Mary Chan is a financial advisor at Merrill with Series 65 and Series 63 licenses and 31 years of industry experience. She has worked at firms including JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, First Republic Bank, and HSBC Securities (USA) Inc. Chan serves as a board member of the Chinatown Health Clinic Foundation, a nonprofit organization supporting community health initiatives. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Laura Palacios is a financial advisor with LPL Financial who holds the Series 63 and Series 65 designations and has 26 years of industry experience. She previously worked at Signature Securities Group Corp./Signature Bank for 16 years, as well as at Cadaret, Grant & Co., Inc., Citigroup Global Markets, and Citicorp Investment Services. She serves as treasurer on the board of Huntington Matters, a for-profit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions and supports its network of over 22,800 advisors with a combination of proprietary research, third-party subadvisors, and technology tools.

William Carmody is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform that includes underwriting and securities-backed lending programs.

Elana Gofman is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in creating tailored, risk-managed investment strategies that align with clients’ personal preferences and market conditions. Elana focuses on various areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Elana began her career with roles at Morgan Stanley and Alliance Bernstein before joining Merrill Lynch in 2015. She holds a Bachelor’s degree in Finance from Indiana University’s Kelley School of Business and has earned several professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Elana emphasizes a collaborative approach with clients and their families, focusing on defining unique priorities and goals to develop comprehensive financial plans reviewed regularly. Outside of her professional work, Elana resides on Long Island with her husband and four children. Her personal interests include cooking, dancing, reading, skiing, tennis, traveling, and spending time with family. She is also active in volunteering and fundraising for various charities.

Steven Sasson is a financial advisor at LPL Enterprise with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Co. Before entering the financial sector, he held positions at Al-lectric, Multivision Digital, Sabra Law Group, and Baruch College. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and specialized product services through affiliated entities.

Paul Van Steen is a financial advisor at Ameriprise with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2016, including time at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Prior to that, he worked briefly at Wells Fargo Clearing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement-income planning recommendations and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Kimberly Perez is a Series 66-licensed financial advisor at Morgan Stanley with 14 years of industry experience. She previously worked at J.P. Morgan Securities from 2012 to 2020 and has been with Morgan Stanley’s Private Bank and Smith Barney divisions since 2020 and 2021, respectively. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and scenario modeling.

Helen Scannapieco is a CFP® with 42 years of industry experience and is currently an advisor at LPL Financial. Her prior roles include positions at Western International Securities, Northeast Asset Management, and Northeast Securities. She also provides tax preparation and accounting services as a CPA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions, offering a wide range of advisory and brokerage services supported by advanced research tools and extensive financial resources.

Michael Cavaliere III is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds the ChFC® designation and Series 63 and Series 65 licenses. His prior roles include positions at Democracy Funding, LLC and CabotLodge Securities LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach emphasizes structured financial planning supported by proprietary tools and broad investment solutions.

Thomas Schilling is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has prior experience at Morgan Stanley and Fidelity Investments. 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. Their advisory process is supported by centralized due diligence combining quantitative and qualitative research, with a broad range of regulatory registrations that support derivatives and commodities capabilities.

Rodolfo Martin is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Outside of his advisory work, he serves as a deacon at the Church of St Aidan, assisting the pastor during Mass. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of advisory models and third-party program sponsors to deliver its services, including ERISA fiduciary services for qualified plans.

Joshua Drapkin is a financial advisor at UBS Financial Services with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Stifel Financial Corp., Jefferies LLC, and PricewaterhouseCoopers. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets and research-driven solutions.

Akira Kido is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. He serves as a board member for the Tokyo Christian University Foundation, Inc., a charitable organization supporting the university's mission. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and market modeling techniques as part of its advisory services.

Joseph Giardino is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill. He is also involved with Certainty of Uncertainty LLC, where he manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations through a centralized consulting team.

Wayne Pfeiffer is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He has been with Equitable Advisors since 1999, including the period when the firm operated as AXA Advisors, LLC. Outside of his advisory role, he is involved in WJP Insurance Services, Inc. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s investment approach involves matching clients to program models or discretionary managers, often utilizing third-party asset managers and sponsored advisory programs.

Christopher Loria is a financial advisor at RBC Capital Markets with 11 years of industry experience. He has worked at City National Bank and Ameriprise Financial Services, Inc. Prior to his current role, he held positions at both firms starting in 2015. Outside of his advisory work, he is a passive owner of two eCommerce businesses. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, implementing strategies tailored to clients’ risk profiles through a mix of in-house and third-party managers.

Suzanna Charbonnier is a financial advisor at RBC Capital Markets with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized portfolio management and integrated services, utilizing both in-house and third-party investment managers.

Augustine Abbatiello is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Cetera in Westbury, NY, where he has worked since 2019. His prior experience includes roles at Foresters Advisory Services LLC and Foresters Financial Services. Augustine is also involved with Long Island Financial Planning Group, a business associated with Cetera. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program structures and third-party managers.

Matthew Russo is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 licenses with seven years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2018 to 2021. Merrill, along 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 plans, corporations, and charitable organizations.

Charles Ladenheim is a financial advisor with Wells Fargo Clearing in Woodbury, NY, holding Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics guided by diversification principles and modern portfolio theory.