Irie Adams is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has prior experience at Bank of America, Teachers Federal Credit Union, and several other firms. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Christian Bautista is a CFP® professional with 10 years of industry experience, currently affiliated with Charles Schwab. He has worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services before joining Charles Schwab and its related entities. Bautista holds a Series 66 license. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative investment review process.

Paul Annunziato is a financial advisor with Morgan Stanley in Jericho, NY, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as president of Sooner or Latte, a concierge and marketing coffee service, and is a member of the Zoning Board of Appeals for the Village of Mill Neck, NY. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Michael Meehan is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes positions at Merrill and Bank of America. He serves as a committee member of the Investment and Wealth Institute, participating in ethics hearings for certificants. RBC Wealth Management, a division of RBC Capital Markets, LLC, offers tailored advisory programs to individual investors, institutions, and charitable organizations, implementing portfolios through a combination of in-house and third-party managers with options for tax management and responsible investing.

Gregory Prymaczek is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Bank of America N.A., Allstate Financial Services LLC, AXA Advisors LLC, and Signature Bank. In addition to his advisory role, he is an independent agent for Combined Insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management through both advisory and brokerage channels.

John Petrizzi is a financial advisor at LPL Enterprise with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Prudential Insurance Company of America since 1983. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through its integrated platform.

Zuo Jia Black is a Financial Advisor at Merrill Lynch Wealth Management, specializing in wealth and retirement planning. She serves a diverse clientele with a focus on personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Jia brings over 16 years of experience in financial services. After earning her bachelor's degree from Tianjin Foreign Language School in China, she began her career at Chase Bank in Queens and progressed through roles including licensed banker and Investment Specialist at Scottrade. She joined Merrill Lynch in 2015 and has worked at multiple Bank of America Financial Centers in Queens, where she was recognized as a top performing Financial Services Advisor. Jia holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in English and Mandarin, Jia is a long-time member of the Queens and Long Island Chinese community and works closely with local business owners and executives. She lives in Floral Park, Nassau County, with her husband and two children. Jia enjoys traveling internationally with her family and spending time engaged in activities such as boxing, cooking, photography, singing, and yoga.

Boris Mikhail is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at the Metropolitan Transportation Authority and MTA LIRR for several years. He is also involved in consulting through BMY & Company, a business he has managed since 2001. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Robert Codignotto is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Codignotto serves as an ordained minister performing marriage ceremonies, is an unpaid assistant police commissioner for Nassau County, and participates as a racehorse owner and a board member of a family foundation organizing charity events. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Godfrey John is a financial advisor with Primerica Advisors in Valley Stream, NY, holding a Series 63 designation and 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2009. Outside of his advisory role, he owns Integrated Technology Business Solutions and is involved with Chemma Consulting, Inc., both unrelated to investment management. 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 employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Myron Edelman is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 39 years of industry experience. He has worked with MML Investors Services, Inc. since 2006 and with MassMutual Life Insurance Company since 1991. In addition to his advisory role, Edelman is involved in life and health insurance sales. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements that utilize firm-approved analytical tools and supports implementation through separate brokerage or insurance arrangements.

Paul Trause is a ChFC® credentialed financial advisor with Ameriprise in Garden City, NY, with 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Trause serves on the board of directors for the Ronald McDonald House of Long Island and maintains a website that features local restaurant reviews. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach involves collaboration between a centralized service team and financial advisors, with recommendations based on proprietary research and third-party data.

Haritomeni Karavakis is a financial advisor with Morgan Stanley in Garden City, NY. Holding a Series 66 designation, Karavakis has two years of industry experience and has previously worked at Bank of America, Merrill Lynch, Ernst and Young, and other firms. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and proprietary planning tools but does not provide individual security recommendations as part of standalone financial plans.

Elzie Ross III is a Series 66 licensed advisor with nine years of industry experience, currently serving at Cetera since 2025. He previously worked at Equitable Advisors and AXA Advisors, and spent eight years at T-Mobile before entering the financial services field. Outside of advisory work, he owns KB Entertainment/Knockout Boyz, where he hosts social events and is involved in music production and performance. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, operating as a multi-manager platform that provides access to both affiliated and third-party investment strategies across multiple program structures.

Sydney Khedouri is a financial advisor with Mass Mutual Investors Services and holds over 55 years of industry experience. He has worked at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1993, and has been with Mass Mutual Investors Services since 2017. Khedouri also operates as an independent insurance agent focusing on life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations tailored to clients’ goals.

Douglas Weaver is a financial advisor at Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at Capital One Investing, LLC and Capital One Advisors, LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, supporting clients in implementing and updating their plans.

Timothy Maher is a Certified Financial Planner (CFP®) with 26 years of industry experience. He currently serves at Wells Fargo Advisors and has previously worked at Retirement Plan Consulting Group, Raymond James Financial Services, and LPL Financial. Maher is the chair of the endowment fund investment committee for The Bridges Academy in West Islip, NY. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with an emphasis on tailored recommendations delivered through meetings and client summary letters.

Lee Meddin is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2025. Prior to joining UBS, he spent 10 years at Sagacious Capital, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management, supported by proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Steven Benjamin is a financial advisor with LPL Financial in Woodmere, NY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Sterling National Bank, National Securities Corp, and M&T Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-supported strategies.

Mary Chan is a financial advisor at Merrill with 31 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Bank and Securities Company. Chan serves as a board member of the Chinatown Health Clinic Foundation, which raises funds in support of a community health organization. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.