Joshua Miller is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2009. Outside of his advisory role, he serves as a board member for North Shore PAL Roller Hockey. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Tina Somma is a financial advisor at UBS Financial Services with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has been with UBS since 2012. Outside of her advisory role, she is involved as an independent distributor of essential oils and owns a business called Emerge Into Peace. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Gregory Doyle is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 65 and Series 63 designations and has worked within various Fidelity entities since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a combination of proprietary fundamental research and quantitative analysis, constructing model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Michael Gershenson is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has worked with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and methodologies.

Ryan Blair is a financial advisor at Morgan Stanley in Garden City, NY, holding a Series 66 designation. He joined Morgan Stanley in 2026 after working in the technology sector at Box Inc. and Yext Inc. for several years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Gissette Cruz is a financial advisor at Stifel with 15 years of industry experience and holds a Series 66 designation. She previously worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Paul Wexler is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 1987 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the board of directors and investment committee for the Dysautonomia Foundation, a nonprofit focused on clinical research related to the disorder. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor strategies aligned with clients’ goals and risk tolerances.

Lauren Casagrande is a financial advisor with Osaic Wealth, Inc. based in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been affiliated with Gateway Group, LLC since 2005, serving as a financial advisor and office manager. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio construction across a variety of investment vehicles.

Michael Barbaro Barnett is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Elite Feats and engagement with St. John's University and Just In Time Racing. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm operates both as a broker-dealer and futures commission merchant, integrating institutional trading capabilities with wealth management services.

Daniel Koluch is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2015, including his current role at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Daniel Wyllie is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, JPMorgan Chase Bank, JP Morgan Securities, and Citibank. He also formed Wyllie Enterprises, LLC, a limited liability company initially intended for social media marketing and advertising, though it is currently inactive. 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.

Matthew Cuiffo is a financial advisor at Edelman Financial Engines with 28 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Cuiffo has been with Edelman Financial Engines and its predecessor entities since 2014. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Justin Leskow is a financial advisor at Merrill with 16 years at the firm and 8 years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he is a co-owner of a family rental property in Rockville Centre, New York. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Pascucci is a financial advisor with Morgan Stanley in Jericho, NY, holding a Series 66 designation and four years of industry experience. His prior work experience includes roles at Verizon, JMI Management Company, and Fox News Channel. Morgan Stanley Wealth Management serves individual and institutional clients with a wide 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 offers both direct and employer-related financial planning services.

Mark Labriola is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Morgan Stanley & Co., Incorporated. He serves as co-trustee and holds power of attorney for a family trust. 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 driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Robert Blair is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has over a decade of experience with Wells Fargo Bank. Outside of his advisory role, Blair serves as a board member of the Briarwood Estates Home Owners Association in Niantic, CT. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Eduardo Matute is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2014. Outside of his advisory role, Eduardo serves as Vice-President and Partner of A&M Food Adventures INC, a family-owned takeout restaurant where he assists with financial management. 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. The firm offers model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dennis Brennan is a financial advisor with J.P. Morgan Securities in Garden City Park, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Chase, NA since 2016. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser capabilities.

Jose Velasquez is a Planning Consultant at Fidelity Investments, where he works with clients to provide education and guidance tailored to their unique financial situations, ensuring that their investment strategies align with their financial goals. He has been with Fidelity Investments since 2021, holding roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Planning Consultant. His professional experience spans multiple roles within Fidelity Investments, reflecting a progressive career focused on client financial planning and investment strategy. Jose's approach centers on understanding individual client needs to support their financial objectives effectively. Outside of his professional work, Jose has interests in baseball, football, hiking, outdoor adventures, and running.

Dawn Vittorio Pike is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. She has worked at Merrill since 1995. 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.