Kenneth Yager is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Greg Wellen is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and previously worked at Citi Personal Wealth Management for 11 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market scenario modeling.

Jason Freilich is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Citigroup Global Markets, J.P. Morgan Securities, and Chase Investment Services Corporation. 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, model portfolios, third-party asset management, and institutional platforms.

David Carpentier is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to help clients pursue their long-term goals through one-on-one collaboration. David holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). His educational background includes an Associate's Degree from Nassau Community College, a Bachelor's Degree from SUNY Geneseo, and a Master's Degree from Molloy College. Committed to community involvement, David actively participates in local organizations, reflecting the Merrill tradition of serving the communities in which they operate.

Danilise Diaz is a Series 66-licensed financial advisor with Edward Jones in Westbury, NY, and has six years of industry experience. Prior to joining Edward Jones in 2019, she held roles at the University of Central Florida, Lockheed Martin, and Publix Super Markets. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Kim is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2002. He holds Series 63 and Series 65 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

David Elliott is a financial advisor at Morgan Stanley in Garden City, NY, with nine years of industry experience. His prior work includes roles at Bank of America, Merrill, Santander, LPL Financial, and Webster Bank. Outside of advising, he is the owner of GOAT Management and Consulting LLC, a sports consulting and training business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Cally Orlando is a financial advisor at Edward Jones with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Bank of America, Merrill Lynch, and Wells Fargo Advisors. Outside of finance, she was involved with Conventionplanit.com for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, managed solutions, and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Angel Gulizio is a financial advisor with Mass Mutual Investors Services and holds the Series 63 and Series 65 designations. He has 14 years of industry experience, including prior roles at Prudential Insurance Company of America and New York Life Insurance Co. In addition to his advisory work, he is a licensed insurance broker and a notary public. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing tools such as Monte Carlo simulations and automated asset-allocation software to develop client recommendations.

Edmund Ruppmann is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and bringing 22 years of industry experience. He has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Michael Leibowiz is a CFP® with 31 years of industry experience, currently affiliated with Osaic Wealth, Inc. He has been with Royal Alliance Associates, INC. since 2018 and previously worked at Signator Investors, Inc. from 2015 to 2018. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk tolerance assessments, and automated portfolio rebalancing, providing access to a range of investment products and third-party money managers.

Nathan Frenkiel is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with JPMorgan Securities since 2012. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Thomas Morrissey is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Bank of America, N.A., and Merrill. Morrissey is also the founder of the Commack Chamber of Commerce. Morgan Stanley Wealth Management provides a broad range of advisory services to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Thomas Dunn Jr. is a Certified Financial Planner (CFP®) with over 32 years of industry experience. He has been with Morgan Stanley since 2013 and currently works at Morgan Stanley Private Bank, National Association. 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 and financial planning services characterized by a structured discovery process and use of firm-approved planning tools.

Anthony Bianco is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Gina Keyloun is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working concurrently with JPMorgan Chase Bank since 2008. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining institutional advisory operations with brokerage and investment management capabilities.

Anthony Panarese is a financial advisor at Charles Schwab with a Series 66 license and approximately one year of industry experience. His prior work includes roles at J.P. Morgan Chase and Citibank, as well as four years of full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a wide range of integrated brokerage, custody, and advisory services.

Zachary Hieb is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has previously worked at Citigroup and Blue Ocean Wealth Solutions. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Robert Cox is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities. Outside of his advisory role, Cox is involved in several automotive and transportation businesses, including Midnite Riders and RCA Group LLC. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a wide range of investment services.

Alexandra Lloyd is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has worked at UBS and Credit Suisse Securities (USA) LLC. Alexandra is based in Garden City, NY. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination 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 and model-based asset allocations to tailor client plans.