Edward Conklin Jr. is a financial advisor at Merrill with Series 63 and Series 65 credentials and 41 years of industry experience. He has been with Merrill since 1984 and has worked at Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Giuliano Gashaj is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with J.P. Morgan since 2016 and has additional work history with JPMorgan Chase Bank, N.A. He is also involved as an owner and partner in several small rental property ventures in the Bronx. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm’s services are offered on a non-discretionary basis, with final decision-making authority retained by clients.

Gina Diaz is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She has previously worked at JPMorgan Chase Bank and its affiliated entities for over a decade before joining LPL Financial and Webster Investments in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, and access to third-party asset managers, supported by technology tools for operational and research purposes.

Dave Grimes is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America, N.A. His current role at J.P. Morgan Securities began in 2023. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Samuel Polk is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm uses structured discovery conversations and proprietary planning tools to develop plans and manages approximately $2.74 trillion in client assets.

Tony Law is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Pruco Securities, LLC and Prudential Insurance Company of America. Outside of his advisory role, he serves on the boards of Compass Fellowship Church and the Nom Hoy & Sun Tuck Association Inc, contributing to nonprofit governance and community activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach utilizing portfolios developed by internal research and third-party strategists, alongside access to financial planning, third-party asset managers, and insurance products through affiliated entities.

Matthew Lodato is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes positions at JPMorgan Chase Bank, Equitable Financial Life Insurance, and Bergenfield Public Schools, among others. He has also been involved with the U.S. Gymnastics Development Center. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Justin Dell'aglio is a CFP® with 10 years of industry experience, currently serving clients at Ameriprise in Valhalla, NY. He has been with Ameriprise since 2018, including its affiliated entities, and previously worked at Renthop from 2013 to 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendations and annual planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Kim Qvistorff is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 35 years of industry experience. Prior to joining LPL Financial in 2026, Kim worked at OSAIC, American Portfolios Financial Services, and Nathan & Lewis Securities, Inc. He serves as the local chapter president of the Rebild National Park Society, a 501(c)(3) charity, and is a board member of the Hans Christian Andersen Storytelling Center, which organizes storytelling events in New York's Central Park. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by technology tools for research and operations.

James Kerr is a financial advisor with Cetera who holds a Series 63 designation and has 35 years of industry experience. His prior work includes roles at Equity Services Inc, National Life Group, MML Investors Services Inc, and MassMutual. In addition to his advisory work, he operates Corporate Plans Retirement Strategies LLC, providing financial and insurance advice, and sells fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Jay Durante is a Series 66-licensed financial advisor with Edward Jones, based in Katonah, NY. He has 15 years of industry experience and has been with Edward Jones since 2010. Outside of his advisory role, he is involved with Cowperwood Company, a business focused on architecture and development. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.

Ryan Mctigue is a financial advisor at Fisher Investments with 12 years of industry experience. He holds the Series 66 designation and has worked at Fisher Investments since 2017, following a year at Ameriprise Financial Services. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment approach managed by an Investment Policy Committee and incorporates tax-aware strategies and risk management techniques in its portfolios.

Kristen Koluch is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Raymond James since 2015 and previously spent 12 years at Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Robert Graef is a financial advisor at Osaic with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors Corp for 25 years. Outside of advisory work, he is involved in offering disability, fixed annuity, traditional life insurance, and fixed life settlements. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, providing integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various advisory platforms and legacy accounts.

Johnny Copeland is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to his current role. Copeland also spent two years affiliated with Baruch College. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Jared Lynne is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns and consults through JLYNNE CONSULTING LLC. Ameriprise serves individuals approaching or in retirement, typically with at least $1 million in investable assets, offering retirement-income planning that includes written Recommendation Reports addressing income sources and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advice, delivered through a centralized consulting team.

Michael Kaplowitz is a CFP® with 41 years of industry experience, currently affiliated with OSAIC. His prior roles include positions at Securities America and Securities Service Network. Beyond advising, he serves as a political district leader for the Somers Democratic Town Committee and has volunteered as a board member for the Somers Lions Club. He also provides very part-time legal services as an attorney. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm integrates brokerage and advisory services with financial planning and managed portfolios, utilizing asset-allocation tools and multiple third-party platforms to support investment decisions.

Michael Noviello is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors and Avantax Advisory Services. Outside of advising, he owns a tax preparation business. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios with a range of investment products.

Jason Elfenbein is a financial advisor with Merrill, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His career includes roles at Bank of America and Quick & Reilly, Inc., with over 15 years at Bank of America and 17 years at Merrill. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Michael Mathias is a CFP® professional with 41 years of industry experience. He is currently with Cetera and has held prior roles at Summit Financial Group Inc. and other firms. Mathias serves as chairman of Interstate Financial Group, a dormant RIA, and also holds leadership roles in insurance-related businesses. Cetera Investment Advisers LLC is a large SEC-registered firm that provides services through a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering various portfolio management and financial planning solutions across multiple program structures.