Matthew Pascale is a financial advisor with Hightower Advisors holding a Series 66 license and four years of industry experience. He previously worked at Fidelity Investments and State Farm Insurance Company. Outside of his advisor role, he is the owner of Nxt Lvl Ventures LLC, a non-investment related business. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm’s model emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management along with access to proprietary research and diverse investment vehicles.

Michael Kogan is a financial advisor at Equity Services, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Chelsea Financial Services, Cetera Advisor Networks, and Morgan Stanley. Outside of his advisory roles, he is involved with Mkny Business Solutions, Inc., a business venture he has been associated with for nine years. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs a range of advisory platforms using both long-term investment strategies and options for shorter-term trading, often utilizing third-party asset managers and model portfolios.

Shihhua Wang is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 18 years of industry experience. Wang has been with Citigroup since 2013. Outside of the financial industry, Wang is involved in travel and leisure consulting, including roles as a travel agent and independent consultant specializing in travel, fine dining, and leisure activities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Thomas Wolf is a financial advisor at Lincoln Investment with 49 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2010. His prior experience includes roles at Great American Advisors, EBP of Long Island, and Connecticut Mutual Life Insurance. Wolf also operates a side business as a sole proprietor involved in the sale and servicing of fixed annuities and life insurance. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team that constructs strategic model portfolios and adaptive strategies.

John Harmatuk is a CFP® professional with six years of industry experience currently with Voya Financial Advisors, Inc. He has previously worked at Decisional Wealth Advisors LLC, Pinnacle Investments, LLC, Passive Capital Management, LLC, Community Bank, N.A., and Dermody Burke & Brown, CPAs. Outside of advising, he is co-founder of a tax preparation business and also works as an independent insurance agent specializing in life and health products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate providing financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporations. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology tools to manage client portfolios with a focus on both discretionary and non-discretionary arrangements.

Qidi Yang is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. Yang focuses on a range of client needs including corporate benefits, corporate executive services, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Yang follows Merrill's tradition of community involvement and dedicates time to volunteering with local organizations. Personal interests include badminton, camping, cooking, fishing, scuba diving, spending time with family, and volleyball. Yang holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Baruch College. Proficiency in English, Chinese, Mandarin, and Yue (Cantonese) enables effective communication with a diverse client base.

John Zeumer is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. He has held roles at JPMorgan Chase Bank, HSBC Securities (USA) Inc., and Ifmg Securities, Inc. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and may incorporate ESG criteria within their recommendations.

James Copeland is a financial advisor at Merrill with Series 63 and Series 65 licenses and 32 years of industry experience. His previous roles include positions at UBS Financial Services, J.P. Morgan Securities, Chase Investment Services, and Morgan Stanley. He is based in Melville, NY. 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 plans, corporations, and charitable organizations, utilizing internal CIO teams and third-party managers.

Vincent Mirabelli is a financial advisor at Equitable Advisors with 42 years of industry experience. He has held his current position since 1999 and previously worked with AXA Advisors, LLC. He holds Series 63 and Series 65 licenses. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and offers a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Stasie Jones is a Client Experience Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to assess their current financial situations and presents solutions offered through Merrill and Bank of America. Her focus is on equipping clients with the necessary knowledge and tools to manage their financial lives effectively and select the platforms that suit their needs. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Stasie earned her Bachelor's Degree from Southern Connecticut State University. Her approach centers on understanding what matters to clients and their families to help develop strategies aimed at achieving their financial goals.

Kurt Abitz is a financial advisor with Charles Schwab in Huntington Station, NY, holding a Series 66 designation and nine years of industry experience. His career includes roles at Charles Schwab Bank, Fidelity Brokerage Services, TD Ameritrade, and AXA Advisors. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a comprehensive alternative investments program.

Marvin Feinstein is a financial advisor with Equitable Advisors, holding Series 63 and 65 licenses and bringing 23 years of industry experience. He has been with Equitable Advisors since 2005 and also has experience at Axa Advisors, LLC. In addition to his advisory work, Feinstein serves as an accountant and trusted advisor through Diapoules & Feinstein CPA PC, a role he has held since 1989. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals—including both non-high-net-worth and high-net-worth clients—as well as pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models delivered through in-house programs and third-party managers, focusing on aligning client objectives with appropriate investment solutions.

Cameron Roman is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2015. 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, and institutional investors, utilizing internal and third-party portfolio management teams.

David Rey is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at American Portfolios Financial Services for 23 years before joining Osaic in 2024. In addition to his advisory role, he owns several businesses focused on life insurance and fixed annuities. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm uses a model-based investment approach featuring asset allocation, portfolio optimization, and a variety of program options such as advisor-managed portfolios, Unified Managed Accounts, and retirement plan consulting.

Anna Wysong is a financial advisor at Merrill with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Merrill in 2025, she worked at Bank of America and its affiliates from 2020 to 2025. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Colette Bitzas is a CFP® professional with 26 years of industry experience, currently advising at Osaic. Her prior roles include 14 years at American Portfolios Financial Services, Inc. and over two decades leading M.A.S. Planning Services and contributing to Poh's Institute. She also serves as Vice President of the 3 Village Chamber of Commerce, promoting local business in her community. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporations. The firm uses a model-based investment approach with comprehensive financial planning and portfolio management services across multiple platforms.

Joseph Iannuzzi is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans that align assets with individual long-term goals. He began his current role in 2022 after serving as an Investment Consultant at Fidelity Investments earlier that same year. Prior to joining Fidelity, Joseph worked at Ameriprise Financial, where he held positions as an Associate Financial Advisor from 2021 to 2022 and as a Paraplanner from 2019 to 2021. Throughout his career, he has gained experience in financial consulting and investment advising. Outside of his professional work, Joseph enjoys baseball, family activities, fitness, and golf.

Diane Pedrosa Sciacca is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Merrill in 2020, she worked at HSBC Bank USA and its affiliates from 2007 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Walsh is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and possessing 35 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. since 1994. 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 within a non-discretionary advisory program. Their process combines quantitative and qualitative research, incorporating ESG frameworks, and offers broader derivatives and commodities capabilities.

Michele Pasqualina is currently Vice President, Wealth Planner at Fidelity Investments, where she serves as a primary trusted advisor, collaborating with clients and their families to develop comprehensive and personalized financial planning strategies. She supports clients throughout the entire process, from account opening and funding to navigating complex wealth planning decisions. Michele brings extensive experience to her current role, having held positions including Vice President, Senior Wealth Advisor at Hightower Advisors; Vice President, Senior Portfolio Advisor at Merrill Lynch; Vice President, Private Client Advisor at JP Morgan; and Financial Advisor at Morgan Stanley. Her career reflects a consistent focus on wealth planning and portfolio advisory roles. Outside of her professional work, Michele has personal interests in art, food, kayaking, Pilates, traveling, and volunteering.