Connor Mc Donald is a Financial Advisor at Merrill Lynch Wealth Management, where he focuses on delivering personalized wealth management strategies tailored to his clients' unique financial situations. He works closely with clients to understand their priorities and create flexible strategies that align with their goals, leveraging investment insights from Merrill and banking solutions from Bank of America. His practice offers a range of services including retirement and estate planning, complex cash management, tax-efficient management, and financial behavioral guidance. Connor's areas of expertise encompass corporate executive services, divorce transition planning, family wealth management, defined benefit plans, legacy planning, liquidity management, personal retirement planning, small business strategies, tax minimization, and retirement income. Connor holds a Bachelor's Degree from Quinnipiac University and the Personal Investment Advisor (PIA) designation. He is fluent in English and Spanish. Outside of his professional role, he enjoys basketball, cooking, fishing, golfing, and watching movies.

Geoffrey Ringstad is a financial advisor at Stifel with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel since 2019, following a 17-year tenure at First Empire Securities, Inc. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach relies on a proprietary methodology developed by the Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

William Donohue is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to affiliated discretionary model portfolios and offers a centralized structure for custody and order routing.

Michael Berger is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and RBC Capital Markets LLC. Since 2020, he has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

William Barbaccia is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at F45 Fitness Studio, FedEx, New York State Parks, and Stony Brook University. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a systematic approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to registered investment companies, use of AI in research, and management of model portfolios for Fidelity Institutional Wealth Adviser.

Archibald Walker is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and more than 40 years of industry experience. He has worked at Merrill since 1983 and has also been associated with Bank of America since 2011. Outside of his advisory role, he manages family-owned farm businesses in Sussex, New Jersey. 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 offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional accounts.

Stephan Shatarah is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Cetera since 2019 and previously at Foresters Financial Services from 2015 to 2019. Outside of his advisory role, he is involved with the Ramallah Club of New York and participates part-time in a PEO benefit referral program for businesses. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a nationwide network of independent advisors and offers multiple program structures and investment options.

Chase Grosse is a Series 66-licensed financial advisor with 10 years of industry experience, currently with Osaic since 2023. Prior to joining Osaic, he worked at Arete Wealth Advisors, National Securities Corporation, and Ameriprise Financial Services. He is also Managing Director at Freedom Wealth Partners, an S-Corporation providing investment advisory and insurance services through Osaic Wealth. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services across various financial planning and investment programs. The firm utilizes a model-based approach to asset allocation and portfolio management, supported by proprietary tools and a broad affiliate network.

Ayman Ibrahim is a financial advisor with Cetera, holding a Series 63 designation and over 27 years of industry experience. His prior roles include positions at Avantax Advisory Services and Avantax Insurance Agency. Outside of his advisory work, he owns a tax preparation and accounting business and is involved in several family holding companies overseeing financial and tax reporting. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

John Desio is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 38 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has also been affiliated with MassMutual Life Insurance Company since 2016. In addition to his advisory role, he is involved in individual and group life and health insurance sales. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and a range of programs including educational seminars, with options for clients to implement recommendations through separate brokerage or insurance arrangements.

Barry Cahn is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He has worked at Wells Fargo since 2017 and previously spent 10 years with UBS Financial Services. He holds Series 63 and Series 65 designations. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party databases.

Mark Hopper is a Series 66-licensed financial advisor with Morgan Stanley in Jericho, NY, bringing 26 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2014. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured tools and analysis techniques such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Christopher Longo is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009 and holds a Series 63 designation. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Philippe Baumann is a financial advisor at UBS Financial Services with 26 years of industry experience. He has been with UBS and its affiliates since 1995, including roles at UBS International Inc. and UBS AG. Baumann holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances.

John Lantier is a financial advisor with Ameriprise in Wantagh, NY, holding a Series 66 designation and having two years of industry experience. His prior work includes roles with Copley Financial Group, the Law Office of Marina Moreno, and the New York Islanders, as well as service in the United States Marine Corps. He has held teaching positions at SUNY Old Westbury and Nassau Community College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing investment research and algorithmic tools to provide tailored recommendations.

Danny Shum is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes prior roles at Citigroup Global Markets and Citicorp Investment Services. He is also involved in managing his own business entities related to investment activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using Wells Fargo research, with planning engagements typically tailored and discrete rather than ongoing.

Nicholas Lupi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having six years of industry experience. His prior roles include positions at Equitable Financial Life Insurance Co and Hartt/Borg Insurance Company. Outside of finance, he owns Lupi Trading Company, which specializes in buying and selling coins and trading card game cards. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and leveraging the firm’s broader derivatives and commodities capabilities.

Scott Pisano is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Wells Fargo since 2016. Outside of his financial career, Pisano serves as an umpire and referee for baseball, basketball, and softball games in the New York area. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets, leveraging research and analytics to support its investment strategies.

Sonya Stanley is a financial advisor with Primerica Advisors in Farmingdale, NY, holding a Series 63 designation and 11 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of her advisory role, she is involved with LifeWatch USA, a company she has worked with since 2013, and she also participates in part-time referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation handled by BNY Mellon Advisors.

Ryan Hickey is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at various JPMorgan affiliates since 2017. Outside of his advisory role, he serves as an assistant athletic trainer at 3D Athletics, providing basketball and fitness training to youth. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s approach combines quantitative and qualitative manager selection with forward-looking capital market assumptions to deliver customized asset allocation advice and performance reporting.