Marijane Uehlinger is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2017. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer corporate agreements.

Peter Licari is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked previously at Merrill/Bank of America and Financial Equities Mortgage Brokers. Outside of finance, he was involved with Bar Plancha from 2023 to 2026. 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 to offer customized investment solutions.

Christopher Corritore is a financial advisor with OSAIC based in Long Beach, NY, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has previously worked at Royal Alliance and Vanderbilt Securities. Outside of his advisory role, Corritore is involved in tax preparation and owns a tax advisory business. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisers. The firm offers integrated brokerage and advisory services using a variety of platforms and tools to construct portfolios across multiple asset classes.

Maylan Studart Anders is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on serving the wealth management needs of current and former professional athletes, high net-worth families and individuals, small businesses, and retirees. Maylan combines her professional experience with Merrill's wealth management platform to help clients navigate their finances with an emphasis on asset preservation, consistent growth, and tax efficiency. Prior to joining Merrill Lynch, Maylan worked as a financial journalist for outlets including Yahoo Finance, Modern Wall Street, and TheStreet. She also had a nine-year career as a professional jockey. This diverse background informs her approach to financial planning, enabling her to guide clients through significant life transitions such as retirement and career pivots. She works closely with clients' teams of attorneys, accountants, and other advisors to coordinate financial and legacy planning strategies. Maylan holds several professional designations including Accredited Estate Planner (AEP), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned a Bachelor of Fine Arts in Global and Electronic Journalism from New York Institute of Technology and a Master of Science in Finance from the University of Massachusetts. She is fluent in English, Portuguese, and Spanish. Maylan is involved in community organizations such as Camp HorseAbility, Muscular Dystrophy Association, and Ronald McDonald House.

Edward Loturco is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Gunnallen Financial, and Equitable Advisors. He is also involved in tax preparation and accounting through LoTurco & Company, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by proprietary research and advisor tools.

Kiel James is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 12 years of industry experience. He has worked at Primerica Advisors since 2014 and also has experience with Century 21 Milestone and JetBlue Airways. Outside of advisory work, he is involved in sales of loan products and home security referrals through Primerica-affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Robert Lobo is a financial advisor with Primerica Advisors in Richmond Hill, NY, holding a Series 63 license and 11 years of industry experience. He has been with Primerica Advisors since 2014 and has worked with Primerica Financial Services since 2012. Outside of advisory services, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses an exclusively percentage-based, tiered wrap fee structure.

Desi Gonzalez is currently serving as Vice President, Wealth Planner at Fidelity Investments, a role held since 2018. In this position, Desi partners with clients to develop and implement financial plans tailored to their individual and family needs, focusing on removing financial barriers to help clients work toward financial success. Desi brings over twenty years of experience in the financial industry, having supported a diverse client base including new investors, high net worth individuals, and senior business executives. Prior to joining Fidelity Investments, Desi held roles such as Senior Manager of Executive Services at E*TRADE Financial in 2018, Senior Branch Manager at Scottrade Inc. from 2002 to 2018, and Assistant Vice President at National Discount Brokers from 1998 to 2001. Desi holds a California Insurance License. Outside of work, Desi's personal interests include baseball, family activities, fitness, football, and traveling.

Jack Strulowitz is a financial advisor at LPL Financial with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Cetera and Bernath and Rosenberg, P.C. He is based in Cedarhurst, NY. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, utilizing both discretionary and non-discretionary investment approaches.

Hao Lam is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at Flagstar Bank, Citigroup Global Markets, Astoria Federal Savings, Guardian Life, and Equitable Advisors. He is involved with Flagstar Wealth Services, an investment-related business affiliated with LPL. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services through a large network of advisors, utilizing various portfolio strategies and technological tools to support their advisory platform.

David Selzer is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to his financial career, he spent several years as a professional MC, hosting high-end events such as weddings and mitzvahs through his business, Party Harty Entertainment. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured tools and investment modeling techniques.

Raymond George is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Kimberly Ruvolo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and possessing 18 years of industry experience. Her career includes multiple roles within J.P. Morgan entities since 2012 and prior work with the New York State Department of State Division of Licensing. 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage and investment management capabilities.

Maria Keeler is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process includes structured discovery conversations and firm-approved tools, with a broad range of retail and institutional investment services.

Thomas Mccormack is a financial advisor at Merrill with 21 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2011. 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 both model-based and discretionary investment strategies managed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Zichang Liu is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He has held roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and prior to that worked at Citigroup Global Markets from 2016 to 2018. He holds the Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Scott Mulford is a Series 66-registered financial advisor with Raymond James Financial, bringing nine years of industry experience. His background includes roles at Wells Fargo Advisors and Ernst and Young LLC. He is also the CEO of Park Blvd Corp, a support company he owns that manages business-related expenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using advanced analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Roei Gigi is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.

Luke Masciangelo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Cerberus Capital Management and American Investment Properties, as well as academic experience at Cornell University. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting alongside affiliated brokerage and investment management capabilities.

Kerry Anne Casano is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Prior to her career in finance, she worked at Bloomingdale's for ten years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients. The firm’s financial planning process emphasizes structured discovery and uses firm-approved tools, managing approximately $2.74 trillion in client assets.