Alan Rutchik is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Stephen Cohen is a CFP® with 32 years of industry experience and has been with Stifel since 2007. He is based in Garden City, NY. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Domenick Dandrea is a financial advisor with Cetera, holding a Series 63 designation and over 32 years of industry experience. He has worked at Cetera since 2019 and previously spent 25 years with Foresters Financial and six years with Foresters Advisory Services LLC. Outside of his advisory role, he serves as vice chair and board member of the CPFA accreditation, participating in guideline review and voting. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary authorities across various program structures and custodial relationships.

Daniel Rosenstein is a financial advisor at UBS Financial Services with 13 years of industry experience. He previously worked at Morgan Stanley Private Bank from 2015 to 2022. Rosenstein serves on the advisory board of the Institute for American Police Reform and is a board member of the New York Center for Child Development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and institutional trading capabilities with wealth management offerings.

Ward Goldberg is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Allied Wealth Partners and Minnesota Life Insurance Company. He is also an insurance agent and broker for Allied Wealth Partners, focusing on fixed insurance sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting discretionary and non-discretionary program structures.

Matthew Ludack is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Wells Fargo and TD Ameritrade. He is also an operations associate at North Ridge Wealth Planning LLC, where he manages back-office operations and processing. Cetera Investment Advisers LLC is a nationwide firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary services across various program structures.

Allison Roye is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 65 designations. She has nine years of industry experience, having worked at JPMorgan Securities LLC and JPMorgan Chase since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Michelle Schlosser is a financial advisor at Morgan Stanley with 17 years of industry experience. She has been with Morgan Stanley since 2015 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and corporate financial planning agreements.

Jack Yuan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HSBC Bank USA, N.A. for five years. Yuan is based in Flushing, New York. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach utilizes quantitative asset-allocation modeling combined with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Bassam Edlebi is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, following a tenure at J.P. Morgan Chase Bank, N.A. dating back to 1998. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Megan Mc Gowan is a financial advisor at Merrill with 8 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2019. Prior to joining Merrill, she was employed at Foresters Financial and has experience in both financial services and other sectors. 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.

John Golden is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. He has worked at Cetera since 2019 and previously spent 28 years with Foresters Financial. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures.

Timothy Callaghan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at SS&C Intralinks, PayCom, and Risk Strategies Company, along with positions in educational and parish settings. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Clyde Wint is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including LPL Enterprise, Prudential Insurance Company of America, Bank of America, Merrill, and Citibank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities on a non-discretionary basis.

Brian Fishlinger is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Garden City, NY. His prior experience includes roles at UBS Financial Services and five years as a self-employed advisor. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers investment and planning services without individual security recommendations as part of its standalone financial planning.

Ariella Abizadeh is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has worked previously at Merrill Lynch and Bank Leumi, among other roles. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates various investment resources and services within its offerings.

Jonathan Greene is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and operates J. Greene & Associates alongside prior roles at Allied Wealth Partners and Securian Financial Services. Greene serves on the advisory board of the Scott J Beigel Memorial Fund, which supports children affected by gun violence. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment programs.

Marguerite Danaher is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at LPL Financial from 2012 to 2019. Outside of her advisory role, she teaches an adult education course on Social Security without compensation. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations, emphasizing managed accounts and algorithmic support.

Norman Fishbein is a financial advisor at Stifel with Series 63 and Series 65 designations and 59 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Tara Goldstein is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 63 designation and 19 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning facilitated by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly to individuals and through employer-sponsored agreements.