Stasie Jones is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and six years of industry experience. Prior to joining Merrill and Bank of America in 2025, Jones worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2019 to 2024. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Boatswain is a financial advisor with Ameriprise, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he works in a security-related role monitoring account activity to detect possible customer fraud. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with financial advisors.

Daniel Vega Jr. is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with LPL Enterprise and has held prior roles at Equitable Advisors, Barnum Financial Group, Mass Mutual Life Insurance Company, and Merrill, among others. His other business activities include involvement with life insurance agencies focusing on universal and whole life insurance products. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a broad range of financial products, including insurance, supported by an integrated platform that combines adviser programs with active sales of financial products.

Thomas Tucker is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. Tucker is also involved in trust-related activities outside of his primary advisory work. Morgan Stanley Wealth Management serves individual and institutional clients through a broad range of advisory programs, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Marvin Feinstein is a financial advisor at Equitable Advisors with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Equitable Advisors since 2005. Mr. Feinstein is also a practicing accountant and trusted advisor at Diapoules & Feinstein CPA PC, a role he has held since 1989. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage/insurance services to tailor financial solutions for its clients.

Timothy Denihan is a Series 66-licensed financial advisor at UBS Financial Services with nine years of industry experience. He previously worked at Bank of America and Merrill before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with a range of portfolio management options and other capital markets activities.

Thomas Quigley is a financial advisor at Charles Schwab with 29 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Charles Schwab since 1999, including over two decades at Charles Schwab Bank. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Craig Nolan is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2016. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Cameron Roman is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2015. 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, and institutional investors, utilizing internal and third-party portfolio management teams.

Hosien Abdelrahman is an Investment Consultant at Fidelity Investments, where he collaborates with clients and their families to create comprehensive, goals-based financial plans tailored to their long-term objectives. He focuses on integrating investment strategy, risk management, and retirement planning to develop personalized strategies that address clients' unique needs. Prior to his current role, Hosien gained experience as an Investment Solutions Representative and a High Net Worth Service Associate at Fidelity Investments. He also worked as a Broker at Aegis Capital Corp in 2022. Hosien holds an Arkansas Insurance License, supporting his ability to address various financial planning aspects. Through his work, Hosien aims to simplify complex financial concepts and guide clients in making informed decisions to build lasting wealth and financial stability.

Mark Remigio is a CFP® and holds a Series 66 license with 26 years of industry experience. He has been with UBS Financial Services since 2015. In addition to his advisory role, he serves as co-trustee for the B.R Irrevocable Trust in New York, managing its assets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Chris Gould is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized and comprehensive financial plans that align with their unique goals and values. He focuses on helping clients navigate every stage of their financial journey by leveraging his experience and the resources available at Fidelity Investments. Chris has been with Fidelity Investments since 2018, progressing through roles as an Investment Consultant and Financial Consultant before assuming his current position in 2025. He is a CERTIFIED FINANCIAL PLANNER™ and utilizes this credential to provide clarity, confidence, and peace of mind to clients as they work to grow, preserve, and distribute their wealth.

Alan Tichman is a CFP® professional with 37 years of industry experience, currently affiliated with LPL Financial since 2018. He also has a longstanding association with INVEST Financial Corp beginning in 2012. In addition to his advisory roles, he is involved with Wealth Planners, focusing on non-variable insurance products including life, long-term care, disability, and medical insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Ryan Winski is a financial advisor with Ameriprise in Jericho, NY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Ameriprise, he worked at Best Buy and held various roles in education and community programs. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through detailed recommendation reports and ongoing advice. The firm's approach combines proprietary research and algorithmic tools, with enrollment criteria that require minimum investable assets and integrates assets managed within Ameriprise.

Anna Wysong is a financial advisor at Merrill with Series 65 and Series 63 credentials and three years of industry experience. She previously worked at Bank of America and its affiliates before joining Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Albert Dandrea Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Citigroup for nine years before joining Wells Fargo. Outside of his advisory role, he is involved in the food service industry, serving as a secretary and consultant for several restaurant-related businesses. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Peter Chan is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 2012. In addition to his advisory role, he serves as president of Majestic Wealth Management, Inc., a separate business entity for accounting purposes, and is involved in selling fixed life insurance products and fixed annuities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and services, including financial planning, discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Richard Marshall is a financial advisor at Morgan Stanley with nine years of industry experience. His work history includes roles at Janney Montgomery Scott LLC, NYLIFE Securities LLC, New York Life Insurance Company, Bank of America, Merrill, and Brokertec Americas LLC. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides advisory services through various programs and partnerships.

Keith Nubel is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2021, following prior roles at UBS Financial Services and Scottrade, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Matthew Scanlan is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he works with individuals and families to help them make informed financial decisions and pursue their long-term goals. Matthew focuses on building lasting relationships and providing personalized guidance through every stage of life, from wealth accumulation to retirement planning. His areas of expertise include education planning, family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. Matthew holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the State University of New York System and a Master of Business Administration (MBA) from Adelphi University. Outside of his professional role, Matthew enjoys golfing, ice hockey, music, spending time with his family, and watching movies.