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.

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 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a partner at SHMONA LLC, a real estate investment-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market models.

Timothy Augustine is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. He has previously worked at TD Bank and currently operates PTO Beverages LLC, a company focused on functional non-alcoholic beverages. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering written asset allocation advice and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Matthew Hill is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining OSAIC in 2018, he spent 12 years with SII / John Hancock Financial Network. Hill markets his investment and securities business under multiple DBAs, including Client Focused Advisors and Hook Wealth Management. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm uses a model-based investment approach with portfolio optimization and offers a range of programs such as financial planning, Unified Managed Accounts, and third-party money manager solutions.

Kevin Ovington is a financial advisor at OSAIC with one year of industry experience. He holds the Series 66 designation and has worked at firms including Baystate Financial and Family Wealth Decisions Group. Prior to his advisory roles, he had professional experience at Coopersburg Kenworth and in educational positions at Endicott College and William Tennent High School. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a wide range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by advanced tools and multiple program options.

Matthew Mahabadi is a financial advisor at Cetera with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been with Cetera and its related entities since 2019, following earlier roles at Foresters Financial Services. He is a 35% owner of Angarola & Mahabadi Wealth Management, a business affiliated with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures, including access to third-party managers and various discretionary authorities.

Michael Lupia is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Morgan Stanley and Chase Investment Services Corp. Outside of his advisory role, he is involved as an owner in an investment-related real estate business. 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.

Liang Shen is a Financial Advisor at Merrill Lynch Wealth Management. He aims to help individuals and businesses take control of their finances and achieve financial priorities by creating and developing generational wealth through personalized investment advice, tax-efficient strategies, estate services, and comprehensive financial planning. His approach is characterized by complex financial planning tactics tailored to clients' unique needs. Liang has extensive experience in finance, economics, business administration, and management with a demonstrated history in the global market industry. He possesses solid skills in financial modeling, analyzing, forecasting, valuation, and portfolio management. Liang is proficient in advisory services and behavioral finance, focusing on professional responsibility and acting in the best interest of his clients. He holds a Bachelor's Degree from Shanghai Normal University and has earned multiple Master's degrees, including an MBA from Hult International Business School and degrees from Harrisburg University of Science and Technology. Liang maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is proficient in English, Chinese, Mandarin, and Taiwanese.

Lilian Madrid is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. She has been with Merrill 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Colin Moe is a Financial Advisor working with Merrill Lynch Wealth Management since 2022. With nearly a decade of experience in the wealth management industry, he supports high-net-worth individuals, families, and organizations in managing complex financial needs. He focuses on delivering a holistic and boutique-style experience, addressing all aspects of a client's balance sheet and collaborating with CPAs, attorneys, and other specialists. His approach includes personalized strategies such as tax-aware planning, alternative investment strategies, and guidance on trust and estate planning. Colin received his Bachelor of Science degree in Finance from Siena University in 2019 and holds the Personal Investment Advisor (PIA) designation. He resides in Hauppauge, Long Island, where he has lived his entire life. Beyond his professional work, he is involved with the Boy Scouts of America and Venturing, reflecting his commitment to community involvement. Outside of his advisory role, Colin enjoys baseball, boxing, camping, fishing, football, golfing, music, pickleball, spending time with his family, and watching movies.

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 at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2015. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

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.

Debra Bushman is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. Her prior work includes roles at UBS Financial Services, Merrill, and Janney Montgomery Scott. Outside of financial advising, she is an officer of Samantha's Limo Service, a transportation business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, using proprietary research and planning tools to deliver tailored recommendations.

Pauline Schwartz is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2018, previously spending three years at Briden Chase LLC. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Patrick Lough is a financial advisor with Cetera Wealth Services, LLC, holding the ChFC® designation and Series 63 license, with 31 years of industry experience. His prior work includes long-term roles at Financial Associates LLC, S & S LTC, and First National Administrators, among others. Outside of his advisory work, he serves as a director and coach of a youth boys lacrosse program and is a board member volunteer at the Oyster Bay Railroad Museum. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform that supports both discretionary and non-discretionary authority arrangements.

Jorge Gonzalez is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Citibank, and Sterling National Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering financial planning, asset management programs, and institutional platforms.

Katelyn Dolan is a CFA® charterholder with 16 years of industry experience. She is currently with Morgan Stanley in Melville, NY, having joined Morgan Stanley Private Bank and Morgan Stanley in 2023 after 13 years at Citi. 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’s financial planning process uses structured discovery conversations and proprietary tools, providing advisory services without individual security recommendations as part of standalone plans.