Gregory Matzelle is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 33 years of industry experience. Prior to joining Raymond James in 2019, he spent 10 years at Janney Montgomery Scott. He operates a support business, GNB Wealth Strategies Group, as an independent contractor. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning services supported by risk profiling and analytical tools, and it maintains unique capabilities in municipal advisory and SIMPLE IRA employer consulting.

Thomas Kenny is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities and Guardian Life Insurance Company of America, each for ten years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Joseph Di Fusco is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Casa Maria Grazia LLC, Chase Investment Services Corp., and Citicorp Investment Services. He is based in Long Beach, NY. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, supporting a range of eligible investment strategies including ESG considerations.

Edwin Ayala is a financial advisor with Primerica Advisors based in Garden City, NY, holding a Series 63 designation and 27 years of industry experience. He has worked with Benchmark Realty & Management Corp., PFS Investments Inc., and Primerica Financial Services since the mid-1990s. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited selection of separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered, percentage-based wrap fee structure.

Jennifer Chase is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Primerica Financial Services since 2004 and PFS Investments Inc since 2017. Outside of her advisory role, she has been involved with the Screen Actors Guild and Actor's Equity for over 30 years. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure.

Salvatore Aprile is a financial advisor with OSAIC, holding the Series 63 designation and bringing 33 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 17 years with Signator Investors Inc. Aprile is a part owner of M&B Associates, an accounting and tax preparation firm. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization, operating a large multi-advisor platform with both proprietary and third-party investment strategies.

Jordan Bolebruch is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 licenses, and has six years of industry experience. His prior roles include positions at SVB Capital, Fortress Investment Group, Facebook, and Citigroup. He was also involved with the Tryde app from 2019 to 2023. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform that allows advisors to implement models, select third-party managers, or develop custom strategies across various program structures and custodial relationships.

Arman Arneja is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019. Prior to that, he was employed at OSMG International Auto Source from 2014 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager searches, and customized performance reporting, using a combination of quantitative screens and qualitative research to support its advisory process.

James Angwin is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes 14 years at TIAA-CREF prior to joining Morgan Stanley Smith Barney in 2021. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that integrates firm-approved tools and modeling techniques.

Thomas Reagan is a financial professional with 36 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked previously at Kestra Advisory and Kestra Investment Services. In addition to his advisory role, Reagan is an insurance agent selling fixed insurance products and leads Merrick Planning Group, where he focuses on educating and guiding families in financial planning. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that allows advisors to implement various portfolio management strategies across multiple program structures and custodial relationships.

Jason Wachtler is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 2005 after earning dual bachelor's degrees in Finance and Management Information Systems from the University at Albany. He later obtained his MBA in Investments from Hofstra University. Jason holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His primary responsibilities focus on coordinating all aspects of the wealth management process and developing customized investment management strategies aligned with his clients' financial goals. Outside of his professional work, Jason is involved in his local community through coaching his sons' youth sports during the spring and fall seasons. He resides in Melville, New York with his wife and two sons.

Nick Arora is a Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he collaborates with clients to develop retirement plans, investment strategies, and comprehensive financial reviews. His approach emphasizes working closely with clients and leveraging the resources and specialists available at Fidelity to provide comfort and peace of mind. Prior to joining Fidelity, Nick served as Director of Investments at the United Nations Federal Credit Union from 2018 to 2020. He also held positions as Senior Financial Consultant at TD Ameritrade from 2012 to 2018, and Account Executive at John Thomas Financial from 2010 to 2012. His 15 years of experience have focused on partnering with clients to pursue their financial goals through collaborative planning. Nick speaks Hindi, Punjabi, and Urdu. Outside of his professional work, his personal interests include beach activities, family activities, food, social events with friends, parenthood, and traveling.

Michael Cousins is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Allstate Insurance Company and CitiGroup. He has been with Thrivent Financial and Thrivent Investment Management since 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm’s planning services can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and management separate.

Leandro Fenster is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Woodbury Financial Services, ShareBuilder 401K, Capital One Financial Advisors, Wells Fargo Clearing, Morgan Stanley, and Oppenheimer. In addition to his role at OSAIC, he is president of Ellipse Wealth Management LLC, a financial advisory business. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services and emphasizes model-based asset allocation and portfolio optimization supported by various tools and third-party managers.

Clifford Meditz is a financial advisor with LPL Financial in Merrick, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial and its predecessor firm since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Cody George is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2016. Cody attended Dartmouth College from 2014 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and modeling techniques.

Robert Hazelton is a Series 66-licensed financial advisor with Stifel, based in Garden City, NY, and has three years of industry experience. He previously worked at Titan Investors LLC and held roles in education at Hobart and William Smith Colleges and Chaminade High School. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

James Mctighe is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at MML Investors Services, Inc. since 1991 and Mass Mutual Life Insurance Company since 1985. In addition to his advisory role, he is involved in life and health insurance sales. MML Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and event-driven planning services such as divorce and estate settlement planning.

Emanuel Lord is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 63 designation and previously worked at Signator Investors Inc and John Hancock Financial Network. Outside of his advisory role, he operates a sole proprietorship as an insurance broker specializing in life, annuities, long-term care, disability, health, and group benefits. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization with access to discretionary strategies, third-party managers, and alternative investments.

Ashif Iqbal is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Bank of America, Morgan Stanley, The Vanguard Group, and JPMorgan Chase Bank. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.