James Ng is a CFP® with 22 years of industry experience, currently affiliated with J.P. Morgan Securities. He has worked at JPMorgan Chase Bank, N.A. and Chase Investment Services Corp., and briefly at Morgan Stanley DW Inc. Outside of his advisory role, he is involved in real estate as an owner partner of Advenir, which owns and operates rental communities, and serves as a board member of Winston Brower LLC, a real estate investment firm. He also holds a passive investment in a construction business, NPL Mortar LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focusing on asset allocation advice and investment manager research, supported by centralized due diligence and a combination of quantitative and qualitative methods.

Matthew Maher is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has prior work experience with Heritage Strategies LLC, Northwestern Mutual, and the Nassau County Board of Elections. Outside of finance, he has been involved with the Garden City Parks and Recreation department and worked at Garden City High School. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning through a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning strategies and comprehensive investment options.

Jayna Andrikou is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Chase for three years. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Syed Haq is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes roles at JP Morgan Securities and JPMorgan Chase Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets.

Jacques Francois is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Bank of America, and other firms. Outside of his advisory role, he is involved as an owner and partner in several real estate ventures. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Johh Meyers is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His previous roles include positions at Crestwood Advisors Group, Loomis Sayles, and Boston College. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Bertrand Sejour is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America Advisors and Vanderbilt Securities, LLC. Outside of his advisory role, he operates two accounting businesses specializing in tax preparation, payroll services, and tax resolution. 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 supported by a model-based investment process and a complex affiliate network.

Nicholas Paccione is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors since 2002 and has worked with Primerica Financial Services since 2000. In addition to his advisory role, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services provided by BNY Mellon Advisors and Pershing.

Boyi Wang is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through tailored asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by centralized due diligence, incorporating an ESG eligibility framework where applicable.

Jose Rodriguez is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, Arch Telecom, Portables Choice Group, and Choice Products and Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Timothy Corcoran is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and has been with OSAIC since 2018, following eight years at Jhfn Sii. Corcoran is also active as an insurance broker and serves as an investment advisor representative for Lighthouse Financial Network, LLC. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across multiple programs such as financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by risk assessment tools, and is notable for its large scale and complex affiliate network.

Sybil Schaffrath is a financial advisor with J.P. Morgan Securities in Mineola, NY, holding Series 63 and Series 65 designations and 27 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. Outside of her advisory role, Schaffrath serves as a Sunday School teacher for toddlers at The Congregational Church of Manhasset. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by a manager solutions team and includes capabilities in derivatives and commodities.

Nils Bosch serves as a Senior Resident Director at Merrill Lynch Wealth Management, focusing on working with families and middle market businesses. He and his team strive to deliver a customized experience, educating clients on investment options and strategies tailored to their specific needs. Nils approaches client relationships as collaborative partnerships aimed at achieving both short-term and long-term financial goals. Nils began his career at Merrill Lynch Wealth Management in 2003 as an intern and subsequently gained experience in banking and brokerage. He rejoined Merrill Lynch Wealth Management in 2009 as a Financial Advisor. He works with high-net-worth individuals, entrepreneurs, and corporate executives to develop and coordinate customized financial strategies. His areas of expertise include investment portfolio construction, retirement and estate planning, insurance coordination, short-term cash flow management, lending, and retirement plan structuring. Nils holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Nils earned a Bachelor of Science degree in Business Administration with a concentration in Finance from Towson University in 2004. He resides in Rockville Centre with his wife Meaghan and their three children. Outside of work, Nils enjoys golfing, traveling with his family, and coaching youth basketball programs associated with Holy Trinity Lutheran Church in Rockville Centre.

Sanford Feldman is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 63 designation and bringing 48 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategy services. The firm employs a structured financial planning process supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Michael Norman is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, progressing through various roles including Brokerage Representative, Client Services Representative, Relationship Manager, and Investment Consultant before assuming his current position in 2022. His experience encompasses multiple facets of financial services, with a focus on understanding each client's unique situation and collaborating to develop tailored financial plans. Michael emphasizes trust and communication to build and maintain strong client relationships. Outside of his professional work, Michael's personal interests include cooking and baking, golf, and yoga.

Naeem Semerkant is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan entities since 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence.

Paul Noto is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 designation and bringing 31 years of industry experience. He has held roles with Cambridge Investment Research since 2019 and previously worked at FSC Securities Corp for three years. Additionally, he is an independent insurance agent representing various companies. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of thousands of financial professionals and manages a multi‑billion dollar asset base across multiple platforms and custodians.

Matthew Bracken is a Planning Consultant at Fidelity Investments. He has been with Fidelity since 2021, holding various roles including Relationship Manager, Financial Representative, Stock Plan Services, and Client Relationship Advocate. His current focus is working closely with clients to help them achieve their financial planning goals. Throughout his career at Fidelity, Matthew has gained experience across different areas of financial services. He is committed to ensuring clients' financial needs are met and providing them with the tools to feel comfortable about their financial future. Outside of work, Matthew has personal interests that include baseball, hiking, movies, soccer, and traveling.

Ellen Broderick is a financial advisor at Edward Jones with 24 years of industry experience. She holds Series 63 and 65 licenses. Her prior roles include positions at Peak Brokerage Services LLC, Diversified Solutions, Oppenheimer & Co, and Coastline Wealth. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Corey Blumenthal is a financial advisor with LPL Financial, holding a Series 66 designation and 9 years of industry experience. He has worked at LPL Financial since 2024 and previously was with Royal Alliance Associates for seven years. Blumenthal is also involved with Alpine Capital Group NY Inc., a business he has maintained since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.