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.”

Lisa Jacaruso Brennan is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She joined Morgan Stanley in 2015 and serves as a trustee and co-trustee for a trust based in Freeport, New York. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through various channels, including its Financial Advisors and Estate Planning Strategies Group.

Sal Mezrahi is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he consults with high net worth families to review their current financial situations and helps them build comprehensive plans designed to grow, distribute, and eventually pass on their assets. Prior to joining Fidelity Investments, Sal Mezrahi served as Vice President and Senior Relationship Manager at HSBC from 2006 to 2012. He began his financial advisory career at Morgan Stanley, working there as a Financial Advisor from 2002 to 2006.

Nolan Gelman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. Prior to joining J.P. Morgan Securities, he spent five years at UBS and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Joseph Isler is a financial advisor at Stifel with a Series 66 credential and one year of industry experience. Prior to joining Stifel, he held roles including JV basketball coach at Rambam Mesivta and personal trainer. Outside of his advisory work, he coaches basketball and provides strength training and nutritional guidance to individual clients. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Juan Romero is a financial advisor at Ameriprise with a Series 66 designation and one year of experience at the firm. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Maureen O'Donnell. Before entering the financial industry, he worked in various positions outside the sector, including at Ikea and Dick's Sporting Goods. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing annual income planning focused on dependable income sources and tax-aware withdrawal strategies.

Kaylee Abitz is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Fidelity Brokerage Services LLC and Schweiger Dermatology. 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 applying an ESG eligibility framework in their recommendations.

Joseph Andracchi is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at JP Morgan Securities LLC and AXA Advisors LLC. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios.

John Renda is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2016. Prior to his current role, he spent five years at Goldsmith and Glassman Dental Lab and briefly worked at Creodental. Outside of his advisory work, he is involved with Kiwanis International as a committee member for the First Friday event and serves as treasurer for the Variety Boys and Girls Club of Queens. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of net worth profiles. The firm manages over $1 trillion in assets through a large network of advisors and offers a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options under a fiduciary standard.

Gerald Galvin is a financial advisor at OSAIC with 41 years of industry experience. He holds a Series 63 designation and has worked previously at Investacorp Advisory Services and Securities America Advisors. Outside of his advisory role, Galvin serves as a volunteer firefighter with the Bellerose Fire Department. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools and risk analysis to manage portfolios that may include a variety of investment types.

Anthony Angarola Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 41 years of industry experience. He has been with Cetera and its affiliates since 2019 and previously worked at Foresters Financial from 2013 to 2019. Outside of his advisory role, he serves as a board member for the Shinnecock Shores Association, where he helps organize community activities. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services, operating a multi-manager platform with a broad range of investment program options.

Mark Siver is a financial advisor at Stifel with 40 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following seven years at Janney Montgomery Scott. He serves on the board of the Douglas House Foundation, a charitable organization focused on the preservation of the Douglaston Club building. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

Nancy Contino is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has prior experience at JPMorgan Chase Bank, N.A. and Chase Investment Services Corp. Outside of her advisory role, she is a co-owner and landlord of a rental property. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Jake Grabarnick is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Klerer Financial Services and New York Life Insurance Agents. Outside of finance, he was involved with Creative Games Inc for five years. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework.

Ira Resnick is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets over the course of his career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage capacities.

Nydia Lupo is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo in various capacities since 2013. Outside of her advisory role, she is a notary public in Suffolk, NY. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Matthew Mott is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2018 and 2019, respectively. Outside of his advisory work, he is involved in coaching and administrative roles with Long Island Sting Lacrosse, a recreational organization. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning arrangements.

John Laronga is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2025. In this role, he partners with individuals, families, and businesses to develop comprehensive financial strategies that are adaptable to clients' changing needs. Prior to his current position, he held multiple roles at Fidelity Investments, including Financial Consultant from 2023 to 2025 and Investment Consultant from 2022 to 2023. His experience also includes serving as a Senior Retirement Consultant at Empower from 2021 to 2022, and working at JPMorgan Chase Bank as a Private Client Banker from 2018 to 2020 and as a Relationship Banker from 2017 to 2018. Throughout his career, John has focused on understanding clients' objectives and working collaboratively to create holistic financial plans with ongoing guidance and support. Outside of his professional work, he has interests in beach activities, family activities, fitness, golf, running, and traveling.

Anthony Ferraro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, National Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, offering both non-discretionary and discretionary services tailored to plan objectives, demographics, and risk tolerances.

Andrew Hollingsworth is a CFP® professional with 21 years of experience in the financial industry. He is currently with LPL Financial and has held previous roles at Royal Alliance Associates, Inc. and Clark, Hollingsworth & Betancourt, Inc. In addition to his advisory work, he is involved in accounting and tax preparation services. 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 portfolio programs, supported by technology and a broad network of over 22,800 advisors.