Jeremy Levinson is a Series 66-registered advisor with J.P. Morgan Securities, based in Garden City, NY, with three years of industry experience. He previously worked at Bernstein Private Wealth Management and Deloitte Consulting. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Kenneth Ilgner is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He holds the Series 63 designation and has worked at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1992. In addition to his advisory role, he operates as an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using proprietary software and provides event-driven planning programs alongside educational seminars.

Bibi Iqbal is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2025, Bibi worked at Bank of America, National Association for five years and at Merrill Lynch Commodities Inc for seven years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, along with trading, account administration, and custody support.

Katherine Kanes is a CFP® designated financial advisor at Edward Jones with 10 years of industry experience. She worked for Brown Brothers Harriman & Co for 22 years before joining Edward Jones in 2023. Outside of her advisory role, she owns and manages rental property businesses through Kanes DFW Properties LLC and Kanes OK Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies. The firm manages over $1 trillion in assets and supports its advisory services with a large nationwide network of financial advisors and branch offices.

Michele Tuzzolo is a financial advisor with UBS Financial Services, holding a Series 63 designation and over 30 years of industry experience. He has worked at UBS since 2000. In addition to his advisory role, he is a commissioned notary public in New Hyde Park, New York. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

John Cerulli is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including JPMorgan Chase Bank, J.P. Morgan Securities, LPL Financial, and Jovia Financial Credit Union. Cerulli is also the owner of JCJr trd llc, a business unrelated to his primary advisory role. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, providing advisors with access to various model portfolios and investment programs.

Ingrid Providence is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2016. Outside of her professional role, she volunteers as a Treasury Committee member at the Community Worship Center of Seventh-Day Adventists, assisting with the management of tithes and offerings. J.P. Morgan Securities 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.

Ryan Wroblewski is a financial advisor at Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and its Estate Planning Strategies Group.

Wayne Lee is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Morgan Stanley in Jericho, NY, where he has worked since 2021. His prior experience includes roles at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Vasilios Zarboutis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and specializing in investment advisory services. He has 14 years of industry experience, including a decade with J.P. Morgan Securities and JPMorgan Chase Bank. He was previously involved with Webeulogy, LLC. J.P. Morgan Securities LLC serves primarily institutional clients and retirement plan sponsors, delivering investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm employs an ESG eligibility framework and generally offers recommendations limited to internally approved funds and strategies.

Thomas Fostvedt is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors from 2011 to 2016. Outside of his advisory role, he serves as an executor of a client’s estate. 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Diana Matthews is a financial advisor at Merrill with 37 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.

Laura Salmon is a financial advisor with UBS Financial Services in Bethpage, NY, holding a Series 66 designation and eight years of industry experience. She has been with UBS Financial Services Inc. since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Vincent Stasi Jr. is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 2001. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients with a wide array of advisory programs. The firm emphasizes tailored financial planning using structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Zixue Fan Soskin is a financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities, Zixue held roles at ABI FI Corp, JPMorgan Chase Bank, N.A., Citibank, and DTI/Merrill Corporation. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Alfred Haber is a financial advisor with Equitable Advisors in Melville, NY, holding Series 63 and Series 65 licenses and having 43 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors. Outside of his advisory role, he has involvement with insurance-related business activities. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment programs and provides ERISA fiduciary services to qualified plans.

Steven Sherman is a CFP® with 45 years of industry experience. He is currently affiliated with Cetera and North Ridge Wealth Planning, having held prior roles at OSAIC and American Portfolios, among others. He is the owner of Evans & Associates LLC, an insurance-related firm where he serves as an administrative officer, and he acts as a fiduciary for various family trusts. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management through a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Aldo Verrelli is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with Equitable Advisors since 2005 and also leads A. Verrelli & Associates, a firm he has been associated with since 2009. Outside of his advisory roles, Verrelli serves as chairman of the College Scholarship Committee and the annual Columbus Day Parade for the Columbus Citizens Foundation. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, plans, corporations, and charitable organizations. The firm’s approach involves matching clients to program models or discretionary managers, using a range of proprietary and third-party investment solutions.

Matthew Mazur is a financial advisor at Stifel with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Stifel in 2022, he worked at VBPN&P LLP for one year. Outside of his advisory role, he is employed at Doc O'Grady's Irish Pub, where he covers barback, waiter, and shift manager positions. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Richard Rosenbusch is a financial advisor at Cetera with 33 years of industry experience and holds a Series 63 designation. He has been with Cetera since 2001 and concurrently leads multiple business ventures including accounting and tax services and several real estate and home construction companies. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, deploying strategies ranging from model portfolios to bespoke solutions.