Jacob Miller is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds a Series 66 designation and has previously worked at KBK Wealth Management, Commonwealth Financial Network, and Morgan Stanley. Outside of his advisory role, Miller is the president and founder of JEM Wealth Management and serves as a trustee of a family trust. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage services through partnerships with LPL and multiple third-party asset managers.

Nicholas Gallino is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and previously worked at Oppenheimer & Co. He has also been involved in non-financial roles, including managing EMF Gourmet Market. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers both direct and employer-sponsored financial plans.

Douglas Graham is a financial advisor with UBS Financial Services in Melville, NY, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies.

Tracy Scahill is a Senior Financial Advisor at Merrill Lynch Wealth Management with 39 years of experience at the same firm and office. She has focused her career on building enduring relationships with multi-generational families, prioritizing client needs and delivering personalized financial strategies. Tracy specializes in personal retirement planning, portfolio management services, and retirement income. She holds a Bachelor's Degree from Villanova University and a High School Diploma from St Mary's High School. Tracy also holds the Professional Investment Advisor (PIA) designation. Her approach emphasizes collaboration with clients to develop tailored financial plans that align with their long-term goals. Outside of her professional work, Tracy is engaged in endurance sports and physical fitness, having completed the New York City Marathon three times and participated in fifteen consecutive years of triathlons and half marathons. She holds a black belt in Shotokan karate and enjoys golfing, running marathons, playing tennis, and spending time with her family.

Gregory Masone is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at firms including Avantax and American Portfolios Advisors. Masone is also Vice President of Gregory-Matthew Wealth Management & Retirement Planning, Inc., where he provides investment, retirement, and estate planning services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with over $256 billion in assets under management.

Dory Adoracion Jacinto is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. Prior to joining LPL Enterprise in 2024, Jacinto worked at Prudential Insurance Company of America and Pruco Securities, LLC, with a combined tenure of around 30 years. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management, and access to brokerage and insurance products through an integrated advisory and brokerage platform.

Donald Canade is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. He has been with Fidelity since 2001, serving in various roles including Regional Planning Consultant and Senior Account Executive prior to his current role. Before joining Fidelity, he worked as a Financial Consultant with several firms including First Colonial Securities Group, Nichols Safina, Lerner & Co., and Sovereign Equity Management Corp. He began his career as a Financial Assistant at Hanover Sterling & Co. in 1995. Donald has extensive experience in investment and retirement planning. He is a Certified Financial Planner (CFP®) and utilizes the Fidelity platform to provide comprehensive, long-term financial planning for his clients and their families.

Christopher Voisine is a financial advisor with Equitable Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked with Axa Advisors. Outside of his advisory role, he serves as a board member for Heal Our Heroes. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning and access to asset management through third-party programs. The firm employs a hybrid referral and implementation model, utilizing multiple third-party asset managers and providing both advisory and brokerage channels to clients.

Mallory Brenner is a CFP®-designated financial advisor at Merrill with 31 years of industry experience. She has worked at Merrill since 2025 and previously spent 19 years at Citigroup Global Markets. Brenner serves as an Honorary Director of the Suffolk Y JCC, a nonprofit Jewish Community Center. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individual, high-net-worth, and institutional clients with model-based and discretionary investment strategies.

Christian Nally is a financial advisor at Cetera with six years of industry experience and holds the Series 66 designation. His prior work includes roles at Allied Wealth Partners, Securian Financial Services, and Murphy Financial Group. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors and serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services and operates as a multi-manager platform with over $256 billion in assets under management.

Matthew Galati is a financial advisor at Wells Fargo Advisors with a Series 66 credential. He has one year of experience in the industry and previously worked at Citibank for three years and Del Vino Vineyards for two years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and develops tailored recommendations using proprietary research and planning tools.

Robert Bolebruch is a financial professional with 38 years of experience, currently affiliated with Cetera. He holds Series 63 and Series 66 designations. His prior work includes a 15-year tenure at American Portfolios and two years at OSAIC. He is also involved with North Ridge Wealth Planning, a financial services business operating under a DBA. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Richard Lindholm is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works at JPMorgan Chase Bank, N.A. since 2008. 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 applying an ESG eligibility framework in its recommendations.

Rick Groom is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morningstar Investment Services LLC and AssetMark Financial, Inc. Groom was also involved with WSP Kings Hockey Club LLC from 2020 to 2024. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Matthew Thompson is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked with Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. Thompson holds Series 63 and Series 65 licenses. He serves as a board member for the American Red Cross of Nassau County. Morgan Stanley Wealth Management provides 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 uses structured discovery and firm-approved tools, including the Global Investment Committee’s return estimates and Monte Carlo simulations.

Hector Dominguez is a financial advisor with Primerica Advisors in Levittown, NY, holding a Series 63 designation and 18 years of industry experience. He has been with Primerica Advisors since 2007 and has worked with Primerica Financial Services since 2003. In addition to his advisory role, he is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure while managing potential conflicts through disclosure and oversight.

Jeffrey Ohl is a financial advisor with Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Courtney Melvin is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers non-discretionary services delivered by a select group of wealth advisors.

Christopher Osso is a financial advisor with Wells Fargo Clearing in Melville, NY, holding Series 63 and Series 66 designations and seven years of industry experience. His career includes roles at Wells Fargo Bank, David Lerner Associates, O & B Realty Corp, and Keybank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

William Connolly is a financial advisor at Fidelity with 38 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes seven years at KeyBanc Capital Markets Inc. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.