollovers, wealth preservation and risk management, estate and legacy planning strategies, and ongoing financial planning and reviews. He earned his Bachelor's Degree from St Joseph's University and holds the designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Jake emphasizes understanding each client's full financial picture—including income, investments, retirement goals, risk tolerance, and legacy objectives—to design customized portfolios and long-term strategies that emphasize asset allocation, diversification, tax-efficient investing, and risk management. He also works with a full-service wealth management team and connects clients with trusted specialists, including CPAs, estate planning attorneys, and private banking professionals, to ensure all aspects of financial life are aligned. Outside of his professional work, Jake is involved with the American Cancer Society. His personal interests include antiquing, golfing, interior decorating, music, reading, spending time with family, tennis, and yoga.

Jason Kwon is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 19 years of industry experience, including roles at MassMutual Life Insurance and MetLife Securities. Outside of his advisory work, he owns and operates Bluestone Benefits, a brokerage specializing in health, dental, and Medicare insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm uses collaborative, software-assisted planning methods and provides various event-driven planning services.

James Pryor Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. His prior roles include positions at UBS Financial Services Inc., Palumbo Wealth Management, and PricewaterhouseCoopers LLP. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in client assets. The firm provides wealth advisory planning and investment consulting to individuals, institutions, and public entities, offering a range of firm-sponsored programs and specialized services including municipal and public finance.

Jennifer McDonald is a Series 66-licensed financial advisor at Morgan Stanley with six years of industry experience. She has worked with Morgan Stanley Private Bank and Morgan Stanley since 2020 and previously held roles at Alphadyne Asset Management LP and The Financial Gym, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Peter Costello is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs. The firm provides tailored financial planning supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Samson Akinyooye is a financial advisor with Equitable Advisors, holding a Series 66 designation and 11 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Outside of his advisory role, he serves as a director of Mericel Academy, Inc., a school where he manages financial statements and cash flow. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Adrian Ozarchievici is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2017 and previously spent one year at HSBC Bank USA N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets with over 14,000 financial advisors.

Apryl Redwood is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill since 2009. Prior to that, she has been associated with Bank of America, N.A. since 2008 and U.S. Trust Company since 2000. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its investment services with a broad range of banking and trading activities within Bank of America’s platform.

Michael Murphy is a financial advisor at OSAIC with 19 years of industry experience. He has previously worked at American Portfolios Financial Services, Cetera Advisors, and Investors Capital. Murphy is a Series 66 and Series 63 holder and is involved in multiple advisory roles, including a partnership at Murphy & Mullick Capital Management Corp. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools, risk tolerance assessments, and access to third-party money managers across a range of investment products.

Peter Seroczynski is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 66 designation and previously worked at Citigroup Global Markets, Inc. and Citibank, N.A. before joining J.P. Morgan in 2022. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering its program on a non-discretionary basis.

Antoinette Mazzamuto is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2015. Outside of her advisory role, she is involved with Lex Realty and Looking Glass Home Inspections. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a broad investment platform to support its clients’ financial goals.

Kevin Graf is a financial advisor at Stifel with a Series 66 designation and less than one year of industry experience. Prior to joining Stifel, he was involved in various roles including at Ciminellis Pizzeria and Jones Beach State Park. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. Its investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Michael Shanahan is a financial advisor at Fidelity with 27 years of industry experience. His prior roles include positions at Pruco Securities, LLC and Broadridge Financial Solutions. He holds Series 63 and Series 65 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers a unique advisory role to multiple registered investment companies and fund-of-funds.

Michael Kaplan is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Equitable Advisors since 2005, including time when the firm operated as AXA Advisors, LLC. Outside of his advisory role, he is a 22% partner in Equinox Financial Partners LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that integrates advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Mark Greco is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and provides services through a structured planning process supported by firm-approved tools and the Global Investment Committee’s market estimates.

Nauman Jamil is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds the CFP® and CFA® designations, along with Series 66, 63, and 65 licenses. Prior to his current role, he worked in financial and investment management services and operates his own CPA firm. Jamil is also involved in healthcare consulting, providing accounting, bookkeeping, and tax planning services. 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 programs using firm-approved analytical tools.