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 at Edward Jones with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Oppenheimer & Co Inc, Fisher Investments, and Wells Fargo Advisors. He also operated the Bryan Finger Insurance Agency from 2021 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is distinguished by its extensive network of advisors and branches, as well as its affiliated trusts, mutual funds, and securities-based lending options.

Michael Mccarrick is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2017, following prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery processes and firm-approved planning tools.

Bradley Welter is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously held roles at TD Ameritrade and Scottrade. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Christopher Keel is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2001. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kevin Stamm is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2013, including a concurrent role at JPMorgan Chase Bank, N.A. since 2016. 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. The firm combines large institutional advisory capabilities with brokerage, distribution, and investment management functions.

Jeremy Ciampo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for the Ciampo Family Irrevocable Trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s investment process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Gallagher is a financial advisor at OSAIC with 42 years of industry experience. His prior work includes roles at American Portfolios Financial Services, Inc. and Northeast Securities, Inc. Gallagher has served as a soccer coach at Chaminade High School for over two decades. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms, offering services such as brokerage, investment advisory, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Aazar Bhatti is a financial advisor with LPL Financial based in Rocky Point, NY, holding Series 63 and Series 65 credentials and having six years of industry experience. His prior work includes roles at Webster Bank and various entities within TD Bank from 2015 to 2022. 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, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

William Lai III is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. He is also a 20% owner of Premier Wealth Management LLC, a separate investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering comprehensive investment and fee-based financial planning services. The firm employs Wells Fargo research and planning tools to develop tailored financial recommendations, providing a broad range of planning services including retirement, education, and business-owner transition planning.

Barry Cohn is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 41 years of industry experience. He worked at American Portfolios Financial Services, Inc. for 23 years before joining OSAIC in 2024. Outside of his advisory role, Mr. Cohn teaches hand building and wheel throwing pottery at a ceramics studio he owns. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes advanced portfolio construction and management tools.

Kathleen Reilley is a financial advisor at UBS Financial Services with 44 years of industry experience. She has been with UBS since 1988 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she serves as President and Treasurer of a condominium association, overseeing property maintenance and financial budgeting. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and capital markets services using proprietary research and model-based asset allocations.

Mark Mirocco is a financial advisor at LPL Financial with 39 years of industry experience. He holds a Series 63 designation and has previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Co, and Metlife Securities. In addition to advisory work, he is an agent selling group life, accident and health insurance, Medicare Supplements, and Medicare Part D plans. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a variety of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Kenneth Frankman is a financial advisor with Morgan Stanley in Vero Beach, FL, holding Series 63, 65, and 66 licenses and bringing 43 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory process.

Stephanie Zayicek is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at RBC Capital Markets Corporation for 19 years before joining Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by proprietary tools and market analyses.

Kristine Moraitis is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and previously worked with the American Cancer Society and True North Community Church. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and third-party managers.

Daniel Crowe is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within Wells Fargo entities since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold, employing Wells Fargo research and planning tools to develop personalized recommendations.

Anthony Barone is a financial advisor with Primerica Advisors in Brookhaven, NY, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Barone is also involved in investment-related business activities through two entities he leads, Personal Power Development, Inc. and Anthony Barone Marketing, Inc., both established for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure while managing potential conflicts through oversight and disclosure.

Christina Barbante is a financial advisor at LPL Financial with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including OSAIC, Woodbury Financial Services, and Capital One Investing. Outside of her advisory role, she is involved with Personalized Wealth Management, LLC, providing financial planning services, and writes life insurance and annuity policies. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management solutions supported by research and technology tools and serves more than 22,800 advisors nationwide.

Scott Pluschau is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup and JPMorgan Chase Bank, N.A. His background includes a brief tenure at NYRR Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.