Jason Wachtler is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2005 after graduating with honors from the University at Albany with a dual degree in Finance and Management Information Systems. Jason holds an MBA in Investments from Hofstra University, graduating Magna Cum Laude. He also holds several professional designations including the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In his role, Jason coordinates all aspects of the wealth management process and develops customized investment management strategies. He works closely with clients to determine long-term financial goals and implement wealth management strategies through detailed planning. His approach considers factors such as risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. Jason's client focus areas include college education planning, divorce transition planning, legacy planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, sports and entertainment, tax minimization, and retirement income. Jason lives in Melville, New York with his wife and two sons. He is involved in the community through coaching his sons' youth sports during spring and fall seasons and participates in organizations such as Half Hollow Soccer and Little League.

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 Woodbury Financial Services, ShareBuilder 401K, Capital One Financial Advisors, Wells Fargo Clearing, Morgan Stanley, and Oppenheimer. He is also president of Ellipse Wealth Management LLC, a financial advisory business. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors and multiple platforms. The firm provides integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across a wide range of investment types.

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 with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. He has worked with Morgan Stanley in various capacities since 2016, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory duties, he attended Dartmouth College from 2014 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and proprietary investment models.

Robert Hazelton is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked at Titan Investors LLC and Stifel Financial Corp. Prior to his financial career, he was employed at Hobart and William Smith Colleges and Chaminade High School. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

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 with Osaic Wealth, Inc. based in Melville, NY. He holds a Series 63 designation and has 16 years of industry experience. Prior to joining Osaic in 2018, he worked at Signator Investors Inc and John Hancock Financial Network. Outside of his advisory role, he operates as an insurance broker specializing in life, annuities, long-term care, disability, health, and group benefits. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.

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.

Huijie Wang is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Huijie provides personalized investment advice to clients, helping them manage and grow their wealth. Huijie holds the professional designation of Personal Investment Advisor (PIA). Huijie earned a Certificate of Higher Education from Wuhan Institute of Shipbuilding Technology. Huijie is proficient in both English and Chinese.

Thomas Langan is a financial advisor at Morgan Stanley in Garden City, NY, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2019, he worked at Equitable Advisors and AXA Advisors, and has additional experience in event planning and electrical work. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a range of programs that include the use of firm-approved planning tools and investment models.

James Meehan is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Qiaofei He is a CFP®-credentialed financial advisor with 15 years of industry experience, currently practicing at J.P. Morgan Securities. He has worked at various affiliated entities within JPMorgan Chase since 2010. Outside of his advisory role, he is an owner and partner of Evergreen Fortune Group LLC, a real estate business. 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 combination of advisory and brokerage capabilities.

Scott Koren is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade and TD Ameritrade Investment Management. 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with centralized supervisory and custody functions.

Georgia Lentzeres is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, INC. since 2018 and previously at Sii from 2013 to 2018. Outside of her advisory role, she has been involved with the Peter Pan Diner for over 20 years. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a variety of investment types on both discretionary and non-discretionary bases.

Michael Schiffer is a CFP® professional with 42 years of industry experience, currently affiliated with Wells Fargo Clearing. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co., Incorporated. 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 uses an IPS-driven approach grounded in modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, within its investment menus.

Jose Morales is a financial advisor with Primerica Advisors, holding a Series 63 designation and 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2007. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm uses model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through third parties.

Illana Piroozian is a Senior Financial Advisor at Merrill Lynch Wealth Management in Garden City, New York. She has been serving in this role since May 2000, providing comprehensive financial advisory services to individuals and businesses. Prior to joining Merrill Lynch, she worked as an accountant at a local CPA firm from 1985 to 2000. Her areas of expertise include corporate executive services, executive compensation, equity compensation services, services for endowments, foundations, and non-profits, legacy planning, liquidity management, philanthropic planning, individual and corporate investment strategy, tax minimization, and retirement income. Illana holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Illana earned a Bachelor's Degree from Queens College. She is fluent in Persian and English. Outside of her professional work, she enjoys cooking, dancing, music, reading, and spending time with her family.

Lauren Madia is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.