Veronica Anner is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 65 and Series 63 licenses and has been with J.P. Morgan Securities since 2001, also maintaining a concurrent role at JPMorgan Chase Bank since 1995. 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 program leverages both quantitative and qualitative research and incorporates ESG criteria in its recommendations.

Gloria Dios is a financial advisor at UBS Financial Services with seven years of industry experience. She has been with UBS since 2018 and previously worked at JS Casting from 2015 to 2018. Outside of finance, she is a sole proprietor of a film and TV production company, Gloria Dios LLC, and serves on the board of directors for Hearts to Homes, a nonprofit supporting young adults transitioning out of foster care. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management to deliver tailored financial planning and portfolio management.

Jordan Mayer is a CFP®-designated financial advisor with J.P. Morgan Securities, bringing 39 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and also has been employed by JPMorgan Chase Bank, N.A. since 2010. 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 process incorporates quantitative and qualitative research with an ESG eligibility framework and broader derivatives and commodities capabilities.

Laura Saver is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

Benjamin Segal is a financial advisor with UBS Financial Services in Southampton, NY, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the boards of two technology companies focused on battery and optical technology and drone inspections. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor investment strategies.

Steven Diamond is a financial advisor with Morgan Stanley, holding Series 65 and Series 66 licenses. He has over a decade of experience, including 13 years as a self-employed advisor before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a comprehensive range of advisory programs with an emphasis on tailored financial planning and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides planning services utilizing firm-approved tools and methodologies.

Ariel Jacobs is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been a financial advisor since 2007. She serves high-net-worth multi-generational families, focusing on comprehensive wealth strategies to address a variety of financial needs. Her expertise spans education planning, family wealth management strategies, legacy planning, portfolio management, retirement income, and financial guidance specifically tailored for women and wealth. Ariel leads a team of five advisors and three client service associates, collaborating closely with internal specialists in credit, lending, and trusts to provide integrated financial solutions. She works to help clients realize their financial goals through thoughtful planning and personalized strategies. Ariel holds a Bachelor's degree from the University of Michigan and possesses professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She serves as a Board Member for the Kaplen JCC on the Palisades.

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.

John Sullivan Jr. is a Series 66-registered financial advisor with 16 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2017, following prior roles at CitiGroup, Chase Investment Services Corp., and Obsidian Wealth Management. 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 advisory process integrates quantitative and qualitative research, incorporates ESG considerations, and offers a broad range of derivatives and commodities capabilities.

Robert Reuben is a financial advisor at Ameriprise with 44 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Oppenheimer. Outside of advising, he is a minority investor in Salad Power, a business focused on creating healthy vegetable drinks. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice centered on dependable income and tax-aware withdrawal strategies.

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.

Roger Matloff is a financial advisor with Merrill, holding Series 63 and Series 65 certifications and bringing 43 years of industry experience. He has worked at Merrill since 1994 and is also affiliated with Bank of America since 2009. Outside of advising, he is the author of a book on nonprofit finance titled *Nonprofit Investment and Development: A Complete Guide to Finance and Economic*. 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. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Battaglia is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management's 5th Avenue Office. He has been with Merrill Lynch since 2013, focusing on providing personalized financial strategies to his clients. Christopher serves two primary client groups: corporate executives and key employees managing concentrated stock positions, deferred compensation, and liability management; as well as small groups of affluent families nationwide, offering multi-generational wealth and estate planning services. His expertise includes college education planning, corporate benefits, divorce transition planning, liquidity management, managing new wealth, sports and entertainment, and tax minimization. He holds a Bachelor's Degree in Business Administration from Boston University with concentrations in Finance and Entrepreneurship. Christopher is also a Personal Investment Advisor (PIA). In 2019, he was named to Forbes' "Best-in-State Next-Gen Wealth Advisors."

David Bieber is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as Treasurer for the nonprofit Friends of Sheba Medical Center. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Michael Illari is a CFP® professional with 21 years of industry experience. He has been with Charles Schwab since 2012 and previously worked at TD Ameritrade, INC. and TD Ameritrade Investment Management, LLC from 2007 to 2012. 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’s integrated structure combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and a formal alternative-investment onboarding process.

Alexander Fridell is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a range of capital markets solutions.

Kevin Power is a CFP® professional with eight years of industry experience, currently affiliated with Mass Mutual Investors Services. His prior work includes roles at Morgan Stanley and Halliday Financial. In addition to his advisory duties, he operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and deliver written recommendations.

Jacqueline Bianco is a financial advisor with UBS Financial Services in Sag Harbor, NY, holding Series 63 and Series 65 licenses and 33 years of industry experience. She has been with UBS since 2004 and previously worked at Merrill from 2000 to 2004. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Laura Jayne is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions at Chase Investment Services Corp. and Merrill. Outside of her advisory role, she is involved in managing a rental property in Southampton, NY. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers brokerage and advisory solutions and utilizes research and analytics to support its investment approach.

Eric Potoker is a financial advisor at UBS Financial Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS since 2020, with previous roles at DLD Asset Management and 40 North Investments. He is a lifetime trustee of the Calhoun School in New York. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates across trading, wealth management, and capital markets services with a broad service platform.