Mark Goldman is a CFP® with 39 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors. Goldman also owns Goldman Financial Services, a financial services business providing advice to individual and corporate clients. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance through a specialized advisory affiliation.

Adnan Raza Chowdhury is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo and Amazon prior to his current roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Nilima Madan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. She worked at Citigroup Global Markets and Citicorp Investment Services before joining LPL Financial in 2010. Madan serves as President of the Association of Indians in America, a nonprofit organization based in Port Washington, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms supported by advanced operational and research tools.

Jonathan Jaeger is a financial advisor with LPL Financial who holds the Series 63 and Series 66 designations and has 36 years of industry experience. His prior roles include positions at Summit Financial Consultants and RBC Capital Markets. He is also licensed as an insurance agent and sells term, permanent, and long-term care insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Colleen Glavin Beiner is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She previously worked at J.P. Morgan Securities for five years and Chase Investment Services Corp. for sixteen years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Mark Krauss is a financial advisor with Raymond James & Associates in Garden City, NY, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has been with Raymond James in various capacities since 2009. Krauss is the owner of NY Wealth Management, a support company through which he provides financial advice. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a wide range of portfolio management styles and affiliated research.

Michael Montagnino is a financial advisor at Wells Fargo Clearing with 26 years of industry experience and holds Series 63 and Series 65 designations. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a golf coach and instructor at Farmingdale State University. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Jeremy Levinson is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Bernstein Private Wealth Management, JPMorgan Chase Bank, N.A., Atria Wealth Solutions, and Deloitte Consulting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates systematic quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Kenneth Ilgner is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He holds the Series 63 designation and has worked at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1992. In addition to his advisory role, he operates as an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using proprietary software and provides event-driven planning programs alongside educational seminars.

Valene Samuels is a Series 66-credentialed financial advisor with five years of industry experience. She is currently with J.P. Morgan Securities and has previously worked at Citigroup Global Markets and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations, incorporating ESG eligibility frameworks when appropriate.

Bibi Iqbal is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2025, Bibi worked at Bank of America, National Association for five years and at Merrill Lynch Commodities Inc for seven years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, along with trading, account administration, and custody support.

Katherine Kanes is a CFP® designated financial advisor at Edward Jones with 10 years of industry experience. She worked for Brown Brothers Harriman & Co for 22 years before joining Edward Jones in 2023. Outside of her advisory role, she owns and manages rental property businesses through Kanes DFW Properties LLC and Kanes OK Properties LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies. The firm manages over $1 trillion in assets and supports its advisory services with a large nationwide network of financial advisors and branch offices.

Michele Tuzzolo is a financial advisor with UBS Financial Services, holding a Series 63 designation and over 30 years of industry experience. He has worked at UBS since 2000. In addition to his advisory role, he is a commissioned notary public in New Hyde Park, New York. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

John Cerulli is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including JPMorgan Chase Bank, J.P. Morgan Securities, LPL Financial, and Jovia Financial Credit Union. Cerulli is also the owner of JCJr trd llc, a business unrelated to his primary advisory role. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, 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, providing advisors with access to various model portfolios and investment programs.

Ingrid Providence is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She previously worked at Morgan Stanley before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2016. Outside of her advisory role, she volunteers on the treasury committee for the Community Worship Center of Seventh-Day Adventists. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative due diligence, and recommendations may include ESG considerations, with implementation support from affiliated investment management entities.

Ryan Wroblewski is a financial advisor at Morgan Stanley in Garden City, NY, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and its Estate Planning Strategies Group.

Wayne Lee is a CFP®-certified financial advisor with 22 years of industry experience. He is currently with Morgan Stanley in Jericho, NY, where he has worked since 2021. His prior experience includes roles at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Vasilios Zarboutis is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. He previously was involved with Webeulogy, LLC from 2014 to 2017. Outside of his advisory role, Zarboutis is engaged in managing several rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Thomas Fostvedt is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo since 2016. Outside of his advisory work, he serves as an executor of a will for a client who is a family friend. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources to support its investment process and provides both brokerage and advisory solutions.

Diana Matthews is a financial advisor at Merrill with 37 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2009. 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, pension and profit-sharing plans, corporations, and charitable organizations.