Craig Nolan is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2016. 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 diverse client base, including individuals, institutional clients, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Sean Antoine is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Merrill, Bank of America, Citigroup, and JPMorgan Chase Bank. 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Hosien Abdelrahman is an Investment Consultant at Fidelity Investments, where he collaborates with clients and their families to create comprehensive, goals-based financial plans tailored to their long-term objectives. He focuses on integrating investment strategy, risk management, and retirement planning to develop personalized strategies that address clients' unique needs. Prior to his current role, Hosien gained experience as an Investment Solutions Representative and a High Net Worth Service Associate at Fidelity Investments. He also worked as a Broker at Aegis Capital Corp in 2022. Hosien holds an Arkansas Insurance License, supporting his ability to address various financial planning aspects. Through his work, Hosien aims to simplify complex financial concepts and guide clients in making informed decisions to build lasting wealth and financial stability.

Chris Gould is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized and comprehensive financial plans that align with their unique goals and values. He focuses on helping clients navigate every stage of their financial journey by leveraging his experience and the resources available at Fidelity Investments. Chris has been with Fidelity Investments since 2018, progressing through roles as an Investment Consultant and Financial Consultant before assuming his current position in 2025. He is a CERTIFIED FINANCIAL PLANNER™ and utilizes this credential to provide clarity, confidence, and peace of mind to clients as they work to grow, preserve, and distribute their wealth.

Alan Tichman is a CFP® with 37 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2018. Prior to that, he was employed at INVEST Financial Corp and FSC Securities Corporation. Outside of his advisory role, he is involved with Wealth Planners, which provides non-variable insurance products including life, long-term care, disability, and medical insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services through a broad network to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

Gaetano Sabatino is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2009. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Richard Marshall is a financial advisor at Morgan Stanley with nine years of industry experience. His work history includes roles at Janney Montgomery Scott LLC, NYLIFE Securities LLC, New York Life Insurance Company, Bank of America, Merrill, and Brokertec Americas LLC. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides advisory services through various programs and partnerships.

Matthew Scanlan is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he works with individuals and families to help them make informed financial decisions and pursue their long-term goals. Matthew focuses on building lasting relationships and providing personalized guidance through every stage of life, from wealth accumulation to retirement planning. His areas of expertise include education planning, family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. Matthew holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the State University of New York System and a Master of Business Administration (MBA) from Adelphi University. Outside of his professional role, Matthew enjoys golfing, ice hockey, music, spending time with his family, and watching movies.

Jonathan Simpson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been involved with Simpson Family Holdings LLLP for 19 years. He is also associated with JPMorgan Chase Bank, N.A. since 1994. 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 recommendations on a non-discretionary basis while clients retain final decision authority.

Ashley Vaccaro is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been part of The Russo Rosenstein Group since 2014. She assists high-net-worth and ultra-high-net-worth individuals across more than 20 states, including senior-level corporate executives, private business owners, entrepreneurs, law firm partners, and multiple generations of families. Ashley is actively engaged in the early planning stages of client relationships and leads client meetings, coordinates with specialists, and manages seminars and webinars to support client needs. Ashley holds several professional designations, including Certified Plan Fiduciary Advisor® (CPFA®), Chartered Financial Consultant® (ChFC®), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a Bachelor's degree in Accounting and a Master's degree from Molloy College and Molloy University, respectively. Ashley is also a member of the Molloy University Alumni Association. In addition to her professional work, Ashley participates in local fundraising walks and runs, mentors college students interested in the financial industry, and has hosted virtual events to support foster children through the Long Island Women's Exchange. A former high school and college lacrosse and volleyball player, she is beginning to play golf. Ashley enjoys activities such as cooking, music, painting, photography, reading, running, spending time with family, traveling, and writing.

Stephen Parmiter is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley since 2014 and also works with the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through a structured process using firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate agreements.

Steven Ward is a Series 63-licensed financial advisor with Merrill, where he has worked since 1986, totaling 37 years of industry experience. Outside of his advisory role, he occasionally assists with a family-owned photography business. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.

Matthew Gold is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 2000 after graduating with a bachelor's degree in Statistics from the University of Michigan. He started at Lebenthal, a New York municipal bond firm, and joined the Garden City office of Merrill Lynch Wealth Management in March 2006 following the firm's acquisition of Advest. Matthew holds the Chartered Financial Analyst (CFA) designation, awarded in October 2010, and the CERTIFIED FINANCIAL PLANNER (CFP) certification. He assists clients in determining long-term financial goals and implements wealth management strategies tailored to their risk tolerance, time horizon, liquidity needs, and overall investment objectives. As a qualified Portfolio Manager, he builds and manages personalized or defined investment strategies that may include individual securities, Merrill Lynch model portfolios, and third-party strategies. He collaborates with specialists in trust and estate planning, retirement planning, wealth accumulation, and wealth preservation to develop comprehensive solutions. Matthew lives in Syosset, NY with his wife and children. He is involved in his community as an assistant coach for the Syosset Basketball Association. In his free time, he enjoys basketball, boating, football, golfing, music, skiing, softball, spending time with family, traveling, and volleyball.

Maryanne Bessler is a financial advisor at LPL Financial with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2011, following three years at Investors Capital Corp. In addition to her advisory role, she is involved in selling health insurance to small businesses and assisting clients with non-variable insurance applications. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wesley Barrow is a financial advisor with Primerica Advisors in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Aaron Silberman is a CFP® professional with over 10 years of experience in the financial services industry. He has been with Morgan Stanley since 2015 and currently works at Morgan Stanley Private Bank, N.A. in Garden City, NY. 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 and financial planning services supported by structured discovery processes and firm-approved planning tools.

Paige Doukas is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. She previously worked in investment banking at Stifel and completed her education at the University of South Carolina. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery conversations and firm-approved tools, relying on model-based outcomes rather than individual security recommendations.

Michael Bausk is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies to help clients pursue long-term goals by educating them about their finances and investment options. His client focus areas include college education planning, divorce transition planning, liquidity management, portfolio management services, individual and corporate investment strategies, and retirement income planning. Michael brings a broad range of experience to his role, including an eight-year career in real estate, where he assisted clients with one of their most significant financial investments—their homes. He is a second-generation financial advisor who learned the importance of listening closely to clients’ goals and needs from his father. Michael holds bachelor's degrees from both Yeshiva University, where he studied political science, and Brandeis University. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English, Hebrew, and Spanish. Outside of his professional work, Michael is actively involved in his local community. He participates in the Young Israel of Woodmere synagogue and has coached high school basketball for over 20 years. He is also a father of four children and enjoys baseball, basketball, cooking, golfing, tennis, and spending time with his family.

Nicholas Mavro is a CFP® professional with 25 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also been associated with JPMorgan Chase Bank, N.A. since 2003. Outside of his advisory role, he contributes as a contractor to The American List, a website aimed at helping consumers identify products manufactured in the USA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jonathan Chubak is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked previously at CitiGroup Global Markets, Ameriprise, Merrill, and Morgan Stanley. Outside of his advisory role, he is involved with Broadway Advisors, a business entity related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options, including third-party asset management access and institutional platforms.