Caedia Fraser is a financial advisor at J.P. Morgan Securities with seven years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Merrill, Bank of America, and Capital One Bank. Outside of her advisory work, she is involved in an online retail clothing business and holds ownership interests in real estate investment and management entities. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and performance reporting for plan sponsors, corporations, and endowments. The firm combines quantitative and qualitative research in its advisory process and incorporates an ESG framework in its recommendations.

James Smyth is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Cantor Fitzgerald & Co., Pershing LLC, and Morgan Stanley Smith Barney LLC. 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 that incorporates tools such as Secular Return Estimates and Monte Carlo simulations.

Salvina Gambino is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2003. 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. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates a broad range of strategies, including ESG considerations.

Imran Faizi is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at County Agency Inc, Bank of America, TD Bank, and JPMorgan Chase Bank, N.A. 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. The firm’s advisory process combines quantitative screening and qualitative research, including the use of forward-looking capital market assumptions, and incorporates ESG considerations where applicable.

Philip Ressa is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Mr. Ressa is involved in managing several family-owned real estate entities focusing on property holding and development. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.

Michael Fischer is a financial advisor at Raymond James Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial since 2009, alongside running M. Fisch Advisors LLC from 2010 to 2024. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling, supporting implementation through advisory programs and other providers.

Heather Eckles is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services, Truist Investment Services, and Ameriprise. Eckles serves on the board of Girls on the Run Long Island, supporting and helping to lead programs focused on fitness, health, and well-being for girls across Long Island. Merrill 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, and institutional investors.

Neil Isler is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Stifel since 2007. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

Everett Johnson II is a Series 66 credentialed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2026, he worked at New York Life, Broadridge Financial Solutions, and Fannie Mae. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Frank Guzzone is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and JPMorgan Securities LLC. Outside of advisory services, he is involved in tax preparation and accounting through Clark, Hollingsworth & Betancourt, Inc. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Hall is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Hall serves on a state university advisory board. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery tools and firm‑approved methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Meredith Weinman is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Merrill since 2012. 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. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Farmand is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including JPMorgan Chase Bank, JPMorgan Securities, and CitiGroup Global Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative analysis in its recommendations and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

James Mc Carron is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked previously at Equitable and JPMorgan Chase Bank, N.A. Outside of finance, he has experience working with HTB Flag Football and Burrito Mariachi. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process integrates quantitative and qualitative research to deliver written asset allocation advice and customized reporting, with clients retaining final decision-making authority.

Neil Filomena Jr. is a ChFC® with 20 years of industry experience, currently serving as a financial advisor at OSAIC since 2018. Prior to joining OSAIC, he worked at SII from 2014 to 2018. Outside his advisory work, he is involved in youth athletic coaching for lacrosse and basketball in the Long Island area. OSAIC serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a comprehensive, multi-advisor platform that utilizes model-based asset allocation and portfolio optimization.

Geeta Kohli is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 designations. Kohli previously worked at JPMorgan Chase Bank, N.A. for 15 years and is a partner and owner of Citrus Inc, a real estate investment business. 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 searches, and customized performance reporting. Their advisory process uses centralized due diligence and incorporates quantitative and qualitative research to build model asset allocations.

Joseph Cardino is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and nine years of industry experience. His background includes roles at AMM Industries, First Student, PFS Investments Inc., Lantern Energy, and Primerica Financial Services. Outside of advising, he is involved in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of financial advisors using model-driven strategies and offers a range of portfolio management options supported by third-party managers and custodians.

Michael Feldman is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses. Feldman has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2020, and also had previous roles at J.P. Morgan Securities between 2007 and 2010. 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. The firm’s advisory process incorporates quantitative and qualitative research, uses forward-looking capital market assumptions, and may include an ESG eligibility framework.

Mary Tonie Rose Canieso is a financial advisor with Primerica Advisors who holds a Series 63 designation and has 11 years of industry experience. She has held roles at NatWest Markets Securities, Inc., Noble Americas, and Primerica Financial Services. In addition to her advisory work, she is involved in the sale of home security and automation products and loan referrals through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of financial advisors and employs model-driven investment strategies managed by unaffiliated asset managers.

Owens Smith is a financial advisor with Morgan Stanley, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, following a three-year tenure at Citibank. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved tools to deliver its financial planning services.