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 with J.P. Morgan Securities in Flushing, NY, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2002. 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 through a non-discretionary advisory program. The firm’s process combines quantitative and qualitative research and incorporates ESG eligibility frameworks as part of its investment 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 at Mass Mutual Investors Services with 14 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Prudential Insurance Company of America and New York Life Insurance Company. In addition to his advisory role, Angel is a licensed Notary Public and an insurance broker focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, using firm-approved software and collaborative annual planning engagements.

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® professional with 31 years of industry experience, currently affiliated with Osaic Wealth. His prior experience includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., and Guardian Life. Outside of advising, he is involved in managing several real estate holding companies and serves as an investment advisor representative with Lighthouse Financial Network. Osaic Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers comprehensive financial planning and advisory services through various programs, emphasizing model-based asset allocation and portfolio optimization within a multi-advisor platform.

Nathan Frenkiel is a financial advisor at J.P. Morgan Securities with 41 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including HSBC Securities and Ladenburg Thalmann Asset Management before joining J.P. Morgan Securities in 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. 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.

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 with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and at JPMorgan Chase Bank, N.A. since 2013. 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 and fund searches, and customized performance reporting. The firm combines quantitative screening and qualitative research to support its advisory process and incorporates ESG criteria in its recommendations.

Gina Keyloun is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been associated with JPMorgan Chase Bank, N.A. since 2008. 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 advisory approach combines quantitative and qualitative research to develop model asset allocations, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

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 holds Series 63 and Series 65 designations and has worked at Citigroup, J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. His current role at J.P. Morgan Securities began in 2025. 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 within a non-discretionary framework.

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.

Taylor Foti is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs Ayco for four years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm offers planning as standalone or combined with managed accounts under a consolidated billing option called “WealthPlan.”