Johnpaul Duran is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2008, following roles at Citigroup Global Markets and Citicorp Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services and supports advisors with research tools and multiple investment platforms.

Kevin Ahlstrand is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Blue Ocean Wealth Solutions and Stony Brook University, as well as six years of service in the United States Navy. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients through a network of investment adviser representatives. The firm’s investment approach is typically model-driven, offering financial planning, access to third-party asset managers, and a wrap program, alongside affiliated insurance and trust services.

Manoj Paul is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at LPL Financial since 2018, following seven years at Woodbury Financial Services, Inc, and nine years at Equitable Advisors. In addition to his advisory role, he is involved with World Insurance Associates, LLC, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive advisory capabilities with a broad non-advisory financial services platform.

James Rice is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including RMR Wealth Builders, Calton & Associates, NewBridge Securities, and AXA Advisors before joining J.P. Morgan in 2020. Outside of his advisory work, he is a co-founder of Blue Star Cigars.org, a charity that collects and ships donated cigars to deployed service members. 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 capabilities with brokerage, distribution, and investment management functions.

Daiana Ploscaru is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She collaborates with individuals and their families to develop financial plans that align their needs and preferences with their goals. Daiana emphasizes regular reviews of financial plans to accommodate any life changes and to ensure resources are properly aligned for clients' peace of mind and confidence. Her professional experience includes various roles at Fidelity Investments, starting as a Financial Representative in 2020, then serving as a Relationship Manager from 2020 to 2022, followed by a Planning Consultant position from 2022 to 2023, before becoming a Financial Consultant. Prior to joining Fidelity, she worked as a Financial Representative at Equitable Advisors in 2019.

Robert Desanto is a financial advisor with OSAIC, holding a Series 63 designation and over 50 years of industry experience. He worked at Signator Investors, Inc. for 34 years before joining Royal Alliance Associates, Inc. in 2018. In addition to his advisory role, he operates a sole proprietorship as an insurance broker for fixed insurance products and serves as an Investment Advisor Representative with Lighthouse Financial Network, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by various asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes.

Frank Columbia is a financial advisor at Morgan Stanley with 28 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved as an independent contractor conducting product demonstrations for AMain Hobbies, a retail and online store. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery and modeling tools but generally does not offer individual security recommendations within standalone plans.

Christopher Bentley is a Series 66-licensed financial advisor with Morgan Stanley in Melville, NY, with eight years of industry experience. He has been with Morgan Stanley and its Private Bank since 2018, previously working briefly at Valmark Securities and AXA Advisors. Outside of his financial advisory role, Bentley is involved in music as a writer and creator. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and models, while also offering various retail and institutional investment options.

Matthew Kroin is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 2008 and holds a Series 63 designation. Outside of his advisory role, he serves as co-trustee overseeing investments and operations for multiple family trusts. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative investments. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Jesse Yoskowitz is a financial advisor at Equitable Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Axa Advisors, Henry Schein, and Limitless Group. Outside of his advisory role, he is involved in health insurance sales through TMRW Benefits and BenAdvance. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Andrew Morse is a financial advisor at J.P. Morgan Securities LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, NA, and J.P. Morgan Securities since 2012. 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. The firm operates within the broader J.P. Morgan organization and offers access to a wide range of investment products through its Institutional Consulting Services program.

Gregory Giantsos is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 65 designations and two years of industry experience. He previously worked at Bank of America, NA for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset management, combining technology with a broad platform that supports over 22,800 advisors.

Douglas Abbate is a financial advisor with Cetera who holds a Series 63 designation and has 22 years of industry experience. He previously worked for Cambridge Investment Research, Inc. for 10 years before joining Cetera in 2025. Abbate is also the owner of Investwithdoug.com, a marketing website. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party money managers across various program structures.

Chukwuemeka Orakwue is a Financial Advisor with Merrill Lynch Wealth Management, specializing in working with individuals and families to bring structure and purpose to their wealth. He focuses on organizing various elements of clients' financial lives and developing personalized strategies tailored to their retirement planning, investment management, liquidity needs, risk considerations, and evolving life goals. Chukwuemeka's client approach centers on understanding the client's family, career, assets, financial obligations, and future aspirations through attentive listening. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, liquidity management, and tax minimization. He also holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He holds a Bachelor's Degree from the University of Minnesota System. Outside of his professional work, Chukwuemeka enjoys fishing, traveling, and watching movies.

Katharine Tomasino is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has previously worked at Advisors Commercial Real Estate and Coldwell Banker Commercial Advisors. She is the owner of Rogers Partners LTD, a private limited company based in Brooklyn, New York. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Roderick Jones is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 1999, he has focused on developing financial strategies tailored to individuals, their families, and their businesses by understanding their short- and long-term objectives. His areas of expertise include family wealth management strategies, legacy planning, managing new wealth, portfolio management services, and retirement income. Rod holds a bachelor's degree from the State University of New York system, specifically SUNY Old Westbury, where he studied English. He holds the professional designation of Personal Investment Advisor (PIA). Outside of his professional work, Rod and his wife Christina reside in North Babylon with their two children and support the Big Brothers Big Sisters of Long Island. His personal interests include basketball, running marathons, and yoga.

Aaron Donato is a Wealth Management Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. Since beginning his career in investment and financial services in 2016, he has worked with families and their children to provide advice, guidance, and structure for financial decision-making. Aaron manages discretionary custom investment strategies and selects from Merrill Lynch model portfolios and third-party investment strategies to help clients pursue their objectives. Aaron's experience extends to education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He focuses on building lasting relationships with clients, including executives, business owners, and professionals in sports and entertainment, with an emphasis on long-term collaborations and customized guidance. He is also a Registered Player Financial Advisor with the National Football League Players Association (NFLPA). Aaron holds a Bachelor's degree in Business Management from The Pennsylvania State University. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In his personal time, he enjoys basketball, reading, running, skiing, spending time with his family, and watching movies. He is involved in community activities such as Habitat for Humanity, Island Harvest, Keep Islip Clean, Inc, Long Island Cares, Inc, and Toys For Tots.

Stephen Hildebrandt is a financial advisor with Equitable Advisors, holding a Series 66 designation and five years of industry experience. His prior roles include positions at AIG and GM Advisory Group, as well as experience at Penn State University. He also maintains an outside appointment with United Healthcare Oxford for health insurance. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Maria Luisa Serravillo Graci is a financial advisor at Morgan Stanley with 43 years of industry experience. Her career includes long tenures at Merrill and Bank of America before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. She holds the Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including financial planning supported by firm-approved tools and investment modeling techniques, managing approximately $2.74 trillion in client assets.

Michael Palazzolo is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 credentials and having 31 years of industry experience. His prior positions include roles at American Portfolios Financial Services, Inc. and Guardian Life Insurance Company of America. Outside of advisory work, he is a co-partner at Fortress Financial Services, Inc. and the author of a fiction book titled Route 80. Osaic Wealth serves a broad range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, using various asset-allocation tools and investment platforms to construct portfolios tailored to client goals.