Ronaveer Mitra is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, E*Trade, and MassMutual. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment solutions supported by integrated custody and brokerage services.

Daniel Stuven is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2022 and previously spent time with New York Life Insurance Company and in non-investment roles including pool services and the restaurant industry. He is also involved with Girard Wealth Management Group as an associate focusing on research and trading. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers non-discretionary planning tailored to client goals using analytical tools and supports its clients through a large advisory network with specialized offerings in municipal finance and SIMPLE IRA consulting.

Kathleen Flock is a financial advisor at Merrill with 25 years of industry experience. She holds Series 65 and Series 66 licenses and has worked with Merrill since 2009. She also has a long tenure at Bank of America, dating back to 2006. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Caterisano is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, NYLife Securities LLC, and New York Life. Outside of finance, he serves as a board member for the Town of East Hampton’s Board of Finance and is involved with Major League Baseball in a junior support capacity. 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 databases.

Ward Brickner is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has worked at OSAIC since 2024 and previously spent 10 years at American Portfolios Financial Services, Inc., along with over two decades at Guardian Life Insurance Company of America. Brickner is also a partner in Fortress Financial Services, Inc., where he provides investment advice and management, and he is involved in marketing investment services to attorneys through the National Network for Attorneys. OSAIC Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with portfolios constructed using asset-allocation tools and risk-tolerance assessments, managing accounts on both discretionary and non-discretionary bases while providing access to third-party managers and various investment platforms.

Mitchell Fischer is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds the Series 63 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bianca Ibrahim is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to joining Cetera in 2025, she worked at Avantax Investment Services, Avantax Advisory Services, and Deloitte & Touche LLP. She is also employed at Ayman Ibrahim, CPA, where she is involved in tax preparation and financial statement review. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets through a network of over 10,000 advisors.

Lisa Puntillo is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2017, following a two-year tenure at UBS Financial Services. Puntillo also serves as an executor and trustee in estate administration and trust roles. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Kevin Kehoe is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wells Fargo in 2022, he worked at JPMorgan Securities and JPMorgan Chase Bank from 2008 to 2022. Outside of his advisory role, he has ownership in DK Brooklyn Ave, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice.

Steven Wiener is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015, having served at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services both directly and through corporate agreements.

Matthew Wilkow is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and previously worked at Altice Business. Outside of his advisory role, he is involved in telecommunications as a referral partner and provides financial planning services through an affiliated consulting firm. MassMutual Investors Services 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, structuring planning engagements as annual, collaborative relationships that emphasize goal analysis and written recommendations.

Joseph Weill is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses. His prior work history includes roles at Bank Leumi, Hilton Hotels, and The Adecco Group, as well as time at Morgan Stanley Private Bank, N.A. Outside of financial services, he has been involved with The Hamlet Golf & Country Club. Morgan Stanley Wealth Management serves individual and institutional clients with advisory programs that include tailored financial planning supported by firm‑approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services through its extensive platform.

Darren Olivieri is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. His prior work includes roles at Aegis Capital Corp. and Axa Advisors, LLC. He serves as trustee for a family trust, the Gereldine Olivieri Trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs through its network of representatives, relying on third-party program sponsors and discretionary managers for investment implementation.

Neil Mascioli is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2014 and 2015, respectively. Outside of his advisory role, Mascioli serves as treasurer and board member of the Business Information Network, a networking group based in Jericho, New York. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques to support its advisory process.

James Tapia is a financial advisor with LPL Financial, holding a Series 63 designation and 27 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, spanning a total of 17 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of financial planning and asset management solutions, utilizing both proprietary and third-party strategies.

Brett Goldberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 23 years of industry experience. Prior to joining Wells Fargo in 2025, he worked for nine years at Bank of America, N.A., and Merrill. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

George Limperopoulos is a financial advisor with Ameriprise in Roslyn Heights, NY, holding CFP® and ChFC® designations and over 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he is involved in real estate business ownership through GWD Enterprises Inc. and as a co-owner of MagPou533 LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop personalized, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Christopher Fiorello is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His career includes roles at Metlife Securities Inc. for 19 years and MassMutual Life Insurance Co. since 2016. Fiorello also owns Fiorello Planning Services, Inc., a financial services practice, and is an independent insurance agent offering various insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars with a structured, collaborative approach to client goals and planning.

Stephen Lawless is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley and its Private Bank since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Frank Mezzanotte Jr. is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial for 13 years. He owns a personal trading entity and a wealth management firm operating as a DBA for his Cetera business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services with a multi-manager platform and manages over $256 billion in assets.