Robert Reed is a financial advisor with Cetera, holding a Series 63 designation and over 42 years of industry experience. He has previously worked at North Ridge Securities Corp. for 29 years and has been associated with Cetera and affiliated entities since 2019. Reed is also the owner of Manchester Financial, a financial services firm, and has roles as a financial professional and insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program platforms and access to affiliated and third-party money managers.

Paul Essner is a CFP® with 34 years of industry experience, currently serving as an advisor at OSAIC since 2024. He previously spent 15 years with Securities America Advisors and Securities America Inc. Essner is also an executive vice president at Risk Strategies Company, where he is involved in the sales and service of insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports multiple platforms and account structures.

William Zimmerman is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 designations and possessing 38 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market modeling techniques.

Frank Aimetti is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has built his entire 45-year career since 1977. He holds the position of Vice President and is recognized as a Personal Investment Advisor (PIA). Frank's expertise encompasses tax minimization, retirement planning and administration, wealth accumulation, education planning, liquidity management, managing new wealth, personal retirement planning, and retirement income strategies. He earned a Bachelor's degree in Business Administration from Long Island University – Post. Throughout his career, Frank has focused on providing clients with comprehensive guidance related to their investment and retirement goals, estate planning services, and strategies. Frank enjoys baseball, cooking, football, gardening, music, spending time with his family, watching movies, writing, and yoga.

Mark Gutner is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. He has spent more than 20 years with Merrill, focusing on providing a comprehensive approach to wealth management for individuals and families. Mark holds the designation of Personal Investment Advisor (PIA) and is a qualified Senior Portfolio Manager. In this capacity, he manages personalized and defined investment strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Mark’s expertise encompasses wealth accumulation, preservation, and estate transfer, offering clients access to the investment insights of Merrill Lynch Wealth Management and the banking services of Bank of America. He emphasizes a collaborative approach that prioritizes understanding clients' life priorities to create personalized financial plans. Mark holds a Bachelor's degree and an MBA from Adelphi University. He resides in Rockville Centre, New York, with his wife, Allison, and has two children living in Manhattan.

Sara Urban is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Equitable Advisors since 1999, following a tenure at AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Gerardo Santangelo is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Inc., and Bank of America, N.A. prior to joining J.P. Morgan. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Lee Calarco is a financial advisor at LPL Financial with 12 years of industry experience. He previously worked at Neuberger Berman LLC for seven years before joining LPL Financial in 2023. Calarco holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

Jeffrey Papazian is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at ThinkEquity LLC and Gorjian Acquisitions. His background includes four years at Villanova University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Ellie Suemin Ko is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, DBS Bank, and the David Zwirner Gallery. She studied at Columbia University from 2022 to 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers these services on a non-discretionary basis with clients retaining final decision-making authority.

Paul Goldhirsch is a financial advisor with OSAIC, holding a Series 63 designation and over 40 years of industry experience. He previously worked at Signator Investors Inc. for 16 years before joining Royal Alliance Associates, INC. His other business activities include operating a sole proprietorship as an insurance broker. OSAIC serves a diverse range of retail and institutional clients through an extensive network of advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services that utilize firm-provided asset-allocation tools, risk assessments, and automated rebalancing.

Kenneth Greenblatt is a financial advisor with Equitable Advisors in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 2007, previously affiliated with Axa Advisors. Outside of his advisory role, he is involved in trustee duties for family trusts and owns KRG Wealth Management, Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning and retirement-plan support along with access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage/insurance services.

Christian Bautista is a CFP® professional with 10 years of industry experience, currently affiliated with Charles Schwab. He has worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services before joining Charles Schwab and its related entities. Bautista holds a Series 66 license. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative investment review process.

Paul Annunziato is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and associated with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he serves as president of Sooner or Latte, a concierge and marketing coffee service, and is a member of the Zoning Board of Appeals for the Village of Mill Neck, NY. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct client plans and corporate financial planning arrangements.

Michael Meehan is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes positions at Merrill and Bank of America. He serves as a committee member of the Investment and Wealth Institute, participating in ethics hearings for certificants. RBC Wealth Management, a division of RBC Capital Markets, LLC, offers tailored advisory programs to individual investors, institutions, and charitable organizations, implementing portfolios through a combination of in-house and third-party managers with options for tax management and responsible investing.

Gregory Prymaczek is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Bank of America N.A., Allstate Financial Services LLC, AXA Advisors LLC, and Signature Bank. In addition to his advisory role, he is an independent agent for Combined Insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management through both advisory and brokerage channels.

John Petrizzi is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously spent over four decades with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering services such as financial planning, advisory programs, and brokerage products through an integrated platform. The firm combines advisory services with insurance sales and lending programs, utilizing both in-house and third-party portfolio management solutions.

Zuo Jia Black is a Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth and retirement planning. She serves a diverse clientele with a focus on personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Jia brings over 16 years of experience in financial services. After earning her bachelor's degree from Tianjin Foreign Language School in China, she began her career at Chase Bank in Queens and progressed through roles including licensed banker and Investment Specialist at Scottrade. She joined Merrill Lynch in 2015 and has worked at multiple Bank of America Financial Centers in Queens, where she was recognized as a top performing Financial Services Advisor. Jia holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English and Mandarin, Jia is a long-time member of the Queens and Long Island Chinese community and works closely with local business owners and executives. She lives in Floral Park, Nassau County, with her husband and two children. Jia enjoys traveling internationally with her family and spending time engaged in activities such as boxing, cooking, photography, singing, and yoga.

Boris Mikhail is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at the Metropolitan Transportation Authority and MTA LIRR for several years. He is also involved in consulting through BMY & Company, a business he has managed since 2001. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Robert Codignotto is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Codignotto serves as an ordained minister performing marriage ceremonies, is an unpaid assistant police commissioner for Nassau County, and participates as a racehorse owner and a board member of a family foundation organizing charity events. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.