Dwayne Winter is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 designations. Outside of his advisory role, Winter is a partial owner of Savvy Bistro and Bar Inc., a restaurant and bar in Brooklyn, NY. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Stephanie Panayiotou is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and possessing seven years of industry experience. She has worked at J.P. Morgan Securities LLC since 2018 and has been with J.P. Morgan Chase Bank NA since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Larry Stevens III is a financial advisor with Fidelity, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Equitable Advisors and various other positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration with the CFTC as a commodity pool operator and its advisory role to multiple registered investment companies.

Sicong Ai is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining J.P. Morgan Securities in 2025, Ai worked at NYLIFE Securities LLC and Equitable Financial Life Insurance. 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. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Bryan Trugman is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2014. He is also the managing partner of Attitude Financial Advisors, Inc. and serves as a condo board member in Long Beach, NY. Cambridge Investment Research Advisors is a large SEC-registered adviser that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing both discretionary and non-discretionary investment solutions tailored to client objectives.

Xavier Allen is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2015. Outside of his advisory role, Allen serves as head coach for a girls' travel basketball program, coaching 10th-grade players. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling to provide tailored, tax-efficient recommendations through a centralized consulting team.

James Copeland is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and J.P. Morgan Securities. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Heyman is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and 29 years of industry experience. His previous roles include long tenures at Investacorp Advisory Services and Securities America Advisors. Heyman is also involved in group health and life insurance sales and services through his activities connected to Clearvision Wealth Management. Osaic Wealth, Inc. serves a diverse range of clients including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services, employing tools such as asset-allocation models and risk assessments to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternatives.

Terence Reynolds is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Morgan Stanley Private Bank, N.A. since 2018 and at Morgan Stanley Smith Barney LLC since 2017. Prior to that, he was with Kelson Capital LLC from 2013 to 2017. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling in its advisory process.

Edward Goldfarb is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Stefano Lanza is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Stasie Jones is a financial advisor with Merrill in Melville, NY, holding a Series 66 designation and six years of industry experience. Prior to joining Merrill and Bank of America in 2025, Jones worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2019 to 2024. 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 and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Boatswain is a financial advisor with Ameriprise, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he works in a security-related role monitoring account activity to detect possible customer fraud. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers these services through a centralized consulting team in partnership with financial advisors.

Daniel Vega Jr. is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with LPL Enterprise and has held prior roles at Equitable Advisors, Barnum Financial Group, Mass Mutual Life Insurance Company, and Merrill, among others. His other business activities include involvement with life insurance agencies focusing on universal and whole life insurance products. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a broad range of financial products, including insurance, supported by an integrated platform that combines adviser programs with active sales of financial products.

Hyoun Bae is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds the Series 66 designation. Prior to joining J.P. Morgan Securities in 2025, he worked at Wells Fargo Bank, Wells Fargo Clearing, and Wells Fargo Advisors, LLC from 2016 to 2025. 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 investment process.

Thomas Tucker is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Citigroup Global Markets. Tucker is also involved in trust-related activities outside of his primary advisory work. Morgan Stanley Wealth Management serves individual and institutional clients through a broad range of advisory programs, including customized financial planning supported by structured discovery processes 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 Denihan is a Series 66-licensed financial advisor at UBS Financial Services with nine years of industry experience. He previously worked at Bank of America and Merrill before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with a range of portfolio management options and other capital markets activities.

Thomas Quigley is a financial advisor at Charles Schwab with 29 years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Charles Schwab since 1999, including over two decades at Charles Schwab Bank. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Cameron Roman is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2015. 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 for individuals, high-net-worth clients, and institutional investors, utilizing internal and third-party portfolio management teams.

Sean Antoine is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Merrill, Bank of America, Citigroup, and JPMorgan Chase Bank. 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 a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.