Matthew Hill is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at SII / John Hancock Financial Network for 12 years before joining OSAIC in 2018. Hill manages his investment and securities business through the DBAs Client Focused Advisors and Hook Wealth Management LLC. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through an extensive network of affiliated financial advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance analysis to construct portfolios that include a variety of investment vehicles.

Kevin Ovington is a financial advisor at OSAIC with one year of industry experience. He holds a Series 66 designation and has worked at OSAIC Wealth Inc and Family Wealth Decisions Group since 2025, with prior experience at Baystate Financial, Coopersburg Kenworth, Endicott College, and William Tennent High School. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across a wide range of investment types.

Matthew Mahabadi is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and nine years of industry experience. He has been with Cetera and its affiliated entities since 2017, including prior roles at Foresters Financial Services. Mahabadi is a 35% owner of ANGAROLA & MAHABADI WEALTH MANAGEMENT, a business operating under Cetera. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting diverse investment strategies across discretionary and non-discretionary programs.

Michael Lupia is a financial advisor with Morgan Stanley in Melville, NY, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs supported by firm-approved planning tools and investment committee resources.

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 18 years at the firm and five years of industry experience. She holds the Series 66 designation. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Colin Moe is a Financial Advisor at Merrill Lynch Wealth Management, having joined the firm in 2022. He brings nearly a decade of experience in the wealth management industry, working with numerous teams to serve a diverse client base that includes high-net-worth individuals, families, and organizations with complex financial needs. Colin focuses on delivering a holistic, boutique-style experience by addressing all aspects of a client's balance sheet and coordinating with their CPA, attorneys, and other specialists. His approach incorporates personalized strategies such as tax-aware planning, alternative investment strategies, and trust and estate planning guidance. Colin holds a Bachelor of Science degree in Finance from Siena University, earned in 2019, and has earned the Personal Investment Advisor (PIA) designation. He is involved in professional and community organizations including the Boy Scouts of America, where he is also engaged in Venturing activities. Born and raised on Long Island, Colin currently resides in Hauppauge. Outside of his professional commitments, Colin enjoys spending time fishing on the south shore, playing golf, attending Yankees games, and engaging in quality time with friends and family.

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 with Merrill, holding a Series 66 designation and 10 years of industry experience. He has been with Merrill and Bank of America since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

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.

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 with LPL Financial, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Citigroup. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management with access to proprietary research, model portfolios, and various investment strategies.

Katelyn Dolan is a CFA® charterholder with 15 years of industry experience. She currently works at Morgan Stanley, having joined in 2023 after a 13-year tenure at Citi. Her professional credentials also include the Series 63 license. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning processes and firm-approved tools.

Eric Moore is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Kestra Advisory and LPL Financial. Moore is also involved in managing several businesses related to financial advisory and insurance, as well as owning a commercial building used for office space. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services using multiple program structures and affiliated third-party managers.

Kevin Clark is a financial advisor with RBC Capital Markets in Jericho, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include tenures at Merrill Lynch, Bank of America, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs providing portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Matthew Roache is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving as a member of The Miranda Wealth Management Group. He began his career in investment and financial services in 2007 and joined Merrill Lynch in 2014. His background includes retail investment operations and trading, which supports his service-oriented approach to helping clients achieve their financial objectives. Matthew's areas of focus include education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, individual and corporate investment strategies, tax minimization, and retirement income. He holds a Bachelor of Science degree in Business Management from Farmingdale University and maintains several professional designations and licenses, including FINRA Series 7 and 66 registrations, Life Accident & Health License, Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional role, Matthew enjoys golfing, hiking, spending time with his family, surfing, swimming, and playing tennis.

Marissa Dabbraccio is a financial advisor with Morgan Stanley in Melville, NY, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Jennifer Segura is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is involved in managing a family home rental investment. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.