Timothy Denihan is a Series 66-licensed financial advisor at UBS Financial Services with nine years of industry experience. He previously worked at Bank of America and Merrill before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with a range of portfolio management options and other capital markets activities.

Thomas Quigley is a financial advisor with Charles Schwab who holds Series 66 and Series 63 licenses and has 30 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 1999 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Cameron Roman is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2015. 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, and institutional investors, utilizing internal and third-party portfolio management teams.

Joseph Wightman is a Series 66-licensed financial advisor at Merrill with seven years of industry experience. Prior to joining Merrill in 2025, he worked at UBS Financial Services for several periods between 2017 and 2025. 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, offering both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Mark Remigio is a CFP® and holds a Series 66 license with 26 years of industry experience. He has been with UBS Financial Services since 2015. In addition to his advisory role, he serves as co-trustee for the B.R Irrevocable Trust in New York, managing its assets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources.

Alan Tichman is a CFP® with 37 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2018. Prior to that, he was employed at INVEST Financial Corp and FSC Securities Corporation. Outside of his advisory role, he is involved with Wealth Planners, which provides non-variable insurance products including life, long-term care, disability, and medical insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services through a broad network to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

Ryan Winski is a financial advisor with Ameriprise in Jericho, NY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Ameriprise, he worked at Best Buy and held various roles in education and community programs. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through detailed recommendation reports and ongoing advice. The firm's approach combines proprietary research and algorithmic tools, with enrollment criteria that require minimum investable assets and integrates assets managed within Ameriprise.

Anna Wysong is a financial advisor at Merrill with Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Merrill in 2025, she worked at Bank of America and its affiliates from 2020 to 2025. 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 individual and institutional clients.

Israel Eichenholz is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. His career includes long tenures at Mass Mutual Investors Services since 2017 and MetLife Securities from 2001 to 2017. He also operates as an independent insurance agent specializing in life, accident, health, and long-term care insurance. Mass Mutual Investors Services 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 annual, collaborative planning engagements and provides a range of investment and educational programs.

Peter Chan is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 26 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he is involved in selling fixed life insurance products and fixed annuities, and serves as president of Majestic Wealth Management, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of financial planning and investment management solutions.

Keith Nubel is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2021, following prior roles at UBS Financial Services and Scottrade, Inc. 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 including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Ashley Vaccaro is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been part of The Russo Rosenstein Group since 2014. She assists high-net-worth and ultra-high-net-worth individuals across more than 20 states, including senior-level corporate executives, private business owners, entrepreneurs, law firm partners, and multiple generations of families. Ashley is actively engaged in the early planning stages of client relationships and leads client meetings, coordinates with specialists, and manages seminars and webinars to support client needs. Ashley holds several professional designations, including Certified Plan Fiduciary Advisor® (CPFA®), Chartered Financial Consultant® (ChFC®), Certified Exit Planning Advisor (CEPA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a Bachelor's degree in Accounting and a Master's degree from Molloy College and Molloy University, respectively. Ashley is also a member of the Molloy University Alumni Association. In addition to her professional work, Ashley participates in local fundraising walks and runs, mentors college students interested in the financial industry, and has hosted virtual events to support foster children through the Long Island Women's Exchange. A former high school and college lacrosse and volleyball player, she is beginning to play golf. Ashley enjoys activities such as cooking, music, painting, photography, reading, running, spending time with family, traveling, and writing.

Colette Bitzas is a CFP® professional with 26 years of industry experience, currently advising at Osaic. Her prior roles include 14 years at American Portfolios Financial Services, Inc. and over two decades leading M.A.S. Planning Services and contributing to Poh's Institute. She also serves as Vice President of the 3 Village Chamber of Commerce, promoting local business in her community. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporations. The firm uses a model-based investment approach with comprehensive financial planning and portfolio management services across multiple platforms.

Joseph Iannuzzi is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans that align assets with individual long-term goals. He began his current role in 2022 after serving as an Investment Consultant at Fidelity Investments earlier that same year. Prior to joining Fidelity, Joseph worked at Ameriprise Financial, where he held positions as an Associate Financial Advisor from 2021 to 2022 and as a Paraplanner from 2019 to 2021. Throughout his career, he has gained experience in financial consulting and investment advising. Outside of his professional work, Joseph enjoys baseball, family activities, fitness, and golf.

Griffin Wagner is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019 and previously worked at Slomins from 2016 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to create model asset allocations.

Diane Pedrosa Sciacca is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Merrill in 2020, she worked at HSBC Bank USA and its affiliates from 2007 to 2020. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Michael Walsh is a financial advisor with J.P. Morgan Securities, holding a Series 63 designation and possessing 35 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. since 1994. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory program. Their process combines quantitative and qualitative research, incorporating ESG frameworks, and offers broader derivatives and commodities capabilities.

Madison Matthews is a financial advisor with LPL Financial in Melville, NY, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Matthews worked at Equitable Advisors and is also engaged as a home health aide on weekends. Matthews has held various roles across multiple industries, including political science and healthcare. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through a large network of representatives, utilizing diverse investment strategies and technology tools to support client portfolio management.

Steven Ward is a Series 63-licensed financial advisor with Merrill, where he has worked since 1986, totaling 37 years of industry experience. Outside of his advisory role, he occasionally assists with a family-owned photography business. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional entities.

Michele Pasqualina is currently Vice President, Wealth Planner at Fidelity Investments, where she serves as a primary trusted advisor, collaborating with clients and their families to develop comprehensive and personalized financial planning strategies. She supports clients throughout the entire process, from account opening and funding to navigating complex wealth planning decisions. Michele brings extensive experience to her current role, having held positions including Vice President, Senior Wealth Advisor at Hightower Advisors; Vice President, Senior Portfolio Advisor at Merrill Lynch; Vice President, Private Client Advisor at JP Morgan; and Financial Advisor at Morgan Stanley. Her career reflects a consistent focus on wealth planning and portfolio advisory roles. Outside of her professional work, Michele has personal interests in art, food, kayaking, Pilates, traveling, and volunteering.