Peter Che is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. He previously worked at JPMorgan Chase from 2009 to 2023. Outside of his advisory role, he is the owner of a family dry-cleaning business that ceased operations in 2022. 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 strategies for individuals, high-net-worth clients, and institutions.

Jane Carmody is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and The First National Bank of Long Island. Carmody owns and manages JSC Management Inc., an investment-related business. Wells Fargo Advisors serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm combines advisory services with other financial products and referral channels to provide tailored recommendations.

Donald Mccormick is a CFP®-certified financial advisor with 39 years of industry experience, currently serving clients at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he is a co-owner of NuMac Realty, LLC, a real estate business. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice primarily for clients with significant assets under management.

Marc Selanikio is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked for seven years at David Lerner Associates and spent three decades at Pack and Ship Port Washington, Inc. 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 operations with brokerage, distribution, and investment management capabilities.

Lisa Van Der Voort is a Financial Advisor at Merrill Lynch Wealth Management with over 10 years of experience in the financial services industry. She has worked with Morgan Stanley, Bank of America, and Merrill, developing expertise in quantitative data analysis to offer clients data-driven strategies aimed at building appropriate risk-adjusted portfolios. Lisa's approach starts with understanding what is important to her clients, enabling her to help them pursue a range of financial priorities including general investing, philanthropic efforts, tax-advantaged solutions, retirement planning, and preparing for unforeseen events. She also facilitates access to Bank of America specialists for banking, credit, home financing, and business solutions. Lisa holds a Bachelor’s Degree from Auburn University and maintains the Personal Investment Advisor (PIA) designation. She is actively involved with Bank of America's Military Support & Assistance Group and serves as a mentor with Statement Arts. Outside of her professional life, she enjoys activities such as hiking, boating, chess, reading, rock climbing, soccer, tennis, and spending time with her family.

Jay Brown is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley since 2014 and holds a Series 63 designation. 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 and estate planning strategies, managing approximately $2.74 trillion in client assets.

Jamie Shapiro is a financial advisor with LPL Financial in Melville, NY, holding a Series 63 designation and bringing 32 years of industry experience. He previously worked at Voya Financial Advisors, Inc. from 2014 to 2017 before joining LPL Financial in 2017. Outside of his advisory work, Shapiro is involved as an insurance agent specializing in fixed insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with access to model portfolios, research, and a variety of specialized investment solutions.

Lee Hochheiser is a financial advisor at Cetera with a Series 65 designation and approximately three years of industry experience. He is also employed full time at Hochheiser, Deutsch and Company, Inc., a firm focused on holistic financial planning, insurance services, and retirement planning. Prior to his current roles, he worked in sports media sales and has experience in marketing and insurance business management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform with both affiliated and third-party investment options.

Mary Anskat is a financial advisor with Ameriprise in Shreveport, LA, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. She previously worked at Riversource Distributors Inc. for 14 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary advice in collaboration with clients’ financial advisors.

Ashley Lang is a financial advisor at Ameriprise with 23 years of industry experience. She has been with Ameriprise and its affiliate since 2004 and is currently involved with Shaklee as a wellness industry consultant. Lang also consults in the skin care sector through Rodan + Fields. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored retirement-income recommendations.

Joseph Cardino Jr. is a financial advisor with Primerica Advisors in Copiague, NY, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of advising, he is involved in managing a Primerica-related legal entity and owns a company that leases office space for Primerica operations. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while maintaining oversight of its investment models.

Edward Oesterle is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2013, alongside a tenure at Bank of America dating back to 2011. 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.

Alejandro Cebrian is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Chase Bank, N.A. and TD Ameritrade Investment Management, LLC. 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 operations with brokerage and investment management capabilities, delivering advisory services on a non-discretionary basis.

Patricia Morrissey is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career at Merrill Lynch in 1998 as a legal assistant in the Office of General Counsel and transitioned to the Islip office in 2000 as a Registered Client Associate. Since 2004, she has worked as an Analyst-Investments, implementing discretionary model portfolios, reviewing client asset composition and allocation, administering equity and options trading, and managing trust and estate matters. Throughout her career, Patricia has focused on delivering personalized, high-touch service tailored to client needs. She supports clients in adapting to Merrill's technological applications, including MyMerrill and MyMerrill mobile apps. Patricia holds professional designations including Certified Investment Management Analyst (CIMA), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Patricia graduated magna cum laude from SUNY Albany with a Bachelor of Science degree in Business Administration/Finance. Outside of work, she is active in community involvement and charitable activities, including participation in marathons and support for the Leukemia and Lymphoma Society.

Samuel Plotsky is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has previously worked at Renewal By Anderson and CVS Pharmacy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary assets, including multi-manager and fund-of-funds structures.

Timothy Frohberg is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He previously worked with firms including Avantax and Equitable Advisors and served in the NYPD for ten years. Frohberg is also the author of an investment-related book on retirement planning and operates his own advisory firm, Timothy Michael Wealth Management, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various investment management and consulting services through a multi-manager platform featuring both affiliated and third-party model portfolios.

Anthony Martino is a financial advisor at Osaic Wealth, Inc. with 11 years of industry experience. He holds a Series 66 designation and previously worked for Ameriprise Financial Services, Inc. for 13 years. Martino is also involved in insurance sales and operates under the DBAs Latitude Wealth Advisors and Steadwise Wealth Advisors, offering comprehensive financial planning services. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct portfolios across various asset classes on both discretionary and non-discretionary bases.

Sean Vail is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with Jpmorgan Chase Bank, N.A. since 2018. 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 operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Brad Foster is a Series 66 credentialed financial advisor with 22 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, relying on a proprietary methodology developed by its Investment Strategy Group for asset allocation and financial planning guidance.

Jonathan Ehrlich is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds a Series 63 designation and has worked at Raymond James since 2019. Ehrlich is also a certified public accountant and a partner at EB Group CPAs LLP, where he provides tax preparation services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm provides tailored, non-discretionary planning and utilizes analytical tools and modeling to support client goals, with additional capabilities in municipal advisory and SIMPLE IRA plan consulting.