Tiffany Diaz is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and Citibank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Thomas Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 33 years of industry experience. His career includes 15 years at HSBC and over nine years at Wells Fargo Bank before joining Wells Fargo Clearing in 2021. He serves as a representative of the Town Meetings in Darien, Connecticut, contributing to local civic activities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Steve Fortilus is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 credentials and has been with J.P. Morgan Securities since 2023, having previously worked at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Maryanne Bessler is a financial advisor at LPL Financial with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2011, following three years at Investors Capital Corp. In addition to her advisory role, she is involved in selling health insurance to small businesses and assisting clients with non-variable insurance applications. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wesley Barrow is a financial advisor with Primerica Advisors in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Aaron Silberman is a CFP® professional with over 10 years of experience in the financial services industry. He has been with Morgan Stanley since 2015 and currently works at Morgan Stanley Private Bank, N.A. in Garden City, NY. 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 and financial planning services supported by structured discovery processes and firm-approved planning tools.

Paige Doukas is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. She previously worked in investment banking at Stifel and completed her education at the University of South Carolina. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery conversations and firm-approved tools, relying on model-based outcomes rather than individual security recommendations.

Clinton Cameron is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Morgan Stanley, JPMorgan Chase Bank, and SunTrust Advisory Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by its research department and third-party strategists, and offers a range of financial planning and consulting services.

Robert Spina Jr. is a financial advisor with UBS Financial Services, holding a Series 66 designation and 11 years of industry experience. He has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad range of capital markets solutions.

Eric Lo is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan and Jpmorgan Chase Bank, N.A. since 2014. Outside of his advisory role, he is a co-owner of Humble Cafe LLC, a coffee shop. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Jonathan Ostrow is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at RBC Capital Markets for 10 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its financial advisory services.

Michael Bausk is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies to help clients pursue long-term goals by educating them about their finances and investment options. His client focus areas include college education planning, divorce transition planning, liquidity management, portfolio management services, individual and corporate investment strategies, and retirement income planning. Michael brings a broad range of experience to his role, including an eight-year career in real estate, where he assisted clients with one of their most significant financial investments—their homes. He is a second-generation financial advisor who learned the importance of listening closely to clients’ goals and needs from his father. Michael holds bachelor's degrees from both Yeshiva University, where he studied political science, and Brandeis University. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in English, Hebrew, and Spanish. Outside of his professional work, Michael is actively involved in his local community. He participates in the Young Israel of Woodmere synagogue and has coached high school basketball for over 20 years. He is also a father of four children and enjoys baseball, basketball, cooking, golfing, tennis, and spending time with his family.

Michael Higgins is a financial advisor at OSAIC with 28 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Woodbury Financial Services Inc and Fidelity Brokerage Services LLC. Higgins also advises on fixed annuity and insurance solutions. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of affiliated advisors and platforms. The firm provides integrated brokerage and advisory services with a focus on diversified portfolio construction using various asset classes and third-party money managers.

Daniel Gopen is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at National Asset Management and National Securities Corporation. Outside of his advisory role, he is involved in tax preparation and accounting services through Premier Tax Planning and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, delivering customized strategies across various platform arrangements and proprietary as well as third-party models.

Bradley Schatz is a financial advisor at Morgan Stanley with 16 years of industry experience. He has held roles at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s planning process uses structured discovery and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

Brendan Rorke is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Financial Advisor at Merrill Lynch from 2020 to 2023 and served as a Relationship Manager at Bank of America from 2018 to 2020. His experience spans retirement planning, income and wealth planning, and general financial guidance, focusing on developing actionable and sustainable financial plans tailored to clients and their families. Brendan aims to build long-lasting relationships to help clients stay on track toward their financial goals.

Brent Salamone is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. He serves as treasurer and board member for Cub Scout Pack 124, a volunteer role involving the management of dues and expenses. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Sandeep Israni is a Certified Financial Planner® with 34 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He has been with Ameriprise Financial Services, Inc. since 2005, totaling over 19 years with the firm. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver annual, non-discretionary retirement income recommendations, primarily for clients with assets managed within Ameriprise.

Nicholas Mavro is a CFP® professional with 25 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also been associated with JPMorgan Chase Bank, N.A. since 2003. Outside of his advisory role, he contributes as a contractor to The American List, a website aimed at helping consumers identify products manufactured in the USA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Joylynn Gandolfi is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 37 years of industry experience. She has been with MassMutual Investors Services since 2017 and is also affiliated with Massachusetts Mutual Life Insurance Company and Citistreet Equities LLC. Outside of her advisory role, she is involved in insurance sales focusing on individual and group life and health products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved analytical tools and structured annual planning engagements.