Sandy Poon Wing is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools without providing individual security recommendations as part of standalone plans.

Alexandra Kolessar is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She previously worked at Morgan Stanley and Bank of America, among other roles. Outside of finance, she owns Crafted.Chapter, a business creating and posting content videos related to crafts, books, and drinks. 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.

Michael Jeshiva is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Jeshiva has been with Ameriprise since 2026. 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, tax-aware withdrawal strategies, and Social Security claiming options.

Arthur Rooney is a financial advisor at Morgan Stanley with 35 years of industry experience. He has been with Morgan Stanley since 2016 and previously worked at Merrill for 25 years. Rooney holds Series 63 and Series 65 licenses and is based in Hauppauge, NY. 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 uses structured planning tools and investment models to support its financial planning process.

Sabrina Lin is a Planning Consultant at Fidelity Investments. In her current role, she partners with Financial Consultants to understand clients' personal needs and explore how Fidelity can assist them. She has been with Fidelity Investments since 2024, progressing from Financial Representative to Relationship Manager before becoming a Planning Consultant in 2026. This progression reflects her experience within the company and her roles involving client relationship management and financial planning support.

Mitchell Pearson is a financial advisor with Equitable Advisors in Melville, NY, holding a Series 66 designation and 18 years of industry experience. He has worked with Equitable Advisors since 2007 and previously with AXA Advisors, LLC. Outside of his advisory role, he is a partner at Equinox Financial Partners LLC. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm uses a variety of advisory models and third-party asset managers to tailor solutions based on client needs and risk tolerance.

Vincent Batteria is a financial advisor with Wells Fargo Advisors in Bohemia, NY, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked with various Wells Fargo entities since 2009, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, using Wells Fargo research and tools to develop customized recommendations.

Daniel Saxe is a CFP® professional with 30 years of industry experience, currently serving as an advisor at OSAIC since 2024. Prior to joining OSAIC, he worked at American Portfolios Financial Services for 19 years. Outside of his advisory role, he is president of a tax preparation and bookkeeping business and serves as treasurer for a nonprofit organization related to retired police officers in New York. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct client portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Michael Newins is a financial advisor at Stifel with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Park Avenue Securities, Guardian Life Insurance, and New York Life among others. Outside of his advisory role, he serves as Treasurer of Potunk Lodge #1071 F&AM, a Masonic Lodge and charity in Westhampton, NY. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and advisory services with investment guidance based on proprietary forward-looking methodologies developed by its Investment Strategy Group.

Jeffrey Kemp is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott for seven years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, utilizing a combination of research, modeling, and tax-efficiency analysis to develop personalized, non-discretionary retirement recommendations.

John Hartnagel is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC before joining LPL Enterprise. Outside of his advisory role, he owns and coordinates a virtual referral networking group. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm emphasizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and a range of insurance and trust services.

Nicole Wood is a financial advisor with OSAIC who holds Series 66 and Series 63 licenses and has 11 years of industry experience. She has previously worked at American Portfolios Financial Services, Inc. and serves as an investment advisor representative at PPS Advisors, Inc., where she provides life insurance and fixed annuities when applicable. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services through a large network of advisors, utilizing asset-allocation tools, risk tolerance assessments, and third-party money managers to construct portfolios across multiple asset classes.

Alex Kim is a Series 66 licensed financial advisor with one year of industry experience, currently with Equitable Advisors in Melville, NY. His prior experience includes roles at Northwestern Mutual, Samsung Electronics of America, and Drexel Hamilton, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm utilizes a variety of third-party advisory models and offers ERISA fiduciary services to qualified plans.

Ariel Cruz is a financial advisor with Morgan Stanley in Hauppauge, NY, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at J.P. Morgan Securities, Equitable Advisors, Argo Partners, and The Nanz Company. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its advisory process.

Kevin Cunningham is a financial advisor with Merrill in Melville, NY, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has worked at Merrill since 2011 and Bank of America, N.A. since 2013. 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 model-based and discretionary investment strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Maria De Gennaro is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Ameriprise since 2014, including six years at Ameriprise Financial Services, Inc. and six years with Ameriprise. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Sheri Savage is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1995. Outside of her advisory role, she serves as a compensated personal fiduciary trustee for the Cindy Sieden Family Trust. 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. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers a range of specialized services through a select group of Wealth Advisors.

Ira Miller is a financial advisor with Ameriprise in Plainview, NY, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Outside of advising, he owns a tax preparation business. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals with significant investable assets, offering non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Brandon Sperling is a CFP®-designated financial advisor with seven years of industry experience, currently with Wells Fargo Advisors since 2023. His prior roles include positions at Raymond James Financial Services and Bank of America, among others. He also owns Sperling Consulting Group Inc., a small investment-related business. Wells Fargo Advisors Financial Network is a 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 range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning.

Paul Shipkoskie is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.