Glenn Graepel is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

John Hernandez is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. Prior to joining OSAIC in 2023, he worked at SagePoint Financial for 10 years and has held leadership roles at Doral Asset Managers and Wall Street Financial Group for over 25 years. He is also CEO of Doral Asset Managers, where he sells life and health insurance and fixed annuities to individuals and businesses. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple third-party platforms to manage portfolios across various asset classes.

Charles Dullea is a Series 66–licensed financial advisor with UBS Financial Services, where he has worked since 2011. He has 14 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and both discretionary and non-discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and capital markets services to support tailored client strategies.

Richard Eisman is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing investment portfolios and providing financial advice to individuals and families. Richard focuses on creating personalized wealth management strategies to help clients pursue their long-term financial goals through tailored investment planning. His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income planning. Richard holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Massachusetts System. Outside of his professional work, Richard enjoys baseball, biking, camping, gardening, music, reading, spending time with his family, traveling, and watching movies. His approach emphasizes one-on-one collaboration to develop financial strategies aligned with clients' personal objectives.

Xavier Rodriguez is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at J.P. Morgan Securities, BNY Mellon, LPL Financial, and Banco Popular. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Jody Sacks is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 42 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2024, Sacks worked at Bank of America for 13 years and Merrill Lynch, Pierce, Fenner & Smith for 17 years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning with tools such as Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Richard Punturo is a CFP® professional with 25 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held roles at Cambridge since 2013 and has maintained his own accounting and financial services firms for over two decades. Punturo also serves as a director of the Nassau/Suffolk chapter of the National CPA organization and is co-chair of a committee for the Long Island Alzheimer Foundation's annual event. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning and investment management services through independent Financial Professionals, with multiple platform options and both discretionary and non-discretionary investment strategies.

Jason Mairowitz is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously held roles at Bank of America and Merrill. 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 an ESG eligibility framework in its investment process.

Luca Boast is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and entering his first year in the industry. Prior to joining Equitable Advisors, he spent six years with Safetots Limited. Equitable Advisors serves a diverse client base that includes individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm works extensively through program sponsors and third-party managers to provide advisory and brokerage solutions and operates as both an SEC-registered investment adviser and broker-dealer.

Kristopher Cerciello is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also involved in e-commerce activities, listing household items for sale on platforms such as eBay and Facebook Marketplace. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Andrew Borzilleri is a financial advisor with Raymond James & Associates in Garden City, NY, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James and its affiliates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Spencer Lathrop is a financial advisor at Merrill with nine years of industry experience, including one year as a registered representative. He holds the Series 66 designation. Prior to joining Merrill in 2017, he worked at Mindshare for one year. 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. The firm offers a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rosemarie Aragoncillo is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a variety of advisory programs and tailors investment strategies to clients’ risk profiles through a combination of in-house and third-party managers, with a range of portfolio management and financial planning services.

Andrea Paul Weiss is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 66 credentials and having 26 years of industry experience. She has been with Merrill since 2009 and is also associated with Bank of America N.A. since 2008. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Vincent Parziale is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Bank of America, Merrill, Massachusetts Mutual Life Insurance Co., and LPL Financial. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and tools, with implementation through various brokerage or advisory programs as an option for clients.

Neal Hayias is a financial advisor with Equitable Advisors in Melville, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 47 years of industry experience, including over 21 years at Equitable Advisors and 15 years at Axa Advisors, LLC. Outside of his advisory work, he owns Jonirose LLC, a thoroughbred racing and breeding business, and holds a 22% ownership in Equinox Financial Partners. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm utilizes a hybrid referral and implementation model combining advisory and brokerage/insurance services to tailor solutions based on clients’ goals, risk tolerance, and time horizon.

Connor Mc Donald is a Financial Advisor at Merrill Lynch Wealth Management, where he focuses on delivering personalized wealth management strategies tailored to his clients' unique financial situations. He works closely with clients to understand their priorities and create flexible strategies that align with their goals, leveraging investment insights from Merrill and banking solutions from Bank of America. His practice offers a range of services including retirement and estate planning, complex cash management, tax-efficient management, and financial behavioral guidance. Connor's areas of expertise encompass corporate executive services, divorce transition planning, family wealth management, defined benefit plans, legacy planning, liquidity management, personal retirement planning, small business strategies, tax minimization, and retirement income. Connor holds a Bachelor's Degree from Quinnipiac University and the Personal Investment Advisor (PIA) designation. He is fluent in English and Spanish. Outside of his professional role, he enjoys basketball, cooking, fishing, golfing, and watching movies.

William Donohue is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Charles Schwab since 2013. 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 model portfolios and offers a centralized structure for custody and order routing.

Michael Berger is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and RBC Capital Markets LLC. Since 2020, he has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

William Barbaccia is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at F45 Fitness Studio, FedEx, New York State Parks, and Stony Brook University. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a systematic approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, use of AI in research, and management of model portfolios for Fidelity Institutional Wealth Adviser.