Kwan Rok Kong is a financial advisor with Ameriprise in Great Neck, NY, holding a Series 66 designation and 18 years of industry experience. Prior to joining Ameriprise in 2020, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2013 to 2018. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, offering comprehensive written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise accounts.

Dawn Eggers is a financial advisor at Merrill with 28 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1996. 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, pension plans, corporations, and charitable organizations.

Michael Handel is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in guiding individuals and families through their financial journeys. He focuses on a range of client needs including family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management, special needs planning, individual and corporate investment strategies, tax minimization, and retirement income. Michael holds a Bachelor's Degree from the University of Michigan and carries the Personal Investment Advisor (PIA) designation. He adheres to a client-centered philosophy, working one-on-one to develop personalized financial strategies tailored to long-term goals. In addition to his professional work, Michael is involved in his community as a youth sports coach. Outside of work, his personal interests include golfing, ice hockey, music, pickleball, reading, skiing, and yoga.

Daniel Malone is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2014 and has been with JPMorgan Chase Bank, N.A. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation support from affiliated investment-management entities.

Russell Mcmanus is a financial advisor at Ameriprise with 13 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2010. Ameriprise Financial Services is a large, diversified 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Kaitlin Martinez is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including HSBC Securities and New York Life Investment Management. Outside of her advisory role, she serves as Director of Strategic Partnerships at Alliance Homecare, focusing on establishing relationships and educating decision makers about home health care needs. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary, written asset allocation advice and customized performance reporting. Their advisory process combines quantitative and qualitative research with ESG considerations and includes broader derivatives and commodities capabilities.

Matthew Heslin is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2016. Outside of his advisory role, he serves on the Investment Committee of the Tomorrow’s Hope Foundation, an education-focused nonprofit in Uniondale, New York. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and research, with approximately $2.74 trillion in client assets under management.

Damon Silverstein is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, following prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and committee-driven investment estimates.

Tracey Bierman is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has worked at Merrill since 2012 and previously held positions at Wells Fargo Clearing and Morgan Stanley. Outside of her advisory work, she operates a part-time sole proprietorship focused on crafts and handmade party supplies. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies supported by internal and third-party managers for a broad range of individual and institutional clients.

Ashley May is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in helping clients build solid financial frameworks tailored to each chapter of their lives. Ashley's focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, socially responsible and values-based investing, women and wealth, and retirement income. Ashley has been in the financial services industry since 2011. She holds the Certified Private Wealth Advisor (CPWA) designation and the Personal Investment Advisor (PIA) credential. She earned her bachelor's degree from New York University, where she graduated magna cum laude and was awarded the College Prize in Politics for excellence in her field and service to the department. Ashley lives in Locust Valley, New York. She is involved with Cove Animal Rescue and participates in walking shelter dogs. Her personal interests include biking, reading, yoga, and spending time with her family.

Glenn Graepel is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Matthew Smart is a financial advisor with Primerica Advisors in Lynbrook, NY. He holds Series 65 and Series 63 licenses and has 10 years of industry experience. He has been with PFS Investments Inc. since 2016 and with Primerica Financial Services since 2015. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports a range of portfolio approaches, including recently added cryptocurrency ETF allocations.

John Hernandez is a financial advisor at OSAIC with 52 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at SagePoint Financial and Doral Asset Managers, where he also serves as CEO. Hernandez is involved in selling life and health insurance as well as fixed annuities to individuals and businesses. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

Charles Dullea is a Series 66–licensed financial advisor with UBS Financial Services, where he has worked since 2011. He has 14 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and both discretionary and non-discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and capital markets services to support tailored client strategies.

Richard Eisman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing investment portfolios and providing financial advice to individuals and families. Richard focuses on creating personalized wealth management strategies to help clients pursue their long-term financial goals through tailored investment planning. His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income planning. Richard holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Massachusetts System. Outside of his professional work, Richard enjoys baseball, biking, camping, gardening, music, reading, spending time with his family, traveling, and watching movies. His approach emphasizes one-on-one collaboration to develop financial strategies aligned with clients' personal objectives.

Xavier Rodriguez is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 65 and Series 63 designations. His prior roles include positions at J.P. Morgan Securities, BNY Mellon, and LPL Financial. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee insights to support its advisory services.

Peggy Valencia is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a role at JPMORGAN Chase Bank, N.A. since 2001. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a 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 ESG criteria, with implementation support from affiliated investment entities.

Jason Mairowitz is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over 21 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously held positions at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. 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.

Kristopher Cerciello is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously spent three years at Chase Investment Services Corp. Outside of his advisory role, he is involved part-time in e-commerce, listing household items for sale on platforms like eBay and Facebook Marketplace. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research and includes capabilities in derivatives and commodities.

Andrew Borzilleri is a financial advisor with Raymond James & Associates in Garden City, NY, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James and its affiliates since 2015. 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.