Brian Tveter is a financial advisor with Charles Schwab in Garden City, NY, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has been with Charles Schwab since 2000 and with Charles Schwab Bank, SSB since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, multi-asset model portfolios, and a formal alternative investment onboarding process.

Alexander Vanegas is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses. He has experience at firms including Northwestern Mutual, Flagstar Bank, and J.P. Morgan Chase. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools for operational and research purposes.

Michael Stiuso is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Credit Agricole Securities (USA) Inc. for nine years before joining Stifel in 2023. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, which use forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Jake Rockower is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Morgan Stanley and The First National Bank of Long Island and currently also serves as a financial advisor with North Ridge Wealth Planning and as an employee at Ronald Rockower JD CPA. Additionally, he holds roles as a notary public and an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a multi-manager platform with discretionary and non-discretionary program options.

Alisson Nieto Reyes is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Reyes worked at Bank of America and Citibank. Reyes attended Baruch College from 2021 to 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ahmed Khan is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CitiGroup, Invest Financial Corporation, Essex National Securities, J.P. Morgan Securities, and Chase Investment Services. Outside of Morgan Stanley, he serves as a board member of Valence College Prep and participates as a member of FINRA’s CE Content Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs for individuals and institutions, focusing on tailored financial planning and a structured planning process supported by firm-approved tools.

Naftoli Horowitz is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the Series 66 designation and has worked previously at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, he serves as director of BINA, a stroke and brain injury assistance organization, and is a writer for Artscroll Mesorah Publications. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools supported by the Global Investment Committee’s analyses.

Christopher Carella is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation. His prior work history includes roles at Provision Diagnostics, UPS, and a period of unemployment before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individual 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 supported by firm-approved tools and modeling techniques.

Richard Brown is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as an executor for an estate in Washington, D.C. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients. The firm employs structured planning tools and offers both direct client services and corporate financial planning agreements, managing approximately $2.74 trillion in client assets.

Rachel Heege Abode is a financial advisor at Cetera with 22 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at B. Riley Wealth Advisors, National Securities Corporation, and Gilman & Ciocia. Outside of her advisory role, she is also licensed as an insurance agent specializing in life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers, supporting various program structures and custodial arrangements.

Michael Parmiter is a Series 66-licensed financial advisor with Morgan Stanley in Garden City, NY, with four years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2021 and held a position at Ernst & Young from 2018 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning relies on structured discovery and firm-approved tools, offering advisory services without individual security recommendations as part of standalone plans.

Khristal Slater is a Financial Advisor at Merrill Lynch Wealth Management. She works directly with clients to define their financial goals and develop portfolio strategies designed to help achieve them. Her approach involves ongoing advice and adapting portfolios as clients' situations change. Her areas of focus include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Khristal holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from the University of Technology. Outside of her professional work, Khristal enjoys gardening, interior decorating, music, and traveling. Her philosophy centers on uncovering what matters most to clients and their families to create strategies tailored to their financial goals.

Deanna Blandino is a financial advisor at Osaic Wealth with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Securities America Advisors and Securities America, Inc. Blandino owns and operates Tax and Relax Inc., a tax preparation and year-end tax planning business. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization and provides access to discretionary strategies, third-party managers, and alternative investments.

Pranay Patel is a financial advisor with Primerica Advisors, holding a Series 66 designation and 13 years of industry experience. Prior to joining Primerica, he worked at SA Stone Wealth Management Inc. and has been involved in various businesses including mortgage loan origination and consulting in commercial real estate. He also owns Patel Consulting & Services Inc. and has activities in real estate sales and tax preparation. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and some corporate and charitable clients. The firm operates through a large network of advisors and offers model-driven investment strategies supported by third-party asset managers and custodial services.

Kurt Burger is a financial advisor at Fidelity with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Investments in various capacities since 2011. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Keunmi Choi is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He provides clients with personalized wealth plans that integrate investment insights from Merrill and banking solutions from Bank of America. With a customer-first, goals-based wealth management approach, he focuses on helping clients build predictability into their financial futures. Keunmi Choi has experience working with a wide range of client needs, including college education planning, family wealth management, international wealth management, retirement income, tax minimization, and small business strategies. He also has expertise in corporate benefit programs such as equity compensation, defined benefit and contribution plans, and nonqualified deferred compensation. Fluent in English and Korean, he offers services to a diverse client base. He holds a Bachelor's Degree from Baylor University and an MBA from Georgia State University. Keunmi Choi holds the Personal Investment Advisor (PIA) designation. In addition to his professional work, he is a member of Evergreen Church and serves as President of the Air Force Academy Central Texas chapter.

Henry Marin is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Morgan Stanley, where he has worked since 2021, following a nine-year tenure at Bank of America and Merrill. Outside of his advisory role, Marin is involved with Guardian Life Insurance Company in a non-investment capacity. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm employs a structured planning process and utilizes firm-approved tools, managing approximately $2.74 trillion in client assets.

Oscar Escobar is a financial advisor with Merrill who holds a Series 66 designation and has three years of industry experience. He has been with Merrill since 2016. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kyle Robbins is a Financial Consultant at Fidelity Investments, where he works with individuals and families to develop personalized financial plans tailored to their unique goals. He provides strategies focused on retirement planning, income management, asset organization, and investments. Kyle joined Fidelity Investments in 2022 and has held several roles within the firm, progressing from Financial Representative to Investment Consultant before his current position as Financial Consultant. His experience is centered on delivering holistic financial planning and fostering client trust and clarity regarding their financial futures.

Tymmetha Danny is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, Danny held roles at Bank of America, Santander Bank, Citizens Bank, and several other organizations. 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, pension plans, corporations, and charitable organizations.