Liang Shen is a Financial Advisor at Merrill Lynch Wealth Management. He aims to help individuals and businesses take control of their finances and achieve financial priorities by creating and developing generational wealth through personalized investment advice, tax-efficient strategies, estate services, and comprehensive financial planning. His approach is characterized by complex financial planning tactics tailored to clients' unique needs. Liang has extensive experience in finance, economics, business administration, and management with a demonstrated history in the global market industry. He possesses solid skills in financial modeling, analyzing, forecasting, valuation, and portfolio management. Liang is proficient in advisory services and behavioral finance, focusing on professional responsibility and acting in the best interest of his clients. He holds a Bachelor's Degree from Shanghai Normal University and has earned multiple Master's degrees, including an MBA from Hult International Business School and degrees from Harrisburg University of Science and Technology. Liang maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is proficient in English, Chinese, Mandarin, and Taiwanese.

Connor Brown is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young US LLP for six years. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and under corporate agreements.

Matthew Zakrzewski is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley since 2019 and has prior experience at Bath and Body Works, Old Navy, Molloy College, and Big Chief School and Camp. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools but does not include individual security recommendations as part of its standalone planning services.

Eric Moore is a financial advisor with Cetera who holds the Series 63 and Series 65 licenses and has 29 years of industry experience. His prior work includes roles at Kestra Advisory, LPL Financial, and Citicorp Investment Services. Outside of his advisory duties, he owns a real estate property used for his office. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Christine Persaud is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with J.P. Morgan Securities since 2015 and also worked at JPMorgan Chase Bank from 2011 to 2017. 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 services through a non-discretionary program where clients retain final decision-making authority.

Peter Montalvo is a financial advisor at Ameriprise with 27 years of industry experience. He has previously worked at LPL Financial and INVEST Financial Corporation. In addition to his advisory role, he owns Montalvo Tax Inc., a tax preparation business. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports in collaboration with clients' advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Thomas Matera is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 30 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Matera serves on the Board of Directors for the SWFL Magic association and performs as a professional close-up magician. Ameriprise is an institutional firm that offers retirement-income planning services targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations, supported by a centralized consulting team and algorithmic tools.

Rupal Doshi is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2006 and led Doshi Capital Partners LLC from 2008 to 2020. Outside of her advisory role, she participates as a panelist for ProSapient. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Peter Kim is a financial advisor with UBS Financial Services Inc. and holds Series 63 and Series 66 credentials. He has 16 years of industry experience and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses research from its Chief Investment Office and global teams to tailor client solutions.

Alain Mahase is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Fidelity, he worked at TD Ameritrade from 2013 to 2021. Outside of his advisory role, Mahase is a silent partner in Al's Marketplace Inc., a West Indian grocery store in Queens, New York. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios using systematic methodologies.

Gregory Page Romer is a financial advisor at Osaic with five years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance and S&P Global, Inc. He is a co-founder and CFO/CTO of Deeper Dating, Inc., an online dating site, and serves on the board of directors for the Long Island Crisis Center, a nonprofit organization. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing various tools and third-party platforms to construct and manage portfolios under discretionary and non-discretionary arrangements.

Ryan Meca is a Wealth Management Advisor serving clients through Merrill and Bank of America. In his role, he focuses on creating personalized financial strategies that align with his clients' goals. He works with individuals and families to develop tailored plans that address their unique aspirations and circumstances. His areas of expertise include family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Ryan holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Saint John's University. Outside of his professional work, Ryan enjoys baseball, cooking, music, running, spending time with his family, and traveling.

Christopher Ferguson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and possessing 36 years of industry experience. He has been with Charles Schwab since 1998. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides a range of integrated brokerage, custody, and advisory services.

Stephen Bishop Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 30 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and tax-efficiency analysis, delivering personalized plans through a centralized consulting team.

Nicholas Agnone is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and over 28 years of industry experience. He has previously worked at Osaic Wealth, Inc. for 15 years and has operated Nicholas Agnone & Co., LLC since 2001. Outside of his advisory role, he is actively involved in tax preparation and accounting services through his own firm, Nicholas Agnone & Co. LLC. 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 portfolios, third-party asset management, and institutional platforms.

Jonathan Pugach is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services, Merrill, AXA Advisors, and other firms. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by Wells Fargo research and planning tools.

Amy Curley is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Morgan Stanley and its affiliate firms since 2014. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, combining financial planning with investment strategies supported by quantitative tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services both directly to clients and through employer-based agreements.

Joshua Soto is a Financial Advisor at Merrill Lynch Wealth Management. In this role, he works closely with individuals, families, and business owners to develop personalized financial strategies aimed at pursuing short-, mid-, and long-term goals. He provides resources and guidance on investing, retirement planning, education funding, and small business solutions, including access to specialists in banking, credit, home financing, and small business services. His areas of focus include college education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Joshua approaches financial planning by understanding what matters most to each client and tailoring strategies accordingly, serving as a trusted resource to help clients make informed financial decisions. Joshua holds a Personal Investment Advisor (PIA) designation. He earned an associate's degree from Suffolk County Community College and a bachelor's degree from Pace University, following his graduation from William Floyd High School. He is affiliated with Merrill professional organizations.

Andrew Surace is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, and AXA Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery tools and analytical models. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Mark Fitzpatrick is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 40 years of experience in the financial services industry. Prior to joining Merrill Lynch in 2001, he spent 18 years trading U.S. Treasury bonds on Wall Street. He specializes in personal retirement planning, portfolio management services, and retirement income strategies. Mark holds a Bachelor of Arts degree in English Literature from Amherst College and graduated from Chaminade High School in Mineola, NY. He has earned several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He lives in Garden City, NY with his wife Dolores and their four grown children. In addition to his professional work, Mark serves on the Board of Governors for both the Cherry Valley Club in Garden City and the Lawrence Beach Club in Atlantic Beach, NY. His personal interests include golfing, hiking, skiing, and spending time with his family.