Craig Silverstein is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. Prior to joining Morgan Stanley, he worked at Mizuho Bank USA and Mizuho Securities USA Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and scenario modeling.

Ying Tang is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. Tang holds the Series 63 and Series 65 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018, following prior roles at HSBC Securities (USA) Inc. from 2013 to 2018. 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 searches, and customized performance reporting. The firm’s approach combines quantitative screens and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.

Donna Mckeon is a financial advisor with LPL Financial in Hempstead, NY, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with LPL Financial since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Alma Sehovic is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previous experience at New York Life Insurance Co and Nylife Securities LLC. 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 and incorporates an ESG eligibility framework in its recommendations.

Matthew Brennan is a financial advisor with Ameriprise in Garden City, NY, holding a Series 66 designation and 11 years of industry experience. His prior roles include independent trading and positions at Talentwave and the Town of Hempstead. He serves on the Board of Directors for the Point Lookout Park Project, where he acts as Treasurer. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a combination of proprietary research and third-party data. The firm’s approach includes detailed recommendation reports and ongoing advice tailored to clients approaching or in retirement.

Douglas Mongiardo is a financial advisor at Osaic with five years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Financial Services Inc., Baillie Gifford Funds Services LLC, Baillie Gifford International LLC, and Morgan Stanley. He is also involved in insurance sales and service. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supporting a range of strategies and third-party manager programs.

Jonathan Kanovsky is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and 29 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also owns JK Group Tax & Accounting Inc., providing tax preparation and accounting services since 1985. Outside of his advisory and accounting work, Kanovsky is involved with the Firefighter Sergio Villaneuva Soccer Foundation, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates thousands of financial professionals and provides access to multiple platforms, custodians, third-party advisers, and proprietary model strategies.

Andrew Clemenza is a financial advisor with LPL Financial, holding Series 63 and 66 licenses and bringing 16 years of industry experience. He previously worked at Allied Wealth Partners, Securian Financial Services, and Minnesota Life Insurance Company, among others. Outside of his advisory role, he is involved with Acquisitions & Development LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants through a large network of representatives. The firm offers a variety of financial planning and portfolio management solutions, utilizing both proprietary research and third-party strategies.

James Tapia is a Series 63 licensed financial advisor with 27 years of industry experience. He has been with LPL Financial since 2026 and previously worked at Wells Fargo Clearing for 10 years. 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, supported by a broad network of over 22,800 advisors.

Richard Rooney is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Prior to joining Morgan Stanley, he was employed at On Deck Capital, Inc. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market-return modeling.

William Luttrell is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 designation and 13 years of industry experience. His prior firms include Merrill and LPL Financial. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services.

George Limperopoulos is a financial advisor with Ameriprise who holds CFP® and ChFC® designations and has 32 years of industry experience. He has been with Ameriprise since 2005. Outside of his advisory role, he is involved in business ownership related to real estate. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Milyn Bruno is a Series 66–licensed financial advisor at J.P. Morgan Securities with six years of industry experience. Her background includes roles at JPMorgan Chase Bank, N.A., and various positions in retail and service sectors prior to joining J.P. Morgan. 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 searches, and customized performance reporting within a non-discretionary program.

Jeffrey Schoenfeld is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to each client’s unique financial situation and long-term goals. Jeffrey integrates insights from Merrill’s investment expertise with the banking and lending solutions offered by Bank of America to provide comprehensive wealth management services. He holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from New York University. Jeffrey is committed to community involvement and actively participates by volunteering with local organizations, reflecting the Merrill tradition of service within the communities they support.

Rico Otway is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services, E*TRADE, TD Ameritrade, Raymond James Financial Services, and JP Morgan Securities. Merrill, along 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 individuals, high-net-worth clients, and institutional investors.

Dolores Mitchell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She previously worked at OSAIC for 15 years before joining LPL Financial in 2025. Mitchell is also involved with A&M Financial Services, LLC, managing non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by a broad platform and extensive advisor network.

Andrew Tsiolas is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Ameriprise Financial Services, Edward Jones, Merrill, Bank of America, and H.D. Vest Investment Services. He is currently based in Flushing, NY. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services supported by a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Joel Bodner is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following seven years each at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and research from its Global Investment Committee.

Peter Costello is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services supported by firm-approved planning tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers plans directly as well as through Corporate Financial Planning agreements.

Adrian Ozarchievici is a CFP® with 20 years of industry experience, currently affiliated with Wells Fargo Clearing. His work history includes positions at HSBC Bank USA N.A. and HSBC Securities (USA) Inc. He has been with Wells Fargo Clearing since 2017. 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 roughly $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.