David Reyes is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 17 years of industry experience. He has been affiliated with Primerica Advisors since 2007 and Primerica Financial Services since 2006, while also working at NBC Universal since 2010. Outside of advising, he is involved in sales of home security and automation products through a co-located affiliate of his firm. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through its network of nearly 3,700 financial professionals.

Lawrence Kreutzberg is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors, LLC. Outside of his advisory role, he owns rental property. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, providing financial planning, retirement consulting, and various asset-management programs primarily through a network of Investment Adviser Representatives and third-party asset managers.

Robert Giaccone is a CFP® professional with 28 years of industry experience, currently serving at Osaic Wealth since 2025. Prior to joining Osaic, he worked for Lincoln Financial Advisors Corp for 20 years. He is also a registered tax preparer and offers various types of insurance including accident, health, disability, fixed annuities, long-term care, and traditional fixed life insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, recent consolidation, and complex affiliate network.

Lauren O'Connell is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. She has 10 years of industry experience, with prior roles at Pruco Securities, LPL Enterprise, Primerica Advisors, and Guardian Life Insurance Company. Outside of her financial advisory work, she also works as a jewelry specialist at Signet/Jared Galleria Jewelers. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative planning approach using firm-approved software and provides specialized event-driven planning programs.

Michael Ambrosio is a Series 66-registered advisor with Equitable Advisors, where he has worked since 2003. He has 36 years of industry experience, including 17 years at Axa Advisors, LLC. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and various asset-management programs. The firm delivers services through a network of Investment Adviser Representatives, utilizing a mix of proprietary and third-party advisory models and programs.

Peter Hall is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and is also a partner at Hall & Raynoha CPA's LLP, where he has worked since 2001. In addition to his advisory work, Hall is involved in independent insurance sales and is a part-owner of a sports memorabilia business. Cambridge Investment Research Advisors serves a diverse client base including individuals and institutional investors such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and manages assets across multiple platforms, with proprietary model strategies and access to third-party advisers.

Paul Southard is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Equitable Advisors since 1999 and has also been involved with Southard General Group Inc., an insurance sales business he has operated since 1984. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party program sponsors to match clients with appropriate investment solutions.

Robert Fusaro is a financial advisor with Wells Fargo Clearing in Woodbury, NY, holding Series 63 and Series 65 licenses and possessing 29 years of experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for family trusts and manages several rental property investments. 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 employs a research-driven approach and offers a range of brokerage and advisory solutions supported by extensive resources and analytics.

Rufus Davenport is a financial advisor at Equitable Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Mass Mutual Investors Services, MASSMUTUAL Life Insurance Company, and AXA Advisors. Outside of his advisory role, he is involved in the healthcare sector through Emerson Rogers. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs, utilizing both proprietary offerings and third-party advisory platforms.

Dino Carfora is a financial advisor at Morgan Stanley with 44 years of industry experience. He has been with Morgan Stanley since 2009 and holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Paul Romano is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked in roles spanning Scottrade, Scottrade Investment Management, and J.P. Morgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates an ESG eligibility framework, and includes broader derivatives and commodities capabilities.

Amy O'Brien is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has previously worked at Chase Bank, Citibank, and Bank of America. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Goldsmith is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 21 years of industry experience, including roles at Metlife Securities and Mass Mutual Life Insurance Company. Outside of his advisory work, he owns and manages Goldy Lux 8 LLC, which provides group and individual insurance products, and he also offers financial planning services related to life settlements. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved analytical tools and offering a range of investment and planning services.

Ryan Humbert is a financial advisor at Equitable Advisors with five years of industry experience. His prior roles include positions at Citigroup and Ameriprise Financial Services, LLC. He holds Series 63 and Series 66 licenses. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a mix of firm-offered and third-party advisory solutions.

Luke Donenfeld is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2019, following seven years at First Empire Securities. Outside of his advisory role, he serves as treasurer for the Harry Donenfeld Foundation, a charitable organization. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Marc Wong is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2015. Outside of his advisory work, Wong serves on the board of the Long Island Community Foundation and is an officer of Project Music Heals Us, a nonprofit organization that presents classical music performances to diverse audiences for education and healing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of advisory and capital markets solutions.

Sheila Soufian is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 credential and 20 years of industry experience. She has been with Equitable Advisors since 2005 and previously worked at Axa Advisors, LLC. Outside of her advisory role, she is affiliated with CREW New York, a commercial real estate organization. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charities, providing financial planning, retirement plan consulting, and asset management through various advisory programs and third-party managers. The firm emphasizes client-specific risk assessment and uses a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Tyler Sloves is a financial advisor at LPL Enterprise with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Prudential Insurance Company of America since 2000, including a 24-year tenure at Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and other financial services through a broad network of investment adviser representatives.

Shariq Ali is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Bank of America. Outside of finance, he has partial ownership in a manufacturing business based in Kolkata, India. 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 utilizes research and analytics to support its investment strategies.

Lea Muller is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 2013. 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. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.