Richard Marshall is a financial advisor at Morgan Stanley with nine years of industry experience. His work history includes roles at Janney Montgomery Scott LLC, NYLIFE Securities LLC, New York Life Insurance Company, Bank of America, Merrill, and Brokertec Americas LLC. He holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides advisory services through various programs and partnerships.

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.

Matthew Scanlan is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he works with individuals and families to help them make informed financial decisions and pursue their long-term goals. Matthew focuses on building lasting relationships and providing personalized guidance through every stage of life, from wealth accumulation to retirement planning. His areas of expertise include education planning, family wealth management strategies, managing new wealth, personal retirement planning, and retirement income. Matthew holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the State University of New York System and a Master of Business Administration (MBA) from Adelphi University. Outside of his professional role, Matthew enjoys golfing, ice hockey, music, spending time with his family, and watching movies.

Jonathan Simpson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been involved with Simpson Family Holdings LLLP for 19 years. He is also associated with JPMorgan Chase Bank, N.A. since 1994. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Ashley Vaccaro is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been part of The Russo Rosenstein Group since 2014. She assists high-net-worth and ultra-high-net-worth individuals across more than 20 states, including senior-level corporate executives, private business owners, entrepreneurs, law firm partners, and multiple generations of families. Ashley is actively engaged in the early planning stages of client relationships and leads client meetings, coordinates with specialists, and manages seminars and webinars to support client needs. Ashley holds several professional designations, including Certified Plan Fiduciary Advisor® (CPFA®), Chartered Financial Consultant® (ChFC®), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a Bachelor's degree in Accounting and a Master's degree from Molloy College and Molloy University, respectively. Ashley is also a member of the Molloy University Alumni Association. In addition to her professional work, Ashley participates in local fundraising walks and runs, mentors college students interested in the financial industry, and has hosted virtual events to support foster children through the Long Island Women's Exchange. A former high school and college lacrosse and volleyball player, she is beginning to play golf. Ashley enjoys activities such as cooking, music, painting, photography, reading, running, spending time with family, traveling, and writing.

Griffin Wagner is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. His prior experience includes roles at Slomins and Home Advisor. 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 an ESG eligibility framework in its investment process.

Stephen Parmiter is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley since 2014 and also works with the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through a structured process using firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate agreements.

Diane Pedrosa Sciacca is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Merrill in 2020, she worked at HSBC Bank USA and its affiliates from 2007 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Walsh is a financial advisor at J.P. Morgan Securities with 35 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at J.P. Morgan Chase Bank, N.A. since 1994. He holds a Series 63 designation. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Madison Matthews is a financial advisor with LPL Financial in Melville, NY, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Matthews worked at Equitable Advisors and is also engaged as a home health aide on weekends. Matthews has held various roles across multiple industries, including political science and healthcare. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of representatives, utilizing diverse investment strategies and technology tools to support client portfolio management.

Steven Ward is a Series 63-licensed financial advisor with Merrill, where he has worked since 1986, totaling 37 years of industry experience. Outside of his advisory role, he occasionally assists with a family-owned photography business. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.

Thomas Mcguire is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles in education within the Longwood Central and Bayport-Blue Point School Districts, as well as involvement in travel baseball through BBP Travel Baseball. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios constructed from mutual funds, ETFs, and ETPs.

Matthew Gold is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 2000 after graduating with a bachelor's degree in Statistics from the University of Michigan. He started at Lebenthal, a New York municipal bond firm, and joined the Garden City office of Merrill Lynch Wealth Management in March 2006 following the firm's acquisition of Advest. Matthew holds the Chartered Financial Analyst (CFA) designation, awarded in October 2010, and the CERTIFIED FINANCIAL PLANNER (CFP) certification. He assists clients in determining long-term financial goals and implements wealth management strategies tailored to their risk tolerance, time horizon, liquidity needs, and overall investment objectives. As a qualified Portfolio Manager, he builds and manages personalized or defined investment strategies that may include individual securities, Merrill Lynch model portfolios, and third-party strategies. He collaborates with specialists in trust and estate planning, retirement planning, wealth accumulation, and wealth preservation to develop comprehensive solutions. Matthew lives in Syosset, NY with his wife and children. He is involved in his community as an assistant coach for the Syosset Basketball Association. In his free time, he enjoys basketball, boating, football, golfing, music, skiing, softball, spending time with family, traveling, and volleyball.

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.

Donna Stefans is a financial advisor at Cetera with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms, including Adviseher Financial and Gold Coast Capital Management. Stefans is also an attorney specializing in estate planning and trusts, and she serves on several nonprofit boards, including the Alzheimer's Association and the New York State Bar Association. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that supports a nationwide network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and customized strategies.

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.

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.

Louis Addesso is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and Cadaret, Grant & Co., Inc. He is also co-owner of AFC Planning Group, a business involved in fixed insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers. The firm offers integrated brokerage and investment advisory services across multiple platforms, utilizing firm-provided tools and third-party solutions to construct diversified portfolios on both discretionary and non-discretionary bases.

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.