Pradeep Kaur is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked with J.P. Morgan since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Christopher Reilly is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining OSAIC in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he has involvement with Provision Corporation focused on human resource cost reduction. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services with access to multiple investment platforms and third-party money managers.

Alexandra Bartonik is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 24 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of her advisory role, she is a partial owner of a rental property. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

James Vandewalle is a financial advisor at RBC Capital Markets with 48 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008, previously spending nine years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and employing both in-house and third-party investment managers.

James Anderson is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing two years of industry experience. His previous roles include positions at MSA Security and the US Department of State. Outside of finance, he serves as an assistant ice hockey coach for the PAL Jr Islanders. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Christopher Taylor is a financial advisor with Merrill, holding a Series 66 designation and beginning his advisory career in 2025. He previously worked at JPMorgan Chase from 2023 to 2025 and Capital One from 2008 to 2023. Outside of his advisory role, he serves as an Information Officer on the board of the Bethpage Baseball Association and owns TX4 Enterprises LLC, an e-commerce business. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jay Szerencsy is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has held roles within Wells Fargo entities since 2014, including a decade at Wells Fargo Clearing. He holds Series 63 and Series 65 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and planning tools.

James Mctighe is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at MML Investors Services, Inc. since 1991 and Mass Mutual Life Insurance Company since 1985. In addition to his advisory role, he is involved in life and health insurance sales. MML Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and event-driven planning services such as divorce and estate settlement planning.

Emanuel Lord is a financial advisor with Osaic Wealth, Inc. based in Melville, NY. He holds a Series 63 designation and has 16 years of industry experience. Prior to joining Osaic in 2018, he worked at Signator Investors Inc and John Hancock Financial Network. Outside of his advisory role, he operates as an insurance broker specializing in life, annuities, long-term care, disability, health, and group benefits. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.

Ashif Iqbal is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Bank of America, Morgan Stanley, The Vanguard Group, and JPMorgan Chase Bank. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicole Nunag is a financial advisor at Merrill with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citibank, J.P. Morgan Securities, and Chase Securities Inc. She serves as a board member of the charitable organization Carnegie Hill Neighbors. 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.

Andrew Cameron is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance. Outside of his advising role, Cameron has been a business teacher in the South Country Central School District since 1998 and serves as an assistant swim coach for the Sayville swim team. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Jenna Adams is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo entities since 2015. Outside of her advisory role, she co-owns a rental property in Massapequa, NY. 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 advice grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Vionca Murray Saxon is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their individual financial goals and develop personalized strategies that address short-, mid-, and long-term objectives. Her approach includes providing guidance on investing, retirement planning, and saving for unforeseen circumstances. Additionally, she facilitates access to Bank of America specialists in areas such as banking, credit, home financing, and small business solutions. Vionca specializes in areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and sports and entertainment financial matters. Vionca holds a Bachelor's Degree from Syracuse University and a Master of Business Administration (MBA) from Ohio University. She is a Personal Investment Advisor (PIA). Drawing on her passion for helping clients manage complex financial priorities, she partners with individuals to define their goals and select portfolio strategies designed to achieve those goals. Vionca provides ongoing advice and adjusts strategies as clients' situations evolve. Outside of her professional work, Vionca has personal interests that include basketball, cooking, dancing, golfing, music, running, and spending time with her family.

Georgia Lentzeres is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, INC. since 2018 and previously at Sii from 2013 to 2018. Outside of her advisory role, she has been involved with the Peter Pan Diner for over 20 years. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a variety of investment types on both discretionary and non-discretionary bases.

Thomas Flanagan is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Capital Corporation. In addition to his advisory work, he operates a sole proprietorship providing fixed annuities, disability, health, and life insurance, and he engages in motivational speaking at local churches and libraries. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio management using a variety of investment vehicles.

Jessica Ferares is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with J.P. Morgan Securities since 2012 and worked within various J.P. Morgan Chase entities from 2007 onward. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Lauren Madia is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and UBS. 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 integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Brendan Conlon is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has two years of industry experience. He has been with Mass Mutual Investors Services since 2021 and concurrently associated with MassMutual Life Insurance Company since 2020. Prior to his financial services career, he worked at Mortons the Steakhouse for five years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of investment programs and educational seminars, delivering financial planning through collaborative annual engagements using firm-approved analytical tools.

Connor Wilson is a financial advisor at Wells Fargo Advisors with five years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors since 2019. Outside of his advisory role, he owns Wilson Securities, Inc., a small independent securities practice. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.