Chrysanthe Pietramala is a financial advisor at UBS Financial Services with 38 years of industry experience. She holds a Series 63 designation and has been with UBS since 2016. Outside of her advisory role, she is involved with G. P. Carpentry Inc., a home improvement business. UBS Financial Services serves individual, corporate, and institutional clients combining brokerage and advisory services. The firm provides a range of investment solutions including fee-based financial planning and portfolio management, leveraging proprietary research and institutional trading capabilities.

Sydney Marks is a financial advisor at UBS Financial Services with six years of industry experience. She holds a Series 66 designation and has worked at several firms, including RBC Capital Markets, Merrill, and Granite Family. Her background also includes roles outside finance, such as involvement with Kix n Stylz and Mixology. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based strategies to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Veronica Anner is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 65 and Series 63 licenses and has been with J.P. Morgan Securities since 2001, also maintaining a concurrent role at JPMorgan Chase Bank since 1995. 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 asset allocation advice, investment manager searches, and customized performance reporting. The program leverages both quantitative and qualitative research and incorporates ESG criteria in its recommendations.

Jeffrey Quinn is a CFP® and ChFC® with 27 years of industry experience. He is currently with Wells Fargo Clearing and has held prior roles at firms including M&T Bank, LPL Financial LLC, Morgan Stanley, and HSBC Securities. Outside of his advisory work, he serves as treasurer for Hurricane Hoopers Incorporated, a nonprofit supporting high school boys basketball. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a network of over 14,000 financial advisors and employs both brokerage and advisory strategies.

Gloria Dios is a financial advisor at UBS Financial Services with seven years of industry experience. She has been with UBS since 2018 and previously worked at JS Casting from 2015 to 2018. Outside of finance, she is a sole proprietor of a film and TV production company, Gloria Dios LLC, and serves on the board of directors for Hearts to Homes, a nonprofit supporting young adults transitioning out of foster care. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management to deliver tailored financial planning and portfolio management.

Jordan Mayer is a CFP®-designated financial advisor with J.P. Morgan Securities, bringing 39 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and also has been employed by JPMorgan Chase Bank, N.A. since 2010. 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 asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process incorporates quantitative and qualitative research with an ESG eligibility framework and broader derivatives and commodities capabilities.

Benjamin Segal is a financial advisor with UBS Financial Services in Southampton, NY, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he serves on the boards of two technology companies focused on battery and optical technology and drone inspections. UBS Financial Services serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor investment strategies.

Steven Diamond is a financial advisor with Morgan Stanley, holding Series 65 and Series 66 licenses. He has over a decade of experience, including 13 years as a self-employed advisor before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a comprehensive range of advisory programs with an emphasis on tailored financial planning and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides planning services utilizing firm-approved tools and methodologies.

Amy Wilcox is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 16 years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2019 and previously spent seven years with HSBC Securities (USA) Inc. and one year at Suffolk Federal Credit Union. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Stephanie Browne is a financial advisor at Morgan Stanley with six years at the firm and two years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she has been involved with the National Golf Links of America for ten years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm uses structured planning tools and modeling techniques to help clients build and manage their financial plans.

Thomas Bourke is a financial advisor with Morgan Stanley in Riverhead, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and analysis.

Ira Friedman is a Series 66-licensed financial advisor with Morgan Stanley, where he has worked since 2017. He has 24 years of industry experience, including roles at Bank of America and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Louis Ardito is a financial advisor with Morgan Stanley in Riverhead, NY, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and was previously with Merrill from 2009 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Val Franklin is a financial advisor at Morgan Stanley with 31 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market-based modeling.

Ariel Jacobs is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she has been a financial advisor since 2007. She serves high-net-worth multi-generational families, focusing on comprehensive wealth strategies to address a variety of financial needs. Her expertise spans education planning, family wealth management strategies, legacy planning, portfolio management, retirement income, and financial guidance specifically tailored for women and wealth. Ariel leads a team of five advisors and three client service associates, collaborating closely with internal specialists in credit, lending, and trusts to provide integrated financial solutions. She works to help clients realize their financial goals through thoughtful planning and personalized strategies. Ariel holds a Bachelor's degree from the University of Michigan and possesses professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She serves as a Board Member for the Kaplen JCC on the Palisades.

Deborah Minch is a financial advisor with UBS Financial Services in New York, NY, holding a Series 63 designation and bringing 44 years of industry experience. She has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research to tailor investment plans to clients’ goals and risk tolerances.

George Kreuscher is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet certain asset criteria. The firm provides written Recommendation Reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools, while delivering a broad range of advisory, brokerage, and insurance solutions.

James Cook is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2021. His prior roles include positions at Mass Mutual Life Insurance Co. and various real estate and insurance firms. 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 investment approach combines quantitative and qualitative research to deliver non-discretionary, customized asset allocation advice and performance reporting.

Stephen Murray is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2006 and Bank of America since 2009. Outside of his advisory work, he serves as an executor for a personal estate and works as a golf caddy on weekends. 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 individuals, high-net-worth clients, institutions, and charitable organizations.

John Sullivan Jr. is a Series 66-registered financial advisor with 16 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2017, following prior roles at CitiGroup, Chase Investment Services Corp., and Obsidian Wealth Management. 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 searches, and customized performance reporting. The firm's advisory process integrates quantitative and qualitative research, incorporates ESG considerations, and offers a broad range of derivatives and commodities capabilities.