Edward O'Connell is a financial advisor at Ameriprise with 31 years of industry experience. He holds the Series 63 designation and has been with Ameriprise since 2016, working at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Shown Kumar is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the CFP® and ChFC® designations. Prior to joining MassMutual’s affiliated firms in 2025, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2010 to 2025. Outside of his advisory role, he is involved in several business activities including ownership of a taxi medallion and managing administrative support through multiple LLCs and S-Corps. 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 programs, emphasizing collaborative, goal-oriented planning engagements.

Ross Mongiardo is a financial advisor at Osaic Wealth with 36 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at American Portfolios and Nathan & Lewis Securities, Inc. He is also involved in insurance sales and service. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, UMA strategies, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization supported by risk assessments and rebalancing tools.

Peta Gay Burt is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank since 2007. Outside of her advisory role, she is the owner and partner of Peta's ACE LLC, a residential real estate business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Margarit Torosyan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and eight years of industry experience. His career includes roles at Wells Fargo Bank, N.A., Wells Fargo Clearing, JP Morgan Securities, LLC, JP Morgan Chase Bank, N.A., and Santander Securities, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Cheryl Lo Russo is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Primerica Advisors since 2007 and National Benefit Life since 2017. She also engages in part-time sales of home security, automation products, and loan referrals for affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm employs model-delivery investment strategies supported by third-party asset managers and custodians, operating with approximately 3,700 advisors and $15.5 billion in assets under management.

Robert Filshie is a financial advisor with LPL Enterprise holding a Series 66 designation and three years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Kuttin Wealth Management. He also has experience in academic settings at the University of Dayton and Kellenberg Memorial High School. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Bonnie Laffie is a financial advisor at OSAIC with 45 years of industry experience. She holds the ChFC® and Series 66 designations and has worked at firms including Royal Alliance Associates, John Hancock Mutual Life Insurance Company, H. Groman Associates, and Signator Investors. Outside of advising, she serves as a trustee for a family trust and is a member of the Moxxie Network, a professional networking group. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by various tools, with options for discretionary management, third-party managers, and proprietary strategies.

Lorraine Pasieka is a financial advisor at Primerica Advisors with 21 years of industry experience. She holds a Series 63 designation and has worked at Primerica Advisors since 2004. Outside of her advisory role, she is involved in tax preparation and serves as an executor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Redina Mingla is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2016, including work at Morgan Stanley Private Bank, National Association. Prior to joining Morgan Stanley, she worked at TD Bank for two years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services that utilize firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers planning through its Financial Advisors and Estate Planning Strategies Group.

Eric Fischer is a financial advisor with OSAIC based in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Royal Alliance Associates, Inc. since 2008. OSAIC Wealth serves a wide range of clients including retail and institutional investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform focused on model-based asset allocation and portfolio optimization.

Jacob Whalen is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Flagstar Bank, Bank of America, Merrill, Axa Advisors, and Geico. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology and a broad network of over 22,800 advisors.

Graham Wolfram is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he works with successful individuals and their families to build, manage, preserve, and transition their wealth. Graham draws on the extensive resources available within Merrill Lynch, including leading analysts, proven money managers, and respected independent industry publications, to assist clients in making informed financial decisions. With 16 years of experience, Graham offers expertise in retirement planning, option strategies, fixed income analysis, and estate planning strategies. He also provides support for clients' insurance needs and access to lending services through Merrill Lynch affiliates. Prior to joining Merrill Lynch in 2018, he spent seven years focused on preserving and growing high net worth investments at another leading firm. Graham holds a bachelor's degree from the University of Kentucky in Animal Science with a minor in Economics and has earned the Personal Investment Advisor (PIA) designation. Graham resides in Port Washington, New York. He enjoys walking along the North Shore with his dog, attending sporting events, traveling upstate, and engaging in activities such as baseball, chess, football, and reading. He is also committed to community involvement through volunteering with local organizations.

Luke Orbon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having one year of industry experience. His prior roles include positions at Bay Crest Partners LLC, DJM Capital, and Janney Montgomery Scott. Outside of finance, he has been involved with Coliseum Kitchen Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

John Coyle III is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves as Commodore and board member of the Whalers Cove Yacht Club and operates mining equipment rented to a third party. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs alongside broader institutional and retail financial services.

Pamela Aurelien is an advisor with Primerica Advisors holding Series 63 and Series 65 licenses. She has been with Primerica Financial Services since 2025 and PFS Investments Inc. since 2026. Her prior work includes nearly two decades at The Law Offices of Pamela Aurelien, PLLC and a concurrent role with the County of Suffolk since 2022. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,935 advisors and $15.5 billion in assets under management. The firm primarily offers model-delivery investment strategies managed by unaffiliated asset managers and relies on third-party custody and trade execution services.

Ricardo Esteban is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Citigroup Global Markets, LPL Financial, and Chase Investment Services Corp. Outside of his advisory role, he is involved in real estate as a property owner. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research supported by a manager solutions team and incorporates ESG eligibility within a non-discretionary program model.

Daniel Skelly is a financial advisor at Morgan Stanley with 18 years of industry experience. He has been with Morgan Stanley since 2005 and holds a Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Timothy O'Hara is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 credentials and possessing 24 years of industry experience. His prior firms include Credit Suisse Securities and Stifel Nicolaus. Outside of his advisory role, he owns O'Hara Evergreen Inc., a pest control business specializing in mosquito and tick treatments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and quantitative and qualitative research, offering access to a broad range of investment strategies including derivatives and commodities capabilities.

John Kiffel is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliates since 2009. His current roles include work with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and financial planning services that use structured discovery processes and firm-approved tools, emphasizing advisory capacity without providing individual security recommendations as part of standalone planning.