Nicholas Bozanich is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2015. In addition to his advisory role, he provides financial guidance related to life, disability, long-term care insurance, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning with recommended investment strategies.

James Zimmermann is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Edward Jones for two years and operated the Law Offices of James C. Zimmermann for four years. Outside of his advisory role, he is also involved in delivery services through Instacart. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes various third-party asset managers and advisory platforms, providing access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Jill Cooper is a CFP®-certified financial advisor with 32 years of industry experience. She is currently with OSAIC and has previously worked at Sagepoint Financial, American General Securities, and other financial services firms. In addition to her advisory work, she is a member of JBC Consulting LLC, which focuses on the sale of group and individual insurance products. OSAIC Wealth serves a wide range of clients including retail and institutional investors, retirement plan sponsors, and corporate entities. The firm offers brokerage and advisory services supported by model-based asset allocation and portfolio optimization, employing a multi-advisor platform to deliver various financial planning and investment management programs.

Philip Murphy is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 22 years of industry experience. He has been with Raymond James since 2015 and previously worked at Lasalle Street Business Solutions for seven years. Outside of his advisory work, he co-owns a shore house in New Jersey that he rents occasionally, managed by a real estate firm. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, pension plans, and nonprofits, offering financial planning and non-discretionary investment consulting supported by broad research and multiple portfolio management styles.

James Beale Sr. is a financial advisor at LPL Enterprise with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Pruco Securities, LLC and Prudential Insurance Company of America. Outside of his advisory role, he is involved in Prudential-sponsored non-variable insurance activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Malcolm Lett is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with PFS Investments Inc. and Primerica Financial Services since 2008. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Antoinette Campbell is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for seven years before joining Morgan Stanley Smith Barney LLC. She is a 50% owner of JJLM LLC, an unrelated business activity based in Staten Island, NY. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a range of investment programs but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Louis Intorre is a financial advisor with Morgan Stanley in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively. Outside of his advisory work, he serves as the recycling coordinator for the Borough of Dumont. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses structured tools and models to assist clients, who are responsible for implementing and updating their plans.

Parto Tehranifar is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including PFS Investments Inc and Primerica Financial Services since 2005. Tehranifar has experience in office management and is involved in sales of investment-related products and home-related services through affiliated companies. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by third-party asset managers, supported by custodial and trade execution services.

Danielle Jacobson is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at Morgan Stanley since 2009, as well as positions at National Asset Management, National Securities Corporation, and Winslow, Evans & Crocker, Inc. Outside of her advisory work, she is involved as an independent contractor in direct sales of dermatology products through Rodan and Fields. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both retail and institutional solutions.

Maria Nigro is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with Equitable Advisors and has previously worked at Ameriprise Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of her advisory role, she serves on the St. Anne's Parish Community Committee, contributing to community events and fundraising efforts. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party asset managers and LPL-sponsored programs, focusing on tailored client solutions without sponsoring its own wrap fee program.

Mary Ann Abida is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in developing personalized financial strategies that evaluate the overall financial health of families, including wealth management planning, asset preservation, retirement income stream creation, and tax liability alleviation. Mary Ann focuses on guiding clients through financial changes and uncertainties to help achieve their financial goals for themselves and future generations. She holds a Master's Degree from the University of Phoenix, a Bachelor's Degree from Montclair State University, and a Certificate in Financial Planning from NYU School of Professional Studies. Mary Ann has earned several professional designations including Certified Divorce Financial Analyst (CDFA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is multilingual, speaking English, Circassian, and Arabic. In addition to her professional work, Mary Ann is involved with community organizations such as the Circassian Benevolent Association and delivers financial empowerment workshops to various groups. She supports organizations including Doctors Without Borders, Humanity for Relief and Development, International Rescue Committee, and World Central Kitchen. Her personal interests include cooking, football, golfing, music, reading, soccer, spending time with family, swimming, traveling, and yoga.

Alexander Arns Jr. is a financial advisor at Morgan Stanley with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and data-driven modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides tailored planning through its Financial Advisors and Estate Planning Strategies Group.

Robert Jelderks II is a financial advisor with Stifel Nicolaus & Co Inc, holding a Series 63 designation and 33 years of industry experience. He has been with Stifel since 2014. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Felipe Stanev is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and one year of industry experience. His previous roles include positions at PFS Investments Inc., Primerica Financial Services, and T3 Trading Group. Outside of advising, he is involved in sales of home-related products through Primerica Mortgage and Primerica Client Services. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, retirement plans, and corporate entities. The firm’s investment implementation is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with additional offerings in insurance and affiliated trust custody services.

Anita Thomas is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at several firms, including J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Outside of advisory work, she is involved in accounting and bookkeeping for her sole proprietorship focused on rental property. Morgan Stanley Wealth Management serves individuals and institutions with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets and employing structured planning tools developed by its Financial Advisors and Estate Planning Strategies Group.

Robert Siegler is a Series 66-licensed financial advisor with 18 years of industry experience, currently associated with LPL Financial since 2020. His previous roles include positions at Lakeland Financial Services, Raymond James Financial Services, J.P. Morgan Securities, Chase Investment Services, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Peter Demarco is a financial advisor with Morgan Stanley, holding a Series 63 designation and 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and spent ten years at UBS Financial Services prior to that. 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 advanced modeling tools.

Jennifer Jervis Babish is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management. She holds the professional designations of Chartered Special Needs Consultant (ChSNC) and Personal Investment Advisor (PIA). Jennifer focuses her practice on personal retirement planning, portfolio management services, special needs planning strategies, and advising women and families on wealth and retirement income. Before entering the financial industry, Jennifer worked as a teacher, which informs her approach to financial education and empowering clients with knowledge. She earned her Bachelor's Degree from Saint Thomas Aquinas College and obtained her ChSNC designation inspired by her personal experience as a mother of a special needs child. Her goal is to provide customized financial recommendations by understanding each client's unique circumstances, time horizons, and risk tolerances. Jennifer values building personal relationships with her clients to support their financial literacy and organization needs. Outside of work, she enjoys spending time with her husband Chris, daughter Victoria, son William, and their dog Archie. Her family activities include walking trails, playing board games, building Lego, and visiting Lake George.

Thomas Kelly is a financial advisor at Merrill with a Series 66 credential. He has been with Merrill and Bank of America since 2026. Prior to his financial industry roles, he worked in various positions including at Louis Vuitton Malletier and other firms. 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.