Jack Van Acker is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for seven years. His background also includes roles at Ford Motor Company, the University of Rochester, and National Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Brian Gallagher is a financial advisor at OSAIC with 14 years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes roles at Securities America Advisors and Securities America, Inc. In addition to his advisory work, he is involved in tax preparation and sells life insurance products. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and risk management.

Victor Argentina is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Janney Montgomery Scott and JPMorgan Chase Bank, N.A. Outside of finance, he was involved with Lovin Oven Catering of Suffolk and Atlantic Vertical Blinds Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

William Peyton is a financial advisor at Merrill with 27 years of industry experience. He has held his current role since 2012 and holds Series 63 and Series 65 designations. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joe Chan is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2016. Outside of his advisory role, he and his wife are landlords of a family rental property. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and due diligence on alternative investments, distinguished by its large scale and integrated operational structure.

Dave Henry is a financial advisor with Primerica Advisors in Lynbrook, NY, holding a Series 63 designation and 10 years of industry experience. His prior work includes roles at Quest Diagnostics and NYC Transit. In addition to his advisory work, he is involved in the sale of home security and automation products through part-time referrals affiliated with Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, focusing on advisory services rather than institutional portfolio management.

Andre Mangano is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 30 years of industry experience. His prior roles include positions at Citigroup, Infinex Investments, Ridgewood Savings Bank, and HSBC Securities. 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 provides a broad range of advisory and brokerage services, including financial planning, managed portfolios, and institutional platforms, supported by extensive technology and a large network of advisors.

Christina Wu is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012. Outside of her advisory role, she acts as an advisor and officer for a family trust managing real estate assets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and utilizes a combination of quantitative and qualitative research to build model asset allocations.

Kevin Sheerin Jr. is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2021, he held roles at Big Geyser Inc and Roar Beverages LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a wider range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Joshua De La Torre is a financial advisor with J.P. Morgan Securities in Mineola, NY, holding Series 63 and Series 66 licenses and having four years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Requisite Capital Management, and Katerra. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized due diligence team.

Michael Cohen is a financial advisor at Stifel with 44 years of industry experience. He has held his current position since 2007 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment analysis methodology developed by its Investment Strategy Group.

Shan Lin is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including JPMorgan Chase Bank, Sapphire Trip Inc, Gate Gourmet Inc, JP White Plains Inc., Hife College Planning, Transamerica Financial Advisors, and World Financial Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to build model allocations and includes broader derivatives and commodities capabilities.

Brian Emery is a CFP® and ChFC® with 24 years of experience in financial advising. He has been with Ameriprise since 2005 and is currently based in Point Lookout, NY. Emery serves on the Board of Directors for the Point Lookout Civic Association, where he is involved as CEO and Park Project Coordinator. Ameriprise is a large institutional firm that offers a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports.

Stefan Kaplan is a financial advisor with Cetera, holding a Series 63 designation and over 33 years of industry experience. He has worked at Cetera and its affiliated entities since 2017, as well as at MetLife Securities from 2011 to 2017. Outside of his advisory role, he is involved in life insurance sales as an insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management and consulting services, supporting both discretionary and non-discretionary account structures.

Brandon Findel is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following two years at Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective Wealth Advisor program. The firm’s approach combines quantitative screening and qualitative research to deliver non-discretionary, customized asset allocation advice and manager searches.

Thomas Moehringer is a financial advisor with LPL Financial, holding a Series 63 designation and over 30 years of industry experience. He has worked at LPL Financial since 2016 and also has experience with Webster Bank and Astoria Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment platforms, supported by a large network of advisors and extensive operational resources.

Michael Kryger is a Vice President, Wealth Management Advisor at Fidelity Investments. In his current role, he focuses on helping families navigate multi-generational wealth through holistic planning and fostering trusted relationships. He works with a team to develop personalized financial plans tailored to clients' unique situations, goals, and aspirations. Michael has been with Fidelity Investments since 2014, holding various positions including Vice President Branch Leader, Assistant Branch Leader, Vice President Financial Consultant, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. His extensive tenure at Fidelity has provided him with a comprehensive understanding of wealth management and client service across multiple Long Island branches. He holds a California Insurance License. Outside of his professional responsibilities, Michael enjoys attending concerts, fitness activities, social events with friends, music, reading, and playing table tennis.

Paul Mulvihill is a Series 66-registered financial advisor with 28 years of industry experience. He currently works at Morgan Stanley and has previously held roles at UBS Financial Services and Merrill. 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 tailored financial planning that incorporates firm-approved tools and methodologies to model potential outcomes.

Robert Ackerman is a financial advisor at Morgan Stanley with 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following a 14-year tenure at UBS Financial Services. He holds Series 63, Series 65, and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and investment modeling techniques.

Alex Varkatzas is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Adelphi University. Outside of finance, he serves as an associate trainer for youth soccer teams with Royal Sporting Group, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.