David Asulin is a financial advisor at Stifel with 25 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is supported by proprietary methodologies from its Investment Strategy Group, offering analysis and guidance intended as a basis for client decision-making.

David Mann is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016, following roles at Wells Fargo Clearing and UBS Financial Services. Outside of finance, he is involved in screenwriting through Angel Blook, LLC. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Bruce Burrows is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has been associated with Citigroup Global Markets since 1992. He holds Series 63 and Series 65 licenses. Bruce serves on an advisory council for PIMCO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

David Reyes is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 17 years of industry experience. He has been affiliated with Primerica Advisors since 2007 and Primerica Financial Services since 2006, while also working at NBC Universal since 2010. Outside of advising, he is involved in sales of home security and automation products through a co-located affiliate of his firm. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through its network of nearly 3,700 financial professionals.

Kristen Soltan is a Series 66-credentialed financial advisor with J.P. Morgan Securities, bringing 13 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Agnieszka Supel is a Financial Advisor and Assistant Vice President at Merrill Lynch Wealth Management, where she has been working since 1994. She provides clients with tailored strategies addressing various financial needs, including retirement planning, estate planning services, business solutions, and other wealth management areas. Agnieszka is committed to understanding her clients' unique goals and circumstances to build meaningful, long-term relationships. With over 30 years of experience in the financial industry, Agnieszka supports clients across a wide range of financial services such as college planning, retirement planning, wealth management, estate planning, and corporate business solutions. She holds FINRA Series 7, 65, and 63 registrations, and has earned the Chartered Retirement Planning Counselor™ and Certified Divorce Financial Analyst® designations. Originally from Poland, Agnieszka holds a master's degree in English literature and American studies from Warsaw University. She enjoys traveling, skiing, playing tennis, theater, arts, reading, and spending time with family and friends. Agnieszka has been named to the 2023, 2024, 2025, and 2026 Forbes "Best-in-State Wealth Management Teams" list as a member of The Williams Tomlin Group.

Matthew Bulanchuk is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 designation and four years of industry experience. Before joining Morgan Stanley Smith Barney LLC in 2022, he worked briefly at Reform Alliance and Northwestern Mutual in 2021. Outside of finance, he has been involved in the restaurant and rental business sectors, including ownership of Dix Hills Diner. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery conversations and uses firm-approved tools such as Monte Carlo simulations and Secular Return Estimates to model potential outcomes.

Malka Bernstein is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services.

Edward O'Neill is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 63 designation and has been involved with Cetera and its affiliated entities since 2004. In addition to his advisory role, O'Neill owns an accounting and tax practice, serves as vice president of the Culinary Institute of Long Island, and acts as treasurer for Locust Valley Cemetery’s advisory board. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to both affiliated and third-party portfolio managers, providing various program options ranging from automated allocations to customized strategies.

Robert Giaccone is a CFP® with 28 years of experience in the financial services industry. He has been with OSAIC since 2025 and previously worked for Lincoln Financial Advisors Corp for 20 years. In addition to his advisory role, he is a registered tax preparer and holds a license as an insurance agent offering various insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated financial services and uses a combination of proprietary tools and third-party platforms to manage portfolios across multiple asset classes.

Robert Knox IV is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and Cetera Investment Services since 2016, following a prior role at Foresters Financial. He serves as co-executor for his father's estate and holds limited medical power of attorney for his mother. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform through a nationwide network of over 10,000 advisors, serving individual, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and consulting services with access to affiliated and third-party money managers across various program structures.

Lauren O'Connell is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. She has 10 years of industry experience, with prior roles at Pruco Securities, LPL Enterprise, Primerica Advisors, and Guardian Life Insurance Company. Outside of her financial advisory work, she also works as a jewelry specialist at Signet/Jared Galleria Jewelers. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative planning approach using firm-approved software and provides specialized event-driven planning programs.

Ailing Mei is a financial advisor with Mass Mutual Investors Services in Flushing, NY, holding a Series 63 designation and 17 years of industry experience. Her prior roles include positions at MetLife Securities and MassMutual Life Insurance Co. Outside of financial advising, she is a licensed real estate salesperson and serves as treasurer for Grace Chinese Lutheran Church. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides structured, collaborative planning engagements using firm-approved analytical tools and offers various planning programs including estate and employer-sponsored planning.

Jian Cheng Li is a financial advisor at Cetera with 16 years of industry experience. He holds a Series 66 designation and has worked with Cetera and its affiliated entities since 2010. Additionally, he is involved in buying, selling, and leasing residential real estate. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Elizabeth Lobaccaro is a financial advisor with OSAIC in Garden City, NY, holding Series 63 and Series 66 credentials and six years of industry experience. She has worked at Royal Alliance Associates, INC. and Gateway Investments, where she also assists clients in an advisory and administrative capacity. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to various investment platforms. The firm employs asset-allocation tools and multiple investment vehicles to construct portfolios tailored to client risk tolerance and preferences.

James Kim is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase and its affiliates since 2007. J.P. Morgan Securities specializes in investment consulting and advisory services primarily for institutional clients and retirement plan sponsors, using a combination of quantitative asset allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Dominick Scarfogliero is a financial advisor with Cetera, holding a Series 63 designation and 12 years of industry experience. He has worked at Cetera since 2019 and previously spent three years at Foresters Financial Services. He is also involved with the Long Island Financial Planning Group, a business related to Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and ongoing client supervision.

Saji Thomas is a financial advisor with Primerica Advisors in New Hyde Park, NY, holding a Series 63 credential and 17 years of industry experience. His career includes roles at Akbar Travels India Ltd, PFS Investments Inc, Primerica Financial Services, and the United Nations. He is involved in the sale of investment-related and home service products through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services mainly through model-based strategies supported by third-party asset managers.

Karen Friedman is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. She previously worked at Oppenheimer for five years and spent 16 years with Fahnestock & Co. Inc. Outside of her advisory role, she is involved with Tower 68 Financial Advisors, LLC. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across a broad client base.

Andrea Fox is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2015, including a prior tenure at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.