Christopher Keel is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2001. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kevin Stamm is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2013, including a concurrent role at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage, distribution, and investment management functions.

William Spencer is a financial advisor with LPL Financial based in Hauppauge, NY, holding Series 63, 65, and 66 credentials and bringing 40 years of industry experience. His career includes roles at institutions such as M&T Bank, Wilmington Trust, People's United Advisors, and J.P. Morgan Private Wealth Advisors. 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 advisory and brokerage services through a large network of advisors with a broad range of investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Jeremy Ciampo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for the Ciampo Family Irrevocable Trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s investment process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Gallagher is a financial advisor at OSAIC with 42 years of industry experience. His prior work includes roles at American Portfolios Financial Services, Inc. and Northeast Securities, Inc. Gallagher has served as a soccer coach at Chaminade High School for over two decades. OSAIC serves a diverse range of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms, offering services such as brokerage, investment advisory, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Aazar Bhatti is a financial advisor with LPL Financial based in Rocky Point, NY, holding Series 63 and Series 65 credentials and having six years of industry experience. His prior work includes roles at Webster Bank and various entities within TD Bank from 2015 to 2022. 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 portfolio programs, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

William Lai III is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. He is also a 20% owner of Premier Wealth Management LLC, a separate investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering comprehensive investment and fee-based financial planning services. The firm employs Wells Fargo research and planning tools to develop tailored financial recommendations, providing a broad range of planning services including retirement, education, and business-owner transition planning.

Barry Cohn is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 41 years of industry experience. He worked at American Portfolios Financial Services, Inc. for 23 years before joining OSAIC in 2024. Outside of his advisory role, Mr. Cohn teaches hand building and wheel throwing pottery at a ceramics studio he owns. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes advanced portfolio construction and management tools.

Andrew Lawlor is a financial advisor at Morgan Stanley with 14 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, and previously at JPMorgan Securities LLC from 2015 to 2021. Outside of finance, he was involved with Fresh Air Vacations Inc. from 2012 to 2018. Morgan Stanley Wealth Management serves individuals and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and market modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct engagements and Corporate Financial Planning agreements.

Anthony Ghiglieri is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior work includes roles at Ameriprise and multiple HSBC entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 advanced research tools and a broad network of over 22,800 advisors.

Kathleen Reilley is a financial advisor at UBS Financial Services with 44 years of industry experience. She has been with UBS since 1988 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she serves as President and Treasurer of a condominium association, overseeing property maintenance and financial budgeting. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and capital markets services using proprietary research and model-based asset allocations.

Jeremy Rayburn is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Morgan Stanley Smith Barney. Outside of his advisory work, he has been involved with I.M.M. Vista Drive, LLC, a real estate entity where he serves as an officer. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning services and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment modeling in its approach and serves clients through both direct and employer-sponsored arrangements.

Mark Mirocco is a financial advisor at LPL Financial with 39 years of industry experience. He holds a Series 63 designation and has previously worked at Mass Mutual Investors Services, Massmutual Life Insurance Co, and Metlife Securities. In addition to advisory work, he is an agent selling group life, accident and health insurance, Medicare Supplements, and Medicare Part D plans. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a variety of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Adam Wood is a Senior Financial Advisor at Merrill Lynch Wealth Management. With a background as an estate planning attorney, Adam spent nearly a decade running his own law firm, gaining insight into how accomplished individuals approach wealth, succession planning, and legacy decisions. Since joining Merrill in 2019, he has transitioned into a financial advisory role focused on providing comprehensive wealth planning to affluent entrepreneurs, business founders, and executives. Adam combines his legal knowledge with the resources of Merrill and Bank of America to help clients streamline their advisory relationships and understand the importance of structuring wealth to achieve financial, business, philanthropic, and intergenerational goals. He is attentive to client needs during challenging life transitions and encourages open communication to alleviate emotional burdens that can impact financial decision-making. He holds a Juris Doctorate from The Touro College Jacob Fuchsberg Law Center and a Bachelor’s degree from the University of Scranton, where he played lacrosse. Adam prioritizes fitness and nutrition and serves as Chairman of the Board of Directors for the United Veterans Beacon House. He and his wife, Allyson, reside in Kings Park, New York with their three children.

Damon Marra is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and LPL Financial. He is also a co-owner of Retirement Plan Consulting Group LLC, where he is actively involved in retirement plan consulting. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that include retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and tools to develop tailored recommendations for its clients.

James Griffin Jr. is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 registrations and has seven years of industry experience. His prior work includes roles at The Arena Hub Inc. and Markens 23 LTD. J.P. Morgan Securities primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kristine Moraitis is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and previously worked with the American Cancer Society and True North Community Church. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and third-party managers.

Daniel Crowe is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within Wells Fargo entities since 2014. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad range of investment and financial planning services tailored to clients who meet a net-worth threshold, employing Wells Fargo research and planning tools to develop personalized recommendations.

Brendan Husch is a financial advisor at Merrill with Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he has six years of involvement with Royal Health and Racquet Club. 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 a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Gippetti is a financial advisor with J.P. Morgan Securities in Smithtown, NY, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and has also been associated with JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.