Jose Rosario is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee estimates in its process.

Gary Orkin is a financial advisor at OSAIC with 26 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at American Portfolios Financial Services, Inc. for 10 years prior to joining OSAIC. In addition to his advisory role, he is the owner of Orkin CPA PC, a tax preparation and accounting services firm. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various tools and options for discretionary or advisor-managed strategies.

Richard Bucaro is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes tenure at Wells Fargo Clearing and multiple Morgan Stanley affiliated entities dating back to 2002. He serves as a board member of the St George Golf and Country Club, a nonprofit organization in East Setauket, New York. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Deborah Minch is a financial advisor with UBS Financial Services in New York, NY, holding a Series 63 designation and bringing 44 years of industry experience. She has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Stephen Murray is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2006 and Bank of America since 2009. Outside of his advisory work, he serves as an executor for a personal estate and works as a golf caddy on weekends. 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, institutions, and charitable organizations.

Vincent Batteria is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked within Wells Fargo entities since 2016, including Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet a net-worth threshold. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

Nicole Wood is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She previously worked at American Portfolios Financial Services, Inc. for nine years and has been affiliated with PPS Advisors, Inc. for over a decade, where she also serves as an investment advisor representative with a focus on life insurance and fixed annuities. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization strategies.

Michael Mooney is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wachovia Securities Financial Network since 2009. Mooney has a one-third ownership stake in Premier Wealth Management LLC. Wells Fargo Advisors Financial Network is a 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 services with other financial products and referral channels.

Frank Marinace is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, currently working at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

James Quinn is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been associated with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Quinn has also worked with Ams Market Research and is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

Robert Crothers is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He previously worked at American Portfolios Financial Services for 23 years. Crothers also advises clients under the DBA Great South Bay Advisors. OSAIC Wealth serves a diverse client base, including retail and institutional investors, offering a range of brokerage and advisory services across comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization within a multi-advisor platform.

Jesse Alfano St John is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Jesse worked at Equitable Advisors, LLC. Outside of finance, Jesse has experience in the hospitality and service industries, including roles at Dockers Waterside Marina and Restaurant and GoldCoast Valet. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, utilizing forward-looking capital market assumptions and an ESG eligibility framework.

Cassandra Gibson is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, she worked at P. Kevin Fischer Agency Inc. for two years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates centralized due diligence and may incorporate an ESG eligibility framework, with implementation support from affiliated investment management entities.

William Donahue is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for American Portfolios Financial Services, Inc. for 20 years. Donahue is also part owner of Donahue Resource Group Inc., a business expenses entity used for tax purposes. OSAIC serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and access to third-party managers and proprietary strategies.

Joseph Jamison is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America, and RBC Capital Markets. Jamison is currently based in Riverhead, NY. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers a broad range of retail and institutional investment services.

Donald Mccormick is a CFP®-certified financial advisor with 39 years of industry experience, currently serving clients at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he is a co-owner of NuMac Realty, LLC, a real estate business. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients with significant assets under management.

Laura Fennell is a financial advisor with Morgan Stanley in Riverhead, NY, holding a Series 63 designation and 33 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was affiliated with Citigroup Global Markets starting in 1988. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and comprehensive advisory services.

Kevin Yanza is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He has worked at Bank of America and Merrill since 2022. Outside of finance, he has experience in the restaurant industry with Cebollines Grill and Off Key Tiki. 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 investors.

Steven Schmidt is a financial advisor at Osaic with 38 years of industry experience. He holds a Series 63 designation and previously worked for American Portfolios Financial Services, Inc. for 15 years. Schmidt is also involved in insurance sales, including variable universal life, disability, long-term care, and fixed annuities. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering a variety of brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by a multi-advisor platform and access to a range of managed account strategies and third-party investments.

Catherine Turk is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, following three additional years with JPMorgan Chase Bank. Outside of her advisory role, she manages a rental property on a limited basis. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may include ESG considerations, with implementation support from affiliated investment-management entities.