Barry Ringelheim is a financial advisor with UBS Financial Services in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He has been with UBS Financial Services since 2001. Outside of his advisory role, he is involved with the Lawrence Yacht and Country Club Men's Tennis Club and serves as its president, organizing tennis events and tournaments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Joseph Farese is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has held various roles within J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017 and previously worked at Santander Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a manager solutions team.

Li Ping Wang is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation, bringing 17 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, Wang worked at Metlife Securities Inc for nine years. Outside of advising, Wang is active as an independent insurance agent, a real estate broker, and a loan officer in mortgage services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options, emphasizing collaborative annual financial planning engagements.

Sanjay Harisingani is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Joshua Miller is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2009. Outside of his advisory role, he serves as a board member for North Shore PAL Roller Hockey. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Gregory Doyle is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Fidelity in various capacities since 2013, including roles at Fidelity Personal and Workplace Advisors and Ernst & Young Investment Advisers LLP. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios and fund structures.

Ryan Blair is a financial advisor at Morgan Stanley with a Series 66 designation and less than one year of industry experience. Prior to his role in wealth management, he held positions at Box Inc., Yext Inc., and Salesforce. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methods, including outcome modeling and structured discovery conversations.

Gissette Cruz is a financial advisor at Stifel with 15 years of industry experience and holds a Series 66 designation. She previously worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Sarbjit Kaur is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Fidelity Investments, Bank of America, Merrill, and TD Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates a range of investment strategies, including those with ESG considerations.

Lauren Casagrande is a financial advisor at OSAIC with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Gateway Group, LLC since 2005, where she also serves as a statutory agent for Gateway Investments LLC, involved in financial advising and office management. OSAIC Wealth supports a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach features model-based asset allocation, portfolio optimization, and access to third-party managers and proprietary strategies.

Richard Dellisola is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2008, currently associated with Webster Bank. 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 financial planning, model portfolios, third-party asset management, retirement advice, and institutional platforms, utilizing both proprietary research and third-party strategies.

Peter Dubin is a financial advisor with LPL Financial in Lawrence, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Flagstar Bank, Astoria Bank, Santander Securities, HSBC Securities, Gilford Financial Corp., Citigroup Global Markets, Citicorp Investment Services, and Banc of America Investment Services. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing more than $819 billion in discretionary assets.

Daniel Koluch is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2015, including his current role at Morgan Stanley Private Bank, N.A. since 2019. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Daniel Wyllie is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, JPMorgan Chase Bank, JP Morgan Securities, and Citibank. Outside of financial services, he is the owner of Wyllie Enterprises, LLC, which was originally formed for social media marketing and advertising, though it is not currently operational. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Matthew Cuiffo is a financial advisor at Edelman Financial Engines with 28 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Cuiffo has been with Edelman Financial Engines and its predecessor entities since 2014. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Robert Blair is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and Wells Fargo Bank since 2015. Outside of his advisory role, he serves as a trustee and power of attorney for family members and is a board member of the Briarwood Estates Home Owners Association in Niantic, CT. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Annunziata Romanzo is a Senior Financial Advisor at Merrill Lynch Wealth Management. Her expertise includes corporate executive services, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, tax minimization, and retirement income. Annunziata is committed to working proactively with clients to develop and implement planning-based strategies that help prioritize and pursue their most important financial goals. Annunziata holds a Bachelor's degree from the University of New Hampshire. Outside of her professional life, she enjoys cooking, golfing, and spending time with her family.

Dennis Brennan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at J.P. Morgan Chase, NA since 2016 and previously spent nine years at Ladenburg Thalmann Asset Management Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates forward-looking capital market assumptions to build model asset allocations.

Jose Velasquez is a Planning Consultant at Fidelity Investments, where he works with clients to provide education and guidance tailored to their unique financial situations, ensuring that their investment strategies align with their financial goals. He has been with Fidelity Investments since 2021, holding roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Planning Consultant. His professional experience spans multiple roles within Fidelity Investments, reflecting a progressive career focused on client financial planning and investment strategy. Jose's approach centers on understanding individual client needs to support their financial objectives effectively. Outside of his professional work, Jose has interests in baseball, football, hiking, outdoor adventures, and running.

Dawn Vittorio Pike is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. She has worked at Merrill since 1995. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.