Robert Codignotto is a financial advisor at Stifel with 30 years of industry experience. He has been with Stifel since 2007 and holds Series 63 and Series 65 licenses. Outside of his advisory role, Codignotto serves as an ordained minister performing marriage ceremonies, is an unpaid assistant police commissioner for Nassau County, and participates as a racehorse owner and a board member of a family foundation organizing charity events. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Godfrey John is a financial advisor with Primerica Advisors in Valley Stream, NY, holding a Series 63 designation and 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2009. Outside of his advisory role, he owns Integrated Technology Business Solutions and is involved with Chemma Consulting, Inc., both unrelated to investment management. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Myron Edelman is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 39 years of industry experience. He has worked with MML Investors Services, Inc. since 2006 and with MassMutual Life Insurance Company since 1991. In addition to his advisory role, Edelman is involved in life and health insurance sales. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements that utilize firm-approved analytical tools and supports implementation through separate brokerage or insurance arrangements.

Paul Trause is a ChFC® credentialed financial advisor with Ameriprise in Garden City, NY, with 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, Trause serves on the board of directors for the Ronald McDonald House of Long Island and maintains a website that features local restaurant reviews. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach involves collaboration between a centralized service team and financial advisors, with recommendations based on proprietary research and third-party data.

Haritomeni Karavakis is a financial advisor with Morgan Stanley in Garden City, NY. Holding a Series 66 designation, Karavakis has two years of industry experience and has previously worked at Bank of America, Merrill Lynch, Ernst and Young, and other firms. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured discovery processes and proprietary planning tools but does not provide individual security recommendations as part of standalone financial plans.

Elzie Ross III is a Series 66-licensed financial advisor with 10 years of industry experience. He has worked with firms including Equitable Advisors and AXA Advisors before joining Cetera in 2025. Outside of his advisory role, Ross is a 33% owner of THE QAE GROUP and is involved with KB Entertainment/Knockout Boyz, where he hosts social events and produces music. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and retirement services, allowing advisors to implement various investment strategies across multiple program structures and custodial relationships.

Babak Rambod is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 29 years of industry experience. He has been with Mass Mutual Investors Services since 2011 and with MassMutual Life Insurance Company since 2010. Outside of his advisory work, Rambod serves as an officer of the Yosef Chaim Foundation, a charitable organization, and is an author writing about finance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved software and offers various programs including wrap and money-manager options as well as educational seminars.

Christopher Liotta is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2013 and Maximus Financial Services since 2009. Outside his advisory work, he is an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform that provides access to both affiliated and third-party investment managers.

Sydney Khedouri is a financial advisor with Mass Mutual Investors Services and holds over 55 years of industry experience. He has worked at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1993, and has been with Mass Mutual Investors Services since 2017. Khedouri also operates as an independent insurance agent focusing on life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations tailored to clients’ goals.

Douglas Weaver is a financial advisor at Morgan Stanley in Garden City, NY, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked at Morgan Stanley since 2018 and previously held roles at Capital One Investing, LLC and Capital One Advisors, LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, supporting clients in implementing and updating their plans.

Lee Meddin is a CFA® charterholder with 12 years of industry experience. He is currently a financial advisor at UBS Financial Services, where he has worked since 2025, following a decade at Sagacious Capital, LLC. His credentials also include Series 66, Series 63, and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary capital market assumptions and research to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets and lending products.

Mikhail Khochinsky is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 21 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 2005 and has been with J.P. Morgan Securities since 2012. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Steven Benjamin is a financial advisor with LPL Financial in Woodmere, NY, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior work includes positions at Sterling National Bank, National Securities Corp, M&T Securities, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Theresa Miller is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Merrill since 2019. Prior to that, she was with Morgan Stanley and Morgan Stanley Smith Barney from 2014 to 2019. Since 2025, she has also been affiliated with Brooklyn College. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Miguel Colon is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has held roles at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2009. He holds Series 63 and Series 66 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by a centralized due diligence team that combines quantitative and qualitative research to build model asset allocations.

Mary Chan is a financial advisor at Merrill with Series 65 and Series 63 licenses and 31 years of industry experience. She has worked at firms including JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Securities Company, First Republic Bank, and HSBC Securities (USA) Inc. Chan serves as a board member of the Chinatown Health Clinic Foundation, a nonprofit organization supporting community health initiatives. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Laura Palacios is a financial advisor with LPL Financial who holds the Series 63 and Series 65 designations and has 26 years of industry experience. She previously worked at Signature Securities Group Corp./Signature Bank for 16 years, as well as at Cadaret, Grant & Co., Inc., Citigroup Global Markets, and Citicorp Investment Services. She serves as treasurer on the board of Huntington Matters, a for-profit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions and supports its network of over 22,800 advisors with a combination of proprietary research, third-party subadvisors, and technology tools.

Peter Canale is a CFP® with 27 years of experience in the financial services industry. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020, following prior roles at Santander Bank and Santander Securities from 2017 to 2020, and MML Investors Services and MassMutual Insurance Group from 2004 to 2017. 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 within a non-discretionary program. The firm combines quantitative and qualitative research in its advisory process and incorporates an ESG eligibility framework in its recommendations.

William Carmody is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 designation and has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and a broad platform that includes underwriting and securities-backed lending programs.

Elana Gofman is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in creating tailored, risk-managed investment strategies that align with clients’ personal preferences and market conditions. Elana focuses on various areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Elana began her career with roles at Morgan Stanley and Alliance Bernstein before joining Merrill Lynch in 2015. She holds a Bachelor’s degree in Finance from Indiana University’s Kelley School of Business and has earned several professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Elana emphasizes a collaborative approach with clients and their families, focusing on defining unique priorities and goals to develop comprehensive financial plans reviewed regularly. Outside of her professional work, Elana resides on Long Island with her husband and four children. Her personal interests include cooking, dancing, reading, skiing, tennis, traveling, and spending time with family. She is also active in volunteering and fundraising for various charities.