William Zimmerman is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 designations and possessing 38 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and market modeling techniques.

Daniel Klonsky is a financial advisor at Morgan Stanley with 48 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Since 2024, he has been associated with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include but do not rely on individual security recommendations.

Marlon Lynshue is a financial advisor with Primerica Advisors, holding a Series 63 designation and 15 years of industry experience. He has been with Primerica Advisors since 2008 and has worked with Primerica Financial Services since 2006. Outside of advisory services, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Mark Gutner is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 30 years of experience in the financial services industry. He has spent more than 20 years with Merrill, focusing on providing a comprehensive approach to wealth management for individuals and families. Mark holds the designation of Personal Investment Advisor (PIA) and is a qualified Senior Portfolio Manager. In this capacity, he manages personalized and defined investment strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Mark’s expertise encompasses wealth accumulation, preservation, and estate transfer, offering clients access to the investment insights of Merrill Lynch Wealth Management and the banking services of Bank of America. He emphasizes a collaborative approach that prioritizes understanding clients' life priorities to create personalized financial plans. Mark holds a Bachelor's degree and an MBA from Adelphi University. He resides in Rockville Centre, New York, with his wife, Allison, and has two children living in Manhattan.

Gerardo Santangelo is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith Inc., and Bank of America, N.A. prior to joining J.P. Morgan. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Lee Calarco is a financial advisor at LPL Financial with 12 years of industry experience. He previously worked at Neuberger Berman LLC for seven years before joining LPL Financial in 2023. Calarco holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and various investment strategies.

Jeffrey Papazian is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at ThinkEquity LLC and Gorjian Acquisitions. His background includes four years at Villanova University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Ellie Suemin Ko is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, DBS Bank, and the David Zwirner Gallery. She studied at Columbia University from 2022 to 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers these services on a non-discretionary basis with clients retaining final decision-making authority.

Paul Goldhirsch is a financial advisor with OSAIC, holding a Series 63 designation and over 40 years of industry experience. He previously worked at Signator Investors Inc. for 16 years before joining Royal Alliance Associates, INC. His other business activities include operating a sole proprietorship as an insurance broker. OSAIC serves a diverse range of retail and institutional clients through an extensive network of advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services that utilize firm-provided asset-allocation tools, risk assessments, and automated rebalancing.

Kenneth Greenblatt is a financial advisor with Equitable Advisors in Woodbury, NY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 2007, previously affiliated with Axa Advisors. Outside of his advisory role, he is involved in trustee duties for family trusts and owns KRG Wealth Management, Inc. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning and retirement-plan support along with access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple third-party asset managers and offering both advisory and brokerage/insurance services.

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.

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.