Daniel Silfer is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Forest Hills Financial Group and The Lenard Team. Outside of his advisory role, he is involved in multiple business ventures, including ownership interests in companies engaged in real estate and industrial equipment sales. J.P. Morgan Securities 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 delivers advisory services alongside brokerage and investment management capabilities through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Robert Worlow is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has worked with various J.P. Morgan entities since 2014. 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 its Wealth Advisors. The firm operates with a non-discretionary program, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Christopher Caufield is a financial advisor with UBS Financial Services in Sound Beach, NY, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Painewebber and UBS Financial Services since 1999. Outside of his advisory role, he is active as a livery driver for both Lyft and Uber. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Marc Koch is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at several firms, including JPMorgan Chase Bank and First Republic Investment Management. Koch currently serves clients in Quogue, NY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Brian Steck is the Vice President and Executive Planning Consultant at Fidelity Investments. In this role, he focuses on creating tailored client experiences by building long-term relationships and delivering customized financial planning services that align with each client's unique goals and objectives. Brian has extensive experience within Fidelity Investments, having served in various leadership and advisory roles since 1993. His positions have included Market Leader, Senior Branch Office Manager, Branch Office Manager, and Assistant Branch Manager. Prior to joining Fidelity, he worked as a Portfolio Manager and Financial Advisor at Fifth Third Bank and as an Investment Representative at Edward Jones. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Brian enjoys activities such as spending time at the beach, cooking and baking, engaging in family activities, as well as football, golf, and photography.

Scott Zambelli is a financial advisor at OSAIC with 39 years of industry experience and holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Securities America Advisors, AXA Advisors, and managing Heritage Harbor Financial Associates. Outside of his advisory duties, he is involved in community service as First Vice President of the Suffolk County Police Athletic League and serves on the advisory board of the Kortright Kares Foundation, a charitable organization. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services through a broad network of affiliated advisors and multiple investment platforms.

Caitlin Murray is a financial advisor at Raymond James Financial with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Raymond James and Wells Fargo Clearing in various advisory roles. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through advisory programs or other providers.

George Visintin is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including roles at JPMorgan Chase Bank, NA and HSBC Bank USA, N.A. He is based in Farmingville, NY. 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 an ESG eligibility framework.

Louis Alfano is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. Prior to joining LPL Financial in 2022, he worked for American Portfolios Financial Services, Inc. from 2016 to 2022. Outside of his advisory role, he is involved with Prime Performance Sports through outside employment. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Lisa Zarro is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its affiliated private bank since 2009. 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 financial and estate planning, and manages approximately $2.74 trillion in client assets.

Irma Amador is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 16 years of industry experience. She has worked at LPL Financial since 2009 and also serves at Webster Bank. Outside of her advisory work, she is a Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad suite of financial services.

Cheryl Seward is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has worked with Avantax Advisory Services and Avantax Investment Services, and currently serves as President of Freedom Tax & Wealth Management Inc., which focuses on income tax preparation for individuals and families. Outside of financial services, she is involved with Beach Fitness, consulting on fitness matters. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts, offering multiple portfolio management and financial planning services through a large network of independent advisors. The firm utilizes a multi-manager platform with various program options and custodial relationships, managing over $256 billion in assets.

James Covell is a financial advisor at RBC Capital Markets with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008, following seven years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized investment strategies tailored to clients' risk profiles, utilizing both in-house and third-party managers.

James Duffy is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with 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 supported by firm-approved tools.

Francis X O'connor Jr. is a financial advisor at UBS Financial Services with 35 years of industry experience. He has held positions at UBS since 2011 and previously worked at Merrill from 2004 to 2009. He holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Ryan Cooper is a financial advisor with Raymond James Financial, holding a Series 66 designation and beginning his advisory career in 2026. His prior work includes roles at KL Wealth Strategies, North East Financial Network, and Park Avenue Securities, as well as experience in hospitality and education. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs analytical tools and risk profiling to tailor non-discretionary advisory services that support client goals.

Samantha Cala is a Planning Consultant at Fidelity Investments, where she collaborates with clients throughout the financial planning process to align strategies with their financial goals and priorities. She emphasizes ongoing relationships with clients to accommodate changes in their financial situations over time. Samantha has been with Fidelity Investments since 2020, initially serving as a Relationship Manager before assuming her current role in 2023. Prior to joining Fidelity, she worked as a Financial Representative at AXA Equitable from 2017 to 2020. Outside of her professional role, Samantha engages in activities such as family gatherings, social events, Pilates, reading, running, and soccer.

Joanne Jacobs Perkins is a financial advisor at Morgan Stanley with 24 years of industry experience. She has held positions at Merrill from 2009 to 2017 before joining Morgan Stanley in 2017. She holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and manages approximately $2.74 trillion in client assets.

Bryan Finger is a financial advisor with Edward Jones in Port Jefferson, NY, holding Series 63 and Series 65 licenses. He has 12 years of industry experience with prior roles at firms including Oppenheimer & Co Inc, Fisher Investments, State Farm, JP Morgan Chase Bank, Santander Securities, and Wells Fargo Advisors. From 2021 to 2024, he also operated an insurance agency under his name. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Michael Mccarrick is a Series 66-licensed financial advisor with Morgan Stanley in Riverhead, NY, bringing 14 years of industry experience. His background includes roles at Morgan Stanley Private Bank and Bank of America, as well as Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm employs structured planning tools and broad investment capabilities, managing approximately $2.74 trillion in client assets.