Lili Monassebian is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses, and brings 29 years of industry experience. Her prior roles include 15 years at American Portfolios Financial Services, Inc. and three years at Merrill. OSAIC serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering a broad range of brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization supported by risk tolerance assessments and rebalancing tools.

Francie Brown is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 29 years of industry experience. Prior to joining Wells Fargo Advisors Financial Network in 2026, she worked at Raymond James Financial Services Advisors and Wells Fargo Clearing. Outside of her advisory role, she serves as an operations manager for multiple wealth management support companies in Garden City, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory recommendations with other financial products and referral channels.

John Mayo is a financial advisor with LPL Financial who holds a Series 63 designation and has 29 years of industry experience. He previously worked at Signator Investors, Inc. for 21 years and OSAIC for 7 years. In addition to his advisory role, he is involved in non-variable insurance activities. 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 financial planning and investment management services supported by a large network of advisers and technology tools.

Michael Browne III is a financial advisor with Morgan Stanley, holding a Series 66 designation. He has been in the industry since 2023, with prior experience at Northwestern Mutual and Ci Siamo, as well as involvement in hospitality at Uncle Jack's Steakhouse. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, managing approximately $2.74 trillion in assets and offering tailored financial planning supported by firm-approved tools and processes.

Tak Jue is a financial advisor with Cetera, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2000 and also owns and operates Accounting Network Tax Service, Inc., providing accounting and tax filing services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering diverse portfolio management and financial planning options through a large network of independent advisors.

Wenyu Zhang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining J.P. Morgan in 2018, Zhang worked at TD Bank and MassMutual Financial Group. He is based in Fresh Meadows, NY. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Johnson Uwamanzu Nna is a financial advisor with LPL Financial in Oceanside, NY, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His background includes roles at Edward Jones, Merrill, Bank of America, and Webster Bank. Outside of finance, his work history features involvement in varied sectors including staffing, food delivery services, and university budget planning. 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 incorporating financial planning, model portfolios, third-party asset management, and institutional platforms.

Peter Schimmel is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Lawrence, NY. He has three years of industry experience, including prior roles at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of finance, he worked at New York Barbell and the Bethpage Water District. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative analysis.

Kristen Griffin is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Christian Lapeter is a financial advisor at Osaic with four years of industry experience. He holds a Series 66 designation and previously worked at Equity Services, Inc., National Life, and New York Life. Lapeter also operates as an independent insurance agent representing various carriers. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, providing comprehensive financial planning and access to various managed account strategies.

James Barlow is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Ameriprise and its affiliated entities since 2005. In addition to his advisory role, he maintains an inactive real estate broker license. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Ramesh Ramdatt is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His background includes roles at JPMorgan Chase Bank and Liberty NY Management. Outside of advising, he manages a two-family real estate investment property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting for clients with minimum portfolio sizes. Their advisory process combines quantitative and qualitative research, and incorporates an ESG eligibility framework, supported by affiliates offering implementation and portfolio services.

Kevin Alexander is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked extensively within J.P. Morgan and Fidelity organizations since 2013. 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 with a centralized due diligence process.

David Jacobs is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, Inc. Since 2012, he has also been involved in selling and servicing individual and group life and health insurance products through Jacobs Financial Services Inc. Additionally, he serves as trustee of an irrevocable trust for his father. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and model-based portfolio management. The firm is notable for its scale, extensive affiliate network, and a range of investment programs that cater to individual investors, retirement plans, charities, and corporate clients.

Rocco Martinelli is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to his current role since 2017, he worked at Brown Brothers Harriman for one year and was involved with Elegant Valet from 2019 to 2020. 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 combines quantitative and qualitative research supported by a manager solutions team and incorporates ESG criteria in its recommendations.

Joseph Marangiello is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018, with prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

Celina Grant is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 22 years of industry experience. Her work history includes roles at Eihab Human Services and Alo7, alongside long-term associations with PFS Investments Inc. and Primerica Financial Services. She is involved in sales of investment-related products and receives compensation for loan product sales and home-related service referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with an emphasis on model-driven investment strategies and discretionary portfolio management. The firm supports its advisory services through a nationwide network of financial advisors and utilizes third-party asset managers and custodians in its program delivery.

John Klimchak is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and totaling 36 years of industry experience. He has been with Cetera and affiliated entities since 2013 and also operates an insurance agency focused on non-variable products. Klimchak is involved with Sage Scholars, a program that promotes tuition rewards. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and retirement services. The firm supports a variety of program structures, including model portfolios, third-party managers, and bespoke strategies.

Charles Bilello is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and has worked with Royal Alliance since 2012. In addition to his advisory role, Bilello is a partner at Cammarasanna and Bilello, a legal partnership representing individuals injured in various types of accidents. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a model-based investment process that emphasizes asset allocation and portfolio optimization across various advisory and brokerage programs.

Kevin Ahlstrand is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Blue Ocean Wealth Solutions and Stony Brook University, as well as six years of service in the United States Navy. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and a wrap program, alongside affiliated insurance and trust services.