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 with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at UBS Financial Services and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

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.

Kaylee Abitz is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 and Series 63 designations and has prior experience at Fidelity Brokerage Services LLC and Fidelity Investments. Before entering the financial industry, she worked in dermatology clinics for several years. 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 advisory process combines quantitative and qualitative research to build model asset allocations, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

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 previously worked at Investacorp Advisory Services and Securities America Advisors. Outside of his advisory work, Galvin serves as a volunteer firefighter with the Bellerose Fire Department. OSAIC Wealth serves a diverse range of clients including retail investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation and portfolio optimization.

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 holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, following tenures at JPMorgan Chase Bank and Chase Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking capital market approach, incorporating ESG criteria and supported by affiliates for implementation and portfolio services.

Jake Grabarnick is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at 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 institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

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 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Wells Fargo Advisors since 2020. Outside of her advisory role, she is a notary public in Suffolk, New York. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research and analytics with a broad range of brokerage and advisory solutions.

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.

Ryan Faley is a Certified Financial Planner® (CFP®) with 28 years of experience in the financial services industry. He currently works at Equitable Advisors and has held prior positions at AXA Advisors, Bank of America, Merrill Lynch, and TD Ameritrade. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party solutions.

John Sassone is a CFP® professional with 45 years of industry experience, currently serving as a financial advisor at Stifel since 2025. Prior to joining Stifel, he worked at Janney Montgomery Scott for 17 years. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Jihye Chang is a financial advisor with Primerica Advisors in Bellerose, NY, holding Series 63 and Series 65 registrations and four years of industry experience. Her prior work includes multiple terms with PFS Investments Inc. and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.