Rong Chen is a financial advisor with J.P. Morgan Securities in Flushing, NY, holding Series 63 and Series 66 licenses and with eight years of industry experience. Prior to joining J.P. Morgan Securities, Chen worked at EVA Homecare Agency and Xincon, and has been associated with JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling, centralized due diligence, and an ESG eligibility framework in its investment approach.

Jonathan Brooks is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at UBS Financial Services Inc and E*Trade Securities LLC before joining Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized planning groups.

Craig Strow is a financial advisor at LPL Financial with 31 years of industry experience. He holds a Series 63 designation and previously worked for American Express Financial Advisors Inc. and Ids Life Insurance Company for 28 years. Outside of his advisory role, he is involved in providing non-variable insurance brokerage services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Patrick Mc Grath III is a financial advisor at LPL Financial with 42 years of industry experience. He has held positions at several firms including Western International Securities, Northeast Asset Management, Oppenheimer, Wells Fargo Clearing, and Prudential Equity Group. Mc Grath serves on the board of the nonprofit Trinity Health and is involved in local government activities in Barrett Township, Monroe County, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to multiple portfolio management strategies, supported by advanced research and operational tools.

Marie Wilson is a Series 63 licensed financial advisor with Primerica Advisors in Hempstead, NY, where she has worked since 1996, accumulating 28 years of industry experience. Her background includes sales of investment-related products and part-time referrals of home security and automation products through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Michael Winkhart is a financial advisor with Wells Fargo Clearing in Garden City, NY, holding a Series 63 designation and 35 years of industry experience. He has been with Wells Fargo since 2009, previously working at Wells Fargo Advisors LLC before joining Wells Fargo Clearing in 2016. He serves as co-trustee for a family trust in West Hempstead, NY. 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 provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Leo Monahan is a financial advisor at UBS Financial Services with 37 years of industry experience. He has been with UBS since 2004 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a wide range of capital markets and research resources to support its clients.

Michele Welch is a CFP®-certified financial advisor with eight years of industry experience, currently with LPL Financial. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. for a combined ten years. 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 access to third-party asset managers, supported by a large network of investment adviser representatives.

Michael Klein is a financial advisor with Osaic Wealth, Inc. based in Melville, NY, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. His career includes 38 years at Signator Investors, Inc. and 8 years at Royal Alliance Associates, Inc. Klein also operates as an insurance broker and serves as an investment advisor representative under Lighthouse Financial Network, LLC. Osaic Wealth, Inc. provides services to a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and a variety of investment products, and supports multiple advisory platforms and third-party managed account solutions.

Fredrick Bennett is a financial advisor with Stifel who holds Series 63 and Series 65 designations and has 39 years of industry experience. His prior firms include Janney Montgomery Scott and Prudential Equity Group. Outside of his advisory work, he is associated with an entertainment business, 1991 Productions Inc. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach uses proprietary methodologies incorporating forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Changyuan Lin is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012. Outside of his advisory role, he is also an owner and landlord involved in real estate rental activities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Michael Lucchesi is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 11 years at Stifel Nicolaus & Company, Inc. Outside of his advisory role, he serves as president and silent partner of American Home Energy. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored non-discretionary planning using risk profiling and analytical tools, and supports its broad advisor network with specialized programs including municipal advisory services and SIMPLE IRA employer consulting.

Nicolas Carmona Vallejo is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has prior work experience at Bank of America, TD Bank, Target, Gap Inc, and Primerica. He has also been affiliated with York College CUNY since 2020. Merrill, along 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, employing both internal and third-party investment management.

Eric Volges is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and CitiBank prior to his current role. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jonathan Roth is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and related firms since 2020, with prior experience at JJ Burns and North Ridge Securities Corp. Roth serves on the Board of Directors for the Hicksville Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered advisor that provides services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets across various program structures.

Robert Gerbe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and select separately managed account options to individual and high-net-worth clients. The firm focuses on a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Karla Butler is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing four years of industry experience. Her background includes roles at Merrill, Bank of America, and Equitable Advisors, as well as managing her own tax services business. She is currently based in West Babylon, NY. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary program that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework and offers access to a wide range of investment products as part of its Institutional Consulting Services.

Paul Skydell is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, National Association since 2015, following his tenure at Morgan Stanley Smith Barney beginning in 2011. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Sammy Williams is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 credentials. His career includes roles at J.P. Morgan Securities and JP Morgan Chase Bank dating back to 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ann Costigan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. Her prior work includes roles at Webster Bank, Sterling National Bank, and Capital One Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of advisory and brokerage services through a large network of investment adviser representatives.