Mario Depasquale is a financial advisor at Fidelity with a Series 66 designation. He joined Fidelity in 2025 and has prior experience at John Hancock and in property management and construction-related roles. Mario also worked with a community activities summer program in 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager funds and model portfolios.

Oliver Palone is a financial advisor with Morgan Stanley in Garden City, NY. He holds a Series 66 designation and has professional experience spanning roles at UBS Financial Services, Horizon Air Freight, PBT Realty, and Palone Bros. His background includes four years at Villanova University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Emily Dennis is a Series 66 licensed financial advisor with Charles Schwab & Co., Inc. She began her advisory career in 2025 and previously worked at KPMG. Her background includes several years of full-time education and seasonal work at summer camps. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options.

Mohammed Shakil is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Citi Bank, Morgan Stanley, and JPMorgan Chase Bank, N.A. Before entering the financial industry, he worked with Catholic Charities, The Greater Ridgewood, and the New York Department of Education. J.P. Morgan Securities specializes in investment consulting and advisory services primarily for institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework into its recommendations and offers services on a non-discretionary basis.

Eugene Kirley Jr. is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 63 designation and bringing 34 years of industry experience. He previously worked at Janney Montgomery Scott Inc. for 24 years before joining Morgan Stanley and its Private Bank in 2017. Kirley also serves as a board member of a charity/private foundation based in Plainview, New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Steven Katz is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior experience includes 13 years at Edward Jones and 3 years at Equitable Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients approaching or in retirement, providing written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Tong Chen is a financial advisor with Merrill, holding a Series 66 credential and three years of industry experience. He has worked at Bank of America since 2023 and has been with Merrill since 2010. 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 a range of investors including individuals, high-net-worth clients, and institutional accounts.

Michael Maher Jr. is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Robanpreet Singh is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2023. Prior to his advisory role, he was a student for ten years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning and estate strategies, utilizing firm-approved planning tools and models to support client financial goals.

Brian Crandall is a financial advisor with Ameriprise in Garden City, NY, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior roles include positions at Reef Road Capital, LLC and Ameriprise Financial Services, Inc. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, primarily for clients maintaining assets in Ameriprise-managed accounts.

Oreste Abbamonte Jr. is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank since 2009. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Walter Josiah is a financial advisor with Merrill, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Merrill since 2017 and is also associated with Bank of America, N.A. since 2018. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies supported by internal and third-party managers.

Andrew Plate is a financial advisor at Merrill in Plainview, NY, holding a Series 66 designation. He has experience at several firms including Bank of America, Merrill Lynch, Morgan Stanley, and Peak Wealth Partners. Outside of finance, he previously worked at MainStreet Pizza and Stop&Shop. 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 clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lawrence Connelly is a financial advisor with Stifel in Garden City, NY, holding Series 63 and Series 66 licenses and 42 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Casey Krebs is a financial advisor with Cetera who holds a Series 66 designation and has five years of industry experience. Prior to his current role at Cetera, he worked at Jungle Bob's Enterprises Inc and The College of Saint Rose. Outside of advising, he is involved with Presto Pizza Corp, where he performs food service and preparation work. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures and investment options.

Sabrina Fregara is a Series 66–licensed financial advisor with 18 years of industry experience. She is currently with LPL Financial and has previously worked at Wells Fargo Advisors and Level Four Financial. Outside of her advisory work, she is a certified yoga instructor operating a private business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and access to third-party asset managers, supported by technology tools and oversight of over $819 billion in discretionary assets.

Raysel Rojas is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Outside of her advisory role, she serves as a board member of the Latino America Unida Foundation Inc., where she oversees finances, fundraising, and financial reporting. J.P. Morgan Securities 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.

Benjamin Berger is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Cetera Financial Specialists LLC for one year and has been the owner of Bernath and Rosenberg, a CPA and tax preparation firm, since 1998. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology and a broad platform of financial products.

Brian Walsh is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and possessing 36 years of industry experience. Prior to joining Raymond James in 2020, he worked for Stifel Nicolaus & Company, Inc. for 11 years. He is also the managing partner of Waypoint Wealth Management Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and other clients, employing tailored non-discretionary planning and analytical tools to support client goals. The firm also provides municipal advisory services and specialized retirement plan consulting programs.

Madison George is a financial advisor at Morgan Stanley with three years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2023 and previously had roles at Gotham Dream Builders and The Islands, a franchise of Lily Pulitzer. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.