Anatoliy Belkin is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and TD Bank. His other business activities include sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Joseph Pizzo III is a financial advisor with Morgan Stanley, holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a 1st Lieutenant with the Commack Fire Department. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and the Global Investment Committee’s resources.

Michael Rivelli is a financial advisor with Primerica Advisors, holding a Series 63 designation and 22 years of industry experience. He has been associated with Primerica Financial Services since 1997 and PFS Investments Inc. since 2001. Outside of his advisory work, he has been involved with the Mineola Volunteer Ambulance Corps since 2022 and Emergency Ambulance Service since 2010, and he is also engaged with CAS Digital Printing. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with an emphasis on model-driven portfolio strategies. The firm supports approximately 3,948 advisors and $15.5 billion in assets under management.

Karen Kelly is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked at J.P. Morgan Securities since 2014 and was previously with Capital One Financial Advisors for three years. Outside of her advisory role, she owns and manages rental properties and holds an ownership interest in a co-op unit occasionally rented out. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process uses a combination of quantitative analysis and qualitative research supported by a centralized manager solutions team.

Gordon Zhang is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license. He has 30 years of industry experience, including 22 years at Metlife Securities Inc. and over a decade with MassMutual and its subsidiaries. Zhang is also active as a sales agent for individual life and health insurance, as well as group term life and group health insurance with several providers. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides ongoing, collaborative planning engagements supported by advanced analytical tools and offers specialized programs including estate settlement and employer-sponsored planning.

Harry Beatty is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 designations. He has 29 years of industry experience, including prior roles at FSC Securities Corp and Investors Capital Corp. In addition to his advisory work, he serves as Vice President of DB Advisor Group and is involved with Nettworth Financial Group and independent insurance services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm supports both discretionary and non-discretionary management and provides access to proprietary model strategies and third-party advisers.

Har Ming Lee is a financial advisor with Cetera holding a Series 63 designation and 11 years of industry experience. His work history includes roles at Cetera Investment Services LLC, East West Bank, Royal Business Bank, and CitiBank. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Usha Dyal is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan firms since 2009, including 14 years at J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative due diligence, incorporating ESG criteria and supported by affiliates for implementation and portfolio services.

Nika Kaur is a financial advisor at Morgan Stanley with four years of industry experience. She holds the Series 66 and Series 63 designations. Her prior roles include positions at TD Securities (USA) LLC and J.P. Morgan. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers its services through a range of investment and financial planning strategies.

Haney Dimian is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2021. Prior to this, he worked at TD Bank and TD Private Client Wealth LLC for eight years, and HSBC Securities (USA) Inc. for five years. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions and manages approximately $671 billion in assets.

Michael Blake Sr. is a financial advisor with Cetera who holds a Series 66 designation and has 13 years of industry experience. His prior roles include positions at LPL Financial and Kestra Advisory Services. He serves as president of Merrick Cares for Blue, a nonprofit supporting law enforcement officers and their communities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting more than 10,000 advisors and overseeing over $256 billion in assets.

Alexis Lynch is a financial advisor with Ameriprise Financial Services LLC in Garden City, NY, holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. Prior to joining Ameriprise in 2026, Alexis worked at UBS Financial Services for nine years and at Morgan Stanley for three years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that offers detailed retirement-income planning using a combination of proprietary research, third-party data, and algorithmic tools.

Angelo Flores is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various divisions of JPMorgan Chase since 2017. Outside of his advisory role, he owns Fidelis Leaders LLC, a coaching and leadership consulting business focused on sales and marketing for business owners. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, offering strategies that may incorporate ESG criteria and support from affiliated investment-management entities.

Martin Albanese is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Charles Schwab Bank, Stifel Nicolaus, TD Ameritrade, Lincoln Investment, and Fidelity. 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 structured, research-supported advisory process.

Isaac Bitton is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2006. He holds the Series 63 and Series 65 designations. 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’s advisory process uses centralized due diligence, combining quantitative and qualitative research, and incorporates ESG criteria in its recommendations.

Max Willett is a financial advisor at Morgan Stanley with a Series 66 designation and one year of experience in the industry. Prior to joining Morgan Stanley in 2025, he held positions at DoorDash, Inc., UBS Financial Services Inc., and contributed to several educational and community organizations, including the University of Pennsylvania, CUNY Baruch College, and the Mid-Island Y Jewish Community Center. He also worked with the Financial Services Volunteer Corps. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm emphasizes a structured financial planning process using firm-approved tools and offers access to various investment and planning strategies across its broad platform.

Lisa Bricca is a financial advisor at Morgan Stanley with 27 years of industry experience. She has been with Morgan Stanley since 2009 and holds a Series 63 designation. 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, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Daniel Ceriano is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been serving clients since 1983. He currently leads a team of Financial Advisors and support staff, focusing on helping clients prioritize and achieve their financial goals through an organized and client-centered approach. Daniel emphasizes understanding family dynamics and intergenerational objectives to provide tailored advice and direction. His primary areas of expertise include wealth management planning, portfolio construction, tax minimization, and generating income and growth for retirement. He applies a strategy of listening closely to clients' goals and concerns to develop effective financial plans. Daniel holds the professional designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Daniel graduated from the City University of New York with a Bachelor of Science degree in Accounting and Finance. He is recognized for his contributions in the field, having been named to the 2023 Forbes "Best-In-State Wealth Advisors" list.

Sandra Grinspan is a CFP® with 35 years of industry experience currently serving as a financial advisor at Cetera. She previously worked at North Ridge Securities Corp. for over two decades and has maintained ownership of S.J. Grinspan & Co., Inc., an insurance sales business, since 2001. Grinspan is also active as an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a broad range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party investment strategies.

Sun Hong is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and 25 years of industry experience. Since 2016, Sun has worked within Morgan Stanley and its Private Bank division. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including 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 financial planning process using firm-approved tools and methodologies.