Gwendolyn Williams is a financial advisor at Primerica Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2020, following 25 years at PFS Investment Inc. and over three decades with Primerica Financial Services. In addition to advisory work, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model based on tiered wrap fees and ongoing oversight.

Brandon Findel is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and Equitable Advisors prior to his current role. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Thomas Moehringer is a financial advisor with LPL Financial, holding a Series 63 designation and 30 years of industry experience. He has worked at LPL Financial since 2016 and also at Webster Bank since 2021, with prior experience at Astoria Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, utilizing both discretionary and non-discretionary management approaches supported by research and multiple portfolio strategies.

Michael Kryger is a Vice President, Wealth Management Advisor at Fidelity Investments. In his current role, he focuses on helping families navigate multi-generational wealth through holistic planning and fostering trusted relationships. He works with a team to develop personalized financial plans tailored to clients' unique situations, goals, and aspirations. Michael has been with Fidelity Investments since 2014, holding various positions including Vice President Branch Leader, Assistant Branch Leader, Vice President Financial Consultant, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. His extensive tenure at Fidelity has provided him with a comprehensive understanding of wealth management and client service across multiple Long Island branches. He holds a California Insurance License. Outside of his professional responsibilities, Michael enjoys attending concerts, fitness activities, social events with friends, music, reading, and playing table tennis.

John L'Abbate is a CFP®-designated financial advisor with 27 years of industry experience. He is currently with LPL Financial and previously worked at Cadaret, Grant & Co., Inc. and American Investment Planners LLC. Outside of his advisory work, he is involved in tax preparation and accounting through roles at American Taxes Inc. and his own firm, John L'Abbate LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors, alongside various technology-driven investment strategies.

Paul Mulvihill is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 license and 27 years of industry experience. He previously worked at UBS Financial Services for 13 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery conversations and firm-approved tools, and it provides advisory services without individual security recommendations in standalone planning.

Robert Ackerman is a financial advisor at Morgan Stanley with 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following a 14-year tenure at UBS Financial Services. He holds Series 63, Series 65, and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and investment modeling techniques.

Alex Varkatzas is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Adelphi University. Outside of finance, he serves as an associate trainer for youth soccer teams with Royal Sporting Group, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Dennis Weil is a ChFC® credentialed financial advisor with 48 years of industry experience, currently affiliated with Cetera since 2019. His prior experience includes roles at North Ridge Securities Corp and extensive work through his own firm, The Planning Group. He is also an instructor at the POHS Institute of New York, teaching continuing education classes. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Eric Jacobs is a financial advisor with Stifel in Garden City, NY, holding Series 63 and Series 65 licenses and 38 years of industry experience. He worked at Janney Montgomery Scott from 2003 to 2019 before joining Stifel Nicolaus & Co Inc, where he has been since 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Jenny Escobar is a financial advisor with Primerica Advisors, holding a Series 63 designation and 24 years of industry experience. She has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of her advisory role, she is the owner and CEO of Empower Connect Solutions, a non-investment-related business based in East Meadow, NY. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

David Jaramillo is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2020. His prior experience includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, N.A., Indus Investments LLC, and FinDeter. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Abney is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is the president of EA Operating Corp, where he manages day-to-day operations and provides independent insurance brokering. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing 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 deliver personalized, non-discretionary advice primarily through Ameriprise-managed accounts.

Lionel Goldberg is a financial advisor at Morgan Stanley with 39 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner at SHMONA LLC, a real estate investment-related business in Garden City, NY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Kevin Ovington is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at OSAIC Wealth Inc and Family Wealth Decisions Group since 2025, with prior experience at Baystate Financial, Coopersburg Kenworth, Endicott College, and William Tennent High School. 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 affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across a wide range of investment types.

Matthew Mahabadi is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and nine years of industry experience. He has been with Cetera and its affiliated entities since 2017, including prior roles at Foresters Financial Services. Mahabadi is a 35% owner of ANGAROLA & MAHABADI WEALTH MANAGEMENT, a business operating under Cetera. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting diverse investment strategies across discretionary and non-discretionary programs.

Michael Lupia is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by firm-approved planning tools and investment committee resources.

Lilian Madrid is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. She has been with Merrill since 2008. 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, and institutions.

Colin Moe is a Financial Advisor at Merrill Lynch Wealth Management, having joined the firm in 2022. He brings nearly a decade of experience in the wealth management industry, working with numerous teams to serve a diverse client base that includes high-net-worth individuals, families, and organizations with complex financial needs. Colin focuses on delivering a holistic, boutique-style experience by addressing all aspects of a client's balance sheet and coordinating with their CPA, attorneys, and other specialists. His approach incorporates personalized strategies such as tax-aware planning, alternative investment strategies, and trust and estate planning guidance. Colin holds a Bachelor of Science degree in Finance from Siena University, earned in 2019, and has earned the Personal Investment Advisor (PIA) designation. He is involved in professional and community organizations including the Boy Scouts of America, where he is also engaged in Venturing activities. Born and raised on Long Island, Colin currently resides in Hauppauge. Outside of his professional commitments, Colin enjoys spending time fishing on the south shore, playing golf, attending Yankees games, and engaging in quality time with friends and family.

Connor Brown is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young US LLP for six years. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and under corporate agreements.