Jason Wachtler is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at Merrill Lynch in 2005 after graduating with honors from the University at Albany with a dual degree in Finance and Management Information Systems. Jason holds an MBA in Investments from Hofstra University, graduating Magna Cum Laude. He also holds several professional designations including the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In his role, Jason coordinates all aspects of the wealth management process and develops customized investment management strategies. He works closely with clients to determine long-term financial goals and implement wealth management strategies through detailed planning. His approach considers factors such as risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. Jason's client focus areas include college education planning, divorce transition planning, legacy planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, sports and entertainment, tax minimization, and retirement income. Jason lives in Melville, New York with his wife and two sons. He is involved in the community through coaching his sons' youth sports during spring and fall seasons and participates in organizations such as Half Hollow Soccer and Little League.

Nick Arora is a Financial Consultant at Fidelity Investments, a position he has held since 2020. In this role, he collaborates with clients to develop retirement plans, investment strategies, and comprehensive financial reviews. His approach emphasizes working closely with clients and leveraging the resources and specialists available at Fidelity to provide comfort and peace of mind. Prior to joining Fidelity, Nick served as Director of Investments at the United Nations Federal Credit Union from 2018 to 2020. He also held positions as Senior Financial Consultant at TD Ameritrade from 2012 to 2018, and Account Executive at John Thomas Financial from 2010 to 2012. His 15 years of experience have focused on partnering with clients to pursue their financial goals through collaborative planning. Nick speaks Hindi, Punjabi, and Urdu. Outside of his professional work, his personal interests include beach activities, family activities, food, social events with friends, parenthood, and traveling.

Theodore Rogu is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and has held positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Morgan Stanley. Outside of his advisory role, he is co-owner of T&T Bedrock LLC, a real estate investment company focused on residential properties. Mass Mutual 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, providing tailored strategies generally without investment discretion as part of planning engagements.

Tina Bakalas is a Series 63-licensed financial advisor with LPL Financial, based in Whitestone, NY, and has 16 years of industry experience. She has worked at LPL Financial since 2009 and previously at Astoria Federal Savings. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors.

Joseph Leone is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities LLC, The Vanguard Group, and Charles Schwab Bank. Prior to his advisory career, he was employed at Empire Nutrition and Life Time. Charles Schwab 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 offers a blend of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a comprehensive alternative investment selection process.

Michael Cousins is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Allstate Insurance Company and CitiGroup. He has been with Thrivent Financial and Thrivent Investment Management since 2021. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary portfolio management. The firm’s planning services can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and management separate.

Leandro Fenster is a financial advisor at OSAIC with 19 years of industry experience and holds a Series 66 designation. He has worked with firms including Woodbury Financial Services and Capital One Financial Advisors. Fenster is also president of Ellipse Wealth Management LLC, a financial advisory business. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and investment advisory services across multiple platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios featuring a variety of investment types, providing both discretionary and non-discretionary account management options.

Clifford Meditz is a financial advisor with LPL Financial in Merrick, NY, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with LPL Financial and its predecessor firm since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Kevin Diamond is a financial advisor with LPL Financial in New York, NY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Citi, HSBC Securities, Cambridge Investment Research, Wells Fargo Clearing, and Chase Investment Services. Outside of finance, he has experience with home improvement companies Healthy Basements and Alure Home Improvements. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a wide range of advisory services with extensive non-advisory financial offerings.

Kevin Podell is a Financial Consultant at Fidelity, where he provides financial planning and advisory services. He leverages the resources available to Fidelity clients to develop, execute, and refine financial plans tailored to client goals. He has experience as a Financial Consultant at Fidelity since 2023 and previously worked as a Financial Advisor at Morgan Stanley from 2014 to 2023. Kevin holds a California Insurance License and is a Certified Financial Planner™. Kevin focuses on building lasting relationships by understanding the priorities of his clients to help them make informed financial decisions and plan for their futures.

Mark Alberti is a Senior Financial Advisor with Merrill Lynch Wealth Management. With over 25 years of experience in the financial services industry, he focuses on delivering personalized wealth management strategies tailored to clients’ goals. His areas of expertise include college education planning, personal retirement planning, women and wealth, and retirement income. Mark emphasizes understanding each client’s individual objectives and concerns to develop comprehensive financial strategies. He holds a Bachelor's Degree from Saint Bonaventure University and the Personal Investment Advisor (PIA) designation. Mark is committed to maintaining high standards of competence, integrity, and dedication, aiming to provide the highest level of financial advice. He is affiliated with several professional organizations and supports community causes such as Autism Speaks, the Crohn’s and Colitis Foundation, and the Lustgarten Foundation. Outside of his professional work, Mark enjoys sports including baseball, football, and ice hockey, as well as music, reading, writing, and spending time with his family. He also travels frequently, including visits to Europe and Palm Beach.

Pradeep Kaur is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked with J.P. Morgan since 2013. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Cody George is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. He has worked with Morgan Stanley in various capacities since 2016, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory duties, he attended Dartmouth College from 2014 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and proprietary investment models.

Christopher Reilly is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining OSAIC in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he has involvement with Provision Corporation focused on human resource cost reduction. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services with access to multiple investment platforms and third-party money managers.

Robert Hazelton is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked at Titan Investors LLC and Stifel Financial Corp. Prior to his financial career, he was employed at Hobart and William Smith Colleges and Chaminade High School. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

James Vandewalle is a financial advisor at RBC Capital Markets with 48 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008, previously spending nine years at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and employing both in-house and third-party investment managers.

Andrew Rigazio is a financial advisor with Charles Schwab in Manhasset, NY, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at TD Ameritrade and its affiliated investment management firm for a decade before joining Schwab. Charles Schwab & Co., Inc. serves primarily 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 discretionary separately managed accounts and provides a range of integrated brokerage, custody, and cash-sweep services.

Fredy De Jesus is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has additional experience with Jpmorgan Chase Bank, N.A. since 2008. Outside of his advisory role, he is involved in a family-run advertising agency, Zuri Agency, which specializes in print ads and modeling unrelated to the financial sector. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Noel Mcbarnett is a financial advisor with Primerica Advisors in Brooklyn, NY, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies from unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Jay Szerencsy is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He has held roles within Wells Fargo entities since 2014, including a decade at Wells Fargo Clearing. He holds Series 63 and Series 65 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using proprietary research and planning tools.