Qidi Yang is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. Yang focuses on a range of client needs including corporate benefits, corporate executive services, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Yang follows Merrill's tradition of community involvement and dedicates time to volunteering with local organizations. Personal interests include badminton, camping, cooking, fishing, scuba diving, spending time with family, and volleyball. Yang holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Baruch College. Proficiency in English, Chinese, Mandarin, and Yue (Cantonese) enables effective communication with a diverse client base.

John Zeumer is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. He has held roles at JPMorgan Chase Bank, HSBC Securities (USA) Inc., and Ifmg Securities, Inc. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and may incorporate ESG criteria within their recommendations.

Bryan Trugman is a CFP® with 18 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2014. He is also the managing partner of Attitude Financial Advisors, Inc., and serves as a condo board member in Long Beach, NY. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a broad client base including individuals, institutions, pension funds, and charitable organizations. The firm supports both discretionary and non-discretionary management and offers access to third-party advisers and proprietary model strategies.

Xavier Allen is a financial advisor at Ameriprise Financial Services, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked previously at TD Ameritrade and Hornor, Townsend & Kent, LLC. Outside of his advisory role, he serves as head coach for a girls’ travel basketball program for 10th-grade students. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

James Copeland is a financial advisor at Merrill with Series 63 and Series 65 licenses and 32 years of industry experience. His previous roles include positions at UBS Financial Services, J.P. Morgan Securities, Chase Investment Services, and Morgan Stanley. He is based in Melville, NY. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, utilizing internal CIO teams and third-party managers.

Andrew Heyman is a financial advisor at OSAIC with 29 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors and Investacorp Advisory Services. Outside of advisory work, he has experience in recommending and implementing group health insurance and life insurance plans. OSAIC Wealth serves a diverse client base including retail, institutional, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization with access to discretionary and third-party manager strategies, supported by a complex affiliate network and private-equity ownership.

Vincent Mirabelli is a financial advisor at Equitable Advisors with 42 years of industry experience. He has held his current position since 1999 and previously worked with AXA Advisors, LLC. He holds Series 63 and Series 65 licenses. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment models and offers a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Edward Goldfarb is a financial advisor with Wells Fargo Clearing who holds a Series 63 designation and has 39 years of industry experience. His prior experience includes a one-year tenure at Prudential Equity Group, LLC. He is based in Woodbury, NY. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions supported by extensive research and analytics.

Stasie Jones is a Client Experience Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to assess their current financial situations and presents solutions offered through Merrill and Bank of America. Her focus is on equipping clients with the necessary knowledge and tools to manage their financial lives effectively and select the platforms that suit their needs. She holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Stasie earned her Bachelor's Degree from Southern Connecticut State University. Her approach centers on understanding what matters to clients and their families to help develop strategies aimed at achieving their financial goals.

Kurt Abitz is a financial advisor with Charles Schwab in Huntington Station, NY, holding a Series 66 designation and nine years of industry experience. His career includes roles at Charles Schwab Bank, Fidelity Brokerage Services, TD Ameritrade, and AXA Advisors. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a comprehensive alternative investments program.

Michael Wray is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He currently works at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., and has previously held roles at First Republic Investment Management, First Republic Securities Company, Bank of America, and Merrill. Outside of his advisory work, he serves on the advisory board of Korean K9 Rescue, a charity focused on rescuing and re-homing dogs from Korea. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program. Their process emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG frameworks when appropriate.

Thomas Tucker is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. Tucker is also involved in trust-related activities outside of his primary advisory work. Morgan Stanley Wealth Management serves individual and institutional clients through a broad range of advisory programs, including customized financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Marvin Feinstein is a financial advisor with Equitable Advisors, holding Series 63 and 65 licenses and bringing 23 years of industry experience. He has been with Equitable Advisors since 2005 and also has experience at Axa Advisors, LLC. In addition to his advisory work, Feinstein serves as an accountant and trusted advisor through Diapoules & Feinstein CPA PC, a role he has held since 1989. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals—including both non-high-net-worth and high-net-worth clients—as well as pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models delivered through in-house programs and third-party managers, focusing on aligning client objectives with appropriate investment solutions.

Cameron Roman is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2015. 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 for individuals, high-net-worth clients, and institutional investors, utilizing internal and third-party portfolio management teams.

Mark Remigio is a CFP® and holds a Series 66 license with 26 years of industry experience. He has been with UBS Financial Services since 2015. In addition to his advisory role, he serves as co-trustee for the B.R Irrevocable Trust in New York, managing its assets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Alan Tichman is a CFP® with 37 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2018. Prior to that, he was employed at INVEST Financial Corp and FSC Securities Corporation. Outside of his advisory role, he is involved with Wealth Planners, which provides non-variable insurance products including life, long-term care, disability, and medical insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services through a broad network to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

Ryan Winski is a financial advisor with Ameriprise in Jericho, NY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Ameriprise, he worked at Best Buy and held various roles in education and community programs. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through detailed recommendation reports and ongoing advice. The firm's approach combines proprietary research and algorithmic tools, with enrollment criteria that require minimum investable assets and integrates assets managed within Ameriprise.

Anna Wysong is a financial advisor at Merrill with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Merrill in 2025, she worked at Bank of America and its affiliates from 2020 to 2025. 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 a range of individual and institutional clients.

Peter Chan is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 26 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved in selling fixed life insurance products and fixed annuities, and serves as president of Majestic Wealth Management, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning and investment management solutions.

Keith Nubel is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2021, following prior roles at UBS Financial Services and Scottrade, Inc. 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 conversations and firm-approved planning tools.