Clifford Sieber is a financial advisor with Ameriprise in Huntington, NY, holding a Series 66 designation and five years of industry experience. He previously worked at Sweet Hollow Management Corporation from 2014 to 2020. Outside of financial advising, Sieber is president and sole employee of CS2 Equipment Leasing Corp, a truck leasing business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Robert Ackerman is a financial advisor at Morgan Stanley with 43 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following a 14-year tenure at UBS Financial Services. He holds Series 63, Series 65, and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and investment modeling techniques.

Alex Varkatzas is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services and Adelphi University. Outside of finance, he serves as an associate trainer for youth soccer teams with Royal Sporting Group, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Dennis Weil is a ChFC® credentialed financial advisor with 48 years of industry experience, currently affiliated with Cetera since 2019. His prior experience includes roles at North Ridge Securities Corp and extensive work through his own firm, The Planning Group. He is also an instructor at the POHS Institute of New York, teaching continuing education classes. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Eric Jacobs is a financial advisor with Stifel in Garden City, NY, holding Series 63 and Series 65 licenses and 38 years of industry experience. He worked at Janney Montgomery Scott from 2003 to 2019 before joining Stifel Nicolaus & Co Inc, where he has been since 2019. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Jenny Escobar is a financial advisor with Primerica Advisors, holding a Series 63 designation and 24 years of industry experience. She has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of her advisory role, she is the owner and CEO of Empower Connect Solutions, a non-investment-related business based in East Meadow, NY. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

David Jaramillo is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Securities LLC, JPMorgan Chase Bank, and FinDeter. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Eric Abney is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is the president of EA Operating Corp, where he manages day-to-day operations and provides independent insurance brokering. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice primarily through Ameriprise-managed accounts.

Lionel Goldberg is a financial advisor at Morgan Stanley with 39 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner at SHMONA LLC, a real estate investment-related business in Garden City, NY. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Timothy Augustine is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses and has prior work experience at TD Bank and Topping Rose House. Outside of finance, he is an owner and partner of PTO Beverages LLC, a company specializing in non-alcoholic functional beverages containing adaptogens, nootropics, vitamins, and natural stimulants. 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.

Matthew Hill is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at SII / John Hancock Financial Network for 12 years before joining OSAIC in 2018. Hill manages his investment and securities business through the DBAs Client Focused Advisors and Hook Wealth Management LLC. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through an extensive network of affiliated financial advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analysis to construct portfolios that include a variety of investment vehicles.

Kevin Ovington is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at OSAIC Wealth Inc and Family Wealth Decisions Group since 2025, with prior experience at Baystate Financial, Coopersburg Kenworth, Endicott College, and William Tennent High School. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across a wide range of investment types.

Matthew Mahabadi is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and nine years of industry experience. He has been with Cetera and its affiliated entities since 2017, including prior roles at Foresters Financial Services. Mahabadi is a 35% owner of ANGAROLA & MAHABADI WEALTH MANAGEMENT, a business operating under Cetera. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting diverse investment strategies across discretionary and non-discretionary programs.

Michael Lupia is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by firm-approved planning tools and investment committee resources.

Lilian Madrid is a financial advisor at Merrill with 18 years at the firm and five years of industry experience. She holds the Series 66 designation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Colin Moe is a Financial Advisor at Merrill Lynch Wealth Management, having joined the firm in 2022. He brings nearly a decade of experience in the wealth management industry, working with numerous teams to serve a diverse client base that includes high-net-worth individuals, families, and organizations with complex financial needs. Colin focuses on delivering a holistic, boutique-style experience by addressing all aspects of a client's balance sheet and coordinating with their CPA, attorneys, and other specialists. His approach incorporates personalized strategies such as tax-aware planning, alternative investment strategies, and trust and estate planning guidance. Colin holds a Bachelor of Science degree in Finance from Siena University, earned in 2019, and has earned the Personal Investment Advisor (PIA) designation. He is involved in professional and community organizations including the Boy Scouts of America, where he is also engaged in Venturing activities. Born and raised on Long Island, Colin currently resides in Hauppauge. Outside of his professional commitments, Colin enjoys spending time fishing on the south shore, playing golf, attending Yankees games, and engaging in quality time with friends and family.

Connor Brown is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young US LLP for six years. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and under corporate agreements.

Matthew Zakrzewski is a financial advisor with Morgan Stanley in Garden City, NY, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley since 2019 and has prior experience at Bath and Body Works, Old Navy, Molloy College, and Big Chief School and Camp. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and modeling tools but does not include individual security recommendations as part of its standalone planning services.

Thomas Travers IV is a financial advisor with Merrill, holding a Series 66 designation and 10 years of industry experience. He has been with Merrill and Bank of America since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Wendy Gorman is a financial advisor with Ameriprise in Dix Hills, NY, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. Outside of her advisory role, she also works as a client service coordinator at Larry Joseph and Associates LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendations. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.