Frank Marinace is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, currently working at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides a range of advisory programs, including tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

James Miller is a Series 66 registered financial advisor with UBS Financial Services in Westport, CT, bringing 18 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, Miller works as a kayak and stand-up paddleboarding instructor for the L.L. Bean Outdoor Discovery School. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services that include financial planning, portfolio management, and access to mutual funds and alternative investments. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and a range of capital markets services.

Cassandra Gibson is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at the P. Kevin Fischer Agency Inc. and Geico. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Joseph Jamison is a financial advisor with Morgan Stanley, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Merrill, Bank of America, RBC Capital Markets, and Morgan Stanley’s Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Gregory Mallgraf is the Senior Resident Director and Wealth Management Advisor at Merrill's Southampton, New York office. He has been in the financial services industry for 24 years and has been with Merrill Lynch Wealth Management since 2008. In his current role, Greg provides personalized investment management strategies focused on legacy planning, personal retirement planning, tax minimization, and retirement income, working closely with individuals and families to understand their goals. Greg holds a Bachelor of Science degree in Finance from the University of Florida. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in November 2015 and obtained the Chartered Retirement Planning Counselor™ (CRPC™) designation in November 2017. Throughout his career at Merrill, Greg has held various leadership positions and serves as Wealth Management Advisor with the Martorana-Mallgraf Group. He resides in Northport, New York, with his wife and three daughters. Greg supports community involvement and participates in local volunteer activities.

Laura Fennell is a financial advisor with Morgan Stanley in Riverhead, NY, holding a Series 63 designation and 33 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, she was affiliated with Citigroup Global Markets starting in 1988. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range 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 planning process supported by firm-approved tools and comprehensive advisory services.

Kevin Yanza is a Series 66-licensed financial advisor at Merrill with three years of industry experience. He has held roles at Bank of America and Merrill since 2022 and has prior experience in the foodservice industry. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations.

Catherine Turk is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank since 2009. Outside of her advisory role, she is involved in managing a rental property on a part-time basis. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with additional market-facing registrations and functions.

Roger Matloff is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 1994, also working at Bank of America since 2009. He is the author of a book titled "Nonprofit Investment and Development: A Complete Guide to Finance and Economic." Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Gisele Kirolos is a financial advisor at Morgan Stanley with 17 years of industry experience, all spent at Morgan Stanley Smith Barney LLC since 2009. She holds the Series 63 designation. Outside of her advisory role, she serves as a trustee for a trust in Saint James, New York. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by firm-approved tools and serves clients through a range of investment and advisory services.

Christopher Battaglia is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management's 5th Avenue Office. He has been with Merrill Lynch since 2013, focusing on providing personalized financial strategies to his clients. Christopher serves two primary client groups: corporate executives and key employees managing concentrated stock positions, deferred compensation, and liability management; as well as small groups of affluent families nationwide, offering multi-generational wealth and estate planning services. His expertise includes college education planning, corporate benefits, divorce transition planning, liquidity management, managing new wealth, sports and entertainment, and tax minimization. He holds a Bachelor's Degree in Business Administration from Boston University with concentrations in Finance and Entrepreneurship. Christopher is also a Personal Investment Advisor (PIA). In 2019, he was named to Forbes' "Best-in-State Next-Gen Wealth Advisors."

Kasten Carter is a financial advisor with Morgan Stanley in Riverhead, NY, holding a Series 66 designation and 10 years of industry experience. He previously worked at UBS Financial Services Inc. for seven years and AXA Advisors, LLC for two years before joining Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, relying on structured discovery processes and firm-approved planning tools.

Susan Palmer is a financial advisor at Morgan Stanley with 47 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets starting in 1993. Outside of her advisor role, she is a general partner in a family limited partnership and serves on the Board of Advocates for the College of Arts & Sciences at Stony Brook University. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory services, utilizing structured planning tools and proprietary investment models.

Scott Neuberger is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in January 2018, continuing a family legacy of providing wealth-building and retirement strategies to families, as well as offering co-fiduciary services to 401(k) plans. His work focuses on supporting clients through comprehensive financial planning, including multi-generational wealth preservation, retirement income strategies, employer-sponsored retirement plan management, wealth transfer, and lending capabilities through Bank of America, N.A. Scott holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Fairleigh Dickinson University and a Master's Degree from New York University. He is affiliated with professional organizations such as FDU Men's Lacrosse and Sigma Chi. Outside of his professional role, Scott has personal interests in baseball, ice hockey, soccer, spending time with his family, and watching movies. He is also involved in community initiatives like Movember.

Alexander Fridell is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a range of capital markets solutions.

Kevin Power is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and seven years of industry experience. His prior experience includes roles at Morgan Stanley and Halliday Financial. Outside of his advisory work, he operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning and asset management services using proprietary tools and offers event-driven planning programs such as divorce and estate-settlement planning.

Jacqueline Bianco is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Lisa Zarro is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its affiliated private bank since 2009. 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 financial and estate planning, and manages approximately $2.74 trillion in client assets.

Laura Jayne is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of services including investment advisory, financial planning, and retirement plan consulting, supported by large-scale research and analytics.

Eric Potoker is a financial advisor at UBS Financial Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS since 2020, with previous roles at DLD Asset Management and 40 North Investments. He is a lifetime trustee of the Calhoun School in New York. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates across trading, wealth management, and capital markets services with a broad service platform.