Jason Harris is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2016 to 2024. Outside of his advisory role, he serves as treasurer and board member of the nonprofit Hero Spirit Project. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios that may include a variety of investment types and supports both discretionary and non-discretionary account management.

Ryan Forrester is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His work history includes roles at Bank of America, Teachers Federal Credit Union, and Equity Settlement Services Inc. He is based in Northport, NY. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other institutional investors.

Joseph Barone is a financial advisor with Primerica Advisors, holding a Series 63 designation and 11 years of industry experience. He has been with Primerica Advisors since 2014 and previously worked at LANCO from 2013 to 2021. Outside of his advisory role, he owns Barone Tax Service, where he prepares personal income tax returns, and he is also an author. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Josue Castro is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Equitable Advisors, Axa Advisors, NYLIFE Securities, and New York Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

James Kessler is a financial advisor at Wells Fargo Advisors with 44 years of industry experience. He has worked at various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he owns a rental property in Hilton Head, South Carolina. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business transitions and special-needs analysis. The firm provides tailored recommendations supported by proprietary research and tools, with services offered on a discrete engagement basis.

Cathy Argentieri is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities LLC since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework when recommending investment strategies.

Scott Posner is a CFP® with 37 years of industry experience and has been with Edward Jones since 1998. He serves as president and chairman of the board of the St. James Chamber of Commerce, where he facilitates and arranges meetings and oversees chamber activities. Edward Jones is a full-service wealth management firm with over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Brandon De Ramo is a financial advisor with Charles Schwab holding a Series 66 designation and eight years of industry experience. He has worked at Charles Schwab and related entities since 2022 and previously held positions at TD Ameritrade and Morgan Stanley. 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 offers both non-discretionary and discretionary investment management solutions supported by multi-asset model portfolios and a centralized operational structure.

Jason Tejero is a financial advisor with Primerica Advisors in Hauppauge, NY, holding a Series 63 designation and 15 years of industry experience. He has been with Primerica Advisors since 2010 and Primerica Financial Services since 2009. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model‑delivery strategies and a limited number of separately managed account options to individual and high‑net‑worth clients. The firm curates third‑party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Robert Lyons is a financial advisor with OSAIC in Hauppauge, NY, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He previously worked at Royal Alliance from 2017 and National Planning Corporation from 2003 to 2017. Outside of his advisory role, Lyons is a partner in an apple orchard business, Southern Tier Apples LLC. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, and charitable organizations, offering brokerage and advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Jonathan Tong is a financial advisor with Ameriprise in Commack, NY, holding a Series 66 designation and seven years of industry experience. He has been with Ameriprise since 2018 and also works part-time as a golf instructor at Sunken Meadow State Park. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing customized recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through a large institutional platform serving a broad client base.

Miguel Rodriguez is a financial advisor with J.P. Morgan Securities, holding Series 63, Series 65, and Series 66 credentials and 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, offering both advisory and brokerage services.

Daniel Lambert is a financial advisor at Merrill with 20 years of industry experience. He has held his current position at Merrill since 2014 and holds Series 63 and Series 65 credentials. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, and is integrated into Bank of America’s broader corporate platform.

Michael T. Rooney, CRPC™, serves as a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1998, he has dedicated his career to assisting high-net-worth individuals and their families by developing financial strategies aimed at achieving both short- and long-term goals. His client focus encompasses areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management, small business strategies, and investment strategy for individuals and corporations. With over 30 years in the financial services industry, Michael employs a consultative approach centered on connecting all aspects of his clients' financial lives to prioritize and pursue their most important goals. He holds a Bachelor of Science degree in Marketing from the University of Scranton and has earned the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. Michael resides in Dix Hills, NY with his wife Katrina and their three daughters, Kaitlin, Amanda, and Jessica. Outside of his professional responsibilities, he enjoys golfing, music, skiing, and spending time with his family.

Aaron Schenkman is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Ameriprise since 2005 and is also associated with Robbins, Greene, Horowitz, Lester & Co. Additionally, he is employed by Certainty of the Uncertainty, LLC, an advisor-owned entity established to manage his practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm serves a large client base with a wide range of advisory, brokerage, and insurance solutions typical of a major institutional provider.

Sean Carey is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL Financial, he worked at Ernst and Young from 2017 to 2020 and attended Rensselaer Polytechnic Institute from 2013 to 2017. Carey is involved in bookkeeping through JB Greco & Associates in addition to his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, with access to model portfolios and research from multiple sources.

Karen Godfrey is a Series 63 licensed financial advisor with 24 years of industry experience. She has held positions at Cetera and its affiliates since 2025 and previously worked with Avantax Advisory Services and MKC Associates for nearly two decades. In addition to her advisory roles, she is affiliated with S&P Financial Services, providing investment management, retirement planning, business succession, and estate planning services. Karen is affiliated with Cetera Investment Advisers LLC, an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jon Schlueter is a financial advisor at Osaic with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lion Street Financial and Madison Planning Group, among other firms. Schlueter owns several insurance-related corporations involved in fixed and worksite insurance sales. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes.

Maryellen Passanisi is a financial advisor at Morgan Stanley with 24 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2000. She holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning services, managing approximately $2.74 trillion in client assets.

Cristina Terzi is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and five years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. Outside of her advisory role, she was involved with The Max Challenge of Commack from 2020 to 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process that incorporates ESG eligibility criteria. The firm offers non-discretionary services through a select group of Wealth Advisors.