Haley Graber is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Haley held roles at Fishkin Lucks LLP, Epiq Global, Empire State South, Chamberlain Hrdlicka, and Emory Law School. Outside of finance, Haley owns and operates Dolly’s Farm, a floral design and flower farm in East Hampton, NY. 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 combines research-driven investment strategies with a wide range of financial products and solutions.

Michael Feder is a financial advisor at Stifel with Series 63 and Series 65 credentials and 57 years of industry experience. He has been with Stifel since 2007. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Michael Campo is a financial advisor with J.P. Morgan Securities in Oceanside, NY, holding Series 63 and Series 65 credentials and totaling 27 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has additional experience at JPMorgan Chase Bank, N.A., TD Ameritrade, and BNY Mellon Securities Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program that maintains centralized due diligence and incorporates ESG considerations.

Sophie Sheehan is a financial advisor with J.P. Morgan Securities in Garden City, NY, holding Series 63 and Series 65 credentials and six years of industry experience. She has worked at JPMorgan Chase Bank NA and J.P. Morgan Securities since 2020 and has prior experience at Gap Inc., Corporate Insight, and Vineyard Vines. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Aram Dadourian is an Investment Consultant at Fidelity Investments. He assists clients with co-creating financial plans by leveraging the resources and capabilities of Fidelity. Prior to his current role, Aram worked as a Financial Representative at Fidelity Investments and as a Securities Operations Specialist at Prudential Financial. These positions have contributed to his experience in the financial services industry. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Franca Maciag is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2013 and previously operated a business called Gallery Of Gifts & Invites for 20 years. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and research.

Seth Karasin is a financial advisor at OSAIC with 13 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at BNY Mellon Securities Corporation, Infinex Investments, Popular Bank, and The Prudential Insurance Company of America. Outside of his advisory work, he is the owner of Big Sexy LLC, a marine mechanic business. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization.

John Burke is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Securities LLC, Professional Risk Planners, and Robert C. Bill Associates. Since 2022, he has been with Ameriprise in East Meadow, NY. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm’s approach includes written Recommendation Reports, combining research, modeling, and tax-efficiency analysis, with a focus on assets held in Ameriprise Managed Accounts.

Jerry Pascucci is a financial advisor with UBS Financial Services, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2010. Pascucci serves on the board of the Institute for Portfolio Alternatives and acts as a board observer for iCapital Networks. 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 to provide a broad range of capital markets and advisory solutions.

Christopher Driscoll is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Fidelity Investments, NYLIFE Securities LLC, and New York Life Insurance Company. Morgan Stanley Wealth Management serves individual and institutional clients, providing 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 offers both direct and corporate financial planning services.

Esteban Santos is a financial advisor with J.P. Morgan Securities in Flushing, NY, holding Series 63 and Series 66 licenses and 9 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously spent a year at CitiBank. 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. Its advisory process incorporates quantitative and qualitative research and may include ESG considerations, supported by affiliates that provide implementation and portfolio services.

Neiaffa Jones Blue is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan entities since 2007. From 2016 to 2021, she was involved with Marsha Blue (DBA Smell Sweets). J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting through a centralized due diligence process.

Pradeep Menon is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Amazon and CitiBank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Debra Greene is a financial advisor with Primerica Advisors, holding a Series 63 designation and 13 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2013. Outside of her advisory role, she is the owner and CEO of Greene Group LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Matthew Holquist is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and three years of industry experience. He previously worked at Morgan Stanley from 2022 to 2025 before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Carmine Anzalone Jr. is a financial advisor at Cetera with over 56 years of industry experience. He holds a Series 63 designation and has worked at Cetera and its affiliates since 2010, as well as owning and presiding over CPA Investors Planning Group, Inc. since 1980. Outside of his advisory role, he is involved in selling life insurance and annuities. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across multiple program structures.

Thomas Ginnane is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Cetera, he held positions at Hofstra University, Publishers Clearing House, Hellman Electric LLC, the University of Delaware, and Chaminade High School. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving a wide range of clients, including individuals, retirement plans, corporations, charities, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary accounts with access to affiliated and third-party managers.

Sei Il Im is a financial advisor with Merrill in Garden City, NY, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at Bank of America, Morgan Stanley, E*TRADE Capital Management, and Scottrade. 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 and profit-sharing plans, corporations, and charitable organizations.

Gary Hewitt is a financial advisor with Primerica Advisors in South Ozone Park, NY, holding a Series 63 designation and 15 years of industry experience. He has been with Primerica Advisors since 2010 and also operates Maverick Caterers. Hewitt receives non-investment related compensation for referrals of home security, automation, and other home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating model implementation to BNY Mellon Advisors.

Matthew Biblo is a Wealth Management Advisor with Merrill Lynch Wealth Management, having joined the firm in 2015. He blends the investment expertise of Merrill Lynch with the banking capabilities of Bank of America to assist clients in pursuing their wealth management goals. Matthew works collaboratively with clients and, with permission, coordinates with their attorneys, accountants, and other advisors to provide financial guidance tailored to their unique situations and objectives. Before joining Merrill Lynch, Matthew was a Certified Public Accountant at an accounting firm on Long Island. He earned a Bachelor’s degree in Accounting from the Robert H. Smith School of Business at the University of Maryland and a Master’s degree with distinction in Finance, specializing in Investments, from the Frank G. Zarb School of Business at Hofstra University. Matthew holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., as well as a Personal Investment Advisor designation. As a qualified Portfolio Manager, he offers traditional financial advice and manages personalized investment strategies incorporating various assets and model portfolios. Outside of his professional role, Matthew enjoys basketball, cooking, golfing, ice hockey, pickleball, skiing, table tennis, traveling, volleyball, and spending time with his family. He focuses on serving clients through a thoughtful and purposeful approach to wealth, particularly assisting those experiencing significant life transitions or requiring comprehensive financial guidance.