Keith Nubel is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2021, following prior roles at UBS Financial Services and Scottrade, Inc. 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 tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Colette Bitzas is a CFP® professional with 26 years of industry experience, currently advising at Osaic. Her prior roles include 14 years at American Portfolios Financial Services, Inc. and over two decades leading M.A.S. Planning Services and contributing to Poh's Institute. She also serves as Vice President of the 3 Village Chamber of Commerce, promoting local business in her community. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporations. The firm uses a model-based investment approach with comprehensive financial planning and portfolio management services across multiple platforms.

Joseph Iannuzzi is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans that align assets with individual long-term goals. He began his current role in 2022 after serving as an Investment Consultant at Fidelity Investments earlier that same year. Prior to joining Fidelity, Joseph worked at Ameriprise Financial, where he held positions as an Associate Financial Advisor from 2021 to 2022 and as a Paraplanner from 2019 to 2021. Throughout his career, he has gained experience in financial consulting and investment advising. Outside of his professional work, Joseph enjoys baseball, family activities, fitness, and golf.

Griffin Wagner is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019 and previously worked at Slomins from 2016 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to create model asset allocations.

Diane Pedrosa Sciacca is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Merrill in 2020, she worked at HSBC Bank USA and its affiliates from 2007 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 Walsh is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and possessing 35 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. since 1994. 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 within a non-discretionary advisory program. Their process combines quantitative and qualitative research, incorporating ESG frameworks, and offers broader derivatives and commodities capabilities.

Madison Matthews is a financial advisor with LPL Financial in Melville, NY, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Matthews worked at Equitable Advisors and is also engaged as a home health aide on weekends. Matthews has held various roles across multiple industries, including political science and healthcare. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of representatives, utilizing diverse investment strategies and technology tools to support client portfolio management.

Michele Pasqualina is currently Vice President, Wealth Planner at Fidelity Investments, where she serves as a primary trusted advisor, collaborating with clients and their families to develop comprehensive and personalized financial planning strategies. She supports clients throughout the entire process, from account opening and funding to navigating complex wealth planning decisions. Michele brings extensive experience to her current role, having held positions including Vice President, Senior Wealth Advisor at Hightower Advisors; Vice President, Senior Portfolio Advisor at Merrill Lynch; Vice President, Private Client Advisor at JP Morgan; and Financial Advisor at Morgan Stanley. Her career reflects a consistent focus on wealth planning and portfolio advisory roles. Outside of her professional work, Michele has personal interests in art, food, kayaking, Pilates, traveling, and volunteering.

Thomas Mcguire is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles in education within the Longwood Central and Bayport-Blue Point School Districts, as well as involvement in travel baseball through BBP Travel Baseball. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios constructed from mutual funds, ETFs, and ETPs.

Donna Stefans is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 33 years of experience in the financial industry. She has worked at multiple firms including Adviseher Financial, Gold Coast Capital Management, and Cetera Wealth Services, and has been involved with her own entities, Stefans Associates, Inc. and Stefans Law Group PC. Stefans is also an attorney specializing in estate planning and trusts, and serves on the board of the Long Island Alzheimer's Association as well as holding leadership roles with the New York State Bar Association and the National Academy of Elder Law Attorneys. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers, automated and bespoke investment strategies, and various program structures.

Thomas Moore is a financial advisor with Wells Fargo Clearing in Melville, NY, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Prior to joining Wells Fargo Clearing in 2021, he worked at Wells Fargo Bank starting in 2017. Outside of his advisory role, he serves as a representative of the Town Meetings in Darien, Connecticut. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Louis Addesso is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Cadaret, Grant & Co., Inc., A&F Capital Group, Equitable Advisors, and Capital One Financial Advisors. Outside of his advisory role, he is co-owner of AFC Planning Group, a fixed insurance business. 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 with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple program options delivered through a complex affiliate platform.

Clinton Cameron is a financial advisor at LPL Enterprise with 16 years of industry experience and a Series 66 designation. His career includes roles at Wells Fargo Advisors, Morgan Stanley, J.P. Morgan Securities, and SunTrust Advisory Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers additional services such as trust custody, insurance sales through affiliated agencies, and a collateralized lending program.

Robert Spina Jr. is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. He has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad range of capital markets solutions.

John Bellontine is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has been with LPL Financial since 2012. 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 a range of advisory and brokerage services, including financial planning and model portfolios, and supports its network of over 22,800 advisors with technology and a broad platform of financial products.

Tanya Gambale is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2016. In addition to her advisory role, she is a Notary Public for Suffolk County. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. Their 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.

Jonathan Ostrow is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at RBC Capital Markets for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its financial advisory services.

Damien Garcia is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and seven years of industry experience. He has been affiliated with both Merrill and Bank of America since 2005. Outside of his advisory role, he operates a sole proprietorship as an art instructor, teaching ceramics classes. 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 institutional investors.

John Zarrelli is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC since 2012, as well as at JPMorgan Chase Bank, NA since 2010. His background also includes roles at the University of Missouri St. Louis and Asset & Financial Planning, Ltd. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Bradley Schatz is a financial advisor at Morgan Stanley with 16 years of industry experience. He has held roles at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s planning process uses structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.