Alexandra Kolessar is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at Morgan Stanley and Bank of America, among other roles. Outside of finance, she owns Crafted.Chapter, a business creating and posting content videos related to crafts, books, and drinks. 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 a range of individual and institutional clients.

Michael Jeshiva is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Jeshiva has been with Ameriprise since 2026. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning, tax-aware withdrawal strategies, and Social Security claiming options.

Arthur Rooney is a financial advisor at Morgan Stanley with 35 years of industry experience. He has been with Morgan Stanley since 2016 and previously worked at Merrill for 25 years. Rooney holds Series 63 and Series 65 licenses and is based in Hauppauge, NY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment models to support its financial planning process.

Mitchell Pearson is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked with AXA Advisors, LLC. Outside of his advisory role, he is a partner in Equinox Financial Partners LLC. Equitable Advisors serves a diverse client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers, utilizing a hybrid referral and implementation model.

Vincent Batteria is a financial advisor with Wells Fargo Advisors in Bohemia, NY, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked with various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, using Wells Fargo research and tools to develop customized recommendations.

Daniel Saxe is a CFP® professional with 30 years of industry experience, currently serving as an advisor at OSAIC since 2024. Prior to joining OSAIC, he worked at American Portfolios Financial Services for 19 years. Outside of his advisory role, he is president of a tax preparation and bookkeeping business and serves as treasurer for a nonprofit organization related to retired police officers in New York. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct client portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Michael Newins is a financial advisor at Stifel with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Park Avenue Securities, Guardian Life Insurance, and New York Life among others. Outside of his advisory role, he serves as Treasurer of Potunk Lodge #1071 F&AM, a Masonic Lodge and charity in Westhampton, NY. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and advisory services with investment guidance based on proprietary forward-looking methodologies developed by its Investment Strategy Group.

Jeffrey Kemp is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott for seven years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a combination of research, modeling, and tax-efficiency analysis to develop personalized, non-discretionary retirement recommendations.

John Hartnagel is a financial advisor at LPL Enterprise with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he owns and coordinates a virtual referral networking group. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model wealth portfolios, third-party asset management programs, and a range of brokerage and insurance products supported by an integrated platform.

Nicole Wood is a financial advisor with OSAIC who holds Series 66 and Series 63 licenses and has 11 years of industry experience. She has previously worked at American Portfolios Financial Services, Inc. and serves as an investment advisor representative at PPS Advisors, Inc., where she provides life insurance and fixed annuities when applicable. OSAIC serves a diverse client base that includes 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 through a large network of advisors, utilizing asset-allocation tools, risk tolerance assessments, and third-party money managers to construct portfolios across multiple asset classes.

Alex Kim is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation. He has one year of industry experience, including prior roles at Northwestern Mutual and Samsung Electronics of America. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through various third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Ariel Cruz is a financial advisor with Morgan Stanley in Hauppauge, NY, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at J.P. Morgan Securities, Equitable Advisors, Argo Partners, and The Nanz Company. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its advisory process.

Kevin Cunningham is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Merrill since 2011 and Bank of America, N.A. since 2013. 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. The firm offers model-based and discretionary investment strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Augustine Ezechi is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 20 years of industry experience. Prior to joining LPL Financial in 2017, he worked at J.P. Morgan Securities from 2012 to 2017. Outside of his advisory work, he is involved in a home-based child care business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by model portfolios and research from both internal and third-party sources.

Maria De Gennaro is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Ameriprise since 2014, including six years at Ameriprise Financial Services, Inc. and six years with Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, 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, non-discretionary retirement advice through a centralized consulting team.

Ira Miller is a financial advisor with Ameriprise in Plainview, NY, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of advising, he owns a tax preparation business. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals with significant investable assets, offering non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Brandon Sperling is a CFP®-designated financial advisor with seven years of industry experience, currently with Wells Fargo Advisors since 2023. His prior roles include positions at Raymond James Financial Services and Bank of America, among others. He also owns Sperling Consulting Group Inc., a small investment-related business. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Thomas Easow is a financial advisor with Ameriprise in Rockville Centre, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at J.P. Morgan Asset Management and Equitable Advisors. Easow is involved in independent insurance brokering. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendations through a centralized consulting team.

Matthew Ludack is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Wells Fargo and TD Ameritrade. He is also an operations associate at North Ridge Wealth Planning LLC, where he manages back-office operations and processing. Cetera Investment Advisers LLC is a nationwide firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary services across various program structures.

Ryan Roselle is a financial advisor with Morgan Stanley in Hauppauge, NY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior experience includes eight years with J.P. Morgan Securities and ten years at J.P. Morgan Chase Bank NA. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, and managing approximately $2.74 trillion in client assets.