Roland Driscoll is a financial advisor with LPL Financial, holding Series 63, 65, and 66 designations and 19 years of industry experience. His prior roles include positions at INVEST Financial Corporation, Bethpage Federal Credit Union, and Chase Investment Services Corp. Driscoll is also involved with FourLeaf Financial Group, a related investment entity. 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, third-party asset management, and institutional platforms.

Jeffrey Quinn is a CFP® and ChFC® with 27 years of industry experience. He is currently with Wells Fargo Clearing and has held prior roles at firms including M&T Bank, LPL Financial LLC, Morgan Stanley, and HSBC Securities. Outside of his advisory work, he serves as treasurer for Hurricane Hoopers Incorporated, a nonprofit supporting high school boys basketball. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a network of over 14,000 financial advisors and employs both brokerage and advisory strategies.

Amy Wilcox is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 16 years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2019 and previously spent seven years with HSBC Securities (USA) Inc. and one year at Suffolk Federal Credit Union. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Stephanie Browne is a financial advisor at Morgan Stanley with six years at the firm and two years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she has been involved with the National Golf Links of America for ten years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm uses structured planning tools and modeling techniques to help clients build and manage their financial plans.

David Disunno is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 36 years of industry experience, including 26 years at Metlife Securities Inc. and over a decade with MassMutual Life Insurance Company. In addition to his advisory role, he is licensed as an insurance agent specializing in individual life, property and casualty, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships that use firm-approved software and tools to analyze client goals.

Thomas Bourke is a financial advisor with Morgan Stanley in Riverhead, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and analysis.

Ira Friedman is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2017. He has 24 years of industry experience, including roles at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Louis Ardito is a financial advisor with Morgan Stanley in Riverhead, NY, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and was previously with Merrill from 2009 to 2017. 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 employs a structured planning process supported by firm-approved tools and methodologies.

Val Franklin is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 designations. 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 employs a structured financial planning process supported by firm-approved tools and market-based modeling.

Deborah Minch is a financial advisor with UBS Financial Services in New York, NY, holding a Series 63 designation and bringing 44 years of industry experience. She has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to clients’ goals and risk tolerances.

George Kreuscher is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset criteria. The firm provides written Recommendation Reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools, while delivering a broad range of advisory, brokerage, and insurance solutions.

James Cook is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2021. His prior roles include positions at Mass Mutual Life Insurance Co. and various real estate and insurance firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s investment approach combines quantitative and qualitative research to deliver non-discretionary, customized asset allocation advice and performance reporting.

Stephen Murray is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2006 and Bank of America since 2009. Outside of his advisory work, he serves as an executor for a personal estate and works as a golf caddy on weekends. 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 individuals, high-net-worth clients, institutions, and charitable organizations.

Graziella Ruffo is a financial advisor at UBS Financial Services with 28 years of industry experience. She has been with UBS since 1995 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Bryan Durso is a financial advisor with Ameriprise in Southampton, NY, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he is involved in real estate ownership. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies and a centralized consulting team to deliver tailored recommendations.

Frank Marinace is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, currently working at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jesse Alfano St John is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Jesse worked at Equitable Advisors, LLC. Outside of finance, Jesse has experience in the hospitality and service industries, including roles at Dockers Waterside Marina and Restaurant and GoldCoast Valet. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, utilizing forward-looking capital market assumptions and an ESG eligibility framework.

Cassandra Gibson is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, she worked at P. Kevin Fischer Agency Inc. for two years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates centralized due diligence and may incorporate an ESG eligibility framework, with implementation support from affiliated investment management entities.

Joseph Jamison is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America, and RBC Capital Markets. Jamison is currently based in Riverhead, NY. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers a broad range of retail and institutional investment services.

Laura Fennell is a financial advisor with Morgan Stanley in Riverhead, NY, holding a Series 63 designation and 33 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was affiliated with Citigroup Global Markets starting in 1988. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and comprehensive advisory services.