John Martin is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market simulations.

Millie France is a financial advisor with LPL Financial, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 15 years of industry experience and previously worked at Cetera Investment Services and Foresters Financial Services. Outside of her advisory role, she is also an insurance agent with Vanbridge Insurance Services. 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 advisory programs, financial planning, and brokerage services supported by in-house and third-party research, with both discretionary and non-discretionary management options.

Hyungku Her is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Equitable Advisors since 2001, including time at AXA Advisors, LLC. Outside of his advisory role, he is involved in other insurance-related business activities. 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 LPL programs and third-party asset managers. The firm operates a hybrid advisory and brokerage model, tailoring services through a documented client intake process and offering both discretionary and non-discretionary investment management.

Michael Yackanin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Kincade is a financial advisor at UBS Financial Services with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, Btig, and Merrill Lynch. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Sandra Gonzalez is a financial advisor with Primerica Advisors, holding a Series 63 designation and 24 years of industry experience. She has worked at Primerica Advisors since 2017 and previously spent 16 years with Pfs Investments Inc. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure, emphasizing oversight and independent due diligence in its investment approach.

Joseph Heyer is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analyses to support client financial plans.

Kungyee Thompson is a financial advisor with Mass Mutual Investors Services in Paramus, NJ. He holds the CFP® designation and has 30 years of industry experience. Thompson has been with Mass Mutual Investors Services since 2017 and has been affiliated with Massachusetts Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements supported by firm-approved analytical tools and also offers specialized planning programs including divorce and estate settlement services.

Nickolas Venetos is a CFP® with eight years of industry experience, currently affiliated with Wells Fargo Clearing. He previously worked at RBC Capital Markets and Talent Net. Venetos holds the Series 66 designation and is based in Paramus, NJ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Thomas Liquori Jr. is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel since 2015 and holds Series 63 and Series 65 designations. Outside of advising, he is involved in vacation home rental management. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment strategy and planning tools.

Michael Minevich is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 63 designation and has been with LPL Financial since 2008. 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 a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Daniel Hirsch is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on building strong client relationships and works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Daniel's areas of expertise include college education planning, divorce transition planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, retirement income, and services for endowments, foundations, and non-profits. He holds the designation of Personal Investment Advisor (PIA) and earned a bachelor's degree from Penn State University. In addition to his professional work, Daniel is involved in his community as a coach for the Teaneck Junior Soccer League. His personal interests include boxing, camping, cooking, fishing, football, hiking, ice hockey, reading, and skiing.

Ann Prizzi is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Her prior roles include positions at B. Riley Wealth Advisors, National Asset Management, and Capitol Securities Management, Inc. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, corporations, pension plans, and government entities, offering firm-sponsored wrap fee programs and institutional consulting services.

John Pitton is a financial advisor with Merrill in Paramus, NJ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Merrill since 2010 and has a long tenure with Bank of America dating back to 1985. Outside of his advisory role, Pitton serves as vice chairman of the advisory board for the Rochester Business Alliance and is a director of the Rochester Rotary Charitable Trust. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Christopher Lagasse is a financial advisor with Wells Fargo Advisors in Paramus, NJ, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo entities since 2014, working in various capacities within the company. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, with a focus on discrete planning engagements across diverse specialized areas.

Donald Vujnovich is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at LPL Financial and Morgan Stanley Private Bank. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, risk, and wealth-transfer planning, as well as specialized areas such as business-owner transition and special-needs analysis. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with clients deciding how to implement them.

Adam Rosenblatt is a financial advisor with J.P. Morgan Securities in Monsey, NY, holding a Series 66 designation and five years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, with prior experience at Money Concepts Capital Corp, Investors Advantage Portfolios, LLC, and Chipotle. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Sung Cho is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Equitable Advisors since 1999, previously affiliated with AXA Advisors, LLC during overlapping years. His other business activities include involvement with health insurance entities such as Oxford Health Blue Cross Blue Shield and United Health. 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 LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage services to tailor solutions based on client goals, risk tolerance, and time horizon.

Callen Vander May is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 license and five years of industry experience. His prior experience includes a position at Merrill Lynch Wealth Management and multiple engagements with Bucknell University’s Department of Mathematics. Outside of his advisory role, he is involved in economic and investment research as an associate with Topinka Financial. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, charitable organizations, and government entities. The firm offers non-discretionary, customized advisory services and supports municipal and public finance activities through affiliated departments.

Michael Buccolo is a financial advisor with Equitable Advisors in Charleston, SC, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering advisory and brokerage/insurance channels tailored to client goals, risk tolerance, and time horizon.